Purchases and Sales Made in Q2 2023 in Innovator U.S. Equity Power Bu (PJAN)
This table provides information about the institutional ownership of Innovator U.S. Equity Power Bu (PJAN) during Q2 2023. The information is specifically focused on institutions that hold shares of INNOVATOR U.S. EQUITY POWER BU.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
253KNew |
$8.36M - $8.87M
|
253K
$10.7M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
110K+ 98.47% |
$3.66M - $3.88M
|
223K
$9.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
77.1K+ 7204.86% |
$2.55M - $2.71M
|
78.2K
$3.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
52.8K+ 10.03% |
$1.75M - $1.85M
|
579K
$24.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
50.9K+ 219.95% |
$1.69M - $1.79M
|
74.1K
$3.13M
|
|
|
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
BUY
|
- |
43.2K+ 245.86% |
$1.43M - $1.52M
|
60.7K
$2.56M
|
|
|
Aug 08, 2023
Q2 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
40.5K+ 118.66% |
$1.34M - $1.42M
|
74.6K
$3.15M
|
|
|
Aug 07, 2023
Q2 2023
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
38.6K+ 60.49% |
$1.28M - $1.36M
|
102K
$4.33M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
37.5K+ 479.0% |
$1.24M - $1.32M
|
45.3K
$1.91M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
35.2K+ 88.48% |
$1.17M - $1.24M
|
75K
$3.17M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
28.7KNew |
$950K - $1.01M
|
28.7K
$1.21M
|
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
BUY
|
- |
28.1K+ 428.05% |
$929K - $985K
|
34.6K
$1.46M
|
|
|
Jul 18, 2023
Q2 2023
|
Compass Advisory Group LLC
|
BUY
|
- |
18.4K+ 4.57% |
$608K - $645K
|
420K
$17.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
16.5K+ 17.35% |
$546K - $579K
|
112K
$4.71M
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
15.4K+ 48.98% |
$509K - $539K
|
46.7K
$1.97M
|
|
|
Jul 31, 2023
Q2 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
9.73KNew |
$322K - $342K
|
9.73K
$411K
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
9.17KNew |
$304K - $322K
|
9.17K
$387K
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
8.93KNew |
$296K - $314K
|
8.93K
$377K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
6.41K+ 25.07% |
$212K - $225K
|
32K
$1.35M
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
6KNew |
$199K - $211K
|
6K
$253K
|
|
|
Sep 12, 2023
Q2 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
5.77KNew |
$191K - $202K
|
5.77K
$243K
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.9K+ 124.37% |
$162K - $172K
|
8.84K
$373K
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
4.85K+ 0.61% |
$160K - $170K
|
800K
$33.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.51K+ 7161.9% |
$149K - $158K
|
4.58K
$193K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.2K+ 22.87% |
$139K - $147K
|
22.6K
$952K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
2.66KNew |
$88.1K - $93.4K
|
2.66K
$112K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.9KNew |
$62.9K - $66.7K
|
1.9K
$80.2K
|
|
|
Jul 12, 2023
Q2 2023
|
My Personal Cfo, LLC
|
BUY
|
- |
1.6K+ 9.84% |
$52.8K - $56K
|
17.8K
$752K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.37K+ 0.73% |
$45.2K - $47.9K
|
187K
$7.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.04K+ 5.66% |
$34.5K - $36.6K
|
19.5K
$821K
|
|
|
Jul 18, 2023
Q2 2023
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
970+ 2.14% |
$32.1K - $34.1K
|
46.3K
$1.95M
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
966+ 1.6% |
$32K - $33.9K
|
61.4K
$2.59M
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
839+ 9.87% |
$27.8K - $29.5K
|
9.34K
$394K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
683+ 1.69% |
$22.6K - $24K
|
41K
$1.73M
|
|
|
Jan 02, 2024
Q2 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
619+ 0.13% |
$20.5K - $21.7K
|
469K
$19.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
372New |
$12.3K - $13.1K
|
372
$15.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
150+ 2.87% |
$4.97K - $5.27K
|
5.38K
$227K
|
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
76+ 0.25% |
$2.52K - $2.67K
|
30.8K
$1.3M
|
|
|
Aug 07, 2023
Q2 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
32+ 0.52% |
$1.06K - $1.12K
|
6.19K
$261K
|
|
|
Aug 04, 2023
Q2 2023
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
14+ 3.04% |
$464 - $492
|
475
$20K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 11, 2023
Q2 2023
|
Cypress Financial Planning LLC
|
SELL
|
- |
-21- 0.3% |
$695 - $737
|
7.08K
$299K
|
|
|
Aug 11, 2023
Q2 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-33- 0.17% |
$1.09K - $1.16K
|
19.7K
$831K
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-34- 0.5% |
$1.13K - $1.19K
|
6.72K
$284K
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
SELL
|
- |
-75- 0.09% |
$2.48K - $2.63K
|
80.1K
$3.38M
|
|
|
Aug 11, 2023
Q2 2023
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-84- 0.13% |
$2.78K - $2.95K
|
64.7K
$2.73M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-94- 0.29% |
$3.11K - $3.3K
|
32.4K
$1.37M
|
|
|
Aug 10, 2023
Q2 2023
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-120- 0.14% |
$3.97K - $4.21K
|
82.9K
$3.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-160- 0.47% |
$5.3K - $5.62K
|
33.8K
$1.43M
|
|
|
Aug 07, 2023
Q2 2023
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-167- 0.92% |
$5.53K - $5.86K
|
18K
$760K
|