Purchases and Sales Made in Q3 2022 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 Q3 2022. 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2022
Q3 2022
|
Old Mission Capital LLC
|
BUY
|
- |
151K+ 730.93% |
$4.45M - $4.86M
|
172K
$7.26M
|
|
Nov 14, 2022
Q3 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
68.8K+ 21.43% |
$2.02M - $2.21M
|
390K
$16.5M
|
|
Oct 12, 2022
Q3 2022
|
City Holding CO
|
BUY
|
- |
25.7K+ 10.23% |
$757K - $826K
|
277K
$11.7M
|
|
Nov 14, 2022
Q3 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
25KNew |
$736K - $802K
|
25K
$1.06M
|
|
Nov 14, 2022
Q3 2022
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
15.6KNew |
$459K - $500K
|
15.6K
$658K
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
9.01K+ 6.12% |
$265K - $289K
|
156K
$6.59M
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
8.75K+ 29.4% |
$258K - $281K
|
38.5K
$1.63M
|
|
Nov 03, 2022
Q3 2022
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
7.69K+ 8.52% |
$226K - $247K
|
98K
$4.13M
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.55K+ 140.0% |
$193K - $210K
|
11.2K
$474K
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
4.35K+ 1747.79% |
$128K - $140K
|
4.6K
$194K
|
|
Nov 08, 2022
Q3 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
4.15KNew |
$122K - $133K
|
4.15K
$175K
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
3.7KNew |
$109K - $119K
|
3.7K
$156K
|
|
Nov 14, 2022
Q3 2022
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
3.68K+ 6.18% |
$108K - $118K
|
63.1K
$2.66M
|
|
Oct 14, 2022
Q3 2022
|
Diligent Investors, LLC
|
BUY
|
- |
3.5K+ 6.08% |
$103K - $112K
|
61K
$2.58M
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
3.47K+ 1.61% |
$102K - $111K
|
219K
$9.23M
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.69K+ 18.73% |
$79.1K - $86.3K
|
17K
$719K
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
1.57K+ 1.34% |
$46.3K - $50.4K
|
119K
$5.01M
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.43K+ 12.24% |
$42.1K - $46K
|
13.1K
$554K
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
831+ 1.4% |
$24.5K - $26.7K
|
60.1K
$2.54M
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
722+ 1.11% |
$21.2K - $23.2K
|
65.6K
$2.77M
|
|
Nov 03, 2022
Q3 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
717+ 6.31% |
$21.1K - $23K
|
12.1K
$510K
|
|
Jul 24, 2024
Q3 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
575+ 2.35% |
$16.9K - $18.5K
|
25K
$1.05M
|
|
Oct 13, 2022
Q3 2022
|
Cypress Financial Planning LLC
|
BUY
|
- |
183+ 2.6% |
$5.39K - $5.87K
|
7.22K
$305K
|
|
Nov 14, 2022
Q3 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
100New |
$2.94K - $3.21K
|
100
$4.22K
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
75+ 0.25% |
$2.21K - $2.41K
|
30K
$1.27M
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 07, 2023
Q3 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-25- 0.33% |
$736 - $802
|
7.46K
$315K
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-27- 0.09% |
$795 - $866
|
31.6K
$1.33M
|
|
Nov 14, 2022
Q3 2022
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-47- 0.22% |
$1.38K - $1.51K
|
21.1K
$890K
|
|
Nov 01, 2022
Q3 2022
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-88- 0.5% |
$2.59K - $2.82K
|
17.5K
$739K
|
|
Nov 14, 2022
Q3 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-100- 0.89% |
$2.94K - $3.21K
|
11.2K
$472K
|
|
Nov 14, 2022
Q3 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-100- 1.4% |
$2.94K - $3.21K
|
7.04K
$297K
|
|
Aug 14, 2024
Q3 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-100Closed |
$2.94K - $3.21K
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-134- 0.41% |
$3.94K - $4.3K
|
32.9K
$1.39M
|
|
Oct 28, 2022
Q3 2022
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-146- 2.06% |
$4.3K - $4.69K
|
6.93K
$293K
|
|
Nov 09, 2022
Q3 2022
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-293- 4.01% |
$8.62K - $9.4K
|
7.01K
$296K
|
|
Oct 28, 2022
Q3 2022
|
Better Money Decisions, LLC
|
SELL
|
- |
-349- 1.58% |
$10.3K - $11.2K
|
21.7K
$915K
|
|
Oct 20, 2022
Q3 2022
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-399- 3.14% |
$11.7K - $12.8K
|
12.3K
$519K
|
|
Nov 08, 2022
Q3 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-490- 2.0% |
$14.4K - $15.7K
|
24K
$1.01M
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-505- 1.15% |
$14.9K - $16.2K
|
43.5K
$1.83M
|
|
Nov 09, 2022
Q3 2022
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-741- 1.11% |
$21.8K - $23.8K
|
66K
$2.78M
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-750- 8.99% |
$22.1K - $24.1K
|
7.6K
$321K
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-750- 23.08% |
$22.1K - $24.1K
|
2.5K
$106K
|
|
Oct 13, 2022
Q3 2022
|
Range Financial Group LLC
|
SELL
|
- |
-878- 1.16% |
$25.8K - $28.2K
|
74.7K
$3.15M
|
|
Oct 13, 2022
Q3 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-968- 0.5% |
$28.5K - $31.1K
|
193K
$8.13M
|
|
Nov 15, 2022
Q3 2022
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-1.03K- 0.13% |
$30.2K - $33K
|
767K
$32.4M
|
|
Oct 11, 2022
Q3 2022
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-1.18K- 8.37% |
$34.6K - $37.7K
|
12.9K
$543K
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.39K- 1.09% |
$40.8K - $44.5K
|
126K
$5.32M
|
|
Nov 14, 2022
Q3 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-1.4K- 0.86% |
$41.2K - $44.9K
|
162K
$6.83M
|
|
Feb 10, 2023
Q3 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.45K- 1.75% |
$42.7K - $46.5K
|
81.5K
$3.44M
|