Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
SELL
|
- |
-19.5K- 52.69% |
$676K - $697K
|
17.5K
$746K
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-23.2K- 29.01% |
$806K - $830K
|
56.9K
$2.42M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-30.7K- 53.97% |
$1.06M - $1.1M
|
26.2K
$1.12M
|
|
|
Oct 25, 2023
Q3 2023
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-31.5K- 20.34% |
$1.09M - $1.13M
|
123K
$5.25M
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
SELL
|
- |
-34.3K- 4.29% |
$1.19M - $1.23M
|
765K
$32.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-48.5K- 1.47% |
$1.68M - $1.73M
|
3.24M
$138M
|
|
|
Nov 15, 2023
Q3 2023
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-55.3K- 66.7% |
$1.92M - $1.98M
|
27.6K
$1.18M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-116K- 59.59% |
$4.03M - $4.15M
|
78.7K
$3.35M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-223K- 53.48% |
$7.74M - $7.98M
|
194K
$8.28M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-252K- 99.91% |
$8.75M - $9.02M
|
234
$9.97K
|
|
|
Oct 24, 2023
Q3 2023
|
Compass Advisory Group LLC
|
SELL
|
- |
-313K- 74.45% |
$10.8M - $11.2M
|
107K
$4.57M
|