Latest Institutional Transactions on Innovator U.S. Equity Power Bu (PJUL)
This table provides information on the latest institutional transactions involving Innovator U.S. Equity Power Bu (PJUL) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
6.37KNew |
$241K - $258K
|
6.37K
$262K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
48.6K+ 31.32% |
$1.84M - $1.97M
|
204K
$8.38M
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
50New |
$1.89K - $2.02K
|
50
$2.06K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
14K+ 127.6% |
$532K - $568K
|
25K
$1.03M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
36.8K+ 220.8% |
$1.4M - $1.49M
|
53.5K
$2.2M
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
2.56KNew |
$97.1K - $104K
|
2.56K
$106K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-300- 1.59% |
$11.4K - $12.1K
|
18.6K
$765K
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
25.9KNew |
$981K - $1.05M
|
25.9K
$1.07M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
170K+ 62.55% |
$6.45M - $6.89M
|
442K
$18.2M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
37.2K+ 78.38% |
$1.41M - $1.5M
|
84.6K
$3.48M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-1.79K- 18.78% |
$67.9K - $72.5K
|
7.75K
$319K
|
|
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-7.81K- 0.21% |
$296K - $316K
|
3.75M
$154M
|
|
|
Nov 14, 2024
Q3 2024
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
113KNew |
$4.29M - $4.58M
|
113K
$4.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
34.2K+ 533.11% |
$1.3M - $1.39M
|
40.7K
$1.67M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.34K+ 8.05% |
$50.9K - $54.4K
|
18K
$743K
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-26.6K- 10.21% |
$1.01M - $1.08M
|
234K
$9.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Weaver Consulting Group
|
BUY
|
- |
2.39K+ 2.01% |
$90.7K - $96.9K
|
122K
$5.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
3.14K+ 9.49% |
$119K - $127K
|
36.2K
$1.49M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.87K+ 3.15% |
$109K - $116K
|
94K
$3.87M
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
499KNew |
$18.9M - $20.2M
|
499K
$20.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-120- 0.62% |
$4.55K - $4.86K
|
19.3K
$794K
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
79.6K+ 94.59% |
$3.01M - $3.22M
|
164K
$6.74M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-20- 0.34% |
$758 - $810
|
5.83K
$240K
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
910+ 17.88% |
$34.5K - $36.8K
|
6K
$247K
|
|
|
Nov 14, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
9.34KNew |
$354K - $378K
|
9.34K
$385K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.86KNew |
$146K - $156K
|
3.86K
$159K
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
SELL
|
- |
-2.5K- 38.53% |
$94.7K - $101K
|
3.99K
$164K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
2.56KNew |
$97.1K - $104K
|
2.56K
$106K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
38.5KNew |
$1.46M - $1.56M
|
38.5K
$1.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-10.6K- 3.97% |
$401K - $429K
|
256K
$10.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Delta Investment Management, LLC
|
SELL
|
- |
-4.14K- 13.5% |
$157K - $167K
|
26.5K
$1.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
17.4KNew |
$659K - $704K
|
17.4K
$716K
|
|
|
Nov 14, 2024
Q3 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-4.37K- 28.41% |
$166K - $177K
|
11K
$454K
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
9.96K+ 64.95% |
$377K - $403K
|
25.3K
$1.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-17.8K- 16.67% |
$676K - $722K
|
89.1K
$3.67M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
333+ 2.47% |
$12.6K - $13.5K
|
13.8K
$568K
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
573+ 7.67% |
$21.7K - $23.2K
|
8.05K
$331K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
9.94K+ 13.19% |
$376K - $402K
|
85.3K
$3.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
31.6K+ 35.88% |
$1.2M - $1.28M
|
120K
$4.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
23.4KNew |
$887K - $948K
|
23.4K
$964K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
79.7KNew |
$3.02M - $3.22M
|
79.7K
$3.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
14.6KNew |
$553K - $591K
|
14.6K
$601K
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
6.02K+ 151.61% |
$228K - $244K
|
9.99K
$411K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
190K+ 47.39% |
$7.2M - $7.69M
|
591K
$24.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
16.4K+ 4.27% |
$621K - $663K
|
400K
$16.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
413+ 3.69% |
$15.6K - $16.7K
|
11.6K
$478K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
353New |
$13.4K - $14.3K
|
353
$14.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
42.5K+ 38.76% |
$1.61M - $1.72M
|
152K
$6.26M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-129- 1.01% |
$4.89K - $5.22K
|
12.6K
$519K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.22K+ 10.57% |
$160K - $171K
|
44.1K
$1.82M
|