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 |
---|---|---|---|---|---|---|---|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
78.1K+ 90.68% |
$2.96M - $3.16M
|
164K
$6.62M
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.5K+ 439.88% |
$56.8K - $60.7K
|
1.84K
$74.2K
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
5.62K+ 20.83% |
$213K - $227K
|
32.6K
$1.31M
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
30KNew |
$1.14M - $1.21M
|
30K
$1.21M
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
SELL
|
- |
-875- 4.44% |
$33.2K - $35.4K
|
18.9K
$760K
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
4.98KNew |
$189K - $202K
|
4.98K
$201K
|
|
Nov 01, 2024
Q3 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-1.65K- 2.6% |
$62.6K - $66.8K
|
61.9K
$2.49M
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-327- 2.19% |
$12.4K - $13.2K
|
14.6K
$588K
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
8.73KNew |
$331K - $353K
|
8.73K
$352K
|
|
Oct 31, 2024
Q3 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
2.58K+ 26.17% |
$97.6K - $104K
|
12.4K
$500K
|
|
Oct 31, 2024
Q3 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-5.43K- 4.31% |
$206K - $220K
|
121K
$4.86M
|
|
Oct 31, 2024
Q3 2024
|
Financial Services Advisory Inc
|
SELL
|
- |
-1.9K- 1.23% |
$71.9K - $76.8K
|
152K
$6.14M
|
|
Oct 30, 2024
Q3 2024
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
319KNew |
$12.1M - $12.9M
|
319K
$12.9M
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
455+ 24.38% |
$17.2K - $18.4K
|
2.32K
$93.6K
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-839- 14.02% |
$31.8K - $34K
|
5.14K
$207K
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
5.87KNew |
$222K - $238K
|
5.87K
$237K
|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
135KNew |
$5.1M - $5.45M
|
135K
$5.43M
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
27.6K+ 5.28% |
$1.04M - $1.12M
|
549K
$22.1M
|
|
Oct 29, 2024
Q3 2024
|
Kearns & Associates LLC
|
BUY
|
- |
19.3K+ 300.54% |
$732K - $782K
|
25.8K
$1.04M
|
|
Oct 28, 2024
Q3 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
5.25K+ 39.31% |
$199K - $213K
|
18.6K
$750K
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
87+ 0.04% |
$3.3K - $3.52K
|
203K
$8.19M
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1.28K+ 7.53% |
$48.3K - $51.6K
|
18.2K
$734K
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
36.9K+ 75.16% |
$1.4M - $1.49M
|
85.9K
$3.46M
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
619+ 4.54% |
$23.5K - $25.1K
|
14.3K
$574K
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
1KNew |
$37.9K - $40.5K
|
1K
$40.3K
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-8.84K- 35.88% |
$335K - $358K
|
15.8K
$637K
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
2.1K+ 3.49% |
$79.5K - $84.9K
|
62.3K
$2.51M
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-406- 0.97% |
$15.4K - $16.4K
|
41.6K
$1.68M
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
8.13KNew |
$308K - $329K
|
8.13K
$328K
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-8.7K- 13.16% |
$330K - $352K
|
57.4K
$2.32M
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-214- 1.73% |
$8.11K - $8.66K
|
12.2K
$491K
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.18K+ 12.0% |
$82.7K - $88.4K
|
20.4K
$821K
|
|
Oct 25, 2024
Q3 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
6.53K+ 81.61% |
$248K - $264K
|
14.5K
$586K
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
615New |
$23.3K - $24.9K
|
615
$24.8K
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
4.96KNew |
$188K - $201K
|
4.96K
$200K
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
3.56K+ 11.05% |
$135K - $144K
|
35.8K
$1.44M
|
|
Oct 24, 2024
Q3 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
14.9K+ 7.05% |
$566K - $604K
|
227K
$9.14M
|
|
Oct 24, 2024
Q3 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
1.23K+ 4.79% |
$46.8K - $50K
|
27K
$1.09M
|
|
Oct 24, 2024
Q3 2024
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-1.46K- 10.34% |
$55.4K - $59.2K
|
12.7K
$511K
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-592- 7.18% |
$22.4K - $24K
|
7.66K
$309K
|
|
Oct 23, 2024
Q3 2024
|
Compass Advisory Group LLC
|
BUY
|
- |
11.7K+ 71.87% |
$444K - $474K
|
28K
$1.13M
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
BUY
|
- |
6.49KNew |
$246K - $263K
|
6.49K
$262K
|
|
Oct 23, 2024
Q3 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
39.4K+ 120.42% |
$1.49M - $1.6M
|
72.2K
$2.91M
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-103- 0.46% |
$3.9K - $4.17K
|
22.3K
$900K
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
219K+ 168.51% |
$8.31M - $8.88M
|
349K
$14.1M
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
1.93KNew |
$73.1K - $78.1K
|
1.93K
$77.8K
|
|
Oct 22, 2024
Q3 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
25.4K+ 41.0% |
$962K - $1.03M
|
87.3K
$3.52M
|
|
Oct 22, 2024
Q3 2024
|
O Donnell Financial Services, LLC
|
SELL
|
- |
-1.99K- 5.7% |
$75.6K - $80.7K
|
33K
$1.33M
|
|
Oct 22, 2024
Q3 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
9.57K+ 34.03% |
$363K - $387K
|
37.7K
$1.52M
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.94K+ 15.29% |
$111K - $119K
|
22.1K
$893K
|