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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-4.39K- 75.09% |
$175K - $185K
|
1.46K
$63.9K
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
6.52KNew |
$260K - $275K
|
6.52K
$286K
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
738+ 14.23% |
$29.4K - $31.1K
|
5.92K
$260K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-26.8K- 12.24% |
$1.07M - $1.13M
|
192K
$8.42M
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-4.24K- 34.12% |
$169K - $179K
|
8.19K
$359K
|
|
|
May 14, 2025
Q1 2025
|
Delta Investment Management, LLC
|
SELL
|
- |
-7.03K- 28.38% |
$280K - $296K
|
17.7K
$778K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
17.8K+ 90.81% |
$708K - $750K
|
37.4K
$1.64M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-11.1K- 5.07% |
$442K - $468K
|
208K
$9.11M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
6.45K+ 18.54% |
$257K - $272K
|
41.2K
$1.81M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-2.06K- 15.51% |
$81.8K - $86.7K
|
11.2K
$491K
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-82- 0.68% |
$3.26K - $3.46K
|
11.9K
$522K
|
|
|
May 14, 2025
Q1 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
11.5K+ 67.23% |
$456K - $483K
|
28.5K
$1.25M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.11KClosed |
$44.1K - $46.7K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-4.29K- 7.85% |
$171K - $181K
|
50.4K
$2.21M
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.36K- 1.8% |
$54.1K - $57.3K
|
74.1K
$3.25M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-50.6K- 56.87% |
$2.02M - $2.13M
|
38.4K
$1.68M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-123- 0.9% |
$4.9K - $5.19K
|
13.5K
$593K
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
9.52K+ 72.51% |
$379K - $402K
|
22.7K
$993K
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-6.78K- 3.13% |
$270K - $286K
|
210K
$9.2M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-843- 0.89% |
$33.6K - $35.5K
|
93.6K
$4.1M
|
|
|
May 13, 2025
Q1 2025
|
Compass Advisory Group LLC
|
SELL
|
- |
-1.69K- 7.42% |
$67.3K - $71.3K
|
21.1K
$924K
|
|
|
May 13, 2025
Q1 2025
|
Long Island Wealth Management, Inc.
Melville, NY |
SELL
|
- |
-43.8K- 54.2% |
$1.74M - $1.85M
|
37K
$1.62M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-100- 0.62% |
$3.98K - $4.22K
|
15.9K
$698K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-471- 46.27% |
$18.8K - $19.9K
|
547
$24K
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-111- 0.36% |
$4.42K - $4.68K
|
30.4K
$1.33M
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-24.7K- 11.13% |
$982K - $1.04M
|
197K
$8.63M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-643- 0.68% |
$25.6K - $27.1K
|
93.4K
$4.09M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.27K+ 0.5% |
$90.5K - $95.9K
|
457K
$20M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
8.86K+ 810.99% |
$353K - $373K
|
9.95K
$436K
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-1.31K- 12.06% |
$52.2K - $55.3K
|
9.56K
$419K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-104- 0.39% |
$4.14K - $4.39K
|
26.8K
$1.17M
|
|
|
May 12, 2025
Q1 2025
|
Financial Services Advisory Inc
|
SELL
|
- |
-1.66K- 1.22% |
$66K - $70K
|
135K
$5.91M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
18.7K+ 106.9% |
$743K - $787K
|
36.1K
$1.58M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-7- 0.03% |
$279 - $295
|
21.8K
$955K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-547- 0.14% |
$21.8K - $23.1K
|
392K
$17.2M
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
211+ 12.46% |
$8.4K - $8.9K
|
1.91K
$83.5K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
44.9K+ 6.93% |
$1.79M - $1.89M
|
693K
$30.4M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-6.56K- 1.84% |
$261K - $277K
|
350K
$15.3M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-2.04K- 1.15% |
$81.3K - $86.1K
|
176K
$7.71M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-14.4K- 26.11% |
$572K - $606K
|
40.7K
$1.78M
|
|
|
May 09, 2025
Q1 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
7.78K+ 25.08% |
$310K - $328K
|
38.8K
$1.7M
|
|
|
May 09, 2025
Q1 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-8.69K- 94.85% |
$346K - $366K
|
472
$20.7K
|
|
|
May 09, 2025
Q1 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
SELL
|
- |
-111- 0.6% |
$4.42K - $4.68K
|
18.3K
$801K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
49.9KNew |
$1.99M - $2.1M
|
49.9K
$2.19M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2.27K+ 665.98% |
$90.4K - $95.8K
|
2.61K
$114K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
7.58K+ 18.23% |
$302K - $319K
|
49.1K
$2.15M
|
|
|
May 09, 2025
Q1 2025
|
Nbz Investment Advisors LLC
Knoxville, TN |
SELL
|
- |
-11.2K- 60.96% |
$445K - $472K
|
7.17K
$314K
|
|
|
May 08, 2025
Q1 2025
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
313+ 1.22% |
$12.5K - $13.2K
|
26.1K
$1.14M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
1.69KNew |
$67.1K - $71.1K
|
1.69K
$73.9K
|
|
|
May 08, 2025
Q1 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-7.01K- 23.08% |
$279K - $295K
|
23.3K
$1.02M
|