Latest Institutional Purchases of Innovator U.S. Equity Power Bu (PJUL)
This list provides information on the latest institutional transactions involving Innovator U.S. Equity Power Bu (PJUL) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.18K+ 12.0% |
$82.7K - $88.4K
|
20.4K
$839K
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
2.18K+ 16.43% |
$82.5K - $88.1K
|
15.4K
$635K
|
|
|
Nov 13, 2024
Q3 2024
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
2.12K+ 7.63% |
$80.4K - $85.9K
|
29.9K
$1.23M
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
2.1K+ 3.49% |
$79.5K - $84.9K
|
62.3K
$2.56M
|
|
|
Oct 11, 2024
Q3 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
1.93K+ 2.33% |
$73.2K - $78.2K
|
84.9K
$3.5M
|
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
1.93KNew |
$73.1K - $78.1K
|
1.93K
$79.5K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
1.9K+ 19.54% |
$72.1K - $77K
|
11.6K
$479K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.5K+ 439.88% |
$56.8K - $60.7K
|
1.84K
$75.8K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.46KNew |
$55.3K - $59.1K
|
1.46K
$60.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.34K+ 8.05% |
$50.9K - $54.4K
|
18K
$743K
|
|
|
Oct 07, 2024
Q3 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
1.3K+ 11.58% |
$49.4K - $52.8K
|
12.6K
$517K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1.28K+ 7.53% |
$48.3K - $51.6K
|
18.2K
$750K
|
|
|
Oct 24, 2024
Q3 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
1.23K+ 4.79% |
$46.8K - $50K
|
27K
$1.11M
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
1KNew |
$37.9K - $40.5K
|
1K
$41.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
910+ 17.88% |
$34.5K - $36.8K
|
6K
$247K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
703New |
$26.6K - $28.5K
|
703
$28.9K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
629+ 6.51% |
$23.8K - $25.5K
|
10.3K
$424K
|
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
619+ 4.54% |
$23.5K - $25.1K
|
14.3K
$587K
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
615New |
$23.3K - $24.9K
|
615
$25.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
573+ 7.67% |
$21.7K - $23.2K
|
8.05K
$331K
|
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
564New |
$21.4K - $22.8K
|
564
$23.2K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
527+ 4.07% |
$20K - $21.3K
|
13.5K
$555K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
455+ 24.38% |
$17.2K - $18.4K
|
2.32K
$95.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
413+ 3.69% |
$15.6K - $16.7K
|
11.6K
$478K
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
400New |
$15.2K - $16.2K
|
400
$16.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
353New |
$13.4K - $14.3K
|
353
$14.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
333+ 2.47% |
$12.6K - $13.5K
|
13.8K
$568K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
310+ 2.52% |
$11.7K - $12.5K
|
12.6K
$519K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
204+ 0.26% |
$7.73K - $8.26K
|
77.8K
$3.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
94New |
$3.56K - $3.81K
|
94
$3.87K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
87+ 0.04% |
$3.3K - $3.52K
|
203K
$8.36M
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
50New |
$1.89K - $2.02K
|
50
$2.06K
|
|
|
Nov 08, 2024
Q3 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
7+ 0.03% |
$265 - $283
|
23.1K
$951K
|
|
| Q2 2024 | |||||||
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
30.2KNew |
$1.13M - $1.17M
|
30.2K
$1.24M
|
|
|
Jul 17, 2024
Q2 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
19.3KNew |
$721K - $752K
|
19.3K
$796K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
13.2K+ 48.57% |
$490K - $511K
|
40.2K
$1.66M
|
|
|
Aug 07, 2024
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
12.2KNew |
$454K - $473K
|
12.2K
$501K
|
|
|
Jul 19, 2024
Q2 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
11.6K+ 11.27% |
$434K - $452K
|
115K
$4.73M
|
|
|
Jul 15, 2024
Q2 2024
|
Diligent Investors, LLC
|
BUY
|
- |
11.1K+ 31.46% |
$412K - $430K
|
46.2K
$1.9M
|
|
|
Aug 28, 2024
Q2 2024
|
Souders Financial Advisors
|
BUY
|
- |
9.71KNew |
$362K - $377K
|
9.71K
$400K
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
6.62KNew |
$247K - $257K
|
6.62K
$273K
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
5.36KNew |
$200K - $208K
|
5.36K
$221K
|
|
|
Jul 30, 2024
Q2 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
5.26KNew |
$196K - $204K
|
5.26K
$217K
|
|
|
Aug 13, 2024
Q2 2024
|
Schnieders Capital Management LLC
|
BUY
|
- |
5.25KNew |
$196K - $204K
|
5.25K
$216K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
3.39KNew |
$126K - $132K
|
3.39K
$140K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.47KNew |
$54.9K - $57.3K
|
1.47K
$60.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
1.33K+ 12.64% |
$49.5K - $51.6K
|
11.8K
$487K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.15KNew |
$42.7K - $44.5K
|
1.15K
$47.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
466+ 4.12% |
$17.4K - $18.1K
|
11.8K
$484K
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
276+ 1.39% |
$10.3K - $10.7K
|
20.1K
$828K
|
|