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 |
|---|---|---|---|---|---|---|---|
|
Aug 02, 2024
Q2 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
58New |
$2.16K - $2.25K
|
58
$2.39K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
52New |
$1.94K - $2.02K
|
52
$2.14K
|
|
|
Jul 17, 2024
Q2 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
44+ 0.74% |
$1.64K - $1.71K
|
5.98K
$246K
|
|
| Q1 2024 | |||||||
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
22.5KNew |
$804K - $853K
|
22.5K
$925K
|
|
|
May 13, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
10.2KNew |
$364K - $386K
|
10.2K
$418K
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
5.59KNew |
$200K - $212K
|
5.59K
$230K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.12KNew |
$40.2K - $42.7K
|
1.12K
$46.2K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
677+ 108.49% |
$24.2K - $25.7K
|
1.3K
$53.6K
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
319New |
$11.4K - $12.1K
|
319
$13.1K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
60New |
$2.15K - $2.28K
|
60
$2.47K
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
43.8KNew |
$1.44M - $1.59M
|
43.8K
$1.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
31.7KNew |
$1.04M - $1.15M
|
31.7K
$1.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
23.2KNew |
$764K - $839K
|
23.2K
$955K
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
20K+ 17.2% |
$659K - $724K
|
136K
$5.61M
|
|
|
Feb 16, 2024
Q4 2023
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
15.4KNew |
$508K - $558K
|
15.4K
$635K
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
11.2K+ 18.92% |
$369K - $406K
|
70.4K
$2.9M
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
10KNew |
$331K - $364K
|
10K
$414K
|
|
|
Feb 05, 2024
Q4 2023
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
6.51KNew |
$214K - $236K
|
6.51K
$268K
|
|
|
Jan 19, 2024
Q4 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
5.66KNew |
$186K - $205K
|
5.66K
$233K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
2.43KNew |
$80K - $88K
|
2.43K
$100K
|
|
|
Jan 19, 2024
Q4 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
2KNew |
$65.9K - $72.4K
|
2K
$82.4K
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
742New |
$24.4K - $26.9K
|
742
$30.6K
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
460+ 46000.0% |
$15.2K - $16.7K
|
461
$19K
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
428+ 7.1% |
$14.1K - $15.5K
|
6.45K
$266K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
301New |
$9.91K - $10.9K
|
301
$12.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
254New |
$8.37K - $9.2K
|
254
$10.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
213New |
$7.02K - $7.71K
|
213
$8.77K
|
|
|
Jan 30, 2024
Q4 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
92+ 0.89% |
$3.03K - $3.33K
|
10.4K
$429K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
50+ 50.0% |
$1.65K - $1.81K
|
150
$6.18K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
BUY
|
- |
17New |
$560 - $616
|
17
$700
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
377KNew |
$12.7M - $13.2M
|
377K
$15.5M
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
136KNew |
$4.59M - $4.75M
|
136K
$5.62M
|
|
|
Oct 05, 2023
Q3 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
35.2KNew |
$1.18M - $1.23M
|
35.2K
$1.45M
|
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
BUY
|
- |
30.7KNew |
$1.03M - $1.07M
|
30.7K
$1.26M
|
|
|
Oct 11, 2023
Q3 2023
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
11.2KNew |
$377K - $390K
|
11.2K
$461K
|
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
9.16KNew |
$308K - $319K
|
9.16K
$377K
|
|
|
Oct 19, 2023
Q3 2023
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
6.91KNew |
$232K - $241K
|
6.91K
$285K
|
|
|
Dec 06, 2023
Q3 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
6.8K+ 33.46% |
$229K - $237K
|
27.1K
$1.12M
|
|
|
Oct 10, 2023
Q3 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
6.26K+ 85.65% |
$210K - $218K
|
13.6K
$558K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
5.88K+ 88.98% |
$198K - $205K
|
12.5K
$514K
|
|
|
Nov 14, 2023
Q3 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
615New |
$20.7K - $21.4K
|
615
$25.3K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
199New |
$6.69K - $6.94K
|
199
$8.19K
|
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
190New |
$6.39K - $6.62K
|
190
$7.82K
|
|
| Q2 2023 | |||||||
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
4.53K+ 27.87% |
$142K - $155K
|
20.8K
$856K
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.28KNew |
$71.5K - $78K
|
2.28K
$93.9K
|
|
|
Aug 09, 2023
Q2 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.9KNew |
$59.6K - $65K
|
1.9K
$78.2K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
678New |
$21.3K - $23.2K
|
678
$27.9K
|
|
| Q1 2023 | |||||||
|
May 02, 2023
Q1 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
16.2KNew |
$486K - $515K
|
16.2K
$667K
|
|
|
Jun 14, 2023
Q1 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
CALL |
8.2K+ 23.52% |
$246K - $260K
|
43.1K
$1.77M
|
|
|
May 10, 2023
Q1 2023
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
8.2K+ 23.52% |
$246K - $260K
|
43.1K
$1.77M
|
|