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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
6.52KNew |
$260K - $275K
|
6.52K
$298K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
5.12KNew |
$204K - $216K
|
5.12K
$234K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
1.69KNew |
$67.1K - $71.1K
|
1.69K
$77K
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
1.1K+ 7.53% |
$43.8K - $46.4K
|
15.7K
$717K
|
|
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
841New |
$33.5K - $35.5K
|
841
$38.4K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
777+ 9712.5% |
$30.9K - $32.8K
|
785
$35.9K
|
|
| Q4 2024 | |||||||
|
Jan 28, 2025
Q4 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
4.44KNew |
$178K - $185K
|
4.44K
$203K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
1.63KNew |
$65.4K - $67.9K
|
1.63K
$74.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
802New |
$32.2K - $33.4K
|
802
$36.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
793New |
$31.8K - $33.1K
|
793
$36.2K
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
573New |
$23K - $23.9K
|
573
$26.2K
|
|
|
Feb 18, 2025
Q4 2024
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
217New |
$8.71K - $9.04K
|
217
$9.91K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
113New |
$4.53K - $4.71K
|
113
$5.16K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
499KNew |
$18.9M - $20.2M
|
499K
$22.8M
|
|
|
Oct 30, 2024
Q3 2024
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
319KNew |
$12.1M - $12.9M
|
319K
$14.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
112K+ 32.04% |
$4.25M - $4.54M
|
462K
$21.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Kearns & Associates LLC
|
BUY
|
- |
19.3K+ 300.54% |
$732K - $782K
|
25.8K
$1.18M
|
|
|
Oct 15, 2024
Q3 2024
|
Lantz Financial LLC
|
BUY
|
- |
10KNew |
$380K - $406K
|
10K
$458K
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
9KNew |
$341K - $364K
|
9K
$411K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
7.53KNew |
$285K - $305K
|
7.53K
$344K
|
|
|
Oct 18, 2024
Q3 2024
|
Act Advisors, Llc.
|
BUY
|
- |
7.22KNew |
$273K - $292K
|
7.22K
$330K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
6.37KNew |
$241K - $258K
|
6.37K
$291K
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
5.87KNew |
$222K - $238K
|
5.87K
$268K
|
|
|
Oct 07, 2024
Q3 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
5.11KNew |
$193K - $207K
|
5.11K
$233K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
4.98KNew |
$189K - $202K
|
4.98K
$227K
|
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
4.96KNew |
$188K - $201K
|
4.96K
$226K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.86KNew |
$146K - $156K
|
3.86K
$176K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
2.56KNew |
$97.1K - $104K
|
2.56K
$117K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
2.56KNew |
$97.1K - $104K
|
2.56K
$117K
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
2.21K+ 13.45% |
$83.5K - $89.3K
|
18.6K
$850K
|
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
1.93KNew |
$73.1K - $78.1K
|
1.93K
$88.2K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
1KNew |
$37.9K - $40.5K
|
1K
$45.7K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
629+ 6.51% |
$23.8K - $25.5K
|
10.3K
$470K
|
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
619+ 4.54% |
$23.5K - $25.1K
|
14.3K
$651K
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
615New |
$23.3K - $24.9K
|
615
$28.1K
|
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
564New |
$21.4K - $22.8K
|
564
$25.8K
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
400New |
$15.2K - $16.2K
|
400
$18.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
94New |
$3.56K - $3.81K
|
94
$4.29K
|
|
| Q2 2024 | |||||||
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
30.2KNew |
$1.13M - $1.17M
|
30.2K
$1.38M
|
|
|
Aug 07, 2024
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
12.2KNew |
$454K - $473K
|
12.2K
$556K
|
|
|
Aug 28, 2024
Q2 2024
|
Souders Financial Advisors
|
BUY
|
- |
9.71KNew |
$362K - $377K
|
9.71K
$444K
|
|
|
Jul 30, 2024
Q2 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
5.26KNew |
$196K - $204K
|
5.26K
$240K
|
|
|
Aug 13, 2024
Q2 2024
|
Schnieders Capital Management LLC
|
BUY
|
- |
5.25KNew |
$196K - $204K
|
5.25K
$240K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.47KNew |
$54.9K - $57.3K
|
1.47K
$67.3K
|
|
|
Aug 02, 2024
Q2 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
58New |
$2.16K - $2.25K
|
58
$2.65K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
52New |
$1.94K - $2.02K
|
52
$2.38K
|
|
| Q1 2024 | |||||||
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
22.5KNew |
$804K - $853K
|
22.5K
$1.03M
|
|
|
May 13, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
10.2KNew |
$364K - $386K
|
10.2K
$464K
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
319New |
$11.4K - $12.1K
|
319
$14.6K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
60New |
$2.15K - $2.28K
|
60
$2.74K
|
|