Purchases and Sales Made in Q1 2023 in Innovator U.S. Equity Power Bu (PJUL)
This table provides information about the institutional ownership of Innovator U.S. Equity Power Bu (PJUL) during Q1 2023. The information is specifically focused on institutions that hold shares of INNOVATOR U.S. EQUITY POWER BU.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
241K+ 399.0% |
$7.22M - $7.65M
|
301K
$12.4M
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
166K+ 25.43% |
$4.98M - $5.28M
|
820K
$33.8M
|
|
Apr 24, 2023
Q1 2023
|
Mc Adam, LLC
|
BUY
|
- |
88.3KNew |
$2.64M - $2.8M
|
88.3K
$3.63M
|
|
Apr 24, 2023
Q1 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
71K+ 15.0% |
$2.13M - $2.25M
|
544K
$22.4M
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
60.6KNew |
$1.82M - $1.93M
|
60.6K
$2.5M
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
BUY
|
- |
38.7KNew |
$1.16M - $1.23M
|
38.7K
$1.6M
|
|
May 12, 2023
Q1 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
25KNew |
$750K - $794K
|
25K
$1.03M
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
23.6KNew |
$706K - $748K
|
23.6K
$970K
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
20.2K+ 3155.0% |
$605K - $641K
|
20.8K
$858K
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
19.4KNew |
$580K - $615K
|
19.4K
$797K
|
|
May 02, 2023
Q1 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
16.2KNew |
$486K - $515K
|
16.2K
$667K
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
11.3KNew |
$339K - $359K
|
11.3K
$465K
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
11.1KNew |
$331K - $351K
|
11.1K
$455K
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
10.7K+ 6.83% |
$320K - $339K
|
167K
$6.87M
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
10.6KNew |
$316K - $335K
|
10.6K
$435K
|
|
Apr 25, 2023
Q1 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
10.3KNew |
$310K - $328K
|
10.3K
$426K
|
|
Apr 07, 2023
Q1 2023
|
Cypress Financial Planning LLC
|
BUY
|
- |
8.66KNew |
$260K - $275K
|
8.66K
$357K
|
|
Jun 21, 2023
Q1 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
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
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7K+ 15.75% |
$210K - $222K
|
51.4K
$2.12M
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
BUY
|
- |
6.53KNew |
$196K - $207K
|
6.53K
$269K
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
6.44K+ 26.11% |
$193K - $204K
|
31.1K
$1.28M
|
|
May 12, 2023
Q1 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
5.26K+ 9.88% |
$158K - $167K
|
58.5K
$2.41M
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.13K+ 5.83% |
$154K - $163K
|
93.2K
$3.84M
|
|
Apr 21, 2023
Q1 2023
|
My Personal Cfo, LLC
|
BUY
|
- |
4.98K+ 334.25% |
$149K - $158K
|
6.47K
$266K
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
4.66KNew |
$140K - $148K
|
4.66K
$192K
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
3.99K+ 48.84% |
$120K - $127K
|
12.2K
$501K
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
3.95KNew |
$118K - $125K
|
3.95K
$163K
|
|
May 15, 2023
Q1 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.65K+ 4.27% |
$109K - $116K
|
89K
$3.66M
|
|
May 11, 2023
Q1 2023
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
3.33KNew |
$99.7K - $106K
|
3.33K
$137K
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
2.72K+ 4.71% |
$81.6K - $86.5K
|
60.5K
$2.49M
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.6K+ 7.71% |
$77.9K - $82.6K
|
36.3K
$1.5M
|
|
Jan 02, 2024
Q1 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
2.51K+ 2.52% |
$75.2K - $79.7K
|
102K
$4.2M
|
|
Apr 18, 2023
Q1 2023
|
Financial Services Advisory Inc
|
BUY
|
- |
2.29K+ 1.97% |
$68.5K - $72.6K
|
118K
$4.87M
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.5KNew |
$45K - $47.6K
|
1.5K
$61.8K
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.4K+ 5.93% |
$41.8K - $44.3K
|
24.9K
$1.03M
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.38KNew |
$41.4K - $43.8K
|
1.38K
$56.8K
|
|
May 05, 2023
Q1 2023
|
Delta Investment Management, LLC
|
BUY
|
- |
1.32K+ 1.34% |
$39.6K - $42K
|
99.7K
$4.11M
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.2KNew |
$36K - $38.1K
|
1.2K
$49.4K
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
960+ 2.98% |
$28.8K - $30.5K
|
33.2K
$1.37M
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
850+ 3.72% |
$25.5K - $27K
|
23.7K
$975K
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
341New |
$10.2K - $10.8K
|
341
$14K
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
336+ 21.03% |
$10.1K - $10.7K
|
1.93K
$79.6K
|
|
Apr 28, 2023
Q1 2023
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
206+ 0.23% |
$6.17K - $6.54K
|
89.3K
$3.68M
|
|
May 02, 2023
Q1 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
200+ 1.55% |
$5.99K - $6.35K
|
13.1K
$539K
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
175+ 1.08% |
$5.24K - $5.56K
|
16.4K
$674K
|
|
May 01, 2023
Q1 2023
|
Alera Investment Advisors, LLC
|
BUY
|
- |
147+ 1.02% |
$4.41K - $4.67K
|
14.6K
$602K
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 15, 2023
Q1 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-8- 0.11% |
$240 - $254
|
7.16K
$295K
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
SELL
|
- |
-63- 0.75% |
$1.89K - $2K
|
8.33K
$343K
|