Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
BUY
|
- |
1.25KNew |
$36.8K - $37.7K
|
1.25K
$51.5K
|
|
Jan 02, 2024
Q3 2021
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
1.18K+ 11.99% |
$34.7K - $35.6K
|
11K
$454K
|
|
Oct 22, 2021
Q3 2021
|
Optimum Investment Advisors
|
BUY
|
- |
1KNew |
$29.4K - $30.2K
|
1K
$41.2K
|
|
Oct 28, 2021
Q3 2021
|
Better Money Decisions, LLC
|
BUY
|
- |
875New |
$25.7K - $26.4K
|
875
$36K
|
|
Nov 09, 2021
Q3 2021
|
Sageworth Trust CO
|
BUY
|
- |
720New |
$21.2K - $21.7K
|
720
$29.6K
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
500New |
$14.7K - $15.1K
|
500
$20.6K
|
|
Nov 15, 2021
Q3 2021
|
Covington Capital Management
|
BUY
|
- |
325+ 43.33% |
$9.56K - $9.81K
|
1.08K
$44.3K
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 13, 2021
Q3 2021
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-257- 3.35% |
$7.56K - $7.75K
|
7.41K
$305K
|
|
Nov 10, 2021
Q3 2021
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-1.44K- 7.32% |
$42.3K - $43.4K
|
18.2K
$750K
|
|
Nov 12, 2021
Q3 2021
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-1.72K- 4.73% |
$50.4K - $51.7K
|
34.6K
$1.42M
|
|
Nov 12, 2021
Q3 2021
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-4.18KClosed |
$123K - $126K
|
0
$0
|
|
Nov 01, 2021
Q3 2021
|
Well Done, LLC
|
SELL
|
- |
-5.05K- 16.24% |
$148K - $152K
|
26K
$1.07M
|
|
Nov 09, 2021
Q3 2021
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-7.96K- 96.29% |
$234K - $240K
|
307
$12.6K
|
|
Nov 12, 2021
Q3 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-16.6KClosed |
$488K - $501K
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-23.5K- 3.58% |
$692K - $710K
|
633K
$26.1M
|
|
Nov 15, 2021
Q3 2021
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-24.4KClosed |
$717K - $735K
|
0
$0
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-51.5K- 96.2% |
$1.51M - $1.55M
|
2.03K
$83.7K
|
|
Nov 18, 2021
Q3 2021
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-769K- 98.92% |
$22.6M - $23.2M
|
8.42K
$347K
|