Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.16M+ 227.75% |
$39M - $40.5M
|
1.67M
$69.4M
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
1.11MNew |
$37.5M - $38.8M
|
1.11M
$46.3M
|
|
Nov 14, 2023
Q3 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
830K+ 27.15% |
$27.9M - $28.9M
|
3.89M
$161M
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
794KNew |
$26.7M - $27.7M
|
794K
$33M
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
BUY
|
- |
715K+ 381.46% |
$24M - $24.9M
|
902K
$37.5M
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
555K+ 861.87% |
$18.7M - $19.3M
|
619K
$25.7M
|
|
Oct 10, 2023
Q3 2023
|
Range Financial Group LLC
|
BUY
|
- |
487KNew |
$16.4M - $17M
|
487K
$20.2M
|
|
Oct 24, 2023
Q3 2023
|
Compass Advisory Group LLC
|
BUY
|
- |
427KNew |
$14.4M - $14.9M
|
427K
$17.7M
|
|
Nov 13, 2023
Q3 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
377KNew |
$12.7M - $13.2M
|
377K
$15.7M
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
373KNew |
$12.5M - $13M
|
373K
$15.5M
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
258KNew |
$8.69M - $9.01M
|
258K
$10.7M
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
236K+ 203.27% |
$7.95M - $8.24M
|
353K
$14.7M
|
|
Nov 13, 2023
Q3 2023
|
Delta Investment Management, LLC
|
BUY
|
- |
232K+ 97.78% |
$7.8M - $8.08M
|
469K
$19.5M
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
BUY
|
- |
215K+ 1751.96% |
$7.22M - $7.48M
|
227K
$9.43M
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
177K+ 34.05% |
$5.96M - $6.17M
|
697K
$29M
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
136KNew |
$4.59M - $4.75M
|
136K
$5.67M
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
126K+ 36.52% |
$4.22M - $4.38M
|
469K
$19.5M
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
115K+ 55.55% |
$3.88M - $4.02M
|
323K
$13.4M
|
|
Oct 19, 2023
Q3 2023
|
O Donnell Financial Services, LLC
|
BUY
|
- |
112KNew |
$3.77M - $3.91M
|
112K
$4.66M
|
|
Oct 25, 2023
Q3 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
111KNew |
$3.72M - $3.86M
|
111K
$4.6M
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
94.5K+ 550.01% |
$3.18M - $3.29M
|
112K
$4.64M
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
88.6K+ 9.14% |
$2.98M - $3.09M
|
1.06M
$44M
|
|
Oct 18, 2023
Q3 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
84.5K+ 130.17% |
$2.84M - $2.95M
|
149K
$6.21M
|
|
Nov 15, 2023
Q3 2023
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
76.6K+ 86.28% |
$2.58M - $2.67M
|
165K
$6.87M
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
70.8K+ 11.66% |
$2.38M - $2.47M
|
678K
$28.2M
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
70.3K+ 435.67% |
$2.37M - $2.45M
|
86.5K
$3.59M
|
|
Oct 11, 2023
Q3 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
59.9K+ 918.08% |
$2.01M - $2.09M
|
66.4K
$2.76M
|
|
Nov 15, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
57K+ 96.31% |
$1.92M - $1.99M
|
116K
$4.83M
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
BUY
|
- |
57K+ 100.02% |
$1.92M - $1.99M
|
114K
$4.73M
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
56.1K+ 56.41% |
$1.89M - $1.96M
|
156K
$6.47M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
53.5K+ 311.72% |
$1.8M - $1.87M
|
70.7K
$2.94M
|
|
Oct 17, 2023
Q3 2023
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
52.5K+ 621.53% |
$1.76M - $1.83M
|
60.9K
$2.53M
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
48.2KNew |
$1.62M - $1.68M
|
48.2K
$2M
|
|
Oct 13, 2023
Q3 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
47.9K+ 199.9% |
$1.61M - $1.67M
|
71.8K
$2.98M
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
46.4K+ 72.28% |
$1.56M - $1.62M
|
111K
$4.6M
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
44K+ 211.52% |
$1.48M - $1.53M
|
64.8K
$2.69M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
42.6K+ 57.09% |
$1.43M - $1.49M
|
117K
$4.87M
|
|
Nov 01, 2023
Q3 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
38.8K+ 189.26% |
$1.3M - $1.35M
|
59.2K
$2.46M
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
38.4K+ 59.34% |
$1.29M - $1.34M
|
103K
$4.28M
|
|
Oct 25, 2023
Q3 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
37.6K+ 11.49% |
$1.26M - $1.31M
|
365K
$15.1M
|
|
Oct 05, 2023
Q3 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
35.2KNew |
$1.18M - $1.23M
|
35.2K
$1.46M
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
32.6K+ 534.79% |
$1.1M - $1.14M
|
38.7K
$1.61M
|
|
Oct 11, 2023
Q3 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
32.1K+ 68.95% |
$1.08M - $1.12M
|
78.8K
$3.27M
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
BUY
|
- |
30.7KNew |
$1.03M - $1.07M
|
30.7K
$1.27M
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
29.6K+ 288.68% |
$996K - $1.03M
|
39.9K
$1.66M
|
|
Oct 13, 2023
Q3 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
29.1K+ 455.64% |
$980K - $1.02M
|
35.5K
$1.48M
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
29KNew |
$974K - $1.01M
|
29K
$1.2M
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
27.6KNew |
$928K - $962K
|
27.6K
$1.15M
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
27.5K+ 29.68% |
$924K - $958K
|
120K
$4.99M
|
|
Nov 15, 2023
Q3 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
26.4KNew |
$886K - $919K
|
26.4K
$1.09M
|