Latest Institutional Purchases of Innovator U.S. Equity Power Bu (PJUN)
This list provides information on the latest institutional transactions involving Innovator U.S. Equity Power Bu (PJUN) 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
9.2KNew |
$319K - $339K
|
9.2K
$366K
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
5.44K+ 25.37% |
$189K - $201K
|
26.9K
$1.07M
|
|
|
Oct 08, 2024
Q3 2024
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
392+ 2.97% |
$13.6K - $14.5K
|
13.6K
$540K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
150+ 0.25% |
$5.21K - $5.53K
|
59.2K
$2.36M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
111+ 1.22% |
$3.85K - $4.09K
|
9.21K
$367K
|
|
|
Oct 31, 2024
Q3 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
49+ 0.33% |
$1.7K - $1.81K
|
14.9K
$595K
|
|
| Q2 2024 | |||||||
|
Jul 24, 2024
Q2 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
43.8KNew |
$1.51M - $1.56M
|
43.8K
$1.74M
|
|
|
Apr 01, 2025
Q2 2024
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
26.4KNew |
$908K - $941K
|
26.4K
$1.05M
|
|
|
Aug 13, 2024
Q2 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
21.4KNew |
$738K - $764K
|
21.4K
$853K
|
|
|
Jul 25, 2024
Q2 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
20.7KNew |
$713K - $739K
|
20.7K
$825K
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
BUY
|
- |
14.1KNew |
$484K - $501K
|
14.1K
$560K
|
|
|
Aug 05, 2024
Q2 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
10.2KNew |
$350K - $363K
|
10.2K
$405K
|
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
8.84KNew |
$304K - $315K
|
8.84K
$352K
|
|
|
Aug 12, 2024
Q2 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
7.19KNew |
$247K - $256K
|
7.19K
$286K
|
|
|
Jul 10, 2024
Q2 2024
|
Lantz Financial LLC
|
BUY
|
- |
6.41KNew |
$221K - $228K
|
6.41K
$255K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.14K+ 322.05% |
$108K - $112K
|
4.12K
$164K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.97K+ 16.65% |
$102K - $106K
|
20.8K
$829K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.23K+ 5.4% |
$42.2K - $43.7K
|
23.9K
$951K
|
|
|
Jul 23, 2024
Q2 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
650+ 7.39% |
$22.4K - $23.2K
|
9.44K
$376K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
317+ 4.35% |
$10.9K - $11.3K
|
7.6K
$302K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
207KNew |
$6.85M - $7.13M
|
207K
$8.22M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.96K+ 74.43% |
$98.3K - $102K
|
6.94K
$276K
|
|
|
May 02, 2024
Q1 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
982New |
$32.6K - $33.9K
|
982
$39.1K
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
327New |
$10.8K - $11.3K
|
327
$13K
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
272New |
$9.02K - $9.39K
|
272
$10.8K
|
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
55New |
$1.82K - $1.9K
|
55
$2.19K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
25.1KNew |
$770K - $838K
|
25.1K
$999K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
20KNew |
$613K - $667K
|
20K
$795K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
10.4KNew |
$320K - $348K
|
10.4K
$415K
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
10KNew |
$307K - $334K
|
10K
$398K
|
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
6.23KNew |
$191K - $208K
|
6.23K
$248K
|
|
|
Jan 19, 2024
Q4 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1.99KNew |
$61K - $66.4K
|
1.99K
$79.2K
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
580New |
$17.8K - $19.4K
|
580
$23.1K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
BUY
|
- |
18New |
$552 - $601
|
18
$716
|
|
| Q3 2023 | |||||||
|
Nov 01, 2023
Q3 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
12.8KNew |
$400K - $412K
|
12.8K
$510K
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
3KNew |
$93.7K - $96.3K
|
3K
$119K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
1.23K+ 31.92% |
$38.4K - $39.5K
|
5.08K
$202K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
311New |
$9.72K - $9.98K
|
311
$12.4K
|
|
| Q2 2023 | |||||||
|
Aug 10, 2023
Q2 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
37.2K+ 7.81% |
$1.13M - $1.18M
|
513K
$20.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
27.8KNew |
$846K - $881K
|
27.8K
$1.11M
|
|
|
Aug 08, 2023
Q2 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
15.2KNew |
$463K - $482K
|
15.2K
$605K
|
|
|
Aug 04, 2023
Q2 2023
|
Steward Financial Group LLC
|
BUY
|
- |
12.2KNew |
$371K - $386K
|
12.2K
$485K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
2.3KNew |
$70K - $72.8K
|
2.3K
$91.5K
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
2.13KNew |
$64.8K - $67.4K
|
2.13K
$84.7K
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.03KNew |
$61.8K - $64.3K
|
2.03K
$80.8K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
455New |
$13.8K - $14.4K
|
455
$18.1K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
129+ 35.73% |
$3.93K - $4.09K
|
490
$19.5K
|
|
| Q1 2023 | |||||||
|
Apr 10, 2023
Q1 2023
|
Bms Financial Advisors, LLC
|
BUY
|
- |
12KNew |
$355K - $374K
|
12K
$477K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
8.98KNew |
$266K - $279K
|
8.98K
$357K
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
6.5KNew |
$193K - $202K
|
6.5K
$259K
|
|