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 |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2024
Q2 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
10.9KNew |
$374K - $388K
|
10.9K
$411K
|
|
|
Aug 05, 2024
Q2 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
10.2KNew |
$350K - $363K
|
10.2K
$385K
|
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
8.84KNew |
$304K - $315K
|
8.84K
$334K
|
|
|
Jul 30, 2024
Q2 2024
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
8.8KNew |
$303K - $314K
|
8.8K
$333K
|
|
|
Aug 12, 2024
Q2 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
7.19KNew |
$247K - $256K
|
7.19K
$272K
|
|
|
Aug 05, 2024
Q2 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
6.45KNew |
$222K - $230K
|
6.45K
$244K
|
|
|
Jul 10, 2024
Q2 2024
|
Lantz Financial LLC
|
BUY
|
- |
6.41KNew |
$221K - $228K
|
6.41K
$242K
|
|
|
Jul 16, 2024
Q2 2024
|
Bcs Wealth Management
|
BUY
|
- |
6.4K+ 21.42% |
$220K - $228K
|
36.3K
$1.37M
|
|
|
Aug 13, 2024
Q2 2024
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
6.21K+ 63.88% |
$214K - $221K
|
15.9K
$602K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
5.07K+ 63.06% |
$175K - $181K
|
13.1K
$496K
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.93K+ 313.69% |
$170K - $176K
|
6.5K
$246K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
3.71K+ 271.09% |
$128K - $132K
|
5.08K
$192K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.14K+ 322.05% |
$108K - $112K
|
4.12K
$156K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.97K+ 16.65% |
$102K - $106K
|
20.8K
$787K
|
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
2.28K+ 15.03% |
$78.4K - $81.2K
|
17.4K
$659K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1.5K+ 26.88% |
$51.6K - $53.5K
|
7.08K
$268K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
1.42K+ 2.82% |
$48.9K - $50.6K
|
51.8K
$1.96M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.23K+ 5.4% |
$42.2K - $43.7K
|
23.9K
$904K
|
|
|
Jul 23, 2024
Q2 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
650+ 7.39% |
$22.4K - $23.2K
|
9.44K
$357K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
317+ 4.35% |
$10.9K - $11.3K
|
7.6K
$287K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
30+ 6.73% |
$1.03K - $1.07K
|
476
$18K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
207KNew |
$6.85M - $7.13M
|
207K
$7.81M
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
6.97KNew |
$231K - $241K
|
6.97K
$263K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.96K+ 74.43% |
$98.3K - $102K
|
6.94K
$262K
|
|
|
May 02, 2024
Q1 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
982New |
$32.6K - $33.9K
|
982
$37.1K
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
327New |
$10.8K - $11.3K
|
327
$12.4K
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
272New |
$9.02K - $9.39K
|
272
$10.3K
|
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
200+ 1.16% |
$6.63K - $6.9K
|
17.5K
$660K
|
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
55New |
$1.82K - $1.9K
|
55
$2.08K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
25.1KNew |
$770K - $838K
|
25.1K
$949K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
20KNew |
$613K - $667K
|
20K
$755K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
10.4KNew |
$320K - $348K
|
10.4K
$394K
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
10KNew |
$307K - $334K
|
10K
$378K
|
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
6.23KNew |
$191K - $208K
|
6.23K
$236K
|
|
|
Jan 19, 2024
Q4 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1.99KNew |
$61K - $66.4K
|
1.99K
$75.2K
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
580New |
$17.8K - $19.4K
|
580
$21.9K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
BUY
|
- |
18New |
$552 - $601
|
18
$680
|
|
| Q3 2023 | |||||||
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
13KNew |
$406K - $417K
|
13K
$491K
|
|
|
Nov 01, 2023
Q3 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
12.8KNew |
$400K - $412K
|
12.8K
$484K
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
3KNew |
$93.7K - $96.3K
|
3K
$113K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
1.23K+ 31.92% |
$38.4K - $39.5K
|
5.08K
$192K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
311New |
$9.72K - $9.98K
|
311
$11.8K
|
|
| Q2 2023 | |||||||
|
Aug 10, 2023
Q2 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
37.2K+ 7.81% |
$1.13M - $1.18M
|
513K
$19.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
27.8KNew |
$846K - $881K
|
27.8K
$1.05M
|
|
|
Aug 08, 2023
Q2 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
15.2KNew |
$463K - $482K
|
15.2K
$575K
|
|
|
Aug 04, 2023
Q2 2023
|
Steward Financial Group LLC
|
BUY
|
- |
12.2KNew |
$371K - $386K
|
12.2K
$461K
|
|
|
Jul 20, 2023
Q2 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
8.91KNew |
$271K - $282K
|
8.91K
$337K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
2.56KNew |
$77.8K - $80.9K
|
2.56K
$96.6K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
2.3KNew |
$70K - $72.8K
|
2.3K
$86.9K
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
2.13KNew |
$64.8K - $67.4K
|
2.13K
$80.4K
|
|