Purchases and Sales Made in Q3 2023 in Innovator U.S. Equity Power Bu (PJUN)
This table provides information about the institutional ownership of Innovator U.S. Equity Power Bu (PJUN) 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
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
95.6KNew |
$2.99M - $3.07M
|
95.6K
$3.6M
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
73K+ 11.63% |
$2.28M - $2.34M
|
701K
$26.4M
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
61.3KNew |
$1.92M - $1.97M
|
61.3K
$2.31M
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
BUY
|
- |
39.2K+ 83.42% |
$1.22M - $1.26M
|
86.2K
$3.25M
|
|
Oct 10, 2023
Q3 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
26.6K+ 7.55% |
$831K - $854K
|
379K
$14.3M
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
13KNew |
$406K - $417K
|
13K
$489K
|
|
Nov 01, 2023
Q3 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
12.8KNew |
$400K - $412K
|
12.8K
$483K
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
12.8KNew |
$399K - $410K
|
12.8K
$481K
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
11.1K+ 11.37% |
$348K - $358K
|
109K
$4.11M
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
11K+ 54.04% |
$345K - $354K
|
31.5K
$1.18M
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
10KNew |
$313K - $322K
|
10K
$377K
|
|
Oct 17, 2023
Q3 2023
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
8.26K+ 15.39% |
$258K - $265K
|
61.9K
$2.33M
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.5KNew |
$234K - $241K
|
7.5K
$282K
|
|
Oct 30, 2023
Q3 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
4.49K+ 58.94% |
$140K - $144K
|
12.1K
$456K
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
3.52K+ 5.07% |
$110K - $113K
|
73K
$2.75M
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
3KNew |
$93.7K - $96.3K
|
3K
$113K
|
|
Nov 01, 2023
Q3 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
2.7K+ 26.21% |
$84.3K - $86.6K
|
13K
$489K
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.6K+ 12.96% |
$81.2K - $83.5K
|
22.7K
$854K
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.14K+ 23.66% |
$66.7K - $68.5K
|
11.2K
$420K
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.79K+ 2.04% |
$55.8K - $57.3K
|
89.3K
$3.36M
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
1.23K+ 31.92% |
$38.4K - $39.5K
|
5.08K
$191K
|
|
Nov 14, 2023
Q3 2023
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
531+ 1.64% |
$16.6K - $17K
|
33K
$1.24M
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
476+ 0.3% |
$14.9K - $15.3K
|
160K
$6.02M
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
311New |
$9.72K - $9.98K
|
311
$11.7K
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
8+ 0.01% |
$250 - $257
|
70.2K
$2.64M
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Dec 06, 2023
Q3 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-19- 0.09% |
$594 - $610
|
20.9K
$788K
|
|
Oct 13, 2023
Q3 2023
|
Weaver Consulting Group
|
SELL
|
- |
-31- 0.03% |
$968 - $995
|
101K
$3.81M
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-36- 0.03% |
$1.12K - $1.16K
|
124K
$4.66M
|
|
Nov 14, 2023
Q3 2023
|
Stone House Investment Management, LLC
|
SELL
|
- |
-40- 1.12% |
$1.25K - $1.28K
|
3.52K
$133K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-60- 0.16% |
$1.87K - $1.93K
|
38.1K
$1.43M
|
|
Oct 18, 2023
Q3 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-64- 0.11% |
$2K - $2.05K
|
55.9K
$2.1M
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-72- 0.13% |
$2.25K - $2.31K
|
57.4K
$2.16M
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-126- 0.46% |
$3.94K - $4.04K
|
27K
$1.02M
|
|
Nov 14, 2023
Q3 2023
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-130- 0.74% |
$4.06K - $4.17K
|
17.5K
$661K
|
|
Nov 09, 2023
Q3 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-142- 1.48% |
$4.44K - $4.56K
|
9.45K
$356K
|
|
Oct 17, 2023
Q3 2023
|
Nikulski Financial, Inc.
|
SELL
|
- |
-150- 1.1% |
$4.69K - $4.82K
|
13.4K
$506K
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-150- 0.82% |
$4.69K - $4.82K
|
18.2K
$687K
|
|
Oct 31, 2023
Q3 2023
|
Mc Adam, LLC
|
SELL
|
- |
-154- 0.06% |
$4.81K - $4.94K
|
237K
$8.92M
|
|
Nov 06, 2023
Q3 2023
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-164- 0.48% |
$5.12K - $5.26K
|
33.7K
$1.27M
|
|
Nov 08, 2023
Q3 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-188- 0.63% |
$5.87K - $6.03K
|
29.5K
$1.11M
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-318- 1.72% |
$9.93K - $10.2K
|
18.2K
$685K
|
|
Nov 14, 2023
Q3 2023
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-318- 0.12% |
$9.93K - $10.2K
|
259K
$9.75M
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-325- 0.74% |
$10.2K - $10.4K
|
43.4K
$1.63M
|
|
Oct 26, 2023
Q3 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-338- 1.28% |
$10.6K - $10.8K
|
26K
$981K
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-350- 0.64% |
$10.9K - $11.2K
|
54.6K
$2.06M
|
|
Oct 16, 2023
Q3 2023
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-613- 0.46% |
$19.2K - $19.7K
|
132K
$4.96M
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-736- 0.54% |
$23K - $23.6K
|
136K
$5.1M
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-767- 0.51% |
$24K - $24.6K
|
151K
$5.67M
|