Purchases and Sales Made in Q4 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 Q4 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 |
---|---|---|---|---|---|---|---|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
659K+ 1073.66% |
$20.2M - $22M
|
720K
$27.1M
|
|
May 15, 2024
Q4 2023
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
290KNew |
$8.88M - $9.67M
|
290K
$10.9M
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
202K+ 28.78% |
$6.18M - $6.73M
|
903K
$34M
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
168K+ 2238.14% |
$5.15M - $5.6M
|
175K
$6.6M
|
|
Feb 05, 2024
Q4 2023
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
123KNew |
$3.76M - $4.09M
|
123K
$4.62M
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
102KNew |
$3.13M - $3.41M
|
102K
$3.84M
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
34.1K+ 267.07% |
$1.05M - $1.14M
|
46.9K
$1.77M
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
26.2K+ 37.34% |
$804K - $875K
|
96.4K
$3.63M
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
25.1KNew |
$770K - $838K
|
25.1K
$945K
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
20KNew |
$613K - $667K
|
20K
$753K
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
19.8KNew |
$607K - $661K
|
19.8K
$746K
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
18K+ 179.8% |
$552K - $601K
|
28K
$1.06M
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
13.6K+ 415.8% |
$417K - $454K
|
16.9K
$636K
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
10.4KNew |
$320K - $348K
|
10.4K
$393K
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
10KNew |
$307K - $334K
|
10K
$377K
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
9.03K+ 7.93% |
$277K - $301K
|
123K
$4.62M
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
8.53KNew |
$262K - $285K
|
8.53K
$321K
|
|
May 22, 2024
Q4 2023
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
8.03KNew |
$246K - $268K
|
8.03K
$303K
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
7.77K+ 12.52% |
$238K - $259K
|
69.8K
$2.63M
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
6.23KNew |
$191K - $208K
|
6.23K
$235K
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
4.04K+ 9.13% |
$124K - $135K
|
48.3K
$1.82M
|
|
Jan 09, 2024
Q4 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
3.99K+ 4.06% |
$122K - $133K
|
102K
$3.86M
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.39K+ 3.28% |
$73.4K - $79.9K
|
75.3K
$2.84M
|
|
Jan 19, 2024
Q4 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1.99KNew |
$61K - $66.4K
|
1.99K
$74.9K
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
1.91K+ 104.48% |
$58.7K - $63.9K
|
3.75K
$141K
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
1.72K+ 1.08% |
$52.7K - $57.4K
|
162K
$6.09M
|
|
Jan 08, 2024
Q4 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
1.56K+ 7.45% |
$47.8K - $52K
|
22.5K
$847K
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.49K+ 10.81% |
$45.5K - $49.6K
|
15.2K
$573K
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
975New |
$29.9K - $32.5K
|
975
$36.7K
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
822+ 2.61% |
$25.2K - $27.4K
|
32.3K
$1.22M
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
800+ 3.53% |
$24.5K - $26.7K
|
23.5K
$884K
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
580New |
$17.8K - $19.4K
|
580
$21.8K
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
40+ 0.11% |
$1.23K - $1.34K
|
35.3K
$1.33M
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
BUY
|
- |
18New |
$552 - $601
|
18
$678
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-37- 0.14% |
$1.13K - $1.24K
|
27K
$1.02M
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-74- 0.57% |
$2.27K - $2.47K
|
12.9K
$487K
|
|
Jan 25, 2024
Q4 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-89- 0.73% |
$2.73K - $2.97K
|
12K
$453K
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-103- 0.5% |
$3.16K - $3.44K
|
20.6K
$776K
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-120- 1.27% |
$3.68K - $4.01K
|
9.33K
$352K
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-140- 0.32% |
$4.29K - $4.67K
|
43.3K
$1.63M
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-255- 2.88% |
$7.82K - $8.51K
|
8.6K
$324K
|
|
Feb 08, 2024
Q4 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-300- 2.91% |
$9.2K - $10K
|
10K
$377K
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-379Closed |
$11.6K - $12.7K
|
0
$0
|
|
Jan 12, 2024
Q4 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-384- 0.32% |
$11.8K - $12.8K
|
120K
$4.52M
|
|
Jan 12, 2024
Q4 2023
|
Retirement Planning Group
|
SELL
|
- |
-392- 4.68% |
$12K - $13.1K
|
7.98K
$300K
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-400- 2.27% |
$12.3K - $13.4K
|
17.3K
$650K
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-416- 0.72% |
$12.8K - $13.9K
|
57K
$2.15M
|
|
Feb 07, 2024
Q4 2023
|
Integrity Financial Corp
|
SELL
|
- |
-461- 6.72% |
$14.1K - $15.4K
|
6.4K
$241K
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-500- 0.37% |
$15.3K - $16.7K
|
135K
$5.09M
|