Latest Institutional Transactions on Innovator U.S. Equity Power Bu (PMAR)
This table provides information on the latest institutional transactions involving Innovator U.S. Equity Power Bu (PMAR) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
6.37KNew |
$248K - $257K
|
6.37K
$259K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-32- 0.49% |
$1.25K - $1.29K
|
6.49K
$265K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-369- 0.33% |
$14.4K - $14.9K
|
111K
$4.51M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-159- 0.29% |
$6.21K - $6.43K
|
54.5K
$2.22M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
647+ 2.87% |
$25.3K - $26.1K
|
23.2K
$946K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-850- 8.67% |
$33.2K - $34.3K
|
8.96K
$365K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
1.65KNew |
$64.5K - $66.8K
|
1.65K
$67.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-175- 1.71% |
$6.83K - $7.07K
|
10K
$409K
|
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
17.5KNew |
$685K - $709K
|
17.5K
$715K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1.21K- 9.11% |
$47.4K - $49K
|
12.1K
$493K
|
|
|
Jan 27, 2025
Q4 2024
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-106- 0.27% |
$4.14K - $4.28K
|
39.2K
$1.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-264- 0.72% |
$10.3K - $10.7K
|
36.5K
$1.49M
|
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
6.77KNew |
$264K - $274K
|
6.77K
$276K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-2.16K- 8.41% |
$84.4K - $87.4K
|
23.6K
$960K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-661- 3.87% |
$25.8K - $26.7K
|
16.4K
$669K
|
|
|
Jan 23, 2025
Q4 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-1.19K- 6.76% |
$46.6K - $48.2K
|
16.5K
$671K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.3K- 3.98% |
$50.6K - $52.4K
|
31.3K
$1.27M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-615- 1.87% |
$24K - $24.9K
|
32.2K
$1.31M
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-3.54K- 9.75% |
$138K - $143K
|
32.7K
$1.33M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-10.7K- 22.08% |
$419K - $434K
|
37.9K
$1.54M
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
5.47KNew |
$214K - $221K
|
5.47K
$223K
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-6.87K- 0.9% |
$268K - $277K
|
754K
$30.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-14K- 12.59% |
$548K - $567K
|
97.4K
$3.97M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.74K- 3.14% |
$68K - $70.4K
|
53.7K
$2.19M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-250- 0.36% |
$9.76K - $10.1K
|
69.7K
$2.84M
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-200- 13.99% |
$7.81K - $8.08K
|
1.23K
$50.1K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
SELL
|
- |
-1.11K- 8.23% |
$43.4K - $44.9K
|
12.4K
$505K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-21.9K- 18.04% |
$857K - $887K
|
99.7K
$4.06M
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
SELL
|
- |
-3K- 4.81% |
$117K - $121K
|
59.3K
$2.42M
|
|
|
Jan 15, 2025
Q4 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-1.28K- 1.93% |
$49.9K - $51.6K
|
64.9K
$2.64M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-2.4K- 22.42% |
$93.8K - $97.1K
|
8.31K
$339K
|
|
|
Jan 15, 2025
Q4 2024
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-2K- 3.58% |
$78K - $80.7K
|
53.8K
$2.19M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-27.3K- 66.73% |
$1.06M - $1.1M
|
13.6K
$554K
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-1.16K- 2.75% |
$45.2K - $46.8K
|
41K
$1.67M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-2.81K- 29.9% |
$110K - $114K
|
6.59K
$269K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-51.7K- 27.13% |
$2.02M - $2.09M
|
139K
$5.66M
|
|
|
Jan 13, 2025
Q4 2024
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
33.9K+ 15.29% |
$1.32M - $1.37M
|
256K
$10.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
SELL
|
- |
-5.13K- 6.77% |
$200K - $207K
|
70.7K
$2.88M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-552- 5.17% |
$21.6K - $22.3K
|
10.1K
$413K
|
|
|
Jan 13, 2025
Q4 2024
|
Cypress Financial Planning LLC
|
SELL
|
- |
-294- 4.46% |
$11.5K - $11.9K
|
6.29K
$256K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-90- 0.67% |
$3.51K - $3.64K
|
13.3K
$541K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-135- 1.31% |
$5.27K - $5.46K
|
10.1K
$413K
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
SELL
|
- |
-1.49K- 17.38% |
$58.3K - $60.4K
|
7.1K
$289K
|
|
| Q3 2024 | |||||||
|
Jan 08, 2025
Q3 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
1.19K+ 1.42% |
$43.7K - $46.5K
|
84.9K
$3.46M
|
|
|
Jan 06, 2025
Q3 2024
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-1.6K- 20.59% |
$59K - $62.8K
|
6.17K
$251K
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.89K+ 1379.79% |
$144K - $153K
|
4.17K
$170K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-18- 0.16% |
$664 - $707
|
11.4K
$465K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-500- 3.09% |
$18.4K - $19.6K
|
15.7K
$638K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-322- 1.92% |
$11.9K - $12.6K
|
16.5K
$671K
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
4.07KNew |
$150K - $160K
|
4.07K
$166K
|
|