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 |
---|---|---|---|---|---|---|---|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-7.01K- 30.44% |
$251K - $266K
|
16K
$626K
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
24New |
$859 - $912
|
24
$938
|
|
Aug 09, 2024
Q2 2024
|
Firestone Capital Management
|
BUY
|
- |
8.29KNew |
$297K - $315K
|
8.29K
$324K
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
7.29KNew |
$261K - $277K
|
7.29K
$285K
|
|
Aug 09, 2024
Q2 2024
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-1.42K- 3.09% |
$50.6K - $53.8K
|
44.3K
$1.73M
|
|
Aug 09, 2024
Q2 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
9.73K+ 17.25% |
$348K - $370K
|
66.1K
$2.59M
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-8.6K- 6.55% |
$308K - $327K
|
123K
$4.8M
|
|
Aug 08, 2024
Q2 2024
|
Mitchell Capital Management CO
|
BUY
|
- |
5.9KNew |
$211K - $224K
|
5.9K
$231K
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3.31K- 6.44% |
$119K - $126K
|
48.1K
$1.88M
|
|
Aug 08, 2024
Q2 2024
|
Wp Wealth LLP
Fort Worth, TX |
SELL
|
- |
-85.8K- 93.16% |
$3.07M - $3.26M
|
6.3K
$246K
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
12.7K+ 41.03% |
$453K - $481K
|
43.5K
$1.7M
|
|
Aug 07, 2024
Q2 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1.38K+ 67.07% |
$49.2K - $52.2K
|
3.43K
$134K
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-4- 0.03% |
$143 - $152
|
14.6K
$572K
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
29.3KNew |
$1.05M - $1.11M
|
29.3K
$1.14M
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.12KNew |
$40K - $42.5K
|
1.12K
$43.7K
|
|
Aug 06, 2024
Q2 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
33.5KNew |
$1.2M - $1.27M
|
33.5K
$1.31M
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-12K- 34.52% |
$428K - $455K
|
22.7K
$887K
|
|
Aug 05, 2024
Q2 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-998- 2.26% |
$35.7K - $37.9K
|
43.2K
$1.69M
|
|
Aug 05, 2024
Q2 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-1.4K- 2.95% |
$50.1K - $53.2K
|
46K
$1.8M
|
|
Aug 02, 2024
Q2 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-878- 12.12% |
$31.4K - $33.4K
|
6.37K
$249K
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
136K+ 385.29% |
$4.87M - $5.17M
|
172K
$6.71M
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
7.18K+ 42.77% |
$257K - $273K
|
24K
$937K
|
|
Aug 02, 2024
Q2 2024
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-2.73K- 6.28% |
$97.6K - $104K
|
40.7K
$1.59M
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
871+ 0.97% |
$31.2K - $33.1K
|
91K
$3.56M
|
|
Aug 01, 2024
Q2 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-101- 0.43% |
$3.61K - $3.84K
|
23.5K
$917K
|
|
Aug 01, 2024
Q2 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
6.45K+ 22.33% |
$231K - $245K
|
35.3K
$1.38M
|
|
Jul 31, 2024
Q2 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
196+ 1.37% |
$7.01K - $7.45K
|
14.5K
$568K
|
|
Jul 31, 2024
Q2 2024
|
Bellwether Advisors, LLC
|
SELL
|
- |
-1.02K- 1.15% |
$36.5K - $38.7K
|
87.5K
$3.42M
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-67- 0.12% |
$2.4K - $2.55K
|
54.7K
$2.14M
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
150+ 25.68% |
$5.37K - $5.7K
|
734
$28.7K
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
130+ 0.02% |
$4.65K - $4.94K
|
603K
$23.6M
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
230+ 2.79% |
$8.23K - $8.74K
|
8.49K
$332K
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-651- 2.84% |
$23.3K - $24.7K
|
22.2K
$869K
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.27K+ 27.27% |
$81K - $86K
|
10.6K
$413K
|
|
Jul 26, 2024
Q2 2024
|
Crown Wealth Group, LLC
|
SELL
|
- |
-347- 5.51% |
$12.4K - $13.2K
|
5.95K
$232K
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
750+ 2.4% |
$26.8K - $28.5K
|
32K
$1.25M
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.42K+ 13.14% |
$86.4K - $91.7K
|
20.8K
$813K
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
820+ 0.71% |
$29.3K - $31.2K
|
116K
$4.55M
|
|
Jul 25, 2024
Q2 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
33.6KNew |
$1.2M - $1.28M
|
33.6K
$1.32M
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-9.64K- 13.25% |
$345K - $366K
|
63.1K
$2.47M
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
6.58KNew |
$236K - $250K
|
6.58K
$257K
|
|
Jul 24, 2024
Q2 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
22.5K+ 39.28% |
$806K - $855K
|
79.8K
$3.12M
|
|
Jul 24, 2024
Q2 2024
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
2.9K+ 8.12% |
$104K - $110K
|
38.6K
$1.51M
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
5.67K+ 15.99% |
$203K - $215K
|
41.1K
$1.61M
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
50+ 0.16% |
$1.79K - $1.9K
|
31.2K
$1.22M
|
|
Jul 19, 2024
Q2 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
64.1K+ 327.21% |
$2.29M - $2.44M
|
83.7K
$3.27M
|
|
Jul 19, 2024
Q2 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
5.48K+ 5.08% |
$196K - $208K
|
113K
$4.43M
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-160- 1.17% |
$5.72K - $6.08K
|
13.6K
$530K
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
484+ 0.86% |
$17.3K - $18.4K
|
57K
$2.23M
|