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 |
---|---|---|---|---|---|---|---|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
5.13KNew |
$203K - $210K
|
5.13K
$217K
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-3.41K- 3.72% |
$135K - $140K
|
88.2K
$3.73M
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.77K+ 52.69% |
$149K - $155K
|
10.9K
$462K
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-3.28K- 24.89% |
$130K - $135K
|
9.9K
$419K
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
4.7K+ 73.84% |
$186K - $193K
|
11.1K
$468K
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
32.2K+ 25.79% |
$1.27M - $1.32M
|
157K
$6.65M
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
762+ 20.29% |
$30.1K - $31.2K
|
4.52K
$191K
|
|
May 09, 2025
Q1 2025
|
Schnieders Capital Management LLC
|
BUY
|
- |
2.9K+ 33.33% |
$115K - $119K
|
11.6K
$491K
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
93.4K+ 33.77% |
$3.69M - $3.83M
|
370K
$15.7M
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
5.92K+ 8.29% |
$234K - $243K
|
77.3K
$3.27M
|
|
May 09, 2025
Q1 2025
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
2.38K+ 4.43% |
$94K - $97.6K
|
56.2K
$2.38M
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
22.6K+ 22.1% |
$894K - $928K
|
125K
$5.29M
|
|
May 09, 2025
Q1 2025
|
Rps Advisory Solutions LLC
Louisville, KY |
SELL
|
- |
-14.7K- 44.15% |
$581K - $603K
|
18.6K
$788K
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
26.1K+ 401.82% |
$1.03M - $1.07M
|
32.6K
$1.38M
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.22K+ 11.38% |
$48.3K - $50.1K
|
12K
$506K
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.28K+ 3.51% |
$50.5K - $52.4K
|
37.7K
$1.59M
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
805+ 9.69% |
$31.8K - $33K
|
9.12K
$386K
|
|
May 08, 2025
Q1 2025
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
5.81K+ 35.26% |
$229K - $238K
|
22.3K
$942K
|
|
May 07, 2025
Q1 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
13.8KNew |
$543K - $564K
|
13.8K
$582K
|
|
May 07, 2025
Q1 2025
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
1.69K+ 4.92% |
$66.9K - $69.4K
|
36.1K
$1.53M
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3.55K+ 11.02% |
$140K - $146K
|
35.8K
$1.51M
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
115K+ 255.89% |
$4.54M - $4.71M
|
160K
$6.76M
|
|
May 07, 2025
Q1 2025
|
Bellwether Advisors, LLC
|
BUY
|
- |
18.2K+ 21.05% |
$718K - $745K
|
104K
$4.42M
|
|
May 06, 2025
Q1 2025
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
32+ 0.1% |
$1.26K - $1.31K
|
31.3K
$1.33M
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-17.1K- 34.03% |
$677K - $702K
|
33.2K
$1.4M
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
7.96KNew |
$315K - $326K
|
7.96K
$337K
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.01K+ 6.47% |
$39.9K - $41.4K
|
16.6K
$704K
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.22K+ 0.91% |
$87.6K - $90.9K
|
247K
$10.4M
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
1.29K+ 1.56% |
$50.8K - $52.7K
|
83.9K
$3.55M
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
293+ 0.72% |
$11.6K - $12K
|
41.2K
$1.74M
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
8.67K+ 58.72% |
$343K - $356K
|
23.4K
$992K
|
|
May 05, 2025
Q1 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-290- 5.3% |
$11.5K - $11.9K
|
5.18K
$219K
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-9.12K- 9.15% |
$360K - $374K
|
90.6K
$3.83M
|
|
May 02, 2025
Q1 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
12.2K+ 87.93% |
$484K - $502K
|
26.2K
$1.11M
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-277- 1.63% |
$10.9K - $11.4K
|
16.8K
$709K
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
BUY
|
- |
1.51KNew |
$59.5K - $61.8K
|
1.51K
$63.8K
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
5.09K+ 69.59% |
$201K - $209K
|
12.4K
$525K
|
|
May 01, 2025
Q1 2025
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
50.9KNew |
$2.01M - $2.09M
|
50.9K
$2.15M
|
|
May 01, 2025
Q1 2025
|
Nikulski Financial, Inc.
|
BUY
|
- |
515+ 8.11% |
$20.3K - $21.1K
|
6.87K
$290K
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
1.45K+ 12.65% |
$57.4K - $59.5K
|
12.9K
$547K
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-19.6K- 53.5% |
$773K - $802K
|
17K
$719K
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
15.7K+ 54.55% |
$621K - $644K
|
44.5K
$1.88M
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
6.11KNew |
$241K - $250K
|
6.11K
$258K
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
30.8KNew |
$1.22M - $1.26M
|
30.8K
$1.3M
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
12.2KNew |
$482K - $500K
|
12.2K
$516K
|
|
Apr 29, 2025
Q1 2025
|
Macroview Investment Management LLC
|
BUY
|
- |
30.3KNew |
$1.2M - $1.24M
|
30.3K
$1.28M
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
45K+ 32.36% |
$1.78M - $1.84M
|
184K
$7.78M
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-50- 50.0% |
$1.98K - $2.05K
|
50
$2.12K
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
20K+ 18.05% |
$790K - $819K
|
131K
$5.53M
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-6.83K- 41.6% |
$270K - $280K
|
9.59K
$406K
|