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 |
|---|---|---|---|---|---|---|---|
|
Oct 09, 2024
Q3 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-1.03K- 4.77% |
$38K - $40.4K
|
20.5K
$824K
|
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-11.4K- 21.32% |
$422K - $449K
|
42.2K
$1.69M
|
|
|
Oct 08, 2024
Q3 2024
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-880- 1.55% |
$32.5K - $34.5K
|
55.8K
$2.24M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-30- 0.48% |
$1.11K - $1.18K
|
6.22K
$250K
|
|
|
Oct 08, 2024
Q3 2024
|
City Holding CO
|
SELL
|
- |
-2.95K- 4.52% |
$109K - $116K
|
62.3K
$2.5M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-716K- 78.96% |
$26.4M - $28.1M
|
191K
$7.65M
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-415- 3.88% |
$15.3K - $16.3K
|
10.3K
$412K
|
|
|
Oct 07, 2024
Q3 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-383- 1.08% |
$14.1K - $15K
|
35K
$1.4M
|
|
|
Oct 07, 2024
Q3 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
300+ 4.77% |
$11.1K - $11.8K
|
6.59K
$264K
|
|
| Q2 2024 | |||||||
|
Oct 01, 2024
Q2 2024
|
Buska Wealth Management, LLC
Wausau, WI |
SELL
|
- |
-3.16K- 21.48% |
$113K - $120K
|
11.5K
$463K
|
|
|
Sep 11, 2024
Q2 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1.97K- 15.56% |
$70.6K - $75K
|
10.7K
$430K
|
|
|
Aug 20, 2024
Q2 2024
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
222KNew |
$7.94M - $8.43M
|
222K
$8.9M
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.55K+ 28.72% |
$91.3K - $97K
|
11.4K
$459K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
233New |
$8.34K - $8.85K
|
233
$9.35K
|
|
|
Aug 15, 2024
Q2 2024
|
Straight Path Wealth Management
|
BUY
|
- |
6.26KNew |
$224K - $238K
|
6.26K
$251K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
14.5KNew |
$519K - $551K
|
14.5K
$582K
|
|
|
Aug 14, 2024
Q2 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
8.84KNew |
$316K - $336K
|
8.84K
$354K
|
|
|
Aug 14, 2024
Q2 2024
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-20.6KClosed |
$736K - $781K
|
0
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
7.26KNew |
$260K - $276K
|
7.26K
$291K
|
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
7.11KNew |
$254K - $270K
|
7.11K
$285K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
60New |
$2.15K - $2.28K
|
60
$2.41K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
551+ 2.98% |
$19.7K - $20.9K
|
19K
$764K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-7.01K- 30.44% |
$251K - $266K
|
16K
$643K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
24New |
$859 - $912
|
24
$963
|
|
|
Aug 09, 2024
Q2 2024
|
Firestone Capital Management
|
BUY
|
- |
8.29KNew |
$297K - $315K
|
8.29K
$332K
|
|
|
Aug 09, 2024
Q2 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
9.73K+ 17.25% |
$348K - $370K
|
66.1K
$2.65M
|
|
|
Aug 08, 2024
Q2 2024
|
Mitchell Capital Management CO
|
BUY
|
- |
5.9KNew |
$211K - $224K
|
5.9K
$237K
|
|
|
Aug 08, 2024
Q2 2024
|
Wp Wealth LLP
Fort Worth, TX |
SELL
|
- |
-85.8K- 93.16% |
$3.07M - $3.26M
|
6.3K
$253K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.12KNew |
$40K - $42.5K
|
1.12K
$44.8K
|
|
|
Aug 06, 2024
Q2 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
33.5KNew |
$1.2M - $1.27M
|
33.5K
$1.34M
|
|
|
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
$255K
|
|
|
Jul 31, 2024
Q2 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
196+ 1.37% |
$7.01K - $7.45K
|
14.5K
$583K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
150+ 25.68% |
$5.37K - $5.7K
|
734
$29.4K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
230+ 2.79% |
$8.23K - $8.74K
|
8.49K
$340K
|
|
|
Jul 26, 2024
Q2 2024
|
Crown Wealth Group, LLC
|
SELL
|
- |
-347- 5.51% |
$12.4K - $13.2K
|
5.95K
$238K
|
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
6.58KNew |
$236K - $250K
|
6.58K
$264K
|
|
|
Jul 24, 2024
Q2 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
22.5K+ 39.28% |
$806K - $855K
|
79.8K
$3.2M
|
|
|
Jul 24, 2024
Q2 2024
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
2.9K+ 8.12% |
$104K - $110K
|
38.6K
$1.55M
|
|
|
Jul 19, 2024
Q2 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
64.1K+ 327.21% |
$2.29M - $2.44M
|
83.7K
$3.36M
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-160- 1.17% |
$5.72K - $6.08K
|
13.6K
$544K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
943New |
$33.7K - $35.8K
|
943
$37.8K
|
|
|
Jul 17, 2024
Q2 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
13.4KNew |
$479K - $508K
|
13.4K
$537K
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.41K+ 2.99% |
$50.5K - $53.6K
|
48.6K
$1.95M
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
9.94KNew |
$356K - $378K
|
9.94K
$399K
|
|
|
Jul 12, 2024
Q2 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-1.27K- 3.34% |
$45.3K - $48.1K
|
36.6K
$1.47M
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
350+ 6.22% |
$12.5K - $13.3K
|
5.98K
$240K
|
|
|
Jul 12, 2024
Q2 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-1.92K- 16.18% |
$68.7K - $72.9K
|
9.94K
$399K
|
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
400+ 4.07% |
$14.3K - $15.2K
|
10.2K
$410K
|
|
|
Jul 10, 2024
Q2 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
407+ 3.5% |
$14.6K - $15.5K
|
12K
$483K
|
|
|
Jul 08, 2024
Q2 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-2.92K- 26.93% |
$104K - $111K
|
7.92K
$318K
|
|