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 23, 2025
Q4 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-1.19K- 6.76% |
$46.6K - $48.2K
|
16.5K
$656K
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-3.54K- 9.75% |
$138K - $143K
|
32.7K
$1.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-615- 1.87% |
$24K - $24.9K
|
32.2K
$1.28M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.3K- 3.98% |
$50.6K - $52.4K
|
31.3K
$1.25M
|
|
|
Jan 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-14K- 12.59% |
$548K - $567K
|
97.4K
$3.88M
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
5.47KNew |
$214K - $221K
|
5.47K
$218K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-10.7K- 22.08% |
$419K - $434K
|
37.9K
$1.51M
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-6.87K- 0.9% |
$268K - $277K
|
754K
$30.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-250- 0.36% |
$9.76K - $10.1K
|
69.7K
$2.78M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.74K- 3.14% |
$68K - $70.4K
|
53.7K
$2.14M
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-200- 13.99% |
$7.81K - $8.08K
|
1.23K
$49K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-21.9K- 18.04% |
$857K - $887K
|
99.7K
$3.97M
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
SELL
|
- |
-1.11K- 8.23% |
$43.4K - $44.9K
|
12.4K
$494K
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
SELL
|
- |
-3K- 4.81% |
$117K - $121K
|
59.3K
$2.36M
|
|
|
Jan 15, 2025
Q4 2024
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-2K- 3.58% |
$78K - $80.7K
|
53.8K
$2.14M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-2.4K- 22.42% |
$93.8K - $97.1K
|
8.31K
$331K
|
|
|
Jan 15, 2025
Q4 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-1.28K- 1.93% |
$49.9K - $51.6K
|
64.9K
$2.58M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-27.3K- 66.73% |
$1.06M - $1.1M
|
13.6K
$541K
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-1.16K- 2.75% |
$45.2K - $46.8K
|
41K
$1.63M
|
|
|
Jan 13, 2025
Q4 2024
|
Cypress Financial Planning LLC
|
SELL
|
- |
-294- 4.46% |
$11.5K - $11.9K
|
6.29K
$251K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-2.81K- 29.9% |
$110K - $114K
|
6.59K
$263K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-90- 0.67% |
$3.51K - $3.64K
|
13.3K
$529K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-51.7K- 27.13% |
$2.02M - $2.09M
|
139K
$5.53M
|
|
|
Jan 13, 2025
Q4 2024
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
33.9K+ 15.29% |
$1.32M - $1.37M
|
256K
$10.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
SELL
|
- |
-5.13K- 6.77% |
$200K - $207K
|
70.7K
$2.82M
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-135- 1.31% |
$5.27K - $5.46K
|
10.1K
$404K
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
SELL
|
- |
-1.49K- 17.38% |
$58.3K - $60.4K
|
7.1K
$283K
|
|
| Q3 2024 | |||||||
|
Jan 08, 2025
Q3 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
1.19K+ 1.42% |
$43.7K - $46.5K
|
84.9K
$3.38M
|
|
|
Jan 06, 2025
Q3 2024
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-1.6K- 20.59% |
$59K - $62.8K
|
6.17K
$246K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-18- 0.16% |
$664 - $707
|
11.4K
$455K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-500- 3.09% |
$18.4K - $19.6K
|
15.7K
$624K
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
3.45K+ 47.37% |
$127K - $136K
|
10.7K
$428K
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
43.3K+ 127.16% |
$1.6M - $1.7M
|
77.4K
$3.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-5.57K- 34.89% |
$205K - $218K
|
10.4K
$414K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
7.06KNew |
$260K - $277K
|
7.06K
$281K
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
13.8KNew |
$509K - $542K
|
13.8K
$550K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-88- 1.05% |
$3.25K - $3.45K
|
8.31K
$331K
|
|
|
Nov 14, 2024
Q3 2024
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-35.4K- 79.94% |
$1.31M - $1.39M
|
8.89K
$354K
|
|
|
Nov 13, 2024
Q3 2024
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-2.61K- 9.07% |
$96.2K - $102K
|
26.2K
$1.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-133- 0.77% |
$4.91K - $5.22K
|
17K
$678K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.56KNew |
$57.4K - $61K
|
1.56K
$61.9K
|
|
|
Nov 07, 2024
Q3 2024
|
First City Capital Management, Inc.
|
SELL
|
- |
-2.75K- 28.91% |
$101K - $108K
|
6.75K
$269K
|
|
|
Nov 01, 2024
Q3 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-1.26K- 2.74% |
$46.6K - $49.5K
|
44.8K
$1.78M
|
|
|
Nov 01, 2024
Q3 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-16- 3.6% |
$590 - $628
|
428
$17K
|
|
|
Oct 31, 2024
Q3 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-2.75K- 16.5% |
$102K - $108K
|
13.9K
$555K
|
|
|
Oct 31, 2024
Q3 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-4.56K- 4.79% |
$168K - $179K
|
90.8K
$3.62M
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-2.63K- 76.64% |
$96.8K - $103K
|
800
$31.9K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-500- 15.15% |
$18.4K - $19.6K
|
2.8K
$112K
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-843- 30.98% |
$31.1K - $33.1K
|
1.88K
$74.8K
|
|
|
Oct 18, 2024
Q3 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
SELL
|
- |
-316- 0.94% |
$11.7K - $12.4K
|
33.3K
$1.33M
|
|