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 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-5.75K- 3.01% |
$212K - $225K
|
185K
$7.38M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.81K- 4.93% |
$104K - $110K
|
54.2K
$2.16M
|
|
|
Oct 15, 2024
Q3 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-2.15K- 8.33% |
$79.4K - $84.5K
|
23.7K
$944K
|
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-1.35K- 4.97% |
$49.8K - $53K
|
25.8K
$1.03M
|
|
|
Oct 09, 2024
Q3 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-1.03K- 4.77% |
$38K - $40.4K
|
20.5K
$818K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-30- 0.48% |
$1.11K - $1.18K
|
6.22K
$248K
|
|
|
Oct 07, 2024
Q3 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-383- 1.08% |
$14.1K - $15K
|
35K
$1.39M
|
|
| Q2 2024 | |||||||
|
Sep 11, 2024
Q2 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1.97K- 15.56% |
$70.6K - $75K
|
10.7K
$427K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
233New |
$8.34K - $8.85K
|
233
$9.28K
|
|
|
Aug 15, 2024
Q2 2024
|
Straight Path Wealth Management
|
BUY
|
- |
6.26KNew |
$224K - $238K
|
6.26K
$249K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
14.5KNew |
$519K - $551K
|
14.5K
$578K
|
|
|
Aug 14, 2024
Q2 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
8.84KNew |
$316K - $336K
|
8.84K
$352K
|
|
|
Aug 13, 2024
Q2 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
7.26KNew |
$260K - $276K
|
7.26K
$289K
|
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
7.11KNew |
$254K - $270K
|
7.11K
$283K
|
|
|
Aug 09, 2024
Q2 2024
|
Firestone Capital Management
|
BUY
|
- |
8.29KNew |
$297K - $315K
|
8.29K
$330K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
24New |
$859 - $912
|
24
$956
|
|
|
Aug 08, 2024
Q2 2024
|
Mitchell Capital Management CO
|
BUY
|
- |
5.9KNew |
$211K - $224K
|
5.9K
$235K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.12KNew |
$40K - $42.5K
|
1.12K
$44.5K
|
|
|
Aug 06, 2024
Q2 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
33.5KNew |
$1.2M - $1.27M
|
33.5K
$1.34M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
150+ 25.68% |
$5.37K - $5.7K
|
734
$29.2K
|
|
|
Jul 31, 2024
Q2 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
196+ 1.37% |
$7.01K - $7.45K
|
14.5K
$579K
|
|
|
Jul 26, 2024
Q2 2024
|
Crown Wealth Group, LLC
|
SELL
|
- |
-347- 5.51% |
$12.4K - $13.2K
|
5.95K
$237K
|
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
6.58KNew |
$236K - $250K
|
6.58K
$262K
|
|
|
Jul 24, 2024
Q2 2024
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
2.9K+ 8.12% |
$104K - $110K
|
38.6K
$1.54M
|
|
|
Jul 24, 2024
Q2 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
22.5K+ 39.28% |
$806K - $855K
|
79.8K
$3.18M
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
943New |
$33.7K - $35.8K
|
943
$37.6K
|
|
|
Jul 12, 2024
Q2 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-1.92K- 16.18% |
$68.7K - $72.9K
|
9.94K
$396K
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
9.94KNew |
$356K - $378K
|
9.94K
$396K
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
350+ 6.22% |
$12.5K - $13.3K
|
5.98K
$238K
|
|
|
Jul 10, 2024
Q2 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
407+ 3.5% |
$14.6K - $15.5K
|
12K
$480K
|
|
|
Jul 08, 2024
Q2 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-2.92K- 26.93% |
$104K - $111K
|
7.92K
$316K
|
|
| Q1 2024 | |||||||
|
Apr 01, 2025
Q1 2024
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
20.6KNew |
$730K - $757K
|
20.6K
$819K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
7.86K+ 220.59% |
$279K - $289K
|
11.4K
$455K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-28- 0.26% |
$994 - $1.03K
|
10.7K
$428K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
150New |
$5.33K - $5.52K
|
150
$5.97K
|
|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-400- 10.06% |
$14.2K - $14.7K
|
3.58K
$142K
|
|
|
May 15, 2024
Q1 2024
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-600- 9.82% |
$21.3K - $22.1K
|
5.51K
$219K
|
|
|
May 14, 2024
Q1 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
220KNew |
$7.83M - $8.11M
|
220K
$8.78M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
21.9K+ 16.25% |
$777K - $806K
|
157K
$6.24M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
62.7K+ 124.05% |
$2.23M - $2.31M
|
113K
$4.51M
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
27.8K+ 27.34% |
$988K - $1.02M
|
130K
$5.16M
|
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
517KNew |
$18.4M - $19M
|
517K
$20.6M
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
7.95KNew |
$282K - $293K
|
7.95K
$317K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
52.4K+ 275.95% |
$1.86M - $1.93M
|
71.3K
$2.84M
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
313New |
$11.1K - $11.5K
|
313
$12.5K
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
8.09KNew |
$287K - $298K
|
8.09K
$322K
|
|
|
May 07, 2024
Q1 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-512- 5.34% |
$18.2K - $18.8K
|
9.07K
$361K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.85KNew |
$101K - $105K
|
2.85K
$114K
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
7.17KNew |
$254K - $264K
|
7.17K
$285K
|
|
|
May 02, 2024
Q1 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
473New |
$16.8K - $17.4K
|
473
$18.8K
|
|