Latest Institutional Purchases of Innovator U.S. Equity Power Bu (PMAR)
This list provides information on the latest institutional transactions involving Innovator U.S. Equity Power Bu (PMAR) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
9.94KNew |
$356K - $378K
|
9.94K
$396K
|
|
|
Aug 14, 2024
Q2 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
8.84KNew |
$316K - $336K
|
8.84K
$352K
|
|
|
Aug 09, 2024
Q2 2024
|
Firestone Capital Management
|
BUY
|
- |
8.29KNew |
$297K - $315K
|
8.29K
$330K
|
|
|
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
|
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
6.58KNew |
$236K - $250K
|
6.58K
$262K
|
|
|
Aug 15, 2024
Q2 2024
|
Straight Path Wealth Management
|
BUY
|
- |
6.26KNew |
$224K - $238K
|
6.26K
$249K
|
|
|
Aug 08, 2024
Q2 2024
|
Mitchell Capital Management CO
|
BUY
|
- |
5.9KNew |
$211K - $224K
|
5.9K
$235K
|
|
|
Jul 24, 2024
Q2 2024
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
2.9K+ 8.12% |
$104K - $110K
|
38.6K
$1.54M
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.12KNew |
$40K - $42.5K
|
1.12K
$44.5K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
943New |
$33.7K - $35.8K
|
943
$37.6K
|
|
|
Jul 10, 2024
Q2 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
407+ 3.5% |
$14.6K - $15.5K
|
12K
$480K
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
350+ 6.22% |
$12.5K - $13.3K
|
5.98K
$238K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
233New |
$8.34K - $8.85K
|
233
$9.28K
|
|
|
Jul 31, 2024
Q2 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
196+ 1.37% |
$7.01K - $7.45K
|
14.5K
$579K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
150+ 25.68% |
$5.37K - $5.7K
|
734
$29.2K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
24New |
$859 - $912
|
24
$956
|
|
| Q1 2024 | |||||||
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
517KNew |
$18.4M - $19M
|
517K
$20.6M
|
|
|
May 14, 2024
Q1 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
220KNew |
$7.83M - $8.11M
|
220K
$8.78M
|
|
|
Apr 30, 2024
Q1 2024
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
170K+ 272.71% |
$6.03M - $6.25M
|
232K
$9.24M
|
|
|
Apr 22, 2024
Q1 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
90.5KNew |
$3.22M - $3.33M
|
90.5K
$3.61M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
62.7K+ 124.05% |
$2.23M - $2.31M
|
113K
$4.51M
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
52.4K+ 275.95% |
$1.86M - $1.93M
|
71.3K
$2.84M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
47.8K+ 39.53% |
$1.7M - $1.76M
|
169K
$6.72M
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
27.8K+ 27.34% |
$988K - $1.02M
|
130K
$5.16M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
21.9K+ 16.25% |
$777K - $806K
|
157K
$6.24M
|
|
|
Apr 01, 2025
Q1 2024
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
20.6KNew |
$730K - $757K
|
20.6K
$819K
|
|
|
Apr 15, 2024
Q1 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
14.7KNew |
$521K - $540K
|
14.7K
$584K
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
14.3KNew |
$509K - $528K
|
14.3K
$571K
|
|
|
May 01, 2024
Q1 2024
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
8.5KNew |
$302K - $313K
|
8.5K
$339K
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
8.09KNew |
$287K - $298K
|
8.09K
$322K
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
7.95KNew |
$282K - $293K
|
7.95K
$317K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
7.86K+ 220.59% |
$279K - $289K
|
11.4K
$455K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
7.62KNew |
$271K - $281K
|
7.62K
$304K
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
7.17KNew |
$254K - $264K
|
7.17K
$285K
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
6.7KNew |
$238K - $247K
|
6.7K
$267K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.85KNew |
$101K - $105K
|
2.85K
$114K
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.53K+ 26.35% |
$89.8K - $93.1K
|
12.1K
$483K
|
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
2.31K+ 3.55% |
$81.9K - $84.8K
|
67.2K
$2.68M
|
|
|
Apr 22, 2024
Q1 2024
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
1.38K+ 8.58% |
$49.1K - $50.9K
|
17.5K
$697K
|
|
|
May 02, 2024
Q1 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
473New |
$16.8K - $17.4K
|
473
$18.8K
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
313New |
$11.1K - $11.5K
|
313
$12.5K
|
|
|
Apr 25, 2024
Q1 2024
|
Schnieders Capital Management LLC
|
BUY
|
- |
200+ 2.35% |
$7.1K - $7.36K
|
8.7K
$347K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
150New |
$5.33K - $5.52K
|
150
$5.97K
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
13.6KNew |
$447K - $485K
|
13.6K
$543K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5.79KNew |
$190K - $206K
|
5.79K
$231K
|
|
|
Jan 19, 2024
Q4 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1.99KNew |
$65.3K - $70.9K
|
1.99K
$79.3K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1.5KNew |
$49.2K - $53.4K
|
1.5K
$59.7K
|
|
| Q3 2023 | |||||||
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
2.77KNew |
$92.4K - $94.8K
|
2.77K
$110K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
289New |
$9.65K - $9.9K
|
289
$11.5K
|
|