Purchases and Sales Made in Q1 2023 in Innovator U.S. Equity Power Bu (PMAR)
This table provides information about the institutional ownership of Innovator U.S. Equity Power Bu (PMAR) during Q1 2023. The information is specifically focused on institutions that hold shares of INNOVATOR U.S. EQUITY POWER BU.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 15, 2023
Q1 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
1.68M+ 200.4% |
$51.3M - $53.9M
|
2.51M
$100M
|
|
Jan 02, 2024
Q1 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
758K+ 4785.04% |
$23.2M - $24.4M
|
774K
$31M
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
BUY
|
- |
346K+ 733.65% |
$10.6M - $11.1M
|
393K
$15.7M
|
|
May 05, 2023
Q1 2023
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
322KNew |
$9.86M - $10.4M
|
322K
$12.9M
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
316K+ 2862.94% |
$9.67M - $10.2M
|
327K
$13.1M
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
228K+ 80.46% |
$7M - $7.35M
|
512K
$20.5M
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
165KNew |
$5.06M - $5.31M
|
165K
$6.6M
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
160K+ 594.92% |
$4.9M - $5.14M
|
187K
$7.46M
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
155KNew |
$4.75M - $4.98M
|
155K
$6.19M
|
|
May 12, 2023
Q1 2023
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
128KNew |
$3.91M - $4.11M
|
128K
$5.11M
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
127KNew |
$3.91M - $4.1M
|
127K
$5.1M
|
|
May 18, 2023
Q1 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
120KNew |
$3.67M - $3.85M
|
120K
$4.79M
|
|
May 15, 2023
Q1 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
120KNew |
$3.67M - $3.85M
|
120K
$4.79M
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
116K+ 357.04% |
$3.56M - $3.73M
|
149K
$5.94M
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
89.4KNew |
$2.74M - $2.88M
|
89.4K
$3.58M
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
88K+ 31.91% |
$2.7M - $2.83M
|
364K
$14.5M
|
|
Apr 26, 2023
Q1 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
74.5K+ 142.34% |
$2.28M - $2.4M
|
127K
$5.07M
|
|
May 11, 2023
Q1 2023
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
70.1KNew |
$2.15M - $2.26M
|
70.1K
$2.8M
|
|
Apr 24, 2023
Q1 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
69.9K+ 15.0% |
$2.14M - $2.25M
|
536K
$21.4M
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
68.4K+ 54.8% |
$2.1M - $2.2M
|
193K
$7.73M
|
|
Apr 17, 2023
Q1 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
65.3KNew |
$2M - $2.1M
|
65.3K
$2.61M
|
|
May 10, 2023
Q1 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
62.9K+ 249.3% |
$1.93M - $2.02M
|
88.1K
$3.52M
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
59.3K+ 14.76% |
$1.82M - $1.91M
|
461K
$18.4M
|
|
Apr 07, 2023
Q1 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
46.5K+ 174.11% |
$1.42M - $1.5M
|
73.2K
$2.93M
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
45K+ 181.04% |
$1.38M - $1.45M
|
69.9K
$2.79M
|
|
May 11, 2023
Q1 2023
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
40.1KNew |
$1.23M - $1.29M
|
40.1K
$1.6M
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
37.7K+ 371.26% |
$1.16M - $1.21M
|
47.9K
$1.92M
|
|
May 03, 2023
Q1 2023
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
33.1K+ 448.28% |
$1.02M - $1.07M
|
40.5K
$1.62M
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
BUY
|
- |
32.7K+ 102.22% |
$1M - $1.05M
|
64.7K
$2.59M
|
|
Apr 20, 2023
Q1 2023
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
30.9KNew |
$947K - $994K
|
30.9K
$1.24M
|
|
Apr 14, 2023
Q1 2023
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
26.9K+ 56.41% |
$824K - $865K
|
74.6K
$2.98M
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
26.8K+ 101.3% |
$820K - $861K
|
53.2K
$2.13M
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
26.7K+ 69.53% |
$819K - $860K
|
65.2K
$2.61M
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
25.4KNew |
$780K - $819K
|
25.4K
$1.02M
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
24.8KNew |
$761K - $799K
|
24.8K
$994K
|
|
Sep 11, 2024
Q1 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
24.7KNew |
$756K - $794K
|
24.7K
$987K
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
24.6KNew |
$754K - $792K
|
24.6K
$985K
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
24.5K+ 40.63% |
$752K - $789K
|
84.9K
$3.4M
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
23.5K+ 42.97% |
$719K - $755K
|
78K
$3.12M
|
|
Apr 03, 2023
Q1 2023
|
Range Financial Group LLC
|
BUY
|
- |
21.2K+ 109.12% |
$651K - $684K
|
40.7K
$1.63M
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
21KNew |
$643K - $675K
|
21K
$839K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
20.4K+ 41730.61% |
$627K - $658K
|
20.5K
$820K
|
|
May 02, 2023
Q1 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
19.5KNew |
$598K - $628K
|
19.5K
$780K
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
18.5K+ 4070.55% |
$567K - $596K
|
19K
$759K
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
16.2KNew |
$495K - $520K
|
16.2K
$646K
|
|
May 09, 2023
Q1 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
15.3KNew |
$469K - $493K
|
15.3K
$612K
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
14.5KNew |
$444K - $467K
|
14.5K
$580K
|
|
May 02, 2023
Q1 2023
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
14.2K+ 46.95% |
$435K - $457K
|
44.4K
$1.78M
|
|
May 12, 2023
Q1 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
14KNew |
$428K - $449K
|
14K
$558K
|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
13.5KNew |
$414K - $434K
|
13.5K
$540K
|