Purchases and Sales Made in Q3 2022 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 Q3 2022. 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 |
---|---|---|---|---|---|---|---|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
262K+ 1298.75% |
$7.63M - $8.32M
|
282K
$11.3M
|
|
Nov 14, 2022
Q3 2022
|
Old Mission Capital LLC
|
BUY
|
- |
106KNew |
$3.08M - $3.36M
|
106K
$4.24M
|
|
Nov 02, 2022
Q3 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
76.9KNew |
$2.24M - $2.44M
|
76.9K
$3.09M
|
|
Nov 14, 2022
Q3 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
69.2K+ 21.42% |
$2.01M - $2.2M
|
392K
$15.7M
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
62.7K+ 76.63% |
$1.83M - $1.99M
|
145K
$5.8M
|
|
Oct 21, 2022
Q3 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
36.2KNew |
$1.05M - $1.15M
|
36.2K
$1.45M
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
21K+ 6.64% |
$613K - $668K
|
338K
$13.6M
|
|
Jan 03, 2023
Q3 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
18.4KNew |
$535K - $583K
|
18.4K
$737K
|
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
15.8KNew |
$459K - $501K
|
15.8K
$632K
|
|
Nov 10, 2022
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
15.8KNew |
$459K - $501K
|
15.8K
$632K
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
BUY
|
- |
11.3K+ 9.56% |
$329K - $359K
|
130K
$5.2M
|
|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10.9KNew |
$318K - $346K
|
10.9K
$438K
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.58KNew |
$279K - $304K
|
9.58K
$384K
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.6K+ 25.14% |
$221K - $241K
|
37.8K
$1.52M
|
|
Nov 10, 2022
Q3 2022
|
Townsquare Capital LLC
|
BUY
|
- |
7.49KNew |
$218K - $238K
|
7.49K
$300K
|
|
Oct 12, 2022
Q3 2022
|
City Holding CO
|
BUY
|
- |
5.6K+ 8.91% |
$163K - $178K
|
68.5K
$2.75M
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
3.36K+ 483.88% |
$97.9K - $107K
|
4.06K
$163K
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.03K+ 12.95% |
$88.2K - $96.2K
|
26.4K
$1.06M
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
2.24K+ 7.82% |
$65.2K - $71.1K
|
30.9K
$1.24M
|
|
Nov 14, 2022
Q3 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
1.89KNew |
$54.9K - $59.8K
|
1.89K
$75.6K
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
1K+ 200.0% |
$29.1K - $31.8K
|
1.5K
$60.2K
|
|
Nov 07, 2022
Q3 2022
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
800New |
$23.3K - $25.4K
|
800
$32.1K
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
786+ 112.93% |
$22.9K - $25K
|
1.48K
$59.4K
|
|
Nov 03, 2022
Q3 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
714+ 5.66% |
$20.8K - $22.7K
|
13.3K
$535K
|
|
Oct 24, 2022
Q3 2022
|
Smith Anglin Financial, LLC
|
BUY
|
- |
525+ 3.08% |
$15.3K - $16.7K
|
17.6K
$706K
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
63+ 0.51% |
$1.83K - $2K
|
12.4K
$498K
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 09, 2022
Q3 2022
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-20- 0.06% |
$582 - $635
|
34K
$1.36M
|
|
Nov 14, 2022
Q3 2022
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-78- 0.3% |
$2.27K - $2.48K
|
25.9K
$1.04M
|
|
Oct 07, 2022
Q3 2022
|
Bcs Wealth Management
|
SELL
|
- |
-90- 0.13% |
$2.62K - $2.86K
|
68.6K
$2.75M
|
|
Oct 13, 2022
Q3 2022
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-100- 1.18% |
$2.91K - $3.18K
|
8.37K
$336K
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-253- 0.51% |
$7.37K - $8.03K
|
49.4K
$1.98M
|
|
Oct 28, 2022
Q3 2022
|
Better Money Decisions, LLC
|
SELL
|
- |
-307- 2.39% |
$8.94K - $9.75K
|
12.5K
$502K
|
|
Nov 08, 2022
Q3 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-416- 4.16% |
$12.1K - $13.2K
|
9.59K
$384K
|
|
Feb 10, 2023
Q3 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-467- 2.93% |
$13.6K - $14.8K
|
15.5K
$620K
|
|
Oct 27, 2022
Q3 2022
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-541- 0.23% |
$15.8K - $17.2K
|
238K
$9.55M
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-556- 1.42% |
$16.2K - $17.7K
|
38.5K
$1.55M
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
SELL
|
- |
-608- 1.02% |
$17.7K - $19.3K
|
59.2K
$2.37M
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-701- 2.54% |
$20.4K - $22.3K
|
26.9K
$1.08M
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.26K- 13.79% |
$36.6K - $39.9K
|
7.85K
$315K
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.32K- 1.0% |
$38.4K - $41.8K
|
130K
$5.22M
|
|
Oct 11, 2022
Q3 2022
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-1.5K- 23.81% |
$43.7K - $47.6K
|
4.8K
$193K
|
|
Oct 13, 2022
Q3 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.58K- 2.92% |
$46K - $50.1K
|
52.5K
$2.1M
|
|
Nov 03, 2022
Q3 2022
|
Integrity Financial Corp
|
SELL
|
- |
-3.23K- 50.67% |
$94K - $103K
|
3.14K
$126K
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-3.38K- 1.92% |
$98.4K - $107K
|
173K
$6.92M
|
|
Nov 15, 2022
Q3 2022
|
Mai Capital Management
|
SELL
|
- |
-3.38K- 5.68% |
$98.5K - $107K
|
56.2K
$2.25M
|
|
Nov 15, 2022
Q3 2022
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-3.72K- 0.44% |
$108K - $118K
|
845K
$33.9M
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.74K- 6.18% |
$109K - $119K
|
56.7K
$2.27M
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-3.99K- 6.04% |
$116K - $127K
|
62.1K
$2.49M
|
|
Oct 23, 2023
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-4.59K- 58.0% |
$134K - $146K
|
3.32K
$133K
|