Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
69.7K+ 11.63% |
$2.33M - $2.39M
|
669K
$26.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
52.4KNew |
$1.75M - $1.8M
|
52.4K
$2.1M
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
BUY
|
- |
38.6K+ 68.5% |
$1.29M - $1.32M
|
94.9K
$3.81M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
33K+ 43.84% |
$1.1M - $1.13M
|
108K
$4.34M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
20.3KNew |
$678K - $695K
|
20.3K
$814K
|
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
14.9K+ 25.26% |
$498K - $511K
|
74K
$2.97M
|
|
|
Feb 14, 2024
Q3 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
11.8KNew |
$394K - $405K
|
11.8K
$474K
|
|
|
Nov 13, 2023
Q3 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
8.62KNew |
$288K - $295K
|
8.62K
$346K
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.45K+ 14.59% |
$249K - $255K
|
58.5K
$2.35M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
7.35KNew |
$245K - $252K
|
7.35K
$295K
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.12K+ 92.56% |
$238K - $244K
|
14.8K
$594K
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5.7K+ 19.19% |
$190K - $195K
|
35.4K
$1.42M
|
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
2.77KNew |
$92.4K - $94.8K
|
2.77K
$111K
|
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.35K+ 5.09% |
$45.1K - $46.3K
|
27.9K
$1.12M
|
|
|
Oct 11, 2023
Q3 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
1.33K+ 12.4% |
$44.5K - $45.7K
|
12.1K
$485K
|
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.17K+ 6.42% |
$38.9K - $39.9K
|
19.3K
$774K
|
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
800+ 25.08% |
$26.7K - $27.4K
|
3.99K
$160K
|
|
|
Nov 14, 2023
Q3 2023
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
497+ 1.47% |
$16.6K - $17K
|
34.3K
$1.38M
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
289New |
$9.65K - $9.9K
|
289
$11.6K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
100+ 0.39% |
$3.34K - $3.43K
|
25.6K
$1.03M
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-20- 62.5% |
$668 - $685
|
12
$481
|
|
|
Oct 24, 2023
Q3 2023
|
Bouchey Financial Group LTD
|
SELL
|
- |
-65- 0.96% |
$2.17K - $2.23K
|
6.74K
$270K
|
|
|
Oct 30, 2023
Q3 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-108- 0.24% |
$3.61K - $3.7K
|
44.9K
$1.8M
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-181- 1.65% |
$6.05K - $6.2K
|
10.8K
$432K
|
|
|
Nov 14, 2023
Q3 2023
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-200- 3.07% |
$6.68K - $6.85K
|
6.31K
$253K
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-200- 2.2% |
$6.68K - $6.85K
|
8.89K
$356K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-281- 0.19% |
$9.39K - $9.63K
|
148K
$5.93M
|
|
|
Nov 06, 2023
Q3 2023
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-342- 0.85% |
$11.4K - $11.7K
|
39.9K
$1.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-363- 0.69% |
$12.1K - $12.4K
|
52K
$2.09M
|
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-400- 5.33% |
$13.4K - $13.7K
|
7.1K
$285K
|
|
|
Nov 15, 2023
Q3 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-400- 0.61% |
$13.4K - $13.7K
|
64.9K
$2.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-487- 1.48% |
$16.3K - $16.7K
|
32.4K
$1.3M
|
|
|
Oct 13, 2023
Q3 2023
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-489- 1.7% |
$16.3K - $16.8K
|
28.3K
$1.13M
|
|
|
Oct 13, 2023
Q3 2023
|
City Holding CO
|
SELL
|
- |
-500- 0.67% |
$16.7K - $17.1K
|
74.5K
$2.99M
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-638- 2.57% |
$21.3K - $21.9K
|
24.2K
$971K
|
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-690- 4.68% |
$23K - $23.6K
|
14.1K
$564K
|
|
|
Oct 12, 2023
Q3 2023
|
Bcs Wealth Management
|
SELL
|
- |
-715- 1.0% |
$23.9K - $24.5K
|
70.6K
$2.83M
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-925- 5.54% |
$30.9K - $31.7K
|
15.8K
$632K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-937- 11.56% |
$31.3K - $32.1K
|
7.17K
$288K
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.27K- 13.9% |
$42.5K - $43.6K
|
7.89K
$316K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-1.29K- 1.48% |
$43.2K - $44.3K
|
85.8K
$3.44M
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-1.38K- 6.01% |
$46K - $47.1K
|
21.5K
$863K
|
|
|
Oct 13, 2023
Q3 2023
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-1.46K- 14.23% |
$48.8K - $50K
|
8.8K
$353K
|
|
|
Nov 13, 2023
Q3 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-1.5K- 15.92% |
$50.1K - $51.4K
|
7.92K
$318K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.53K- 1.01% |
$51.1K - $52.4K
|
150K
$6.03M
|
|
|
Oct 25, 2023
Q3 2023
|
Crown Wealth Group, LLC
|
SELL
|
- |
-1.6K- 17.37% |
$53.4K - $54.7K
|
7.6K
$305K
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-1.64K- 44.04% |
$54.7K - $56.1K
|
2.08K
$83.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.72K- 1.68% |
$57.3K - $58.8K
|
100K
$4.02M
|