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 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.08K- 22.33% |
$69.3K - $71.1K
|
7.22K
$290K
|
|
|
Oct 25, 2023
Q3 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-2.47K- 1.99% |
$82.6K - $84.7K
|
122K
$4.9M
|
|
|
Oct 05, 2023
Q3 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-3.3K- 4.51% |
$110K - $113K
|
69.9K
$2.8M
|
|
|
Oct 17, 2023
Q3 2023
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-3.42K- 5.72% |
$114K - $117K
|
56.4K
$2.26M
|
|
|
Nov 14, 2023
Q3 2023
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-3.54K- 5.22% |
$118K - $121K
|
64.2K
$2.57M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.64K- 5.22% |
$122K - $125K
|
66.1K
$2.65M
|
|
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-4.59K- 58.0% |
$153K - $157K
|
3.32K
$133K
|
|
|
Jan 02, 2024
Q3 2023
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-4.65K- 0.6% |
$155K - $159K
|
765K
$30.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-4.68K- 49.13% |
$156K - $160K
|
4.85K
$194K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-4.69K- 14.85% |
$157K - $161K
|
26.9K
$1.08M
|
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-5.56K- 5.91% |
$186K - $190K
|
88.6K
$3.55M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-5.94K- 3.92% |
$199K - $204K
|
146K
$5.84M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-6.81K- 9.82% |
$227K - $233K
|
62.5K
$2.51M
|
|
|
Sep 11, 2024
Q3 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-6.92K- 29.07% |
$231K - $237K
|
16.9K
$678K
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-9.79K- 15.43% |
$327K - $335K
|
53.7K
$2.15M
|
|
|
Oct 25, 2023
Q3 2023
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-11.5K- 11.9% |
$384K - $393K
|
85K
$3.41M
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
SELL
|
- |
-11.7K- 8.29% |
$390K - $400K
|
129K
$5.18M
|
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-12.8K- 22.79% |
$427K - $438K
|
43.3K
$1.74M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-14.2K- 55.84% |
$475K - $487K
|
11.2K
$451K
|
|
|
Nov 14, 2023
Q3 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-14.3K- 0.57% |
$479K - $491K
|
2.48M
$99.5M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-14.5K- 13.62% |
$484K - $496K
|
91.8K
$3.68M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-14.9K- 84.09% |
$499K - $512K
|
2.83K
$113K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-15.8K- 9.1% |
$527K - $540K
|
158K
$6.32M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-20.3K- 26.76% |
$679K - $696K
|
55.6K
$2.23M
|
|
|
Oct 12, 2023
Q3 2023
|
Wp Wealth LLP
Fort Worth, TX |
SELL
|
- |
-47.5K- 37.19% |
$1.59M - $1.63M
|
80.2K
$3.22M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-71.1K- 45.48% |
$2.37M - $2.43M
|
85.2K
$3.42M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-102K- 52.04% |
$3.41M - $3.5M
|
94.2K
$3.78M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-126K- 27.07% |
$4.21M - $4.32M
|
340K
$13.6M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-140K- 33.39% |
$4.69M - $4.81M
|
280K
$11.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
SELL
|
- |
-156K- 62.65% |
$5.21M - $5.35M
|
93.1K
$3.73M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-321K- 96.59% |
$10.7M - $11M
|
11.3K
$454K
|