Purchases and Sales Made in Q3 2024 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 2024. 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 08, 2024
Q3 2024
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-880- 1.55% |
$32.5K - $34.5K
|
55.8K
$2.24M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-897- 3.37% |
$33.1K - $35.2K
|
25.7K
$1.03M
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-945- 8.79% |
$34.9K - $37.1K
|
9.81K
$393K
|
|
|
Oct 09, 2024
Q3 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-1.03K- 4.77% |
$38K - $40.4K
|
20.5K
$824K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.25K- 1.11% |
$45.9K - $48.9K
|
111K
$4.43M
|
|
|
Nov 01, 2024
Q3 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-1.26K- 2.74% |
$46.6K - $49.5K
|
44.8K
$1.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.29K- 4.49% |
$47.7K - $50.8K
|
27.5K
$1.1M
|
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-1.35K- 4.97% |
$49.8K - $53K
|
25.8K
$1.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Weaver Consulting Group
|
SELL
|
- |
-1.38K- 13.85% |
$51K - $54.2K
|
8.6K
$345K
|
|
|
Oct 22, 2024
Q3 2024
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-1.39K- 3.41% |
$51.2K - $54.5K
|
39.3K
$1.58M
|
|
|
Oct 15, 2024
Q3 2024
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-1.9K- 1.68% |
$70.2K - $74.7K
|
111K
$4.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Bullseye Investment Management, LLC
|
SELL
|
- |
-2.03K- 6.57% |
$74.8K - $79.6K
|
28.8K
$1.16M
|
|
|
Oct 15, 2024
Q3 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-2.15K- 8.33% |
$79.4K - $84.5K
|
23.7K
$950K
|
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-2.5K- 5.01% |
$92K - $97.9K
|
47.3K
$1.9M
|
|
|
Nov 13, 2024
Q3 2024
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-2.61K- 9.07% |
$96.2K - $102K
|
26.2K
$1.05M
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-2.63K- 76.64% |
$96.8K - $103K
|
800
$32.1K
|
|
|
Nov 07, 2024
Q3 2024
|
First City Capital Management, Inc.
|
SELL
|
- |
-2.75K- 28.91% |
$101K - $108K
|
6.75K
$271K
|
|
|
Oct 31, 2024
Q3 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-2.75K- 16.5% |
$102K - $108K
|
13.9K
$559K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.81K- 4.1% |
$104K - $110K
|
65.7K
$2.64M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.81K- 4.93% |
$104K - $110K
|
54.2K
$2.17M
|
|
|
Oct 25, 2024
Q3 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-2.88K- 7.35% |
$106K - $113K
|
36.3K
$1.45M
|
|
|
Oct 08, 2024
Q3 2024
|
City Holding CO
|
SELL
|
- |
-2.95K- 4.52% |
$109K - $116K
|
62.3K
$2.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-3.09K- 3.78% |
$114K - $121K
|
78.7K
$3.16M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-3.71K- 17.84% |
$137K - $146K
|
17.1K
$685K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-4.33K- 10.53% |
$160K - $170K
|
36.8K
$1.48M
|
|
|
Oct 31, 2024
Q3 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-4.56K- 4.79% |
$168K - $179K
|
90.8K
$3.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-4.83K- 5.72% |
$178K - $190K
|
79.6K
$3.19M
|
|
|
Oct 31, 2024
Q3 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-5.18K- 37.53% |
$191K - $203K
|
8.63K
$346K
|
|
|
Oct 17, 2024
Q3 2024
|
Bcs Wealth Management
|
SELL
|
- |
-5.32K- 6.55% |
$196K - $209K
|
75.8K
$3.04M
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-5.5K- 12.92% |
$203K - $216K
|
37.1K
$1.49M
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-5.57K- 34.89% |
$205K - $218K
|
10.4K
$417K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-5.75K- 3.01% |
$212K - $225K
|
185K
$7.43M
|
|
|
Oct 24, 2024
Q3 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-5.8K- 24.73% |
$214K - $228K
|
17.7K
$708K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.44K- 4.6% |
$237K - $253K
|
134K
$5.36M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-6.87K- 7.65% |
$253K - $270K
|
83K
$3.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-7.13K- 44.37% |
$263K - $280K
|
8.94K
$358K
|
|
|
Oct 22, 2024
Q3 2024
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-7.47K- 25.51% |
$275K - $293K
|
21.8K
$875K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-7.7K- 12.2% |
$284K - $302K
|
55.4K
$2.22M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-8.9K- 5.19% |
$328K - $349K
|
163K
$6.52M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-8.9K- 7.25% |
$328K - $349K
|
114K
$4.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-8.95K- 7.86% |
$330K - $351K
|
105K
$4.21M
|
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-11.4K- 21.32% |
$422K - $449K
|
42.2K
$1.69M
|
|
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-13K- 0.72% |
$481K - $512K
|
1.8M
$72.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-13.7K- 10.13% |
$506K - $538K
|
122K
$4.88M
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-14.2K- 16.86% |
$523K - $557K
|
70K
$2.81M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-15.3K- 5.55% |
$564K - $600K
|
261K
$10.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-15.3K- 67.54% |
$566K - $602K
|
7.37K
$296K
|
|
|
Oct 15, 2024
Q3 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-15.9K- 2.05% |
$588K - $625K
|
761K
$30.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-16.7K- 7.27% |
$615K - $655K
|
213K
$8.53M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-24.7K- 79.1% |
$911K - $969K
|
6.53K
$262K
|