Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
345K+ 7117.98% |
$11.3M - $12.3M
|
350K
$14M
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
174K+ 26.0% |
$5.7M - $6.2M
|
843K
$33.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
94.4KNew |
$3.1M - $3.36M
|
94.4K
$3.78M
|
|
|
May 15, 2024
Q4 2023
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
37.6KNew |
$1.23M - $1.34M
|
37.6K
$1.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
18.9K+ 17.43% |
$619K - $672K
|
127K
$5.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
14.3KNew |
$469K - $509K
|
14.3K
$572K
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
13.6KNew |
$447K - $485K
|
13.6K
$545K
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
13KNew |
$426K - $463K
|
13K
$519K
|
|
|
May 22, 2024
Q4 2023
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
12KNew |
$392K - $426K
|
12K
$478K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
10.1K+ 137.96% |
$332K - $361K
|
17.5K
$699K
|
|
|
Feb 14, 2024
Q4 2023
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
10KNew |
$329K - $357K
|
10K
$401K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
6.58KNew |
$216K - $234K
|
6.58K
$263K
|
|
|
Feb 12, 2024
Q4 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
6.37KNew |
$209K - $227K
|
6.37K
$255K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5.79KNew |
$190K - $206K
|
5.79K
$231K
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
4.29K+ 129.19% |
$141K - $153K
|
7.62K
$305K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
3.98KNew |
$130K - $142K
|
3.98K
$159K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
2.72KNew |
$89.2K - $96.9K
|
2.72K
$109K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.12KNew |
$69.4K - $75.4K
|
2.12K
$84.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.03K+ 13.69% |
$66.4K - $72.2K
|
16.8K
$673K
|
|
|
Jan 19, 2024
Q4 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1.99KNew |
$65.3K - $70.9K
|
1.99K
$79.6K
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.56K+ 1.77% |
$51.3K - $55.7K
|
90.1K
$3.6M
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1.5KNew |
$49.2K - $53.4K
|
1.5K
$60K
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.31K+ 15.23% |
$43K - $46.7K
|
9.93K
$397K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
740+ 2.89% |
$24.3K - $26.4K
|
26.3K
$1.05M
|
|
|
Jan 31, 2024
Q4 2023
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
645+ 1.14% |
$21.1K - $23K
|
57.1K
$2.28M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
299+ 3.39% |
$9.8K - $10.7K
|
9.13K
$365K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-30- 0.03% |
$984 - $1.07K
|
85.8K
$3.43M
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-45- 0.23% |
$1.48K - $1.6K
|
19.5K
$778K
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-75- 0.39% |
$2.46K - $2.67K
|
19.2K
$769K
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-100- 0.36% |
$3.28K - $3.56K
|
27.8K
$1.11M
|
|
|
Feb 14, 2024
Q4 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-116- 0.98% |
$3.8K - $4.13K
|
11.7K
$468K
|
|
|
Feb 14, 2024
Q4 2023
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-200- 3.17% |
$6.56K - $7.13K
|
6.11K
$244K
|
|
|
Jan 25, 2024
Q4 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-276- 0.61% |
$9.05K - $9.83K
|
44.6K
$1.79M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-283- 1.37% |
$9.28K - $10.1K
|
20.3K
$814K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-294- 1.09% |
$9.64K - $10.5K
|
26.6K
$1.06M
|
|
|
Feb 08, 2024
Q4 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-300- 2.15% |
$9.84K - $10.7K
|
13.6K
$545K
|
|
|
Jan 19, 2024
Q4 2023
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-443- 1.68% |
$14.5K - $15.8K
|
25.9K
$1.03M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-500- 0.76% |
$16.4K - $17.8K
|
65.6K
$2.62M
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-555- 3.95% |
$18.2K - $19.8K
|
13.5K
$540K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-585- 5.17% |
$19.2K - $20.8K
|
10.7K
$429K
|
|
|
Jan 22, 2024
Q4 2023
|
Weaver Consulting Group
|
SELL
|
- |
-600- 9.4% |
$19.7K - $21.4K
|
5.78K
$231K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-615- 29.57% |
$20.2K - $21.9K
|
1.47K
$58.6K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-728- 10.15% |
$23.9K - $25.9K
|
6.44K
$258K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-785- 3.97% |
$25.7K - $28K
|
19K
$759K
|
|
|
Jan 11, 2024
Q4 2023
|
Bcs Wealth Management
|
SELL
|
- |
-1.12K- 1.59% |
$36.8K - $39.9K
|
69.5K
$2.78M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.24K- 43.69% |
$40.5K - $44K
|
1.59K
$63.7K
|
|
|
Jan 17, 2024
Q4 2023
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-1.29K- 10.67% |
$42.3K - $45.9K
|
10.8K
$432K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.29K- 0.89% |
$42.3K - $46K
|
144K
$5.77M
|
|
|
Jan 25, 2024
Q4 2023
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-1.38K- 7.9% |
$45.3K - $49.3K
|
16.1K
$645K
|