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 |
|---|---|---|---|---|---|---|---|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.43K- 5.9% |
$46.9K - $50.9K
|
22.8K
$911K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1.45K- 2.78% |
$47.4K - $51.5K
|
50.5K
$2.02M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.5K- 1.76% |
$49.1K - $53.4K
|
83.7K
$3.35M
|
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-1.63K- 20.52% |
$53.3K - $57.9K
|
6.3K
$252K
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.73K- 15.26% |
$56.7K - $61.6K
|
9.6K
$384K
|
|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-1.88K- 8.76% |
$61.7K - $67.1K
|
19.6K
$785K
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-1.9K- 2.97% |
$62.4K - $67.8K
|
62.3K
$2.49M
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.95K- 21.89% |
$63.8K - $69.3K
|
6.94K
$278K
|
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-3.19K- 79.95% |
$105K - $114K
|
800
$32K
|
|
|
Jan 09, 2024
Q4 2023
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-4.33K- 0.57% |
$142K - $154K
|
761K
$30.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.82K- 7.72% |
$158K - $172K
|
57.7K
$2.31M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-4.83K- 8.68% |
$158K - $172K
|
50.8K
$2.03M
|
|
|
Sep 11, 2024
Q4 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-4.95K- 29.31% |
$162K - $176K
|
11.9K
$478K
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
SELL
|
- |
-5.3K- 5.69% |
$174K - $189K
|
87.8K
$3.51M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-5.43K- 34.44% |
$178K - $193K
|
10.3K
$413K
|
|
|
Jan 08, 2024
Q4 2023
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-5.44K- 6.39% |
$178K - $194K
|
79.6K
$3.18M
|
|
|
Jan 10, 2024
Q4 2023
|
City Holding CO
|
SELL
|
- |
-5.6K- 7.52% |
$184K - $200K
|
68.9K
$2.76M
|
|
|
Feb 14, 2024
Q4 2023
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-5.68K- 26.09% |
$186K - $203K
|
16.1K
$644K
|
|
|
Jan 17, 2024
Q4 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-6.88K- 9.84% |
$226K - $245K
|
63K
$2.52M
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-8.14K- 6.67% |
$267K - $290K
|
114K
$4.56M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
SELL
|
- |
-8.29K- 6.42% |
$272K - $296K
|
121K
$4.83M
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
SELL
|
- |
-8.67K- 16.16% |
$284K - $309K
|
45K
$1.8M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-11.5K- 21.95% |
$377K - $410K
|
40.9K
$1.64M
|
|
|
Feb 14, 2024
Q4 2023
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-11.8K- 34.49% |
$388K - $422K
|
22.5K
$899K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-12.4K- 8.38% |
$407K - $442K
|
136K
$5.42M
|
|
|
Jan 10, 2024
Q4 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-12.5K- 45.73% |
$408K - $444K
|
14.8K
$591K
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-12.5K- 13.15% |
$409K - $444K
|
82.4K
$3.3M
|
|
|
Jan 12, 2024
Q4 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-12.5K- 24.5% |
$410K - $445K
|
38.5K
$1.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-20.9K- 59.14% |
$686K - $746K
|
14.5K
$578K
|
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-22.1K- 17.83% |
$724K - $787K
|
102K
$4.07M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-22.9K- 14.53% |
$751K - $816K
|
135K
$5.39M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-25K- 24.9% |
$818K - $889K
|
75.3K
$3.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-27.7K- 30.16% |
$908K - $987K
|
64.1K
$2.57M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-35.2K- 12.56% |
$1.15M - $1.25M
|
245K
$9.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-35.5K- 37.71% |
$1.16M - $1.27M
|
58.7K
$2.35M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-41.4K- 70.67% |
$1.36M - $1.47M
|
17.2K
$687K
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-54.2K- 73.27% |
$1.78M - $1.93M
|
19.8K
$791K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-87.8K- 25.87% |
$2.88M - $3.13M
|
252K
$10.1M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-105K- 70.11% |
$3.46M - $3.76M
|
44.9K
$1.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-120K- 93.81% |
$3.92M - $4.26M
|
7.89K
$316K
|
|
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-786K- 31.69% |
$25.8M - $28M
|
1.69M
$67.8M
|