Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-8.75K- 41.75% |
$342K - $354K
|
12.2K
$500K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-10.3K- 62.71% |
$403K - $417K
|
6.14K
$251K
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-10.4K- 9.94% |
$407K - $421K
|
94.5K
$3.87M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-10.7K- 22.08% |
$419K - $434K
|
37.9K
$1.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-11.5K- 9.8% |
$449K - $465K
|
106K
$4.33M
|
|
|
Jan 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-14K- 12.59% |
$548K - $567K
|
97.4K
$3.99M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-15.4K- 23.43% |
$601K - $622K
|
50.3K
$2.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-16.2K- 6.23% |
$634K - $656K
|
244K
$10M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-17.6K- 95.31% |
$686K - $710K
|
864
$35.4K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-17.8K- 54.59% |
$693K - $717K
|
14.8K
$605K
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-21.5K- 71.67% |
$839K - $868K
|
8.49K
$348K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-21.9K- 18.04% |
$857K - $887K
|
99.7K
$4.08M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-22.8K- 3.02% |
$889K - $920K
|
731K
$29.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-23.1K- 86.03% |
$903K - $935K
|
3.76K
$154K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-23.7K- 43.89% |
$926K - $958K
|
30.3K
$1.24M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-27.3K- 66.73% |
$1.06M - $1.1M
|
13.6K
$556K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-29.8K- 26.17% |
$1.16M - $1.2M
|
84.1K
$3.44M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-30.6K- 9.98% |
$1.2M - $1.24M
|
277K
$11.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-44.3K- 80.02% |
$1.73M - $1.79M
|
11.1K
$453K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-51.7K- 27.13% |
$2.02M - $2.09M
|
139K
$5.69M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-135K- 83.21% |
$5.28M - $5.47M
|
27.3K
$1.12M
|
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-303K- 16.83% |
$11.8M - $12.2M
|
1.5M
$61.3M
|