Latest Institutional Transactions on Innovator Etfs Tr S&P 500 Pwr (PMAY)
This table provides information on the latest institutional transactions involving Innovator Etfs Tr S&P 500 Pwr (PMAY) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-192- 3.11% |
$6.78K - $7.02K
|
5.99K
$215K
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-5.69K- 3.49% |
$201K - $208K
|
157K
$5.65M
|
|
May 06, 2025
Q1 2025
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-3.43K- 24.21% |
$121K - $125K
|
10.7K
$385K
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.56K- 1.09% |
$90.3K - $93.6K
|
233K
$8.36M
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-5.3K- 6.4% |
$187K - $194K
|
77.5K
$2.78M
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-301- 3.01% |
$10.6K - $11K
|
9.69K
$348K
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1K- 5.54% |
$35.3K - $36.6K
|
17.1K
$612K
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-925- 5.75% |
$32.6K - $33.8K
|
15.2K
$544K
|
|
May 01, 2025
Q1 2025
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-406- 0.74% |
$14.3K - $14.8K
|
54.4K
$1.95M
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-4.3K- 40.4% |
$152K - $157K
|
6.34K
$228K
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-300- 1.0% |
$10.6K - $11K
|
29.7K
$1.07M
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-500- 3.16% |
$17.6K - $18.3K
|
15.3K
$549K
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-10.4K- 53.5% |
$366K - $379K
|
9.01K
$323K
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
5.94KNew |
$210K - $217K
|
5.94K
$213K
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-48.2K- 56.0% |
$1.7M - $1.76M
|
37.9K
$1.36M
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
113+ 0.84% |
$3.99K - $4.13K
|
13.6K
$488K
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-36- 3.47% |
$1.27K - $1.32K
|
1K
$35.9K
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-52- 0.06% |
$1.84K - $1.9K
|
87.6K
$3.14M
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-40.4K- 37.71% |
$1.43M - $1.48M
|
66.7K
$2.39M
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
46.9K+ 3.59% |
$1.66M - $1.71M
|
1.36M
$48.6M
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
SELL
|
- |
-1.04K- 1.62% |
$36.8K - $38.1K
|
63.5K
$2.28M
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-7.83K- 4.45% |
$276K - $286K
|
168K
$6.04M
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.05K- 2.65% |
$37.1K - $38.4K
|
38.6K
$1.39M
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
SELL
|
- |
-27- 0.1% |
$953 - $987
|
27.1K
$971K
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-317- 19.62% |
$11.2K - $11.6K
|
1.3K
$46.6K
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-149- 1.32% |
$5.26K - $5.45K
|
11.2K
$400K
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-4.83K- 47.81% |
$170K - $177K
|
5.27K
$189K
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-10.5K- 46.15% |
$371K - $384K
|
12.3K
$439K
|
|
Apr 22, 2025
Q1 2025
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-37.2K- 41.57% |
$1.31M - $1.36M
|
52.2K
$1.87M
|
|
Apr 22, 2025
Q1 2025
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-1.44K- 1.36% |
$50.6K - $52.5K
|
104K
$3.74M
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.69K- 3.91% |
$94.8K - $98.2K
|
66K
$2.37M
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.44K- 3.81% |
$50.6K - $52.5K
|
36.2K
$1.3M
|
|
Apr 22, 2025
Q1 2025
|
Vantage Point Financial LLC
Lisle, IL |
SELL
|
- |
-167- 1.16% |
$5.89K - $6.11K
|
14.2K
$509K
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-2.46K- 3.91% |
$86.8K - $89.9K
|
60.4K
$2.17M
|
|
Apr 21, 2025
Q1 2025
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-1.02K- 2.93% |
$36.1K - $37.4K
|
33.9K
$1.22M
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-3.99K- 10.53% |
$141K - $146K
|
33.9K
$1.22M
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.46K- 1.86% |
$51.3K - $53.2K
|
76.7K
$2.75M
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-4.87K- 8.83% |
$172K - $178K
|
50.3K
$1.8M
|
|
Apr 16, 2025
Q1 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-2.74K- 1.66% |
$96.8K - $100K
|
162K
$5.81M
|
|
Apr 15, 2025
Q1 2025
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-2.57K- 4.76% |
$90.6K - $93.8K
|
51.4K
$1.84M
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-2.89K- 11.88% |
$102K - $106K
|
21.5K
$769K
|
|
Apr 14, 2025
Q1 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-58.1K- 53.61% |
$2.05M - $2.12M
|
50.2K
$1.8M
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-650- 1.91% |
$22.9K - $23.8K
|
33.4K
$1.2M
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
SELL
|
- |
-1.82K- 9.98% |
$64.3K - $66.6K
|
16.4K
$590K
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
225+ 78.95% |
$7.94K - $8.23K
|
510
$18.3K
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
SELL
|
- |
-70- 4.44% |
$2.47K - $2.56K
|
1.51K
$54.1K
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-2.68K- 13.15% |
$94.5K - $97.9K
|
17.7K
$634K
|
|
Apr 11, 2025
Q1 2025
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-10.2K- 6.9% |
$358K - $371K
|
137K
$4.92M
|
|
Apr 11, 2025
Q1 2025
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-19K- 17.38% |
$671K - $695K
|
90.4K
$3.24M
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-273- 2.08% |
$9.63K - $9.98K
|
12.9K
$461K
|