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 |
---|---|---|---|---|---|---|---|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-2.1K- 17.21% |
$73.6K - $75.8K
|
10.1K
$367K
|
|
Feb 10, 2025
Q4 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
751+ 1.41% |
$26.3K - $27.1K
|
54K
$1.96M
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.26K+ 6.63% |
$220K - $226K
|
101K
$3.66M
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-61.7K- 16.26% |
$2.17M - $2.23M
|
318K
$11.6M
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
12+ 1200.0% |
$421 - $433
|
13
$473
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-33.4K- 6.16% |
$1.17M - $1.21M
|
509K
$18.5M
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-5.24K- 18.71% |
$184K - $189K
|
22.8K
$827K
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-7.98K- 6.21% |
$280K - $288K
|
121K
$4.38M
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.41K- 18.55% |
$49.4K - $50.8K
|
6.18K
$225K
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
285New |
$9.99K - $10.3K
|
285
$10.4K
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-975- 13.32% |
$34.2K - $35.2K
|
6.35K
$231K
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-253- 1.35% |
$8.87K - $9.13K
|
18.5K
$671K
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
409KNew |
$14.3M - $14.8M
|
409K
$14.9M
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-37- 0.37% |
$1.3K - $1.33K
|
9.99K
$363K
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
92New |
$3.23K - $3.32K
|
92
$3.34K
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
174+ 1.16% |
$6.1K - $6.28K
|
15.1K
$550K
|
|
Feb 05, 2025
Q4 2024
|
Schulz Wealth, Ltd.
Mansfield, TX |
SELL
|
- |
-640- 2.01% |
$22.4K - $23.1K
|
31.3K
$1.14M
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
125New |
$4.38K - $4.51K
|
125
$4.54K
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-2- 0.01% |
$70.1 - $72.2
|
18K
$656K
|
|
Feb 04, 2025
Q4 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-1.13K- 3.14% |
$39.5K - $40.7K
|
34.8K
$1.26M
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-5.7K- 6.44% |
$200K - $206K
|
82.8K
$3.01M
|
|
Feb 04, 2025
Q4 2024
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-2.74K- 5.27% |
$96.1K - $98.9K
|
49.3K
$1.79M
|
|
Feb 04, 2025
Q4 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-3.22K- 5.54% |
$113K - $116K
|
54.9K
$1.99M
|
|
Feb 04, 2025
Q4 2024
|
Red Crane Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
9.69KNew |
$340K - $350K
|
9.69K
$352K
|
|
Feb 04, 2025
Q4 2024
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
16.7KNew |
$585K - $602K
|
16.7K
$606K
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
30.3KNew |
$1.06M - $1.09M
|
30.3K
$1.1M
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-5.65K- 10.88% |
$198K - $204K
|
46.3K
$1.68M
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-5.96K- 35.88% |
$209K - $215K
|
10.6K
$387K
|
|
Jan 31, 2025
Q4 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-1.08K- 3.0% |
$37.9K - $39K
|
35K
$1.27M
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-8.31K- 49.32% |
$291K - $300K
|
8.54K
$310K
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-241- 0.27% |
$8.45K - $8.7K
|
87.7K
$3.19M
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
7.47KNew |
$262K - $269K
|
7.47K
$271K
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-631K- 97.02% |
$22.1M - $22.8M
|
19.4K
$704K
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
1.62KNew |
$56.7K - $58.3K
|
1.62K
$58.7K
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-4.34K- 15.12% |
$152K - $156K
|
24.3K
$885K
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
15.4KNew |
$542K - $557K
|
15.4K
$561K
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-684- 3.65% |
$24K - $24.7K
|
18.1K
$656K
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.43K- 1.63% |
$50.1K - $51.5K
|
86K
$3.13M
|
|
Jan 27, 2025
Q4 2024
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-2.65K- 2.88% |
$92.9K - $95.6K
|
89.4K
$3.25M
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
14.3KNew |
$503K - $518K
|
14.3K
$522K
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-2- 0.02% |
$70.1 - $72.2
|
11.3K
$411K
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-7.87K- 36.84% |
$276K - $284K
|
13.5K
$490K
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-535- 7.37% |
$18.8K - $19.3K
|
6.72K
$244K
|
|
Jan 23, 2025
Q4 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-663- 5.52% |
$23.3K - $23.9K
|
11.4K
$413K
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
204KNew |
$7.15M - $7.36M
|
204K
$7.41M
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
107+ 0.32% |
$3.75K - $3.86K
|
34.1K
$1.24M
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
54+ 0.58% |
$1.89K - $1.95K
|
9.45K
$343K
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-8K- 7.04% |
$281K - $289K
|
106K
$3.84M
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-2.88K- 1.71% |
$101K - $104K
|
165K
$5.99M
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-2.59K- 21.22% |
$90.9K - $93.6K
|
9.62K
$350K
|