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 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-253- 1.35% |
$8.87K - $9.13K
|
18.5K
$662K
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-975- 13.32% |
$34.2K - $35.2K
|
6.35K
$228K
|
|
|
Feb 05, 2025
Q4 2024
|
Schulz Wealth, Ltd.
Mansfield, TX |
SELL
|
- |
-640- 2.01% |
$22.4K - $23.1K
|
31.3K
$1.12M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
174+ 1.16% |
$6.1K - $6.28K
|
15.1K
$542K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
125New |
$4.38K - $4.51K
|
125
$4.48K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-2- 0.01% |
$70.1 - $72.2
|
18K
$647K
|
|
|
Feb 04, 2025
Q4 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-1.13K- 3.14% |
$39.5K - $40.7K
|
34.8K
$1.25M
|
|
|
Feb 04, 2025
Q4 2024
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-2.74K- 5.27% |
$96.1K - $98.9K
|
49.3K
$1.77M
|
|
|
Feb 04, 2025
Q4 2024
|
Red Crane Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
9.69KNew |
$340K - $350K
|
9.69K
$347K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
30.3KNew |
$1.06M - $1.09M
|
30.3K
$1.09M
|
|
|
Feb 04, 2025
Q4 2024
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
16.7KNew |
$585K - $602K
|
16.7K
$598K
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-5.65K- 10.88% |
$198K - $204K
|
46.3K
$1.66M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-8.31K- 49.32% |
$291K - $300K
|
8.54K
$306K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
7.47KNew |
$262K - $269K
|
7.47K
$268K
|
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
15.4KNew |
$542K - $557K
|
15.4K
$554K
|
|
|
Jan 23, 2025
Q4 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-663- 5.52% |
$23.3K - $23.9K
|
11.4K
$407K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-535- 7.37% |
$18.8K - $19.3K
|
6.72K
$241K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
204KNew |
$7.15M - $7.36M
|
204K
$7.31M
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-2.59K- 21.22% |
$90.9K - $93.6K
|
9.62K
$345K
|
|
|
Jan 17, 2025
Q4 2024
|
Seros Financial, LLC
Tempe, AZ |
BUY
|
- |
9.08KNew |
$319K - $328K
|
9.08K
$326K
|
|
|
Jan 16, 2025
Q4 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-2.27K- 5.08% |
$79.5K - $81.8K
|
42.4K
$1.52M
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
2.2KNew |
$77K - $79.2K
|
2.2K
$78.7K
|
|
|
Jan 15, 2025
Q4 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-8.11K- 11.54% |
$285K - $293K
|
62.2K
$2.23M
|
|
|
Jan 15, 2025
Q4 2024
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-1.68K- 3.07% |
$59.1K - $60.8K
|
53.2K
$1.91M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-76- 1.18% |
$2.67K - $2.74K
|
6.34K
$228K
|
|
|
Jan 13, 2025
Q4 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
5.6KNew |
$196K - $202K
|
5.6K
$201K
|
|
| Q3 2024 | |||||||
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-1.5K- 19.26% |
$49.9K - $52.9K
|
6.29K
$226K
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-67.2K- 90.17% |
$2.24M - $2.37M
|
7.32K
$262K
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
9.12K+ 139.29% |
$304K - $321K
|
15.7K
$562K
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
15.3KNew |
$509K - $539K
|
15.3K
$549K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
174New |
$5.79K - $6.13K
|
174
$6.24K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.13K- 23.93% |
$104K - $110K
|
9.94K
$356K
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
21.2K+ 101.11% |
$707K - $749K
|
42.3K
$1.52M
|
|
|
Nov 13, 2024
Q3 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
SELL
|
- |
-6.91K- 20.57% |
$230K - $244K
|
26.7K
$957K
|
|
|
Nov 13, 2024
Q3 2024
|
Crown Wealth Group, LLC
|
SELL
|
- |
-3.24K- 21.69% |
$108K - $114K
|
11.7K
$419K
|
|
|
Nov 12, 2024
Q3 2024
|
Mitchell Capital Management CO
|
SELL
|
- |
-2.48K- 29.95% |
$82.6K - $87.4K
|
5.8K
$208K
|
|
|
Nov 08, 2024
Q3 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-4.81K- 38.02% |
$160K - $169K
|
7.84K
$281K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
1.4KNew |
$46.6K - $49.3K
|
1.4K
$50.2K
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-664- 3.81% |
$22.1K - $23.4K
|
16.8K
$601K
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-751- 6.76% |
$25K - $26.5K
|
10.4K
$371K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-8.74K- 15.23% |
$291K - $308K
|
48.6K
$1.74M
|
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1.71K- 16.79% |
$56.9K - $60.3K
|
8.47K
$304K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-246- 3.21% |
$8.19K - $8.67K
|
7.43K
$266K
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-2.75K- 10.27% |
$91.7K - $97.1K
|
24.1K
$863K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-7.77K- 2.61% |
$259K - $274K
|
290K
$10.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-46.2K- 26.57% |
$1.54M - $1.63M
|
128K
$4.58M
|
|
|
Oct 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-570- 8.55% |
$19K - $20.1K
|
6.1K
$219K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-37- 0.12% |
$1.23K - $1.3K
|
31.2K
$1.12M
|
|
|
Oct 02, 2024
Q3 2024
|
Mc Alister, Sweet & Associates, Inc.
|
BUY
|
- |
5.77K+ 9.58% |
$192K - $203K
|
66.1K
$2.37M
|
|
| Q2 2024 | |||||||
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
497+ 5.3% |
$16.1K - $17K
|
9.88K
$354K
|
|