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 |
|---|---|---|---|---|---|---|---|
|
Oct 02, 2024
Q3 2024
|
Mc Alister, Sweet & Associates, Inc.
|
BUY
|
- |
5.77K+ 9.58% |
$192K - $203K
|
66.1K
$2.35M
|
|
| Q2 2024 | |||||||
|
Aug 26, 2024
Q2 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-5.78K- 11.34% |
$188K - $197K
|
45.1K
$1.61M
|
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
45+ 0.12% |
$1.46K - $1.54K
|
37K
$1.32M
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
497+ 5.3% |
$16.1K - $17K
|
9.88K
$352K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
316New |
$10.3K - $10.8K
|
316
$11.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
5.94KNew |
$193K - $203K
|
5.94K
$212K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
138KNew |
$4.47M - $4.7M
|
138K
$4.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.16K- 5.85% |
$37.8K - $39.8K
|
18.7K
$667K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
42.2K+ 568.53% |
$1.37M - $1.44M
|
49.6K
$1.77M
|
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
7.43KNew |
$241K - $254K
|
7.43K
$265K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
10.4KNew |
$338K - $356K
|
10.4K
$371K
|
|
|
Aug 13, 2024
Q2 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
5.06K+ 78.15% |
$164K - $173K
|
11.5K
$411K
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1K+ 6.76% |
$32.5K - $34.2K
|
15.8K
$563K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.77K+ 7.07% |
$57.5K - $60.4K
|
26.8K
$955K
|
|
|
Aug 13, 2024
Q2 2024
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-5.2K- 5.66% |
$169K - $178K
|
86.6K
$3.09M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Capital Management LLC
|
BUY
|
- |
3.4K+ 23.91% |
$110K - $116K
|
17.6K
$627K
|
|
|
Aug 13, 2024
Q2 2024
|
Pillar Wealth Advisors, LLC
|
SELL
|
- |
-6.55K- 12.16% |
$213K - $224K
|
47.3K
$1.69M
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
6.32KNew |
$205K - $216K
|
6.32K
$225K
|
|
|
Aug 13, 2024
Q2 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
7.79KNew |
$253K - $266K
|
7.79K
$277K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
450+ 1.71% |
$14.6K - $15.4K
|
26.8K
$955K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
3.96K+ 7.46% |
$128K - $135K
|
57K
$2.03M
|
|
|
Aug 07, 2024
Q2 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
450+ 90.0% |
$14.6K - $15.4K
|
950
$33.8K
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
67.2K+ 917.67% |
$2.18M - $2.29M
|
74.5K
$2.65M
|
|
|
Aug 05, 2024
Q2 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
500+ 6.05% |
$16.2K - $17.1K
|
8.76K
$312K
|
|
|
Aug 02, 2024
Q2 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
18.4KNew |
$596K - $627K
|
18.4K
$654K
|
|
|
Aug 01, 2024
Q2 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
46+ 0.22% |
$1.49K - $1.57K
|
21.3K
$759K
|
|
|
Aug 01, 2024
Q2 2024
|
Retirement Guys Formula LLC
|
SELL
|
- |
-2.78K- 10.83% |
$90.2K - $94.9K
|
22.9K
$815K
|
|
|
Jul 31, 2024
Q2 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
7.67KNew |
$249K - $262K
|
7.67K
$273K
|
|
|
Jul 31, 2024
Q2 2024
|
Bellwether Advisors, LLC
|
SELL
|
- |
-1.97K- 8.53% |
$63.8K - $67.1K
|
21.1K
$751K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-1.22K- 24.47% |
$39.6K - $41.7K
|
3.77K
$134K
|
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
350New |
$11.4K - $12K
|
350
$12.5K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
200New |
$6.49K - $6.83K
|
200
$7.12K
|
|
|
Jul 30, 2024
Q2 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
27.3K+ 316.53% |
$886K - $932K
|
35.9K
$1.28M
|
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
15.2KNew |
$493K - $518K
|
15.2K
$541K
|
|
|
Jul 24, 2024
Q2 2024
|
Mc Adam, LLC
|
BUY
|
- |
8.5KNew |
$276K - $290K
|
8.5K
$303K
|
|
|
Jul 24, 2024
Q2 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
230+ 1.88% |
$7.47K - $7.85K
|
12.4K
$443K
|
|
|
Jul 23, 2024
Q2 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
650+ 6.99% |
$21.1K - $22.2K
|
9.94K
$354K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
3.44KNew |
$112K - $117K
|
3.44K
$122K
|
|
|
Jul 23, 2024
Q2 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
304New |
$9.87K - $10.4K
|
304
$10.8K
|
|
|
Jul 22, 2024
Q2 2024
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
15.5KNew |
$505K - $531K
|
15.5K
$554K
|
|
|
Jul 22, 2024
Q2 2024
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
1.5KNew |
$48.7K - $51.2K
|
1.5K
$53.4K
|
|
|
Jul 19, 2024
Q2 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-214- 1.6% |
$6.95K - $7.31K
|
13.1K
$468K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
780+ 36.53% |
$25.3K - $26.6K
|
2.92K
$104K
|
|
|
Jul 17, 2024
Q2 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
13.1K+ 12.99% |
$424K - $446K
|
114K
$4.05M
|
|
|
Jul 17, 2024
Q2 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
10.3KNew |
$333K - $350K
|
10.3K
$366K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
76+ 1.2% |
$2.47K - $2.6K
|
6.42K
$229K
|
|
|
Jul 16, 2024
Q2 2024
|
Bcs Wealth Management
|
BUY
|
- |
5.51K+ 43.15% |
$179K - $188K
|
18.3K
$651K
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-293- 1.04% |
$9.51K - $10K
|
28K
$997K
|
|
|
Jul 15, 2024
Q2 2024
|
Transform Wealth, LLC
|
BUY
|
- |
6.11KNew |
$198K - $209K
|
6.11K
$218K
|
|
|
Jul 15, 2024
Q2 2024
|
Diligent Investors, LLC
|
BUY
|
- |
1.25K+ 10.63% |
$40.6K - $42.7K
|
13K
$463K
|
|