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 |
|---|---|---|---|---|---|---|---|
|
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
$213K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
42.2K+ 568.53% |
$1.37M - $1.44M
|
49.6K
$1.78M
|
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
7.43KNew |
$241K - $254K
|
7.43K
$267K
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
6.32KNew |
$205K - $216K
|
6.32K
$227K
|
|
|
Aug 13, 2024
Q2 2024
|
Pillar Wealth Advisors, LLC
|
SELL
|
- |
-6.55K- 12.16% |
$213K - $224K
|
47.3K
$1.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-5.2K- 5.66% |
$169K - $178K
|
86.6K
$3.11M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.77K+ 7.07% |
$57.5K - $60.4K
|
26.8K
$962K
|
|
|
Aug 13, 2024
Q2 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
5.06K+ 78.15% |
$164K - $173K
|
11.5K
$414K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
450+ 1.71% |
$14.6K - $15.4K
|
26.8K
$962K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
3.96K+ 7.46% |
$128K - $135K
|
57K
$2.05M
|
|
|
Aug 07, 2024
Q2 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
450+ 90.0% |
$14.6K - $15.4K
|
950
$34.1K
|
|
|
Aug 05, 2024
Q2 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
500+ 6.05% |
$16.2K - $17.1K
|
8.76K
$314K
|
|
|
Aug 02, 2024
Q2 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
18.4KNew |
$596K - $627K
|
18.4K
$658K
|
|
|
Aug 01, 2024
Q2 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
46+ 0.22% |
$1.49K - $1.57K
|
21.3K
$764K
|
|
|
Aug 01, 2024
Q2 2024
|
Retirement Guys Formula LLC
|
SELL
|
- |
-2.78K- 10.83% |
$90.2K - $94.9K
|
22.9K
$821K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-1.22K- 24.47% |
$39.6K - $41.7K
|
3.77K
$135K
|
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
350New |
$11.4K - $12K
|
350
$12.6K
|
|
|
Jul 31, 2024
Q2 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
7.67KNew |
$249K - $262K
|
7.67K
$275K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
200New |
$6.49K - $6.83K
|
200
$7.17K
|
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
15.2KNew |
$493K - $518K
|
15.2K
$544K
|
|
|
Jul 24, 2024
Q2 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
230+ 1.88% |
$7.47K - $7.85K
|
12.4K
$446K
|
|
|
Jul 24, 2024
Q2 2024
|
Mc Adam, LLC
|
BUY
|
- |
8.5KNew |
$276K - $290K
|
8.5K
$305K
|
|
|
Jul 23, 2024
Q2 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
304New |
$9.87K - $10.4K
|
304
$10.9K
|
|
|
Jul 23, 2024
Q2 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
650+ 6.99% |
$21.1K - $22.2K
|
9.94K
$357K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
3.44KNew |
$112K - $117K
|
3.44K
$123K
|
|
|
Jul 22, 2024
Q2 2024
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
1.5KNew |
$48.7K - $51.2K
|
1.5K
$53.8K
|
|
|
Jul 22, 2024
Q2 2024
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
15.5KNew |
$505K - $531K
|
15.5K
$558K
|
|
|
Jul 17, 2024
Q2 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
10.3KNew |
$333K - $350K
|
10.3K
$368K
|
|
|
Jul 15, 2024
Q2 2024
|
Diligent Investors, LLC
|
BUY
|
- |
1.25K+ 10.63% |
$40.6K - $42.7K
|
13K
$467K
|
|
|
Jul 15, 2024
Q2 2024
|
Transform Wealth, LLC
|
BUY
|
- |
6.11KNew |
$198K - $209K
|
6.11K
$219K
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
807+ 8.29% |
$26.2K - $27.6K
|
10.5K
$378K
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
18.4KNew |
$597K - $628K
|
18.4K
$660K
|
|
|
Jul 12, 2024
Q2 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
1.49K+ 16.75% |
$48.3K - $50.8K
|
10.4K
$372K
|
|
|
Jul 12, 2024
Q2 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-5.54K- 23.14% |
$180K - $189K
|
18.4K
$660K
|
|
|
Jul 11, 2024
Q2 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
6.13KNew |
$199K - $209K
|
6.13K
$220K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
33New |
$1.07K - $1.13K
|
33
$1.18K
|
|
| Q1 2024 | |||||||
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.75K- 32.58% |
$54.7K - $56.8K
|
3.62K
$130K
|
|
|
May 31, 2024
Q1 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
6.12KNew |
$191K - $199K
|
6.12K
$220K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-14.2K- 28.22% |
$444K - $462K
|
36.1K
$1.3M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-86.2K- 30.57% |
$2.7M - $2.8M
|
196K
$7.03M
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-3.7K- 4.12% |
$116K - $120K
|
86.2K
$3.09M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
175New |
$5.47K - $5.68K
|
175
$6.28K
|
|
|
May 02, 2024
Q1 2024
|
Integrity Financial Corp
|
BUY
|
- |
59+ 0.65% |
$1.84K - $1.92K
|
9.11K
$327K
|
|
|
May 02, 2024
Q1 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
1.05KNew |
$32.7K - $34K
|
1.05K
$37.5K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-6.85K- 3.71% |
$214K - $223K
|
178K
$6.39M
|
|
|
Apr 30, 2024
Q1 2024
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-8.49K- 5.08% |
$266K - $276K
|
159K
$5.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
15.2KNew |
$475K - $493K
|
15.2K
$545K
|
|
|
Apr 01, 2024
Q1 2024
|
Michael S. Ryan, Inc.
Albany, NY |
SELL
|
- |
-640- 1.71% |
$20K - $20.8K
|
36.7K
$1.32M
|
|
| Q4 2023 | |||||||
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.15K- 5.14% |
$33.2K - $36.2K
|
21.3K
$763K
|
|