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 |
|---|---|---|---|---|---|---|---|
|
Jul 12, 2024
Q2 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
1.49K+ 16.75% |
$48.3K - $50.8K
|
10.4K
$370K
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
807+ 8.29% |
$26.2K - $27.6K
|
10.5K
$376K
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
18.4KNew |
$597K - $628K
|
18.4K
$655K
|
|
|
Jul 12, 2024
Q2 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-5.54K- 23.14% |
$180K - $189K
|
18.4K
$655K
|
|
|
Jul 11, 2024
Q2 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
6.13KNew |
$199K - $209K
|
6.13K
$218K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
33New |
$1.07K - $1.13K
|
33
$1.18K
|
|
|
Jul 08, 2024
Q2 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
602+ 2.39% |
$19.5K - $20.6K
|
25.7K
$917K
|
|
| Q1 2024 | |||||||
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.75K- 32.58% |
$54.7K - $56.8K
|
3.62K
$129K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-7.9K- 9.23% |
$247K - $256K
|
77.7K
$2.77M
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-100- 0.55% |
$3.13K - $3.25K
|
18K
$643K
|
|
|
May 31, 2024
Q1 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
6.12KNew |
$191K - $199K
|
6.12K
$218K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-14.2K- 28.22% |
$444K - $462K
|
36.1K
$1.29M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-86.2K- 30.57% |
$2.7M - $2.8M
|
196K
$6.98M
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-3.7K- 4.12% |
$116K - $120K
|
86.2K
$3.07M
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
10.9KNew |
$340K - $353K
|
10.9K
$388K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
175New |
$5.47K - $5.68K
|
175
$6.23K
|
|
|
May 02, 2024
Q1 2024
|
Integrity Financial Corp
|
BUY
|
- |
59+ 0.65% |
$1.84K - $1.92K
|
9.11K
$324K
|
|
|
May 02, 2024
Q1 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
1.05KNew |
$32.7K - $34K
|
1.05K
$37.3K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-6.85K- 3.71% |
$214K - $223K
|
178K
$6.34M
|
|
|
Apr 30, 2024
Q1 2024
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-8.49K- 5.08% |
$266K - $276K
|
159K
$5.66M
|
|
|
Apr 30, 2024
Q1 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
15.2KNew |
$475K - $493K
|
15.2K
$541K
|
|
|
Apr 01, 2024
Q1 2024
|
Michael S. Ryan, Inc.
Albany, NY |
SELL
|
- |
-640- 1.71% |
$20K - $20.8K
|
36.7K
$1.31M
|
|
| Q4 2023 | |||||||
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.15K- 5.14% |
$33.2K - $36.2K
|
21.3K
$757K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
13.8KNew |
$399K - $436K
|
13.8K
$493K
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
18.9KNew |
$544K - $594K
|
18.9K
$672K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
31KNew |
$893K - $975K
|
31K
$1.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
8.87KNew |
$256K - $279K
|
8.87K
$316K
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.55K- 5.83% |
$44.8K - $48.9K
|
25.1K
$893K
|
|
|
Feb 05, 2024
Q4 2023
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-1.34K- 13.4% |
$38.7K - $42.2K
|
8.66K
$308K
|
|
|
Feb 02, 2024
Q4 2023
|
Delta Investment Management, LLC
|
SELL
|
- |
-3.03K- 2.18% |
$87.4K - $95.4K
|
136K
$4.83M
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
850New |
$24.5K - $26.8K
|
850
$30.3K
|
|
|
Jan 26, 2024
Q4 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-1.44K- 29.07% |
$41.6K - $45.4K
|
3.52K
$125K
|
|
|
Jan 23, 2024
Q4 2023
|
Sageworth Trust CO
|
SELL
|
- |
-3.6K- 6.29% |
$104K - $113K
|
53.6K
$1.91M
|
|
|
Jan 19, 2024
Q4 2023
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-3.81K- 6.83% |
$110K - $120K
|
52K
$1.85M
|
|
|
Jan 19, 2024
Q4 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1.8KNew |
$51.9K - $56.7K
|
1.8K
$64.1K
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-1.75K- 16.31% |
$50.3K - $55K
|
8.95K
$319K
|
|
|
Jan 10, 2024
Q4 2023
|
Tru Independence LLC
|
BUY
|
- |
17.5K+ 127.05% |
$504K - $550K
|
31.2K
$1.11M
|
|
| Q3 2023 | |||||||
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
18.1KNew |
$533K - $547K
|
18.1K
$646K
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
2KNew |
$58.8K - $60.4K
|
2K
$71.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Stone House Investment Management, LLC
|
SELL
|
- |
-386- 4.93% |
$11.3K - $11.7K
|
7.44K
$265K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
40New |
$1.18K - $1.21K
|
40
$1.42K
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-68.9K- 56.12% |
$2.03M - $2.08M
|
53.9K
$1.92M
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
SELL
|
- |
-4K- 22.41% |
$118K - $121K
|
13.8K
$493K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-9.24K- 2.16% |
$271K - $279K
|
419K
$14.9M
|
|
|
Oct 11, 2023
Q3 2023
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-676- 4.29% |
$19.9K - $20.4K
|
15.1K
$537K
|
|
|
Oct 10, 2023
Q3 2023
|
Range Financial Group LLC
|
SELL
|
- |
-222K- 96.56% |
$6.53M - $6.71M
|
7.92K
$282K
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
8.18KNew |
$232K - $244K
|
8.18K
$291K
|
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
166+ 1.37% |
$4.7K - $4.96K
|
12.3K
$438K
|
|
|
Aug 15, 2023
Q2 2023
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
238KNew |
$6.73M - $7.1M
|
238K
$8.47M
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
7.13KNew |
$202K - $213K
|
7.13K
$254K
|
|