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 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
13.8KNew |
$399K - $436K
|
13.8K
$497K
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
18.9KNew |
$544K - $594K
|
18.9K
$677K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
31KNew |
$893K - $975K
|
31K
$1.11M
|
|
|
Feb 09, 2024
Q4 2023
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
8.87KNew |
$256K - $279K
|
8.87K
$318K
|
|
|
Feb 05, 2024
Q4 2023
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-1.34K- 13.4% |
$38.7K - $42.2K
|
8.66K
$311K
|
|
|
Feb 02, 2024
Q4 2023
|
Delta Investment Management, LLC
|
SELL
|
- |
-3.03K- 2.18% |
$87.4K - $95.4K
|
136K
$4.87M
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
850New |
$24.5K - $26.8K
|
850
$30.5K
|
|
|
Jan 26, 2024
Q4 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-1.44K- 29.07% |
$41.6K - $45.4K
|
3.52K
$126K
|
|
|
Jan 23, 2024
Q4 2023
|
Sageworth Trust CO
|
SELL
|
- |
-3.6K- 6.29% |
$104K - $113K
|
53.6K
$1.92M
|
|
|
Jan 19, 2024
Q4 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1.8KNew |
$51.9K - $56.7K
|
1.8K
$64.6K
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-1.75K- 16.31% |
$50.3K - $55K
|
8.95K
$321K
|
|
|
Jan 10, 2024
Q4 2023
|
Tru Independence LLC
|
BUY
|
- |
17.5K+ 127.05% |
$504K - $550K
|
31.2K
$1.12M
|
|
| Q3 2023 | |||||||
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
18.1KNew |
$533K - $547K
|
18.1K
$650K
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
2KNew |
$58.8K - $60.4K
|
2K
$71.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Stone House Investment Management, LLC
|
SELL
|
- |
-386- 4.93% |
$11.3K - $11.7K
|
7.44K
$267K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
40New |
$1.18K - $1.21K
|
40
$1.43K
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-68.9K- 56.12% |
$2.03M - $2.08M
|
53.9K
$1.93M
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
SELL
|
- |
-4K- 22.41% |
$118K - $121K
|
13.8K
$497K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-9.24K- 2.16% |
$271K - $279K
|
419K
$15M
|
|
|
Oct 11, 2023
Q3 2023
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-676- 4.29% |
$19.9K - $20.4K
|
15.1K
$540K
|
|
|
Oct 10, 2023
Q3 2023
|
Range Financial Group LLC
|
SELL
|
- |
-222K- 96.56% |
$6.53M - $6.71M
|
7.92K
$284K
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
8.18KNew |
$232K - $244K
|
8.18K
$293K
|
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
166+ 1.37% |
$4.7K - $4.96K
|
12.3K
$441K
|
|
|
Aug 15, 2023
Q2 2023
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
238KNew |
$6.73M - $7.1M
|
238K
$8.53M
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
7.13KNew |
$202K - $213K
|
7.13K
$256K
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.03KNew |
$29K - $30.6K
|
1.03K
$36.8K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.75KNew |
$134K - $142K
|
4.75K
$170K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
4.5KNew |
$127K - $134K
|
4.5K
$161K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
9.65KNew |
$273K - $288K
|
9.65K
$346K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.87K- 5.03% |
$53.1K - $55.9K
|
35.4K
$1.27M
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
3.8KNew |
$108K - $113K
|
3.8K
$136K
|
|
|
Jul 17, 2023
Q2 2023
|
Hengehold Capital Management LLC
|
SELL
|
- |
-8.71K- 50.03% |
$247K - $260K
|
8.7K
$312K
|
|
|
Jul 13, 2023
Q2 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
2.7KNew |
$76.4K - $80.6K
|
2.7K
$96.8K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1.52KNew |
$43.1K - $45.5K
|
1.52K
$54.6K
|
|
| Q1 2023 | |||||||
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-35- 0.29% |
$977 - $1.03K
|
12K
$432K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
9.87KNew |
$275K - $289K
|
9.87K
$354K
|
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
4.46K+ 82.5% |
$125K - $131K
|
9.87K
$354K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
720New |
$20.1K - $21.1K
|
720
$25.8K
|
|
|
Apr 21, 2023
Q1 2023
|
Acute Investment Advisory, LLC
Mesa, AZ |
BUY
|
- |
812KNew |
$22.7M - $23.8M
|
812K
$29.1M
|
|
|
Apr 17, 2023
Q1 2023
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-1.78K- 5.51% |
$49.5K - $52K
|
30.4K
$1.09M
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-1K- 8.91% |
$26.8K - $29K
|
10.2K
$367K
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
455New |
$12.2K - $13.2K
|
455
$16.3K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
1KNew |
$26.8K - $29.5K
|
1K
$35.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
7.67KNew |
$206K - $226K
|
7.67K
$275K
|
|
|
Oct 26, 2022
Q3 2022
|
Bouchey Financial Group LTD
|
BUY
|
- |
7.75KNew |
$208K - $229K
|
7.75K
$278K
|
|
|
Oct 20, 2022
Q3 2022
|
4 J Wealth Management LLC
|
BUY
|
- |
180KNew |
$4.81M - $5.3M
|
180K
$6.44M
|
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
BUY
|
- |
126K+ 41.6% |
$3.39M - $3.73M
|
430K
$15.4M
|
|
| Q2 2022 | |||||||
|
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-3.43KClosed |
$92.2K - $106K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
1.57K+ 6.07% |
$42.3K - $48.4K
|
27.5K
$986K
|
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-17.3KClosed |
$465K - $532K
|
0
$0
|
|