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 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.03KNew |
$29K - $30.6K
|
1.03K
$36.5K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
4.5KNew |
$127K - $134K
|
4.5K
$160K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.75KNew |
$134K - $142K
|
4.75K
$169K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
9.65KNew |
$273K - $288K
|
9.65K
$344K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.87K- 5.03% |
$53.1K - $55.9K
|
35.4K
$1.26M
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
36+ 3.6% |
$1.02K - $1.07K
|
1.04K
$36.9K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
3.8KNew |
$108K - $113K
|
3.8K
$135K
|
|
|
Jul 17, 2023
Q2 2023
|
Hengehold Capital Management LLC
|
SELL
|
- |
-8.71K- 50.03% |
$247K - $260K
|
8.7K
$310K
|
|
|
Jul 13, 2023
Q2 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
2.7KNew |
$76.4K - $80.6K
|
2.7K
$96.2K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1.52KNew |
$43.1K - $45.5K
|
1.52K
$54.2K
|
|
| Q1 2023 | |||||||
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-35- 0.29% |
$977 - $1.03K
|
12K
$429K
|
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
4.46K+ 82.5% |
$125K - $131K
|
9.87K
$352K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
9.87KNew |
$275K - $289K
|
9.87K
$352K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
720New |
$20.1K - $21.1K
|
720
$25.6K
|
|
|
Apr 21, 2023
Q1 2023
|
Acute Investment Advisory, LLC
Mesa, AZ |
BUY
|
- |
812KNew |
$22.7M - $23.8M
|
812K
$28.9M
|
|
|
Apr 17, 2023
Q1 2023
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-1.78K- 5.51% |
$49.5K - $52K
|
30.4K
$1.08M
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-1K- 8.91% |
$26.8K - $29K
|
10.2K
$364K
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
455New |
$12.2K - $13.2K
|
455
$16.2K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
7.67KNew |
$206K - $226K
|
7.67K
$273K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
1KNew |
$26.8K - $29.5K
|
1K
$35.6K
|
|
|
Oct 26, 2022
Q3 2022
|
Bouchey Financial Group LTD
|
BUY
|
- |
7.75KNew |
$208K - $229K
|
7.75K
$276K
|
|
|
Oct 20, 2022
Q3 2022
|
4 J Wealth Management LLC
|
BUY
|
- |
180KNew |
$4.81M - $5.3M
|
180K
$6.4M
|
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
BUY
|
- |
126K+ 41.6% |
$3.39M - $3.73M
|
430K
$15.3M
|
|
| 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
$979K
|
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-17.3KClosed |
$465K - $532K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
4.38K+ 41.67% |
$118K - $135K
|
14.9K
$531K
|
|
|
Aug 11, 2022
Q2 2022
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-1.57K- 13.4% |
$42.2K - $48.3K
|
10.1K
$361K
|
|
|
Aug 11, 2022
Q2 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-34.2KClosed |
$919K - $1.05M
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-8.64K- 40.95% |
$232K - $266K
|
12.5K
$444K
|
|
|
Aug 09, 2022
Q2 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-26.2KClosed |
$703K - $805K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
9.71KNew |
$261K - $299K
|
9.71K
$346K
|
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
70+ 0.48% |
$1.88K - $2.15K
|
14.5K
$517K
|
|
|
Aug 02, 2022
Q2 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-243KClosed |
$6.54M - $7.48M
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
4.55KNew |
$122K - $140K
|
4.55K
$162K
|
|
|
Jul 26, 2022
Q2 2022
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-7.02KClosed |
$189K - $216K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Round Table Services, LLC
|
BUY
|
- |
16.5KNew |
$442K - $507K
|
16.5K
$586K
|
|
|
Jul 15, 2022
Q2 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-3.33K- 1.99% |
$89.4K - $102K
|
164K
$5.84M
|
|
|
Jul 13, 2022
Q2 2022
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-8.79KClosed |
$236K - $271K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 24, 2022
Q1 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-3.46K- 28.96% |
$101K - $107K
|
8.48K
$302K
|
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
25.1KNew |
$735K - $773K
|
25.1K
$893K
|
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-51- 0.24% |
$1.5K - $1.57K
|
20.9K
$746K
|
|
|
May 06, 2022
Q1 2022
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-55.2KClosed |
$1.62M - $1.7M
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Straight Path Wealth Management
|
SELL
|
- |
-7.08KClosed |
$208K - $218K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Caprock Group, Inc.
|
SELL
|
- |
-10.4KClosed |
$304K - $320K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-277Closed |
$8.17K - $8.48K
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-8.62KClosed |
$254K - $264K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 16, 2021
Q3 2021
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-85.4KClosed |
$2.49M - $2.56M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-23KClosed |
$670K - $691K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-226Closed |
$6.59K - $6.79K
|
0
$0
|
|