Latest Institutional Sells of Innovator Etfs Tr S&P 500 Pwr (PMAY)
This list provides information on the latest institutional transactions involving Innovator Etfs Tr S&P 500 Pwr (PMAY) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-1.75K- 16.31% |
$50.3K - $55K
|
8.95K
$322K
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.55K- 5.83% |
$44.8K - $48.9K
|
25.1K
$903K
|
|
Jan 26, 2024
Q4 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-1.44K- 29.07% |
$41.6K - $45.4K
|
3.52K
$127K
|
|
Feb 05, 2024
Q4 2023
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-1.34K- 13.4% |
$38.7K - $42.2K
|
8.66K
$312K
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.15K- 5.14% |
$33.2K - $36.2K
|
21.3K
$766K
|
|
Q3 2023 | |||||||
Oct 10, 2023
Q3 2023
|
Range Financial Group LLC
|
SELL
|
- |
-222K- 96.56% |
$6.53M - $6.71M
|
7.92K
$285K
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-68.9K- 56.12% |
$2.03M - $2.08M
|
53.9K
$1.94M
|
|
Oct 13, 2023
Q3 2023
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-9.24K- 2.16% |
$271K - $279K
|
419K
$15.1M
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
SELL
|
- |
-4K- 22.41% |
$118K - $121K
|
13.8K
$499K
|
|
Oct 11, 2023
Q3 2023
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-676- 4.29% |
$19.9K - $20.4K
|
15.1K
$543K
|
|
Nov 14, 2023
Q3 2023
|
Stone House Investment Management, LLC
|
SELL
|
- |
-386- 4.93% |
$11.3K - $11.7K
|
7.44K
$268K
|
|
Q2 2023 | |||||||
Jul 17, 2023
Q2 2023
|
Hengehold Capital Management LLC
|
SELL
|
- |
-8.71K- 50.03% |
$247K - $260K
|
8.7K
$313K
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.87K- 5.03% |
$53.1K - $55.9K
|
35.4K
$1.27M
|
|
Q1 2023 | |||||||
Apr 17, 2023
Q1 2023
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-1.78K- 5.51% |
$49.5K - $52K
|
30.4K
$1.1M
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-35- 0.29% |
$977 - $1.03K
|
12K
$434K
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-1K- 8.91% |
$26.8K - $29K
|
10.2K
$368K
|
|
Q2 2022 | |||||||
Aug 02, 2022
Q2 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-243KClosed |
$6.54M - $7.48M
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-34.2KClosed |
$919K - $1.05M
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-26.2KClosed |
$703K - $805K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-17.3KClosed |
$465K - $532K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-8.79KClosed |
$236K - $271K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-8.64K- 40.95% |
$232K - $266K
|
12.5K
$449K
|
|
Jul 26, 2022
Q2 2022
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-7.02KClosed |
$189K - $216K
|
0
$0
|
|
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-3.43KClosed |
$92.2K - $106K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-3.33K- 1.99% |
$89.4K - $102K
|
164K
$5.91M
|
|
Aug 11, 2022
Q2 2022
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-1.57K- 13.4% |
$42.2K - $48.3K
|
10.1K
$365K
|
|
Q1 2022 | |||||||
May 06, 2022
Q1 2022
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-55.2KClosed |
$1.62M - $1.7M
|
0
$0
|
|
Apr 12, 2022
Q1 2022
|
Caprock Group, Inc.
|
SELL
|
- |
-10.4KClosed |
$304K - $320K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Straight Path Wealth Management
|
SELL
|
- |
-7.08KClosed |
$208K - $218K
|
0
$0
|
|
May 24, 2022
Q1 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-3.46K- 28.96% |
$101K - $107K
|
8.48K
$305K
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-51- 0.24% |
$1.5K - $1.57K
|
20.9K
$754K
|
|
Q4 2021 | |||||||
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-8.62KClosed |
$254K - $264K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-277Closed |
$8.17K - $8.48K
|
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
|
|
Q2 2021 | |||||||
Aug 12, 2021
Q2 2021
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
SELL
|
- |
-141KClosed |
$4.01M - $4.16M
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-7.55KClosed |
$215K - $223K
|
0
$0
|
|
Mar 22, 2023
Q2 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-470- 12.05% |
$13.4K - $13.9K
|
3.43K
$124K
|