Purchases and Sales Made in Q3 2023 in Innovator Etfs Tr S&P 500 Pwr (PMAY)
This table provides information about the institutional ownership of Innovator Etfs Tr S&P 500 Pwr (PMAY) during Q3 2023. The information is specifically focused on institutions that hold shares of INNOVATOR ETFS TR S&P 500 PWR .
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
258KNew |
$7.57M - $7.78M
|
258K
$9.18M
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
78.3K+ 11.63% |
$2.3M - $2.36M
|
752K
$26.8M
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
69.2KNew |
$2.03M - $2.09M
|
69.2K
$2.47M
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
47.2KNew |
$1.39M - $1.42M
|
47.2K
$1.68M
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
32.9K+ 148.02% |
$966K - $992K
|
55.1K
$1.96M
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
31.1KNew |
$914K - $939K
|
31.1K
$1.11M
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
31.1KNew |
$913K - $938K
|
31.1K
$1.11M
|
|
Nov 13, 2023
Q3 2023
|
Delta Investment Management, LLC
|
BUY
|
- |
29.2K+ 26.67% |
$859K - $882K
|
139K
$4.94M
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
18.8KNew |
$553K - $568K
|
18.8K
$670K
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
18.1KNew |
$533K - $547K
|
18.1K
$646K
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
14.1KNew |
$415K - $426K
|
14.1K
$502K
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
BUY
|
- |
13.5K+ 28.31% |
$397K - $408K
|
61.2K
$2.18M
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
13.2K+ 11.81% |
$389K - $400K
|
125K
$4.47M
|
|
Nov 15, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
11.7KNew |
$344K - $354K
|
11.7K
$417K
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
4.43K+ 21.2% |
$130K - $134K
|
25.3K
$903K
|
|
Oct 30, 2023
Q3 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
3.18K+ 33.61% |
$93.3K - $95.9K
|
12.6K
$450K
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.82K+ 21.06% |
$82.7K - $85K
|
16.2K
$576K
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.5K+ 8.92% |
$73.5K - $75.5K
|
30.5K
$1.09M
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.15K+ 7.46% |
$63.2K - $64.9K
|
31K
$1.1M
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
2KNew |
$58.8K - $60.4K
|
2K
$71.2K
|
|
Nov 08, 2023
Q3 2023
|
Tru Independence LLC
|
BUY
|
- |
1.93K+ 16.37% |
$56.8K - $58.4K
|
13.8K
$490K
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
1.89KNew |
$55.7K - $57.2K
|
1.89K
$67.5K
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.71K+ 5.88% |
$50.2K - $51.6K
|
30.8K
$1.1M
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.6K+ 4.33% |
$46.9K - $48.2K
|
38.5K
$1.37M
|
|
Oct 03, 2023
Q3 2023
|
Mc Alister, Sweet & Associates, Inc.
|
BUY
|
- |
1.4K+ 2.77% |
$41.1K - $42.2K
|
51.8K
$1.84M
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.2K+ 16.93% |
$35.1K - $36.1K
|
8.26K
$294K
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
914+ 11.75% |
$26.9K - $27.6K
|
8.7K
$310K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
517+ 0.65% |
$15.2K - $15.6K
|
80.6K
$2.87M
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
273+ 0.29% |
$8.02K - $8.24K
|
93K
$3.31M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
250+ 0.08% |
$7.35K - $7.55K
|
295K
$10.5M
|
|
Nov 13, 2023
Q3 2023
|
Integrity Financial Corp
|
BUY
|
- |
168+ 1.89% |
$4.94K - $5.07K
|
9.05K
$322K
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
140+ 24.78% |
$4.11K - $4.23K
|
705
$25.1K
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
68New |
$2K - $2.05K
|
68
$2.42K
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
40New |
$1.18K - $1.21K
|
40
$1.42K
|
|
Oct 13, 2023
Q3 2023
|
Weaver Consulting Group
|
SELL
|
- |
-3- 0.01% |
$88.2 - $90.6
|
31.7K
$1.13M
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-12- 0.07% |
$353 - $362
|
18.2K
$650K
|
|
Nov 14, 2023
Q3 2023
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-35- 0.17% |
$1.03K - $1.06K
|
20.4K
$726K
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-38- 0.07% |
$1.12K - $1.15K
|
52.4K
$1.86M
|
|
Oct 10, 2023
Q3 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-69- 0.14% |
$2.03K - $2.08K
|
50.8K
$1.81M
|
|
Oct 13, 2023
Q3 2023
|
City Holding CO
|
SELL
|
- |
-100- 2.86% |
$2.94K - $3.02K
|
3.4K
$121K
|
|
Oct 10, 2023
Q3 2023
|
Cypress Financial Planning LLC
|
SELL
|
- |
-120- 1.15% |
$3.53K - $3.62K
|
10.3K
$366K
|
|
Dec 06, 2023
Q3 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-140- 0.55% |
$4.11K - $4.23K
|
25.1K
$895K
|
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-180- 1.79% |
$5.29K - $5.43K
|
9.86K
$351K
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-250- 0.45% |
$7.35K - $7.55K
|
55.6K
$1.98M
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
SELL
|
- |
-320- 1.14% |
$9.4K - $9.66K
|
27.8K
$988K
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-385- 1.43% |
$11.3K - $11.6K
|
26.6K
$948K
|
|
Nov 14, 2023
Q3 2023
|
Stone House Investment Management, LLC
|
SELL
|
- |
-386- 4.93% |
$11.3K - $11.7K
|
7.44K
$265K
|
|
Oct 20, 2023
Q3 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-461- 1.32% |
$13.5K - $13.9K
|
34.6K
$1.23M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-470- 0.81% |
$13.8K - $14.2K
|
57.5K
$2.05M
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-500- 2.21% |
$14.7K - $15.1K
|
22.1K
$787K
|