Purchases and Sales Made in Q4 2022 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 Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Jan 12, 2023
Q4 2022
|
Transform Wealth, LLC
|
BUY
|
- |
447KNew |
$12M - $13M
|
447K
$15.9M
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
352K+ 229.98% |
$9.43M - $10.2M
|
505K
$18M
|
|
Jan 09, 2023
Q4 2022
|
Weaver Consulting Group
|
BUY
|
- |
127KNew |
$3.41M - $3.69M
|
127K
$4.53M
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
101K+ 35.33% |
$2.71M - $2.93M
|
388K
$13.8M
|
|
Feb 13, 2023
Q4 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
90.3K+ 21.75% |
$2.42M - $2.62M
|
506K
$18M
|
|
Jan 30, 2023
Q4 2022
|
Cypress Financial Planning LLC
|
BUY
|
- |
66KNew |
$1.77M - $1.91M
|
66K
$2.35M
|
|
Feb 01, 2023
Q4 2022
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
34.8KNew |
$932K - $1.01M
|
34.8K
$1.24M
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
27.5KNew |
$737K - $797K
|
27.5K
$979K
|
|
Jan 18, 2023
Q4 2022
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
22.3KNew |
$599K - $647K
|
22.3K
$796K
|
|
Feb 07, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
19.9KNew |
$534K - $577K
|
19.9K
$710K
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
19.4KNew |
$519K - $561K
|
19.4K
$690K
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
19KNew |
$508K - $549K
|
19K
$675K
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
18.6K+ 4.72% |
$499K - $540K
|
414K
$14.7M
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
18.6K+ 13.88% |
$497K - $538K
|
152K
$5.43M
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
17.8KNew |
$477K - $515K
|
17.8K
$633K
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
14K+ 61.56% |
$375K - $406K
|
36.7K
$1.31M
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
14KNew |
$374K - $405K
|
14K
$497K
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
13.5K+ 5.51% |
$363K - $392K
|
260K
$9.25M
|
|
Feb 13, 2023
Q4 2022
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
10.8KNew |
$290K - $313K
|
10.8K
$385K
|
|
Feb 07, 2023
Q4 2022
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
BUY
|
- |
10KNew |
$268K - $290K
|
10K
$356K
|
|
Mar 01, 2023
Q4 2022
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
7.99KNew |
$214K - $232K
|
7.99K
$285K
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.97K+ 14.68% |
$213K - $231K
|
62.2K
$2.22M
|
|
Jan 19, 2023
Q4 2022
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
7.57KNew |
$203K - $219K
|
7.57K
$270K
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7.33K+ 32.67% |
$196K - $212K
|
29.8K
$1.06M
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7.19K+ 31.82% |
$193K - $208K
|
29.8K
$1.06M
|
|
Feb 15, 2023
Q4 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
3.9K+ 8.13% |
$104K - $113K
|
51.9K
$1.85M
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.43KNew |
$91.8K - $99.2K
|
3.43K
$122K
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
2.77K+ 85.36% |
$74.2K - $80.2K
|
6.01K
$214K
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.68K+ 9.68% |
$71.7K - $77.6K
|
30.3K
$1.08M
|
|
Feb 14, 2023
Q4 2022
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
1.66K+ 3.58% |
$44.4K - $47.9K
|
47.8K
$1.7M
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
1.16K+ 3500.0% |
$31K - $33.5K
|
1.19K
$42.3K
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
928+ 1.23% |
$24.9K - $26.9K
|
76.7K
$2.73M
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
747New |
$20K - $21.6K
|
747
$26.6K
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
701New |
$18.8K - $20.3K
|
701
$25K
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
455New |
$12.2K - $13.2K
|
455
$16.2K
|
|
Feb 13, 2023
Q4 2022
|
Townsquare Capital LLC
|
BUY
|
- |
400+ 4.13% |
$10.7K - $11.6K
|
10.1K
$359K
|
|
Jan 30, 2023
Q4 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
360+ 1.68% |
$9.65K - $10.4K
|
21.7K
$774K
|
|
Feb 02, 2023
Q4 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
162+ 0.32% |
$4.34K - $4.69K
|
51.3K
$1.83M
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
99New |
$2.65K - $2.87K
|
99
$3.53K
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
30+ 0.03% |
$804 - $869
|
102K
$3.64M
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
22New |
$590 - $637
|
22
$784
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 01, 2023
Q4 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-6- 0.11% |
$161 - $174
|
5.46K
$195K
|
|
Feb 14, 2023
Q4 2022
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-79- 0.76% |
$2.12K - $2.29K
|
10.3K
$366K
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-173- 0.81% |
$4.64K - $5.01K
|
21.3K
$757K
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-189- 1.33% |
$5.07K - $5.48K
|
14K
$498K
|
|
Feb 13, 2023
Q4 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-250- 0.17% |
$6.7K - $7.24K
|
144K
$5.14M
|
|
Jan 30, 2023
Q4 2022
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-421- 0.48% |
$11.3K - $12.2K
|
88.2K
$3.14M
|
|
Jan 09, 2023
Q4 2022
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-500- 0.69% |
$13.4K - $14.5K
|
71.8K
$2.56M
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-568- 2.81% |
$15.2K - $16.5K
|
19.6K
$699K
|