Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
205K+ 27.33% |
$5.93M - $6.47M
|
957K
$34.5M
|
|
|
Feb 02, 2024
Q4 2023
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
87.9K+ 2254.62% |
$2.54M - $2.77M
|
91.8K
$3.31M
|
|
|
May 15, 2024
Q4 2023
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
45.2KNew |
$1.3M - $1.42M
|
45.2K
$1.63M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
39KNew |
$1.12M - $1.23M
|
39K
$1.4M
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
38.3KNew |
$1.11M - $1.21M
|
38.3K
$1.38M
|
|
|
Feb 12, 2024
Q4 2023
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
35KNew |
$1.01M - $1.1M
|
35K
$1.26M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
31KNew |
$893K - $975K
|
31K
$1.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
26.2K+ 84.28% |
$755K - $825K
|
57.3K
$2.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
21.3KNew |
$613K - $669K
|
21.3K
$766K
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
18.9KNew |
$544K - $594K
|
18.9K
$680K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
18.1KNew |
$522K - $570K
|
18.1K
$652K
|
|
|
Jan 10, 2024
Q4 2023
|
Tru Independence LLC
|
BUY
|
- |
17.5K+ 127.05% |
$504K - $550K
|
31.2K
$1.12M
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
14.5K+ 266.13% |
$419K - $458K
|
20K
$720K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
14.5K+ 46.49% |
$417K - $455K
|
45.5K
$1.64M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
13.8KNew |
$399K - $436K
|
13.8K
$499K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
13.3K+ 7.78% |
$385K - $420K
|
185K
$6.66M
|
|
|
Feb 14, 2024
Q4 2023
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
13.1KNew |
$378K - $412K
|
13.1K
$471K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
13KNew |
$376K - $410K
|
13K
$469K
|
|
|
May 22, 2024
Q4 2023
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
12.5KNew |
$360K - $393K
|
12.5K
$450K
|
|
|
Feb 09, 2024
Q4 2023
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
8.87KNew |
$256K - $279K
|
8.87K
$320K
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
7.49KNew |
$216K - $236K
|
7.49K
$270K
|
|
|
Jan 10, 2024
Q4 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
6.65KNew |
$192K - $209K
|
6.65K
$240K
|
|
|
Feb 15, 2024
Q4 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
6.48KNew |
$187K - $204K
|
6.48K
$233K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
4.99KNew |
$144K - $157K
|
4.99K
$180K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.71K+ 7.08% |
$107K - $117K
|
56.1K
$2.02M
|
|
|
Jan 19, 2024
Q4 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1.8KNew |
$51.9K - $56.7K
|
1.8K
$64.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.17K+ 3.39% |
$33.7K - $36.8K
|
35.6K
$1.28M
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
850New |
$24.5K - $26.8K
|
850
$30.6K
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
491+ 3.48% |
$14.2K - $15.5K
|
14.6K
$526K
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
209+ 0.99% |
$6.03K - $6.58K
|
21.3K
$769K
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
167+ 0.18% |
$4.82K - $5.26K
|
93.1K
$3.35M
|
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-2- -0.0% |
$57.7 - $63
|
101K
$3.62M
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-38- 0.32% |
$1.1K - $1.2K
|
11.7K
$421K
|
|
|
Feb 12, 2024
Q4 2023
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-51- 0.37% |
$1.47K - $1.61K
|
13.7K
$494K
|
|
|
Feb 14, 2024
Q4 2023
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-54- 0.13% |
$1.56K - $1.7K
|
41.6K
$1.5M
|
|
|
Jan 12, 2024
Q4 2023
|
Retirement Planning Group
|
SELL
|
- |
-81- 0.2% |
$2.34K - $2.55K
|
40.4K
$1.46M
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-100- 0.55% |
$2.89K - $3.15K
|
18.1K
$653K
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-120- 1.22% |
$3.46K - $3.78K
|
9.74K
$351K
|
|
|
Jan 08, 2024
Q4 2023
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-125- 0.14% |
$3.61K - $3.94K
|
88.1K
$3.17M
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-150- 1.21% |
$4.33K - $4.72K
|
12.2K
$440K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-165- 0.29% |
$4.76K - $5.2K
|
56.6K
$2.04M
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-180- 1.03% |
$5.19K - $5.67K
|
17.3K
$624K
|
|
|
Jan 10, 2024
Q4 2023
|
Diligent Investors, LLC
|
SELL
|
- |
-200- 1.63% |
$5.77K - $6.3K
|
12.1K
$434K
|
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-205- 29.08% |
$5.91K - $6.46K
|
500
$18K
|
|
|
Jan 10, 2024
Q4 2023
|
City Holding CO
|
SELL
|
- |
-235- 6.91% |
$6.78K - $7.4K
|
3.17K
$114K
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-245- 0.8% |
$7.07K - $7.72K
|
30.3K
$1.09M
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-264- 1.63% |
$7.62K - $8.31K
|
15.9K
$573K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-276- 0.5% |
$7.96K - $8.69K
|
55.4K
$1.99M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-367- 1.45% |
$10.6K - $11.6K
|
25K
$900K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-436- 0.23% |
$12.6K - $13.7K
|
189K
$6.8M
|