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 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-14.5K- 11.56% |
$418K - $457K
|
111K
$3.95M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-14.9K- 62.03% |
$429K - $468K
|
9.11K
$324K
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-15.3K- 20.53% |
$441K - $481K
|
59.2K
$2.11M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-16.5K- 87.7% |
$476K - $520K
|
2.32K
$82.5K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-17.1K- 6.92% |
$494K - $539K
|
230K
$8.21M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-18.8K- 30.4% |
$542K - $592K
|
43K
$1.53M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-20.2K- 65.62% |
$582K - $636K
|
10.6K
$377K
|
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-23.9K- 21.02% |
$691K - $754K
|
89.9K
$3.2M
|
|
|
Jan 29, 2024
Q4 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-24.3K- 47.95% |
$702K - $766K
|
26.4K
$941K
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-27.5K- 39.72% |
$793K - $866K
|
41.7K
$1.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-44.6K- 25.88% |
$1.29M - $1.4M
|
128K
$4.55M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-46.9K- 99.45% |
$1.35M - $1.48M
|
260
$9.26K
|
|
|
Jan 31, 2024
Q4 2023
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-47.4K- 22.41% |
$1.37M - $1.49M
|
164K
$5.85M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-56.1K- 21.76% |
$1.62M - $1.77M
|
202K
$7.18M
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
SELL
|
- |
-61.7K- 47.15% |
$1.78M - $1.94M
|
69.2K
$2.46M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-183K- 58.93% |
$5.29M - $5.77M
|
128K
$4.55M
|
|
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-183K- 7.43% |
$5.29M - $5.77M
|
2.28M
$81.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-223K- 37.57% |
$6.44M - $7.02M
|
371K
$13.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-274K- 39.56% |
$7.9M - $8.62M
|
418K
$14.9M
|