Latest Institutional Transactions on Innovator U.S. Equity Power Bu (PNOV)
This table provides information on the latest institutional transactions involving Innovator U.S. Equity Power Bu (PNOV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 30, 2023
Q3 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-517Closed |
N/A
|
0
$0
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
718New |
N/A
|
718
$0
|
|
Nov 15, 2023
Q3 2023
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-1.79K- 18.67% |
N/A
|
7.79K
$0
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-200- 8.0% |
N/A
|
2.3K
$0
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-640- 1.61% |
N/A
|
39K
$0
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-172K- 90.27% |
N/A
|
18.6K
$0
|
|
Oct 30, 2023
Q3 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-1.48K- 3.64% |
N/A
|
39.2K
$0
|
|
Oct 24, 2023
Q3 2023
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-580- 4.21% |
N/A
|
13.2K
$0
|
|
Oct 19, 2023
Q3 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-8.89K- 36.51% |
N/A
|
15.5K
$0
|
|
Q2 2023 | |||||||
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
800New |
N/A
|
800
$0
|
|
Aug 15, 2023
Q2 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
12.6KNew |
N/A
|
12.6K
$0
|
|
Aug 11, 2023
Q2 2023
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-3.38K- 28.57% |
N/A
|
8.45K
$0
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
240New |
N/A
|
240
$0
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.87K- 18.4% |
N/A
|
8.29K
$0
|
|
Aug 10, 2023
Q2 2023
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-5.05K- 28.96% |
N/A
|
12.4K
$0
|
|
Aug 09, 2023
Q2 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
2.2KNew |
N/A
|
2.2K
$0
|
|
Aug 04, 2023
Q2 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-5.69K- 36.9% |
N/A
|
9.73K
$0
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-200- 0.56% |
N/A
|
35.7K
$0
|
|
Aug 02, 2023
Q2 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-3.51K- 32.63% |
N/A
|
7.24K
$0
|
|
Jul 20, 2023
Q2 2023
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
300New |
N/A
|
300
$0
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
2.3KNew |
N/A
|
2.3K
$0
|
|
Q1 2023 | |||||||
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
643+ 39.35% |
N/A
|
2.28K
$0
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.02K- 12.18% |
N/A
|
7.33K
$0
|
|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-1.7K- 2.88% |
N/A
|
57.3K
$0
|
|
May 11, 2023
Q1 2023
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
6.3K+ 40.63% |
N/A
|
21.8K
$0
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
238New |
N/A
|
238
$0
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.91K- 22.63% |
N/A
|
6.54K
$0
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-6.54K- 77.37% |
N/A
|
1.91K
$0
|
|
May 05, 2023
Q1 2023
|
Steward Financial Group LLC
|
SELL
|
- |
-159K- 79.15% |
N/A
|
41.8K
$0
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-4.05K- 22.84% |
N/A
|
13.7K
$0
|
|
May 02, 2023
Q1 2023
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-9.68K- 23.18% |
N/A
|
32.1K
$0
|
|
May 02, 2023
Q1 2023
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-367- 1.55% |
N/A
|
23.3K
$0
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
200New |
N/A
|
200
$0
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
380+ 1.67% |
N/A
|
23.2K
$0
|
|
Apr 25, 2023
Q1 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
3.45KNew |
N/A
|
3.45K
$0
|
|
Apr 17, 2023
Q1 2023
|
Guild Investment Management, Inc.
|
SELL
|
- |
-3.9K- 8.58% |
N/A
|
41.5K
$0
|
|
Q4 2022 | |||||||
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
10.7K+ 97.41% |
N/A
|
21.8K
$0
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
14K+ 185.52% |
N/A
|
21.6K
$0
|
|
Jun 14, 2023
Q4 2022
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
CALL |
30.9KNew |
N/A
|
30.9K
$0
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3KNew |
N/A
|
3K
$0
|
|
Feb 17, 2023
Q4 2022
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
31.7KNew |
N/A
|
31.7K
$0
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-690- 40.83% |
N/A
|
1K
$0
|
|
Feb 14, 2023
Q4 2022
|
Global Trust Asset Management, LLC
|
BUY
|
- |
150New |
N/A
|
150
$0
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
7.6KNew |
N/A
|
7.6K
$0
|
|
Feb 14, 2023
Q4 2022
|
Reston Wealth Management LLC
|
BUY
|
- |
11.9KNew |
N/A
|
11.9K
$0
|
|
Feb 14, 2023
Q4 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
4.42K+ 11.56% |
N/A
|
42.7K
$0
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
152K+ 3111.59% |
N/A
|
157K
$0
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
245New |
N/A
|
245
$0
|
|
Feb 10, 2023
Q4 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
17.9KNew |
N/A
|
17.9K
$0
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
4.15KNew |
N/A
|
4.15K
$0
|