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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
238New |
N/A
|
238
$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 02, 2023
Q1 2023
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-9.68K- 23.18% |
N/A
|
32.1K
$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 | |||||||
|
Jun 14, 2023
Q4 2022
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
CALL |
30.9KNew |
N/A
|
30.9K
$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
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
7.8KNew |
N/A
|
7.8K
$0
|
|
|
Feb 07, 2023
Q4 2022
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
30.9KNew |
N/A
|
30.9K
$0
|
|
|
Feb 07, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
9.8KNew |
N/A
|
9.8K
$0
|
|
|
Feb 06, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
12.8KNew |
N/A
|
12.8K
$0
|
|
|
Jan 27, 2023
Q4 2022
|
Ifs Advisors, LLC
|
BUY
|
- |
650New |
N/A
|
650
$0
|
|
|
Jan 25, 2023
Q4 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
360New |
N/A
|
360
$0
|
|
|
Jan 25, 2023
Q4 2022
|
Sageworth Trust CO
|
BUY
|
- |
166New |
N/A
|
166
$0
|
|
|
Jan 23, 2023
Q4 2022
|
Rovin Capital
|
BUY
|
- |
37.1KNew |
N/A
|
37.1K
$0
|
|
|
Jan 09, 2023
Q4 2022
|
Weaver Consulting Group
|
BUY
|
- |
44.1KNew |
N/A
|
44.1K
$0
|
|
|
Jan 03, 2023
Q4 2022
|
Somerset Trust CO
|
BUY
|
- |
9.99KNew |
N/A
|
9.99K
$0
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-300- 9.09% |
N/A
|
3K
$0
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-8.24KClosed |
N/A
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-500- 12.5% |
N/A
|
3.5K
$0
|
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.51K- 6.39% |
N/A
|
22.1K
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
46.4KNew |
N/A
|
46.4K
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1KNew |
N/A
|
1K
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Stephens Inc
|
SELL
|
- |
-13.7KClosed |
N/A
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Transform Wealth, LLC
|
SELL
|
- |
-15.2KClosed |
N/A
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
SELL
|
- |
-493Closed |
N/A
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 19, 2022
Q1 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-7KClosed |
N/A
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-2KClosed |
N/A
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Bouchey Financial Group LTD
|
SELL
|
- |
-464KClosed |
N/A
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Integrity Financial Corp
|
SELL
|
- |
-3.27KClosed |
N/A
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
136New |
N/A
|
136
$0
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
9.25KNew |
N/A
|
9.25K
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-267Closed |
N/A
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
9KNew |
N/A
|
9K
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-4.04KClosed |
N/A
|
0
$0
|
|
|
Jan 25, 2022
Q4 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
718New |
N/A
|
718
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-75.6KClosed |
N/A
|
0
$0
|
|
| Q3 2021 | |||||||
|
Oct 14, 2021
Q3 2021
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-15.3KClosed |
N/A
|
0
$0
|
|
| Q2 2021 | |||||||
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.94KClosed |
N/A
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 03, 2021
Q4 2020
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-10KClosed |
N/A
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 02, 2020
Q3 2020
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-25.8KClosed |
N/A
|
0
$0
|
|
|
Oct 08, 2020
Q3 2020
|
Larson Financial Group LLC
|
BUY
|
- |
1.28KNew |
N/A
|
1.28K
$0
|
|