Purchases and Sales Made in Q3 2023 in Innovator U.S. Equity Power Bu (PNOV)
This table provides information about the institutional ownership of Innovator U.S. Equity Power Bu (PNOV) during Q3 2023. The information is specifically focused on institutions that hold shares of INNOVATOR U.S. EQUITY POWER BU.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.86K- 1.74% |
N/A
|
105K
$0
|
|
Oct 25, 2023
Q3 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.94K- 3.44% |
N/A
|
54.4K
$0
|
|
Oct 27, 2023
Q3 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-1.97K- 1.74% |
N/A
|
111K
$0
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.34K- 8.56% |
N/A
|
25K
$0
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.38K- 12.41% |
N/A
|
16.8K
$0
|
|
Nov 01, 2023
Q3 2023
|
Requisite Capital Management, LLC
|
SELL
|
- |
-2.43K- 0.23% |
N/A
|
1.04M
$0
|
|
Nov 03, 2023
Q3 2023
|
Diligent Investors, LLC
|
SELL
|
- |
-2.5K- 7.18% |
N/A
|
32.3K
$0
|
|
Oct 12, 2023
Q3 2023
|
Bcs Wealth Management
|
SELL
|
- |
-2.65K- 7.57% |
N/A
|
32.3K
$0
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-2.67K- 3.44% |
N/A
|
74.9K
$0
|
|
Oct 17, 2023
Q3 2023
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-2.84K- 10.84% |
N/A
|
23.4K
$0
|
|
Oct 05, 2023
Q3 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-2.9K- 2.13% |
N/A
|
133K
$0
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.98K- 3.51% |
N/A
|
81.7K
$0
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3.01K- 1.18% |
N/A
|
253K
$0
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.04K- 4.19% |
N/A
|
69.4K
$0
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
SELL
|
- |
-3.79K- 14.4% |
N/A
|
22.5K
$0
|
|
Oct 30, 2023
Q3 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-4.03K- 6.9% |
N/A
|
54.5K
$0
|
|
Nov 06, 2023
Q3 2023
|
Sfmg, LLC
|
SELL
|
- |
-4.6K- 7.13% |
N/A
|
59.9K
$0
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-4.99K- 92.68% |
N/A
|
394
$0
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.28K- 4.08% |
N/A
|
124K
$0
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-7.02K- 44.1% |
N/A
|
8.89K
$0
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-7.85K- 8.72% |
N/A
|
82.2K
$0
|
|
Oct 19, 2023
Q3 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-8.89K- 36.51% |
N/A
|
15.5K
$0
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-9.75K- 4.24% |
N/A
|
220K
$0
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-10K- 69.5% |
N/A
|
4.41K
$0
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-10.2K- 27.78% |
N/A
|
26.5K
$0
|
|
Nov 08, 2023
Q3 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-10.8K- 63.17% |
N/A
|
6.3K
$0
|
|
Nov 13, 2023
Q3 2023
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-11.2K- 0.39% |
N/A
|
2.88M
$0
|
|
Oct 13, 2023
Q3 2023
|
Cra Financial Services, LLC
|
SELL
|
- |
-14.2K- 20.99% |
N/A
|
53.6K
$0
|
|
Oct 25, 2023
Q3 2023
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-17.7K- 23.74% |
N/A
|
56.9K
$0
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-18K- 38.89% |
N/A
|
28.3K
$0
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-18.8K- 15.17% |
N/A
|
105K
$0
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-26.3K- 48.55% |
N/A
|
27.9K
$0
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
SELL
|
- |
-27.9K- 31.38% |
N/A
|
61.1K
$0
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-34K- 24.77% |
N/A
|
103K
$0
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-45.5K- 87.54% |
N/A
|
6.47K
$0
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
SELL
|
- |
-58.2K- 40.52% |
N/A
|
85.5K
$0
|
|
Nov 14, 2023
Q3 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-62.4K- 1.17% |
N/A
|
5.27M
$0
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-96.2K- 52.91% |
N/A
|
85.7K
$0
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-127K- 27.49% |
N/A
|
334K
$0
|
|
Oct 17, 2023
Q3 2023
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-145K- 91.06% |
N/A
|
14.2K
$0
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-172K- 90.27% |
N/A
|
18.6K
$0
|