Latest Institutional Transactions on Innovator U.S. Equity Power Bu (POCT)
This table provides information on the latest institutional transactions involving Innovator U.S. Equity Power Bu (POCT) 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 |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
3.59K+ 16.89% |
$139K - $144K
|
24.8K
$998K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
29.6KNew |
$1.14M - $1.19M
|
29.6K
$1.19M
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
BUY
|
- |
5.61K+ 64.29% |
$217K - $224K
|
14.3K
$576K
|
|
|
Jan 06, 2025
Q4 2024
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
35.9KNew |
$1.39M - $1.44M
|
35.9K
$1.44M
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
7.02KNew |
$271K - $281K
|
7.02K
$282K
|
|
| Q3 2024 | |||||||
|
Jan 08, 2025
Q3 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
300+ 5.45% |
$11.3K - $11.7K
|
5.8K
$233K
|
|
|
Nov 21, 2024
Q3 2024
|
Fulcrum Equity Management
|
SELL
|
- |
-1.29K- 4.21% |
$48.8K - $50.3K
|
29.4K
$1.18M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
334+ 2.95% |
$12.6K - $13K
|
11.7K
$468K
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
7.16KNew |
$271K - $279K
|
7.16K
$288K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
11.9K+ 9.39% |
$449K - $462K
|
138K
$5.56M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
11.6K+ 36.93% |
$439K - $452K
|
43.1K
$1.73M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-1.69K- 6.13% |
$63.9K - $65.8K
|
25.9K
$1.04M
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
10.5KNew |
$398K - $410K
|
10.5K
$423K
|
|
|
Nov 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-89.3K- 47.67% |
$3.38M - $3.48M
|
98.1K
$3.94M
|
|
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
326K+ 21.72% |
$12.3M - $12.7M
|
1.82M
$73.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-3.07K- 28.76% |
$116K - $119K
|
7.59K
$305K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-19.9K- 25.11% |
$753K - $776K
|
59.4K
$2.39M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
7.82K+ 3.9% |
$296K - $305K
|
208K
$8.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.05K+ 18.36% |
$39.7K - $40.9K
|
6.77K
$272K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
587+ 8.25% |
$22.2K - $22.9K
|
7.7K
$310K
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-22.8K- 7.35% |
$862K - $888K
|
287K
$11.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-4.48K- 3.46% |
$169K - $174K
|
125K
$5.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
61.3K+ 193.21% |
$2.32M - $2.39M
|
93K
$3.74M
|
|
|
Nov 14, 2024
Q3 2024
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-11.2K- 36.35% |
$423K - $436K
|
19.6K
$787K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-4.03K- 10.83% |
$152K - $157K
|
33.2K
$1.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
1.8K+ 35.47% |
$67.9K - $70K
|
6.86K
$276K
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-7.63K- 14.89% |
$288K - $297K
|
43.6K
$1.75M
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.71K+ 13.24% |
$64.7K - $66.7K
|
14.6K
$589K
|
|
|
Nov 14, 2024
Q3 2024
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
82KNew |
$3.1M - $3.2M
|
82K
$3.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
20.4K+ 12.96% |
$769K - $793K
|
177K
$7.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-299- 1.96% |
$11.3K - $11.6K
|
14.9K
$600K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-154- 0.08% |
$5.82K - $6K
|
203K
$8.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
14.8KNew |
$558K - $576K
|
14.8K
$594K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
20.4K+ 12.65% |
$771K - $795K
|
182K
$7.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-22.1K- 6.14% |
$833K - $859K
|
337K
$13.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
271+ 6.01% |
$10.2K - $10.6K
|
4.78K
$192K
|
|
|
Nov 13, 2024
Q3 2024
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
27.6K+ 23.33% |
$1.04M - $1.08M
|
146K
$5.86M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-56.3K- 12.9% |
$2.13M - $2.19M
|
380K
$15.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
11.3KNew |
$426K - $439K
|
11.3K
$453K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
33.4K+ 31.36% |
$1.26M - $1.3M
|
140K
$5.62M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
178+ 0.86% |
$6.73K - $6.93K
|
20.9K
$841K
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-7.75K- 13.81% |
$293K - $302K
|
48.4K
$1.94M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.58K- 2.8% |
$59.6K - $61.4K
|
54.8K
$2.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-209- 3.07% |
$7.9K - $8.14K
|
6.6K
$265K
|
|
|
Nov 13, 2024
Q3 2024
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-1.68K- 1.69% |
$63.5K - $65.5K
|
97.8K
$3.93M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.08K+ 3.88% |
$154K - $159K
|
109K
$4.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
32.5K+ 26.87% |
$1.23M - $1.27M
|
154K
$6.17M
|
|
|
Nov 13, 2024
Q3 2024
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
1.18K+ 4.98% |
$44.5K - $45.9K
|
24.8K
$998K
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
10.2KNew |
$385K - $397K
|
10.2K
$410K
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-1.66K- 8.71% |
$62.6K - $64.5K
|
17.4K
$698K
|
|