Latest Institutional Purchases of Innovator U.S. Equity Power Bu (POCT)

POCT Quotes by TradingView

This list provides information on the latest institutional transactions involving Innovator U.S. Equity Power Bu (POCT) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Feb 14, 2025 Q4 2024
Royal Bank Of Canada

Toronto, A6
BUY
 -
900
New
$34.8K - $36K
900 $34.9K
Jan 28, 2025 Q4 2024
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
483
+ 7.61%
$18.7K - $19.3K
6.83K $265K
Feb 10, 2025 Q4 2024
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
353
New
$13.6K - $14.1K
353 $13.7K
Feb 07, 2025 Q4 2024
Ever Source Wealth Advisors, LLC

BUY
 -
300
+ 13.09%
$11.6K - $12K
2.59K $100K
Jan 21, 2025 Q4 2024
Nikulski Financial, Inc.

BUY
 -
285
+ 2.36%
$11K - $11.4K
12.4K $479K
Apr 21, 2025 Q4 2024
Mbl Wealth, LLC

Charlotte, NC
BUY
 -
256
+ 4.41%
$9.89K - $10.2K
6.06K $235K
Feb 27, 2025 Q4 2024
Bernard Wealth Management Corp.

Royal Oak, MI
BUY
 -
172
+ 5.03%
$6.64K - $6.89K
3.59K $139K
Jan 23, 2025 Q4 2024
Synergy Asset Management, LLC

Bellevue, WA
BUY
 -
115
New
$4.44K - $4.6K
115 $4.45K
Jan 24, 2025 Q4 2024
Mc Adam, LLC

BUY
 -
100
+ 1.22%
$3.86K - $4K
8.32K $322K
Q3 2024
Nov 14, 2024 Q3 2024
Jacobi Capital Management LLC

BUY
 -
61.3K
+ 193.21%
$2.32M - $2.39M
93K $3.6M
Oct 28, 2024 Q3 2024
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
27.9K
New
$1.05M - $1.09M
27.9K $1.08M
Nov 14, 2024 Q3 2024
Aqr Capital Management LLC

Greenwich, CT
BUY
 -
14.8K
New
$558K - $576K
14.8K $572K
Oct 11, 2024 Q3 2024
Vital Stone Financial, LLC

Shavano Park, TX
BUY
 -
7.29K
New
$275K - $284K
7.29K $282K
Nov 01, 2024 Q3 2024
Verdence Capital Advisors LLC

Hunt Valley, MD
BUY
 -
5.61K
New
$212K - $219K
5.61K $217K
Oct 23, 2024 Q3 2024
Allworth Financial LP

BUY
 -
600
+ 289.86%
$22.7K - $23.4K
807 $31.3K
Nov 14, 2024 Q3 2024
Steward Partners Investment Advisory, LLC

BUY
 -
587
+ 8.25%
$22.2K - $22.9K
7.7K $298K
Q2 2024
Aug 14, 2024 Q2 2024
Old Mission Capital LLC

BUY
 -
13.9K
New
$514K - $531K
13.9K $538K
Aug 13, 2024 Q2 2024
M Holdings Securities, Inc.

Portland, OR
BUY
 -
9.11K
New
$337K - $349K
9.11K $353K
Aug 06, 2024 Q2 2024
Camden Capital, LLC

BUY
 -
8.53K
New
$316K - $327K
8.53K $330K
Jul 16, 2024 Q2 2024
Maia Wealth LLC

Denver, CO
BUY
 -
5.71K
New
$212K - $219K
5.71K $221K
Jul 30, 2024 Q2 2024
Integral Investment Advisors, Inc.

BUY
 -
5.29K
New
$196K - $202K
5.29K $205K
Jul 12, 2024 Q2 2024
Sound Income Strategies, LLC

BUY
 -
1.89K
New
$70.1K - $72.5K
1.89K $73.3K
May 14, 2025 Q2 2024
Morgan Stanley

New York, NY
BUY
 -
838
New
$31K - $32.1K
838 $32.5K
Aug 14, 2024 Q2 2024
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
357
New
$13.2K - $13.7K
357 $13.8K
Jul 30, 2024 Q2 2024
Rothschild Investment LLC

Chicago, IL
BUY
 -
54
New
$2K - $2.07K
54 $2.09K
Q1 2024
May 14, 2024 Q1 2024
Cetera Advisors LLC

Denver, CO
BUY
 -
11.5K
+ 18.28%
$414K - $433K
74.7K $2.89M
May 01, 2024 Q1 2024
Lincoln National Corp

BUY
 -
8.72K
+ 12.05%
$313K - $327K
81.1K $3.14M
May 10, 2024 Q1 2024
Brown Brothers Harriman & CO

New York, NY
BUY
 -
1.74K
New
$62.3K - $65.1K
1.74K $67.2K
Apr 29, 2024 Q1 2024
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
1.41K
+ 43.22%
$50.5K - $52.8K
4.67K $181K
May 02, 2024 Q1 2024
Cnb Bank

Clearfield, PA
BUY
 -
340
New
$12.2K - $12.8K
340 $13.2K
May 09, 2024 Q1 2024
Anfield Capital Management, LLC

Newport Beach, CA
BUY
 -
318
New
$11.4K - $11.9K
318 $12.3K
Q4 2023
Feb 13, 2024 Q4 2023
Benchmark Investment Advisors LLC

Chicago, IL
BUY
 -
195K
New
$6.47M - $7.04M
195K $7.54M
Feb 12, 2024 Q4 2023
Focus Financial Network Inc /Adv

Minneapolis, MN
BUY
 -
27.8K
New
$924K - $1M
27.8K $1.08M
Feb 09, 2024 Q4 2023
Central Valley Advisors, LLC

Sacramento, CA
BUY
 -
12.5K
New
$415K - $451K
12.5K $483K
Jan 23, 2024 Q4 2023
Applied Capital LLC

BUY
 -
6.97K
New
$232K - $252K
6.97K $270K
Feb 21, 2024 Q4 2023
Raleigh Capital Management Inc.

Cary, NC
BUY
 -
3.52K
New
$117K - $127K
3.52K $136K
Feb 09, 2024 Q4 2023
Inter Ocean Capital Group, LLC

Nashville, TN
BUY
 -
2.33K
+ 1.71%
$77.3K - $84.1K
138K $5.34M
Jan 10, 2024 Q4 2023
Marcum Wealth, LLC

BUY
 -
2.23K
+ 23.18%
$74.1K - $80.6K
11.8K $459K
Jan 19, 2024 Q4 2023
Wagner Wealth Management, LLC

Greenville, SC
BUY
 -
2K
New
$66.5K - $72.3K
2K $77.5K
Jan 25, 2024 Q4 2023
Sequoia Financial Advisors, LLC

BUY
 -
1.77K
+ 28.11%
$59K - $64.1K
8.08K $313K
Feb 14, 2024 Q4 2023
Ambassador Advisors, LLC

Lancaster, PA
BUY
 -
646
New
$21.5K - $23.4K
646 $25K
Mar 04, 2024 Q4 2023
Vima LLC

Troy, MI
BUY
 -
467
+ 46700.0%
$15.5K - $16.9K
468 $18.1K
Jan 23, 2024 Q4 2023
Farmers & Merchants Investments Inc

BUY
 -
400
New
$13.3K - $14.5K
400 $15.5K
Feb 13, 2024 Q4 2023
Northwestern Mutual Wealth Management CO

BUY
 -
218
New
$7.25K - $7.88K
218 $8.44K
Feb 14, 2024 Q4 2023
Caitlin John, LLC

Brighton, MI
BUY
 -
179
New
$5.95K - $6.47K
179 $6.93K
Feb 14, 2024 Q4 2023
Impact Partnership Wealth, LLC

Kennesaw, GA
BUY
 -
83
New
$2.76K - $3K
83 $3.21K
Jan 23, 2024 Q4 2023
Tsfg, LLC

BUY
 -
17
New
$565 - $615
17 $658
Q3 2023
Nov 14, 2023 Q3 2023
Jones Financial Companies Lllp

BUY
 -
19.9K
New
$663K - $678K
19.9K $770K
Nov 01, 2023 Q3 2023
Requisite Capital Management, LLC

BUY
 -
14K
New
$467K - $478K
14K $543K

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