Latest Institutional Transactions on Innovator U.S. Equity Power Bu (PSEP)
This table provides information on the latest institutional transactions involving Innovator U.S. Equity Power Bu (PSEP) 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 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
BUY
|
- |
9.47KNew |
N/A
|
9.47K
$0
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
BUY
|
- |
76.3K+ 99.66% |
N/A
|
153K
$0
|
|
|
Nov 07, 2024
Q3 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
2.39K+ 36.55% |
N/A
|
8.92K
$0
|
|
|
Nov 07, 2024
Q3 2024
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
16.3K+ 4.02% |
N/A
|
421K
$0
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.64K+ 11.57% |
N/A
|
15.8K
$0
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
32.5K+ 28.09% |
N/A
|
148K
$0
|
|
|
Nov 06, 2024
Q3 2024
|
Straight Path Wealth Management
|
SELL
|
- |
-1- -0.0% |
N/A
|
22.7K
$0
|
|
|
Nov 06, 2024
Q3 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-6.01K- 11.54% |
N/A
|
46.1K
$0
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.23K+ 4.49% |
N/A
|
51.9K
$0
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
8.35KNew |
N/A
|
8.35K
$0
|
|
|
Nov 05, 2024
Q3 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-673- 1.22% |
N/A
|
54.4K
$0
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
40.8KNew |
N/A
|
40.8K
$0
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
20.1KNew |
N/A
|
20.1K
$0
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
6.08K+ 30.94% |
N/A
|
25.7K
$0
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
4.96KNew |
N/A
|
4.96K
$0
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
12.1K+ 120.99% |
N/A
|
22.2K
$0
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
19.1K+ 107.61% |
N/A
|
36.9K
$0
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1K- 2.63% |
N/A
|
37K
$0
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
12.5K+ 136.55% |
N/A
|
21.6K
$0
|
|
|
Nov 01, 2024
Q3 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
38.6K+ 268.67% |
N/A
|
52.9K
$0
|
|
|
Oct 31, 2024
Q3 2024
|
Diligent Investors, LLC
|
BUY
|
- |
8.5K+ 12.7% |
N/A
|
75.4K
$0
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-6- 2.39% |
N/A
|
245
$0
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
855+ 49.28% |
N/A
|
2.59K
$0
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
2.38K+ 15.48% |
N/A
|
17.7K
$0
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.94K+ 3.37% |
N/A
|
59.5K
$0
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-1.1K- 13.5% |
N/A
|
7.05K
$0
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
4.39K+ 23.3% |
N/A
|
23.2K
$0
|
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
10K+ 34.97% |
N/A
|
38.6K
$0
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
56.4K+ 292.31% |
N/A
|
75.7K
$0
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
32.8K+ 29.93% |
N/A
|
142K
$0
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
528+ 3.62% |
N/A
|
15.1K
$0
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.88K+ 16.44% |
N/A
|
20.4K
$0
|
|
|
Oct 25, 2024
Q3 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
5.27K+ 46.47% |
N/A
|
16.6K
$0
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
8.53KNew |
N/A
|
8.53K
$0
|
|
|
Oct 25, 2024
Q3 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
6.57KNew |
N/A
|
6.57K
$0
|
|
|
Oct 24, 2024
Q3 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
5.22K+ 23.89% |
N/A
|
27K
$0
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
3.47K+ 15.65% |
N/A
|
25.7K
$0
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
BUY
|
- |
44.8KNew |
N/A
|
44.8K
$0
|
|
|
Oct 23, 2024
Q3 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
82K+ 322.38% |
N/A
|
107K
$0
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
9.03KNew |
N/A
|
9.03K
$0
|
|
|
Oct 23, 2024
Q3 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
213KNew |
N/A
|
213K
$0
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
4.96K+ 4959.0% |
N/A
|
5.06K
$0
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
67.8K+ 72.46% |
N/A
|
161K
$0
|
|
|
Oct 23, 2024
Q3 2024
|
Compass Advisory Group LLC
|
BUY
|
- |
2.81K+ 20.23% |
N/A
|
16.7K
$0
|
|
|
Oct 22, 2024
Q3 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
19.6K+ 25.71% |
N/A
|
96K
$0
|
|
|
Oct 22, 2024
Q3 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
25.4K+ 78.1% |
N/A
|
57.9K
$0
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
933+ 10.25% |
N/A
|
10K
$0
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
668+ 29.04% |
N/A
|
2.97K
$0
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
10.5K+ 75.42% |
N/A
|
24.4K
$0
|
|
|
Oct 21, 2024
Q3 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-7.58K- 45.18% |
N/A
|
9.19K
$0
|