Latest Institutional Purchases of Innovator U.S. Equity Power Bu (PSEP)
This list provides information on the latest institutional transactions involving Innovator U.S. Equity Power Bu (PSEP) 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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
329New |
N/A
|
329
$0
|
|
| Q4 2023 | |||||||
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
19KNew |
N/A
|
19K
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
16KNew |
N/A
|
16K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
12.9KNew |
N/A
|
12.9K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
6.46KNew |
N/A
|
6.46K
$0
|
|
|
Jan 19, 2024
Q4 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1.99KNew |
N/A
|
1.99K
$0
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
850New |
N/A
|
850
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
764+ 4.3% |
N/A
|
18.5K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
212New |
N/A
|
212
$0
|
|
|
Jan 17, 2024
Q4 2023
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
55+ 0.13% |
N/A
|
41.6K
$0
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
BUY
|
- |
18New |
N/A
|
18
$0
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
13.9KNew |
N/A
|
13.9K
$0
|
|
|
Oct 13, 2023
Q3 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
12KNew |
N/A
|
12K
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
9.48KNew |
N/A
|
9.48K
$0
|
|
|
Nov 01, 2023
Q3 2023
|
Madison Wealth Partners, Inc
|
BUY
|
- |
6.3KNew |
N/A
|
6.3K
$0
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
306+ 12.08% |
N/A
|
2.84K
$0
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
288New |
N/A
|
288
$0
|
|
| Q2 2023 | |||||||
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
2.38KNew |
N/A
|
2.38K
$0
|
|
| Q1 2023 | |||||||
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
229KNew |
N/A
|
229K
$0
|
|
|
May 01, 2023
Q1 2023
|
Parker Financial LLC
Silverdale, WA |
BUY
|
- |
36.6KNew |
N/A
|
36.6K
$0
|
|
|
Apr 25, 2023
Q1 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
287New |
N/A
|
287
$0
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
255New |
N/A
|
255
$0
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
45.1KNew |
N/A
|
45.1K
$0
|
|
|
Feb 02, 2023
Q4 2022
|
Requisite Capital Management, LLC
|
BUY
|
- |
14.2KNew |
N/A
|
14.2K
$0
|
|
|
Jan 13, 2023
Q4 2022
|
Range Financial Group LLC
|
BUY
|
- |
10.7K+ 18.03% |
N/A
|
69.8K
$0
|
|
|
Jan 31, 2023
Q4 2022
|
Chatham Capital Group, Inc.
|
BUY
|
- |
8.62KNew |
N/A
|
8.62K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
7.12KNew |
N/A
|
7.12K
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
7KNew |
N/A
|
7K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
500New |
N/A
|
500
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
500New |
N/A
|
500
$0
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
BUY
|
- |
73New |
N/A
|
73
$0
|
|
| Q3 2022 | |||||||
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
BUY
|
- |
615KNew |
N/A
|
615K
$0
|
|
|
Oct 27, 2022
Q3 2022
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
43.5KNew |
N/A
|
43.5K
$0
|
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
32.2KNew |
N/A
|
32.2K
$0
|
|
|
Oct 26, 2022
Q3 2022
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
15KNew |
N/A
|
15K
$0
|
|
|
Oct 14, 2022
Q3 2022
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
9.72KNew |
N/A
|
9.72K
$0
|
|
|
Nov 03, 2022
Q3 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
8.02KNew |
N/A
|
8.02K
$0
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
5.9KNew |
N/A
|
5.9K
$0
|
|
|
Oct 17, 2022
Q3 2022
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
3.75KNew |
N/A
|
3.75K
$0
|
|
|
Oct 18, 2022
Q3 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
2.11KNew |
N/A
|
2.11K
$0
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
15New |
N/A
|
15
$0
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
306+ 1.52% |
N/A
|
20.4K
$0
|
|
| Q3 2021 | |||||||
|
Oct 28, 2021
Q3 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
16.9KNew |
N/A
|
16.9K
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Optimum Investment Advisors
|
BUY
|
- |
3.4KNew |
N/A
|
3.4K
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
2.29KNew |
N/A
|
2.29K
$0
|
|