Purchases and Sales Made in Q4 2024 in Innovator Etfs Tr Equity Manag (SFLR)
This table provides information about the institutional ownership of Innovator Etfs Tr Equity Manag (SFLR) during Q4 2024. The information is specifically focused on institutions that hold shares of INNOVATOR ETFS TR EQUITY MANAG.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
7.73KNew |
N/A
|
7.73K
$0
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
7.69KNew |
N/A
|
7.69K
$0
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
7.45K+ 23.25% |
N/A
|
39.5K
$0
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7.37K+ 12.6% |
N/A
|
65.9K
$0
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
6.86KNew |
N/A
|
6.86K
$0
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.13K+ 94.42% |
N/A
|
12.6K
$0
|
|
Feb 10, 2025
Q4 2024
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
6.01K+ 59.01% |
N/A
|
16.2K
$0
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
5.6K+ 71.91% |
N/A
|
13.4K
$0
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
5.36KNew |
N/A
|
5.36K
$0
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
4.96K+ 58.96% |
N/A
|
13.4K
$0
|
|
Jan 13, 2025
Q4 2024
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
4.89K+ 2.9% |
N/A
|
173K
$0
|
|
Jan 15, 2025
Q4 2024
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
4.34K+ 28.31% |
N/A
|
19.7K
$0
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
3.72K+ 34.21% |
N/A
|
14.6K
$0
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
3.69K+ 9.53% |
N/A
|
42.4K
$0
|
|
Feb 04, 2025
Q4 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
2.95K+ 5.39% |
N/A
|
57.8K
$0
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
BUY
|
- |
2.85K+ 25.63% |
N/A
|
14K
$0
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
2.49K+ 8.58% |
N/A
|
31.6K
$0
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.37K+ 7.49% |
N/A
|
34K
$0
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
2.17K+ 18.34% |
N/A
|
14K
$0
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2.13KNew |
N/A
|
2.13K
$0
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
1.49K+ 2.24% |
N/A
|
68K
$0
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
1.42K+ 18.12% |
N/A
|
9.26K
$0
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
1.32K+ 1.11% |
N/A
|
120K
$0
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
1.22K+ 6.49% |
N/A
|
20K
$0
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
819+ 10.88% |
N/A
|
8.35K
$0
|
|
Feb 14, 2025
Q4 2024
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
452New |
N/A
|
452
$0
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
386New |
N/A
|
386
$0
|
|
Jan 27, 2025
Q4 2024
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
338+ 0.52% |
N/A
|
65.4K
$0
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
322+ 13.3% |
N/A
|
2.74K
$0
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
300New |
N/A
|
300
$0
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
274+ 1.1% |
N/A
|
25.1K
$0
|
|
Jan 23, 2025
Q4 2024
|
Southern Capital Advisors, LLC
|
BUY
|
- |
178+ 0.93% |
N/A
|
19.3K
$0
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
43+ 0.12% |
N/A
|
36.7K
$0
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
29+ 0.12% |
N/A
|
25.1K
$0
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4+ 0.04% |
N/A
|
9.73K
$0
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
3+ 0.01% |
N/A
|
23.9K
$0
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.1% |
N/A
|
1K
$0
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-175- 0.65% |
N/A
|
26.6K
$0
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-437- 0.86% |
N/A
|
50.6K
$0
|
|
Jan 08, 2025
Q4 2024
|
Worth Asset Management, LLC
|
SELL
|
- |
-620- 1.96% |
N/A
|
31K
$0
|
|
Feb 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-715- 0.53% |
N/A
|
135K
$0
|
|
Jan 29, 2025
Q4 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-733- 1.95% |
N/A
|
36.8K
$0
|
|
Jan 15, 2025
Q4 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-1.43K- 8.8% |
N/A
|
14.8K
$0
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.78K- 16.87% |
N/A
|
8.75K
$0
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-4.83K- 4.57% |
N/A
|
101K
$0
|
|
Jan 17, 2025
Q4 2024
|
Financial Designs Corp
Claremont, CA |
SELL
|
- |
-6.1K- 7.76% |
N/A
|
72.6K
$0
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-6.67K- 15.42% |
N/A
|
36.6K
$0
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-12.2K- 62.84% |
N/A
|
7.2K
$0
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-14.3K- 96.84% |
N/A
|
467
$0
|