Latest Institutional Transactions on Innovator U.S. Equity Ultra Bu (UAPR)
This table provides information on the latest institutional transactions involving Innovator U.S. Equity Ultra Bu (UAPR) 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 |
---|---|---|---|---|---|---|---|
Jun 28, 2024
Q1 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
20.2KNew |
$552K - $569K
|
20.2K
$591K
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
18.2K+ 236.45% |
$497K - $512K
|
25.9K
$757K
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
35K+ 352.12% |
$957K - $986K
|
45K
$1.32M
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
4.26K+ 37.89% |
$116K - $120K
|
15.5K
$453K
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.98K+ 36.21% |
$81.4K - $83.9K
|
11.2K
$328K
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-7.58K- 45.28% |
$207K - $214K
|
9.16K
$268K
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
6.1K+ 9.24% |
$167K - $172K
|
72.1K
$2.11M
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-704- 12.42% |
$19.2K - $19.8K
|
4.97K
$145K
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-4.23K- 22.4% |
$115K - $119K
|
14.6K
$428K
|
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
251+ 1.63% |
$6.86K - $7.07K
|
15.7K
$459K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-20.7K- 56.6% |
$565K - $582K
|
15.9K
$464K
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
78.1K+ 357.21% |
$2.13M - $2.2M
|
100K
$2.93M
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-2.79K- 8.83% |
$76.1K - $78.5K
|
28.8K
$842K
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
29+ 0.21% |
$792 - $817
|
13.9K
$407K
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
292KNew |
$7.98M - $8.23M
|
292K
$8.55M
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
3.02K+ 5.67% |
$82.5K - $85K
|
56.3K
$1.65M
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-22.8K- 19.24% |
$624K - $643K
|
95.9K
$2.8M
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
287+ 9.9% |
$7.84K - $8.08K
|
3.19K
$93.2K
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
13.2K+ 74.93% |
$360K - $371K
|
30.8K
$900K
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
BUY
|
- |
556+ 1.92% |
$15.2K - $15.7K
|
29.5K
$863K
|
|
May 08, 2024
Q1 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
11.3K+ 53.4% |
$309K - $318K
|
32.5K
$951K
|
|
May 08, 2024
Q1 2024
|
Souders Financial Advisors
|
BUY
|
- |
9.25KNew |
$253K - $261K
|
9.25K
$271K
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-90- 0.79% |
$2.46K - $2.53K
|
11.3K
$332K
|
|
May 03, 2024
Q1 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-8.07K- 5.85% |
$220K - $227K
|
130K
$3.8M
|
|
May 03, 2024
Q1 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
20.8KNew |
$568K - $585K
|
20.8K
$608K
|
|
Apr 30, 2024
Q1 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-86K- 89.96% |
$2.35M - $2.42M
|
9.6K
$281K
|
|
Apr 30, 2024
Q1 2024
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
17.7KNew |
$485K - $500K
|
17.7K
$519K
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.62K- 1.22% |
$71.4K - $73.6K
|
211K
$6.17M
|
|
Apr 29, 2024
Q1 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-3.38K- 16.3% |
$92.2K - $95.1K
|
17.3K
$507K
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.27K- 11.04% |
$144K - $149K
|
42.5K
$1.24M
|
|
Apr 23, 2024
Q1 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-7.09K- 30.05% |
$194K - $200K
|
16.5K
$483K
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-3.32K- 5.63% |
$90.7K - $93.5K
|
55.7K
$1.63M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.69K- 22.37% |
$73.5K - $75.8K
|
9.33K
$273K
|
|
Apr 22, 2024
Q1 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-1.2K- 11.76% |
$32.7K - $33.7K
|
8.99K
$263K
|
|
Apr 22, 2024
Q1 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
10.7KNew |
$292K - $301K
|
10.7K
$313K
|
|
Apr 19, 2024
Q1 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
11.7K+ 14.29% |
$320K - $329K
|
93.6K
$2.74M
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-2.58K- 4.69% |
$70.5K - $72.7K
|
52.4K
$1.53M
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-3.01K- 51.75% |
$82.3K - $84.8K
|
2.81K
$82.2K
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
8.15KNew |
$223K - $230K
|
8.15K
$238K
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
582+ 29.03% |
$15.9K - $16.4K
|
2.59K
$75.7K
|
|
Q4 2023 | |||||||
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
640New |
$16.1K - $17.6K
|
640
$18.7K
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.23K- 34.46% |
$56K - $61.1K
|
4.23K
$124K
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.59KNew |
$191K - $208K
|
7.59K
$222K
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
412+ 4.01% |
$10.4K - $11.3K
|
10.7K
$313K
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.58K+ 113.68% |
$241K - $263K
|
18K
$527K
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-82.9K- 99.21% |
$2.09M - $2.28M
|
659
$19.3K
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
11.5KNew |
$289K - $315K
|
11.5K
$336K
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-271- 10.5% |
$6.82K - $7.44K
|
2.31K
$67.6K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.6K- 14.81% |
$65.5K - $71.5K
|
15K
$438K
|