Latest Institutional Purchases of Innovator U.S. Equity Ultra Bu (UAUG)
This list provides information on the latest institutional transactions involving Innovator U.S. Equity Ultra Bu (UAUG) 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 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
352K+ 4435.45% |
$10.7M - $11.5M
|
360K
$12.1M
|
|
Apr 29, 2024
Q1 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
191KNew |
$5.8M - $6.24M
|
191K
$6.43M
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
161KNew |
$4.89M - $5.26M
|
161K
$5.42M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
123K+ 607.84% |
$3.74M - $4.02M
|
143K
$4.83M
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
44.1K+ 189.25% |
$1.34M - $1.44M
|
67.4K
$2.27M
|
|
Apr 29, 2024
Q1 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
34.7K+ 16.35% |
$1.05M - $1.13M
|
247K
$8.31M
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
27.7K+ 125.14% |
$843K - $906K
|
49.9K
$1.68M
|
|
Jul 01, 2024
Q1 2024
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
19.4KNew |
$590K - $634K
|
19.4K
$653K
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
17.4KNew |
$528K - $568K
|
17.4K
$586K
|
|
May 10, 2024
Q1 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
11.1K+ 44.34% |
$337K - $362K
|
36.1K
$1.21M
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
10.2KNew |
$310K - $333K
|
10.2K
$344K
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
9.85K+ 349.2% |
$299K - $322K
|
12.7K
$426K
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
6.47K+ 10.94% |
$196K - $211K
|
65.6K
$2.21M
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
6.34KNew |
$192K - $207K
|
6.34K
$213K
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
5.74K+ 22.14% |
$174K - $187K
|
31.7K
$1.07M
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5.46KNew |
$166K - $178K
|
5.46K
$184K
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
3.39K+ 15.44% |
$103K - $111K
|
25.3K
$852K
|
|
May 15, 2024
Q1 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
2.93K+ 23.03% |
$89K - $95.7K
|
15.7K
$527K
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.3K+ 1.87% |
$69.8K - $75K
|
125K
$4.21M
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.26K+ 20.07% |
$68.8K - $73.9K
|
13.5K
$456K
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
1.22KNew |
$37K - $39.8K
|
1.22K
$41K
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
978+ 2.1% |
$29.7K - $31.9K
|
47.5K
$1.6M
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
927+ 2.32% |
$28.2K - $30.3K
|
40.9K
$1.38M
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
258+ 4.49% |
$7.84K - $8.42K
|
6.01K
$202K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
150+ 0.87% |
$4.56K - $4.9K
|
17.3K
$584K
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
27New |
$820 - $882
|
27
$909
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q4 2023 | |||||||
Jan 30, 2024
Q4 2023
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
241KNew |
$6.76M - $7.41M
|
241K
$8.1M
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
104KNew |
$2.92M - $3.21M
|
104K
$3.5M
|
|
Jan 24, 2024
Q4 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
82.1KNew |
$2.31M - $2.53M
|
82.1K
$2.76M
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
47.9K+ 12.33% |
$1.35M - $1.48M
|
436K
$14.7M
|
|
Jan 10, 2024
Q4 2023
|
Diligent Investors, LLC
|
BUY
|
- |
16.4KNew |
$461K - $505K
|
16.4K
$552K
|
|
Feb 14, 2024
Q4 2023
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
12.7KNew |
$356K - $391K
|
12.7K
$427K
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
8.74KNew |
$246K - $269K
|
8.74K
$294K
|
|
Feb 09, 2024
Q4 2023
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
8.65K+ 768.89% |
$243K - $267K
|
9.78K
$329K
|
|
Jan 31, 2024
Q4 2023
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
8.45KNew |
$237K - $260K
|
8.45K
$284K
|
|
Feb 12, 2024
Q4 2023
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
7.32KNew |
$205K - $225K
|
7.32K
$246K
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.14KNew |
$201K - $220K
|
7.14K
$240K
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
6.05KNew |
$170K - $186K
|
6.05K
$204K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
3.52KNew |
$98.8K - $108K
|
3.52K
$118K
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
1.83K+ 12.97% |
$51.3K - $56.3K
|
15.9K
$536K
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.69KNew |
$47.5K - $52.1K
|
1.69K
$56.9K
|
|
Feb 05, 2024
Q4 2023
|
Orion Capital Management LLC
|
BUY
|
- |
1.46KNew |
$40.9K - $44.8K
|
1.46K
$49K
|
|
Jan 17, 2024
Q4 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
226+ 1.17% |
$6.35K - $6.96K
|
19.6K
$659K
|
|
Q3 2023 | |||||||
Nov 13, 2023
Q3 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
19.3KNew |
$549K - $574K
|
19.3K
$649K
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
10.2KNew |
$291K - $304K
|
10.2K
$344K
|
|
Nov 13, 2023
Q3 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
5.05KNew |
$144K - $150K
|
5.05K
$170K
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
660New |
$18.8K - $19.6K
|
660
$22.2K
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
250New |
$7.12K - $7.44K
|
250
$8.41K
|
|
Q2 2023 | |||||||
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
9.64KNew |
$258K - $278K
|
9.64K
$324K
|