Latest Institutional Transactions on Innovator U.S. Equity Ultra Bu (UDEC)
This table provides information on the latest institutional transactions involving Innovator U.S. Equity Ultra Bu (UDEC) 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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
365+ 640.35% |
$12.8K - $13K
|
422
$15.4K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
19.3K+ 2870.18% |
$676K - $690K
|
20K
$730K
|
|
|
Feb 04, 2025
Q4 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
15.3KNew |
$535K - $545K
|
15.3K
$558K
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-410- 42.71% |
$14.3K - $14.6K
|
550
$20K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
10KNew |
$350K - $357K
|
10K
$365K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
550+ 14.29% |
$19.2K - $19.6K
|
4.4K
$160K
|
|
| Q3 2024 | |||||||
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-58- 0.85% |
$1.95K - $2.03K
|
6.74K
$246K
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
100New |
$3.35K - $3.5K
|
100
$3.65K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-8.32K- 32.78% |
$279K - $291K
|
17.1K
$622K
|
|
|
Nov 14, 2024
Q3 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
6.27K+ 67.25% |
$210K - $219K
|
15.6K
$568K
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
1.14K+ 12.09% |
$38.1K - $39.8K
|
10.5K
$384K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.23K- 8.02% |
$41.4K - $43.2K
|
14.1K
$515K
|
|
| Q2 2024 | |||||||
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
56New |
$1.83K - $1.92K
|
56
$2.04K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
992New |
$32.5K - $34K
|
992
$36.2K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
8New |
$262 - $274
|
8
$292
|
|
| Q1 2024 | |||||||
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.21K+ 476.67% |
$70.1K - $73.8K
|
2.67K
$97.3K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-6.94K- 44.74% |
$221K - $232K
|
8.57K
$313K
|
|
|
May 14, 2024
Q1 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
25.4KNew |
$806K - $848K
|
25.4K
$925K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
5.41K+ 26.97% |
$172K - $181K
|
25.4K
$928K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.6K- 13.26% |
$50.8K - $53.5K
|
10.5K
$382K
|
|
| Q4 2023 | |||||||
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-1.09K- 14.6% |
$30.8K - $35K
|
6.38K
$233K
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
32.8KNew |
$928K - $1.05M
|
32.8K
$1.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-209- 1.36% |
$5.91K - $6.71K
|
15.1K
$551K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
432New |
$12.2K - $13.9K
|
432
$15.7K
|
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-19K- 81.18% |
$538K - $611K
|
4.42K
$161K
|
|
|
Jan 03, 2024
Q4 2023
|
Fc Advisory LLC
|
SELL
|
- |
-472- 5.67% |
$13.3K - $15.1K
|
7.86K
$286K
|
|
| Q3 2023 | |||||||
|
Nov 08, 2023
Q3 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
262KNew |
$7.67M - $8.06M
|
262K
$9.54M
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
14KNew |
$398K - $424K
|
14K
$512K
|
|
|
Aug 10, 2023
Q2 2023
|
Stone House Investment Management, LLC
|
SELL
|
- |
-1.74K- 20.08% |
$49.3K - $52.5K
|
6.93K
$252K
|
|
|
Jul 26, 2023
Q2 2023
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
39.6KNew |
$1.12M - $1.2M
|
39.6K
$1.44M
|
|
| Q1 2023 | |||||||
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
215New |
$5.87K - $6.17K
|
215
$7.84K
|
|
|
May 15, 2023
Q1 2023
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-7.15K- 40.8% |
$195K - $205K
|
10.4K
$378K
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
107New |
$2.92K - $3.07K
|
107
$3.9K
|
|
|
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
42KNew |
$1.15M - $1.21M
|
42K
$1.53M
|
|
|
May 05, 2023
Q1 2023
|
Delta Investment Management, LLC
|
BUY
|
- |
270K+ 2541.43% |
$7.38M - $7.75M
|
281K
$10.2M
|
|
| Q4 2022 | |||||||
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
7.51KNew |
$204K - $211K
|
7.51K
$274K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
7.87KNew |
$214K - $221K
|
7.87K
$287K
|
|
|
Feb 13, 2023
Q4 2022
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
21.7KNew |
$590K - $609K
|
21.7K
$790K
|
|
|
Feb 09, 2023
Q4 2022
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
11.5KNew |
$314K - $324K
|
11.5K
$420K
|
|
|
Jan 30, 2023
Q4 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
328+ 2.49% |
$8.93K - $9.22K
|
13.5K
$493K
|
|
|
Jan 18, 2023
Q4 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
18.3KNew |
$499K - $516K
|
18.3K
$668K
|
|
| Q3 2022 | |||||||
|
Oct 24, 2022
Q3 2022
|
Smith Anglin Financial, LLC
|
BUY
|
- |
1.81K+ 14.79% |
$50.3K - $52.3K
|
14K
$512K
|
|
|
Oct 12, 2022
Q3 2022
|
Advisory Alpha, LLC
|
SELL
|
- |
-3.22K- 15.94% |
$89.4K - $93.1K
|
17K
$618K
|
|
| Q2 2022 | |||||||
|
Aug 09, 2022
Q2 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-10.4KClosed |
$288K - $313K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-50- 0.29% |
$1.38K - $1.5K
|
17.3K
$630K
|
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-1.75KClosed |
$48.3K - $52.4K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
572New |
$15.8K - $17.1K
|
572
$20.8K
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.07KClosed |
$29.4K - $31.9K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
104KNew |
$3M - $3.16M
|
104K
$3.79M
|
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
117KNew |
$3.38M - $3.56M
|
117K
$4.27M
|
|