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 |
---|---|---|---|---|---|---|---|
May 11, 2022
Q1 2022
|
Orion Capital Management LLC
|
SELL
|
- |
-270- 26.47% |
$7.79K - $8.19K
|
750
$27.3K
|
|
Apr 18, 2022
Q1 2022
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
4.3KNew |
$124K - $131K
|
4.3K
$157K
|
|
Q4 2021 | |||||||
Feb 16, 2022
Q4 2021
|
Covington Capital Management
|
BUY
|
- |
8.01KNew |
$237K - $243K
|
8.01K
$292K
|
|
Feb 14, 2022
Q4 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-2.51KClosed |
$74.3K - $76.1K
|
0
$0
|
|
Q3 2021 | |||||||
Nov 12, 2021
Q3 2021
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
12.2KNew |
$357K - $362K
|
12.2K
$443K
|
|
Q2 2021 | |||||||
Aug 24, 2021
Q2 2021
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-140KClosed |
$4.06M - $4.12M
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-70Closed |
$2.03K - $2.06K
|
0
$0
|
|
Q1 2021 | |||||||
May 14, 2021
Q1 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
83New |
$2.35K - $2.41K
|
83
$3.03K
|
|
May 11, 2021
Q1 2021
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-501KClosed |
$14.2M - $14.5M
|
0
$0
|
|
Q3 2020 | |||||||
Nov 12, 2020
Q3 2020
|
Acg Wealth
|
SELL
|
- |
-8.4KClosed |
$223K - $232K
|
0
$0
|
|
Nov 06, 2020
Q3 2020
|
Advisor Net Financial, Inc
|
SELL
|
- |
-125Closed |
$3.32K - $3.45K
|
0
$0
|
|
Q2 2020 | |||||||
Aug 05, 2020
Q2 2020
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-42.4KClosed |
$1.02M - $1.14M
|
0
$0
|
|
Q1 2020 | |||||||
May 13, 2020
Q1 2020
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-7.7KClosed |
$181K - $209K
|
0
$0
|
|
May 12, 2020
Q1 2020
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-8.55KClosed |
$200K - $231K
|
0
$0
|