Latest Institutional Purchases of Innovator U.S. Equity Ultra Bu (UDEC)
This list provides information on the latest institutional transactions involving Innovator U.S. Equity Ultra Bu (UDEC) 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 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
36KNew |
$1.14M - $1.2M
|
36K
$1.23M
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
32.5K+ 6.09% |
$1.03M - $1.08M
|
566K
$19.4M
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
25.9K+ 157.49% |
$823K - $866K
|
42.4K
$1.45M
|
|
May 14, 2024
Q1 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
25.4KNew |
$806K - $848K
|
25.4K
$870K
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
20.3KNew |
$645K - $679K
|
20.3K
$696K
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
16.4KNew |
$520K - $547K
|
16.4K
$561K
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
9.04KNew |
$287K - $302K
|
9.04K
$310K
|
|
Apr 22, 2024
Q1 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
7.18KNew |
$228K - $240K
|
7.18K
$246K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
5.41K+ 26.97% |
$172K - $181K
|
25.4K
$873K
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.9K+ 133.31% |
$156K - $164K
|
8.57K
$294K
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
4.66K+ 3.19% |
$148K - $156K
|
151K
$5.17M
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.63K+ 46.82% |
$147K - $155K
|
14.5K
$497K
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
4.36K+ 17.11% |
$139K - $146K
|
29.9K
$1.02M
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.84K+ 17.3% |
$122K - $128K
|
26K
$893K
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.67KNew |
$84.8K - $89.2K
|
2.67K
$91.6K
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
131New |
$4.16K - $4.38K
|
131
$4.49K
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
125+ 0.71% |
$3.97K - $4.18K
|
17.6K
$605K
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q4 2023 | |||||||
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
408KNew |
$11.5M - $13.1M
|
408K
$14M
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
45.5K+ 2332.67% |
$1.29M - $1.46M
|
47.4K
$1.63M
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
32.8KNew |
$928K - $1.05M
|
32.8K
$1.13M
|
|
Feb 14, 2024
Q4 2023
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
20.2KNew |
$570K - $647K
|
20.2K
$691K
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
15.4KNew |
$435K - $494K
|
15.4K
$528K
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
10.8KNew |
$306K - $348K
|
10.8K
$371K
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
8.9KNew |
$252K - $286K
|
8.9K
$305K
|
|
Feb 13, 2024
Q4 2023
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
7.9KNew |
$223K - $253K
|
7.9K
$271K
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
3.07KNew |
$86.6K - $98.4K
|
3.07K
$105K
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
2.75K+ 250.0% |
$77.7K - $88.2K
|
3.85K
$132K
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.69K+ 23.53% |
$76.2K - $86.5K
|
14.1K
$485K
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.11KNew |
$31.3K - $35.5K
|
1.11K
$37.9K
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
432New |
$12.2K - $13.9K
|
432
$14.8K
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
86+ 0.67% |
$2.43K - $2.76K
|
13K
$446K
|
|
Q3 2023 | |||||||
Nov 08, 2023
Q3 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
262KNew |
$7.67M - $8.06M
|
262K
$8.98M
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
960New |
$28.1K - $29.5K
|
960
$32.9K
|
|
Q2 2023 | |||||||
Jul 26, 2023
Q2 2023
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
39.6KNew |
$1.12M - $1.2M
|
39.6K
$1.36M
|
|
Aug 15, 2023
Q2 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
14KNew |
$398K - $424K
|
14K
$481K
|
|
Q1 2023 | |||||||
May 05, 2023
Q1 2023
|
Delta Investment Management, LLC
|
BUY
|
- |
270K+ 2541.43% |
$7.38M - $7.75M
|
281K
$9.63M
|
|
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
42KNew |
$1.15M - $1.21M
|
42K
$1.44M
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
246+ 267.39% |
$6.71K - $7.06K
|
338
$11.6K
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
215New |
$5.87K - $6.17K
|
215
$7.37K
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
107New |
$2.92K - $3.07K
|
107
$3.67K
|
|
Q4 2022 | |||||||
Feb 13, 2023
Q4 2022
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
21.7KNew |
$590K - $609K
|
21.7K
$743K
|
|
Jan 18, 2023
Q4 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
18.3KNew |
$499K - $516K
|
18.3K
$629K
|
|
Feb 09, 2023
Q4 2022
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
11.5KNew |
$314K - $324K
|
11.5K
$395K
|
|
Feb 13, 2023
Q4 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
7.87KNew |
$214K - $221K
|
7.87K
$270K
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
7.51KNew |
$204K - $211K
|
7.51K
$257K
|
|
Jan 30, 2023
Q4 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
328+ 2.49% |
$8.93K - $9.22K
|
13.5K
$464K
|
|
Q3 2022 | |||||||
Oct 24, 2022
Q3 2022
|
Smith Anglin Financial, LLC
|
BUY
|
- |
1.81K+ 14.79% |
N/A
|
14K
$481K
|
|
Q2 2022 | |||||||
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
572New |
N/A
|
572
$19.6K
|
|
Q1 2022 | |||||||
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
117KNew |
N/A
|
117K
$4.02M
|