Purchases and Sales Made in Q3 2024 in Innovator U.S. Equity Ultra Bu (UDEC)
This table provides information about the institutional ownership of Innovator U.S. Equity Ultra Bu (UDEC) during Q3 2024. The information is specifically focused on institutions that hold shares of INNOVATOR U.S. EQUITY ULTRA BU.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
6.81K+ 7.59% |
$228K - $239K
|
96.6K
$3.42M
|
|
|
Nov 14, 2024
Q3 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
6.27K+ 67.25% |
$210K - $219K
|
15.6K
$551K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.72KNew |
$192K - $200K
|
5.72K
$202K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.1K+ 21.41% |
$137K - $144K
|
23.2K
$822K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.99K+ 23.97% |
$134K - $140K
|
20.6K
$729K
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
1.14K+ 12.09% |
$38.1K - $39.8K
|
10.5K
$372K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.12K+ 3.75% |
$37.4K - $39.1K
|
30.9K
$1.09M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
494+ 0.93% |
$16.6K - $17.3K
|
53.4K
$1.89M
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
100New |
$3.35K - $3.5K
|
100
$3.54K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
44New |
$1.48K - $1.54K
|
44
$1.56K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-23- 0.18% |
$772 - $806
|
12.8K
$454K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-58- 0.85% |
$1.95K - $2.03K
|
6.74K
$238K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-126- 0.9% |
$4.23K - $4.41K
|
13.8K
$490K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-400- 0.94% |
$13.4K - $14K
|
42.2K
$1.49M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-583- 0.53% |
$19.6K - $20.4K
|
108K
$3.84M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-938- 7.97% |
$31.5K - $32.9K
|
10.8K
$383K
|
|
|
Oct 25, 2024
Q3 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-1.05K- 1.08% |
$35.1K - $36.6K
|
96.1K
$3.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-1.06K- 2.51% |
$35.5K - $37.1K
|
41.2K
$1.46M
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-1.09K- 5.86% |
$36.6K - $38.3K
|
17.5K
$620K
|
|
|
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
$500K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.17K- 8.03% |
$72.7K - $75.9K
|
24.8K
$878K
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.52K- 4.61% |
$84.4K - $88.2K
|
52.1K
$1.84M
|
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-3.12K- 6.08% |
$105K - $109K
|
48.2K
$1.71M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-4.03K- 10.78% |
$135K - $141K
|
33.3K
$1.18M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-4.32K- 8.7% |
$145K - $151K
|
45.3K
$1.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.48K- 11.82% |
$218K - $227K
|
48.4K
$1.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-8.32K- 32.78% |
$279K - $291K
|
17.1K
$603K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-8.94K- 26.96% |
$300K - $313K
|
24.2K
$857K
|
|
|
Oct 15, 2024
Q3 2024
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-10.2K- 16.01% |
$341K - $356K
|
53.4K
$1.89M
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
SELL
|
- |
-13.7K- 77.54% |
$458K - $478K
|
3.96K
$140K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-16.4K- 14.23% |
$550K - $575K
|
98.9K
$3.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-17.8K- 54.43% |
$597K - $623K
|
14.9K
$526K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-24.3K- 20.58% |
$815K - $851K
|
93.7K
$3.32M
|