Latest Institutional Transactions on Innovator U.S. Equity Ultra Bu (UFEB)
This table provides information on the latest institutional transactions involving Innovator U.S. Equity Ultra Bu (UFEB) 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 |
---|---|---|---|---|---|---|---|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
26+ 0.46% |
$807 - $846
|
5.62K
$186K
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
162New |
$5.03K - $5.27K
|
162
$5.35K
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-22- 0.13% |
$682 - $716
|
17.2K
$567K
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-7.53K- 93.91% |
$233K - $245K
|
488
$16.1K
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-36.7K- 69.32% |
$1.14M - $1.2M
|
16.3K
$538K
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.24K- 5.14% |
$38.5K - $40.3K
|
22.9K
$756K
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-721- 3.44% |
$22.4K - $23.5K
|
20.2K
$669K
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
472New |
$14.6K - $15.4K
|
472
$15.6K
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-12.7K- 38.44% |
$394K - $413K
|
20.3K
$672K
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.05K- 19.64% |
$94.7K - $99.4K
|
12.5K
$413K
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
4.95K+ 35.06% |
$154K - $161K
|
19.1K
$631K
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-32.7K- 55.6% |
$1.01M - $1.06M
|
26.1K
$862K
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-21.2K- 45.26% |
$659K - $691K
|
25.7K
$849K
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-3.35K- 2.68% |
$104K - $109K
|
122K
$4.02M
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-91- 0.53% |
$2.82K - $2.96K
|
17.2K
$569K
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.56K- 5.8% |
$141K - $148K
|
74K
$2.44M
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-300- 1.04% |
$9.31K - $9.76K
|
28.5K
$942K
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-1.26K- 11.42% |
$39.1K - $41K
|
9.78K
$323K
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-296- 3.11% |
$9.18K - $9.63K
|
9.22K
$305K
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.83K- 12.15% |
$56.8K - $59.6K
|
13.2K
$438K
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
187+ 4.55% |
$5.8K - $6.08K
|
4.3K
$142K
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-139- 0.55% |
$4.31K - $4.52K
|
24.9K
$824K
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
SELL
|
- |
-23.9K- 96.84% |
$741K - $778K
|
781
$25.8K
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-5- 0.03% |
$155 - $163
|
16.2K
$536K
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-754- 8.12% |
$23.4K - $24.5K
|
8.54K
$282K
|
|
Oct 22, 2024
Q3 2024
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-5.49K- 44.78% |
$170K - $179K
|
6.77K
$224K
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.4K- 1.83% |
$43.4K - $45.6K
|
75.1K
$2.48M
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-74.1K- 76.06% |
$2.3M - $2.41M
|
23.3K
$771K
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-676- 5.97% |
$21K - $22K
|
10.7K
$352K
|
|
Oct 15, 2024
Q3 2024
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-6.79K- 16.93% |
$211K - $221K
|
33.3K
$1.1M
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-92- 0.47% |
$2.85K - $2.99K
|
19.5K
$646K
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-100- 66.67% |
$3.1K - $3.25K
|
50
$1.65K
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-1.09K- 10.63% |
$33.8K - $35.5K
|
9.16K
$303K
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
6.26KNew |
$194K - $204K
|
6.26K
$207K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 10, 2024
Q3 2024
|
Oxen Free Capital LLC
Satellite Beach, FL |
SELL
|
- |
-50- 0.76% |
$1.55K - $1.63K
|
6.54K
$216K
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
7.27K+ 7.63% |
$225K - $237K
|
102K
$3.39M
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
1.59K+ 2.85% |
$49.2K - $51.6K
|
57.3K
$1.89M
|
|
Q2 2024 | |||||||
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
3.6KNew |
$108K - $114K
|
3.6K
$119K
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-424- 21.04% |
$12.7K - $13.4K
|
1.59K
$52.6K
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.65KNew |
$79.7K - $84K
|
2.65K
$87.6K
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
28New |
$842 - $887
|
28
$925
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
1.76KNew |
$53K - $55.9K
|
1.76K
$58.3K
|
|
Jul 17, 2024
Q2 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
23.8KNew |
$716K - $754K
|
23.8K
$787K
|
|
Q1 2024 | |||||||
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-16.1K- 97.7% |
$472K - $495K
|
378
$12.5K
|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-175Closed |
$5.14K - $5.39K
|
0
$0
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
710New |
$20.9K - $21.9K
|
710
$23.5K
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
6.64KNew |
$195K - $205K
|
6.64K
$220K
|
|
May 14, 2024
Q1 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
11.5KNew |
$337K - $354K
|
11.5K
$379K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
10.1KNew |
$297K - $311K
|
10.1K
$334K
|