Latest Institutional Transactions on Innovator U.S. Equity Ultra Bu (UJUL)
This table provides information on the latest institutional transactions involving Innovator U.S. Equity Ultra Bu (UJUL) 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 |
---|---|---|---|---|---|---|---|
Oct 07, 2024
Q3 2024
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-448- 2.91% |
$14.3K - $15.2K
|
14.9K
$506K
|
|
Oct 04, 2024
Q3 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
23K+ 1606.42% |
$735K - $781K
|
24.5K
$828K
|
|
Q2 2024 | |||||||
Oct 01, 2024
Q2 2024
|
Buska Wealth Management, LLC
Wausau, WI |
SELL
|
- |
-821- 6.13% |
$25.7K - $26.7K
|
12.6K
$426K
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.62K- 2.6% |
$50.5K - $52.6K
|
60.5K
$2.05M
|
|
Aug 28, 2024
Q2 2024
|
Souders Financial Advisors
|
BUY
|
- |
8.81KNew |
$275K - $287K
|
8.81K
$298K
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-8.63K- 48.82% |
$270K - $281K
|
9.05K
$306K
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-22.5K- 66.71% |
$703K - $731K
|
11.2K
$380K
|
|
Aug 14, 2024
Q2 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-2.99K- 30.43% |
$93.3K - $97.1K
|
6.82K
$231K
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
22.8K+ 9.79% |
$712K - $741K
|
255K
$8.65M
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
6.91K+ 83.23% |
$216K - $225K
|
15.2K
$515K
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
10.7KNew |
$336K - $349K
|
10.7K
$364K
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.95K+ 7.99% |
$92.1K - $95.9K
|
39.8K
$1.35M
|
|
Aug 13, 2024
Q2 2024
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
26.8KNew |
$837K - $871K
|
26.8K
$906K
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-15.6K- 85.06% |
$489K - $509K
|
2.75K
$93K
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-431- 1.72% |
$13.5K - $14K
|
24.6K
$833K
|
|
Aug 13, 2024
Q2 2024
|
Delta Investment Management, LLC
|
SELL
|
- |
-114K- 88.82% |
$3.56M - $3.71M
|
14.3K
$486K
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
58New |
$1.81K - $1.89K
|
58
$1.96K
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
18.9K+ 103.42% |
$592K - $616K
|
37.2K
$1.26M
|
|
Aug 08, 2024
Q2 2024
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
9.21KNew |
$288K - $300K
|
9.21K
$312K
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.84K+ 16.08% |
$57.6K - $60K
|
13.3K
$451K
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
BUY
|
- |
1.52K+ 18.8% |
$47.4K - $49.3K
|
9.57K
$324K
|
|
Aug 02, 2024
Q2 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
45.5K+ 27.63% |
$1.42M - $1.48M
|
210K
$7.12M
|
|
Aug 02, 2024
Q2 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
6.47K+ 56.27% |
$202K - $210K
|
18K
$608K
|
|
Aug 01, 2024
Q2 2024
|
Retirement Guys Formula LLC
|
SELL
|
- |
-3- 0.02% |
$93.8 - $97.6
|
13.1K
$443K
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.64K+ 2.68% |
$51.2K - $53.3K
|
62.8K
$2.13M
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-6.85K- 66.3% |
$214K - $223K
|
3.48K
$118K
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.37K+ 5.67% |
$105K - $109K
|
62.7K
$2.12M
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.66K- 27.67% |
$83.3K - $86.7K
|
6.97K
$236K
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
39.2K+ 278.15% |
$1.23M - $1.28M
|
53.3K
$1.81M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-6.36K- 2.88% |
$199K - $207K
|
214K
$7.26M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
6+ 0.07% |
$188 - $195
|
9.22K
$312K
|
|
Jul 19, 2024
Q2 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
201K+ 1285.16% |
$6.27M - $6.53M
|
216K
$7.32M
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
481K+ 897.0% |
$15M - $15.6M
|
534K
$18.1M
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
22New |
$688 - $716
|
22
$745
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
171New |
$5.35K - $5.56K
|
171
$5.79K
|
|
Jul 17, 2024
Q2 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
30.2KNew |
$943K - $981K
|
30.2K
$1.02M
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-95- 0.08% |
$2.97K - $3.09K
|
121K
$4.11M
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-4.66K- 42.17% |
$146K - $151K
|
6.38K
$216K
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
1.26K+ 55.16% |
$39.2K - $40.8K
|
3.53K
$120K
|
|
Q1 2024 | |||||||
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.32K- 34.16% |
$39.6K - $42.1K
|
2.54K
$86.1K
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
7.32KNew |
$220K - $233K
|
7.32K
$248K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-166- 0.94% |
$4.98K - $5.29K
|
17.5K
$593K
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-32.6K- 39.68% |
$977K - $1.04M
|
49.5K
$1.68M
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
7.5KNew |
$225K - $239K
|
7.5K
$254K
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
253+ 9.85% |
$7.58K - $8.06K
|
2.82K
$95.5K
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.37K+ 5.78% |
$41K - $43.5K
|
25K
$846K
|
|
May 02, 2024
Q1 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-40.1K- 83.55% |
$1.2M - $1.28M
|
7.89K
$267K
|
|
Apr 22, 2024
Q1 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-1.07K- 12.81% |
$32.1K - $34.1K
|
7.29K
$247K
|
|
Apr 22, 2024
Q1 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-1.65K- 12.22% |
$49.6K - $52.7K
|
11.9K
$402K
|