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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2025
Q4 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-1.02K- 4.18% |
$34.5K - $35.8K
|
23.4K
$782K
|
|
|
Jan 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
17+ 0.11% |
$573 - $595
|
15K
$499K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-534K- 93.05% |
$18M - $18.7M
|
39.9K
$1.33M
|
|
|
Jan 08, 2025
Q4 2024
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
16.3KNew |
$548K - $569K
|
16.3K
$543K
|
|
| Q3 2024 | |||||||
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
4.37KNew |
$139K - $148K
|
4.37K
$146K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
30.6KNew |
$977K - $1.04M
|
30.6K
$1.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
14KNew |
$448K - $476K
|
14K
$468K
|
|
|
Nov 05, 2024
Q3 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-3.28K- 27.61% |
$105K - $111K
|
8.6K
$287K
|
|
|
Oct 31, 2024
Q3 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
9.02KNew |
$288K - $306K
|
9.02K
$301K
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-10.3K- 57.3% |
$329K - $349K
|
7.67K
$256K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.31K+ 76.93% |
$73.7K - $78.3K
|
5.31K
$177K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
13.6KNew |
$435K - $463K
|
13.6K
$455K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.84K+ 19.99% |
$58.8K - $62.5K
|
11.1K
$369K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.71K+ 1.73% |
$119K - $126K
|
218K
$7.28M
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
4.5K+ 134.01% |
$144K - $153K
|
7.86K
$262K
|
|
| Q2 2024 | |||||||
|
Aug 28, 2024
Q2 2024
|
Souders Financial Advisors
|
BUY
|
- |
8.81KNew |
$275K - $287K
|
8.81K
$294K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-22.5K- 66.71% |
$703K - $731K
|
11.2K
$374K
|
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
10.7KNew |
$336K - $349K
|
10.7K
$358K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
6.91K+ 83.23% |
$216K - $225K
|
15.2K
$508K
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
58New |
$1.81K - $1.89K
|
58
$1.94K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.66K- 27.67% |
$83.3K - $86.7K
|
6.97K
$232K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
22New |
$688 - $716
|
22
$734
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
171New |
$5.35K - $5.56K
|
171
$5.71K
|
|
|
Jul 17, 2024
Q2 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
30.2KNew |
$943K - $981K
|
30.2K
$1.01M
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-166- 0.94% |
$4.98K - $5.29K
|
17.5K
$584K
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
7.5KNew |
$225K - $239K
|
7.5K
$250K
|
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-1.95K- 97.99% |
$58.5K - $62.1K
|
40
$1.34K
|
|
| Q4 2023 | |||||||
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-3.47K- 10.54% |
$96K - $105K
|
29.5K
$984K
|
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
11.5KNew |
$317K - $348K
|
11.5K
$383K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-688- 17.78% |
$19K - $20.9K
|
3.18K
$106K
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.81K- 1.25% |
$50K - $54.8K
|
143K
$4.77M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-27.1K- 55.34% |
$748K - $820K
|
21.8K
$729K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-4.85K- 51.01% |
$134K - $147K
|
4.66K
$156K
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-1.02M- 99.16% |
$28.1M - $30.9M
|
8.58K
$286K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2KNew |
$55.3K - $60.6K
|
2K
$66.8K
|
|
|
Jan 23, 2024
Q4 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-1.04M- 99.29% |
$28.8M - $31.6M
|
7.48K
$250K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
6.74KNew |
$190K - $197K
|
6.74K
$225K
|
|
|
Nov 13, 2023
Q3 2023
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
168KNew |
$4.72M - $4.91M
|
168K
$5.6M
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
667New |
$18.8K - $19.5K
|
667
$22.3K
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
518+ 5.84% |
$14.6K - $15.2K
|
9.39K
$314K
|
|
|
Nov 07, 2023
Q3 2023
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
17.5KNew |
$493K - $512K
|
17.5K
$584K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
474New |
$13.4K - $13.9K
|
474
$15.8K
|
|
|
Nov 01, 2023
Q3 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
12KNew |
$339K - $353K
|
12K
$402K
|
|
|
Oct 11, 2023
Q3 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
10.5KNew |
$296K - $307K
|
10.5K
$350K
|
|
| Q2 2023 | |||||||
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
32.6KNew |
$880K - $940K
|
32.6K
$1.09M
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
700+ 6.22% |
$17.9K - $18.9K
|
12K
$399K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
558New |
$14.3K - $15.1K
|
558
$18.6K
|
|
|
May 12, 2023
Q1 2023
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
7.53KNew |
$193K - $204K
|
7.53K
$251K
|
|
|
Apr 18, 2023
Q1 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-1.9K- 2.47% |
$48.8K - $51.5K
|
75.2K
$2.51M
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
7.43K+ 80.1% |
$184K - $196K
|
16.7K
$558K
|
|