Latest Institutional Transactions on Innovator U.S. Equity Ultra Bu (UJUN)
This table provides information on the latest institutional transactions involving Innovator U.S. Equity Ultra Bu (UJUN) 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 |
---|---|---|---|---|---|---|---|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
126+ 7.07% |
$3.9K - $4.04K
|
1.91K
$61.7K
|
|
Q1 2024 | |||||||
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
22.7K+ 223.35% |
$677K - $702K
|
32.8K
$1.06M
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.39K+ 24.98% |
$71.3K - $74K
|
11.9K
$386K
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
9.2K+ 90.05% |
$275K - $285K
|
19.4K
$628K
|
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
472+ 3.4% |
$14.1K - $14.6K
|
14.4K
$465K
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-12.4K- 45.68% |
$371K - $385K
|
14.8K
$478K
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
181+ 0.97% |
$5.41K - $5.61K
|
18.9K
$609K
|
|
May 14, 2024
Q1 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-4.82K- 1.51% |
$144K - $149K
|
315K
$10.2M
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
3.14K+ 3171.72% |
$93.9K - $97.4K
|
3.24K
$105K
|
|
May 13, 2024
Q1 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-450- 0.99% |
$13.5K - $14K
|
45.1K
$1.46M
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
14.3KNew |
$429K - $445K
|
14.3K
$464K
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-928- 4.52% |
$27.7K - $28.8K
|
19.6K
$633K
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-22K- 39.95% |
$657K - $682K
|
33K
$1.07M
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
363New |
$10.9K - $11.3K
|
363
$11.7K
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
SELL
|
- |
-504- 5.42% |
$15.1K - $15.6K
|
8.8K
$284K
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.6K+ 41.19% |
$227K - $236K
|
26.1K
$842K
|
|
May 03, 2024
Q1 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-6.09K- 9.34% |
$182K - $189K
|
59.1K
$1.91M
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-262- 59.14% |
$7.83K - $8.12K
|
181
$5.85K
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.87K+ 6.13% |
$146K - $151K
|
84.4K
$2.73M
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-98- 1.07% |
$2.93K - $3.04K
|
9.06K
$293K
|
|
Apr 19, 2024
Q1 2024
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-17.7K- 26.81% |
$528K - $548K
|
48.3K
$1.56M
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-260- 0.15% |
$7.77K - $8.06K
|
176K
$5.69M
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.53K- 6.66% |
$45.7K - $47.4K
|
21.4K
$693K
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-15.2K- 22.3% |
$455K - $472K
|
53K
$1.71M
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-545- 41.13% |
$16.3K - $16.9K
|
780
$25.2K
|
|
Q4 2023 | |||||||
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
22+ 0.12% |
$609 - $661
|
18.4K
$594K
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
320KNew |
$8.85M - $9.62M
|
320K
$10.3M
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
7.23KNew |
$200K - $217K
|
7.23K
$234K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
5.75KNew |
$159K - $173K
|
5.75K
$186K
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
34.7KNew |
$961K - $1.04M
|
34.7K
$1.12M
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-1.05K- 11.5% |
$29.1K - $31.6K
|
8.08K
$261K
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-2.87K- 28.76% |
$79.5K - $86.4K
|
7.12K
$230K
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
SELL
|
- |
-2.36K- 15.26% |
$65.2K - $70.9K
|
13.1K
$423K
|
|
Q3 2023 | |||||||
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-450- 19.35% |
$12.7K - $13K
|
1.88K
$60.6K
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
20.3KNew |
$573K - $589K
|
20.3K
$657K
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
52.3KNew |
$1.47M - $1.51M
|
52.3K
$1.69M
|
|
Nov 13, 2023
Q3 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-6.97K- 28.78% |
$196K - $202K
|
17.2K
$557K
|
|
Nov 13, 2023
Q3 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-1.06K- 1.52% |
$29.9K - $30.7K
|
68.4K
$2.21M
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.05K+ 14.61% |
$29.7K - $30.5K
|
8.25K
$267K
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
674New |
$19K - $19.5K
|
674
$21.8K
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
7.62KNew |
$215K - $221K
|
7.62K
$246K
|
|
Oct 13, 2023
Q3 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-38K- 63.61% |
$1.07M - $1.1M
|
21.7K
$702K
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-69- 0.36% |
$1.95K - $2K
|
19.3K
$624K
|
|
Q2 2023 | |||||||
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
16KNew |
$436K - $459K
|
16K
$519K
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
8.99KNew |
$244K - $257K
|
8.99K
$290K
|
|
Aug 08, 2023
Q2 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-13.6K- 60.44% |
$369K - $388K
|
8.88K
$287K
|
|
Aug 08, 2023
Q2 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
17.4KNew |
$472K - $496K
|
17.4K
$561K
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
7.87KNew |
$214K - $225K
|
7.87K
$254K
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
3.58KNew |
$97.4K - $102K
|
3.58K
$116K
|