Latest Institutional Purchases of Innovator U.S. Equity Ultra Bu (UJUN)
This list provides information on the latest institutional transactions involving Innovator U.S. Equity Ultra Bu (UJUN) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
123K+ 80.72% |
$3.86M - $4.09M
|
276K
$9.41M
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
37.4K+ 6.84% |
$1.17M - $1.24M
|
584K
$19.9M
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
23.8KNew |
$744K - $790K
|
23.8K
$810K
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
9.69KNew |
$303K - $322K
|
9.69K
$330K
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
8.8K+ 74.27% |
$275K - $292K
|
20.6K
$704K
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
7.27K+ 6.94% |
$228K - $242K
|
112K
$3.82M
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
6.4KNew |
$200K - $213K
|
6.4K
$218K
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
4.45KNew |
$139K - $148K
|
4.45K
$152K
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.31K+ 18.56% |
$135K - $143K
|
27.5K
$939K
|
|
Oct 15, 2024
Q3 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
3.2K+ 1.54% |
$100K - $106K
|
210K
$7.18M
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.89K+ 40.4% |
$90.4K - $95.9K
|
10K
$342K
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.1K+ 5.0% |
$34.4K - $36.6K
|
23.1K
$787K
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
614+ 3.57% |
$19.2K - $20.4K
|
17.8K
$608K
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
182+ 2.68% |
$5.7K - $6.05K
|
6.98K
$238K
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
105+ 1.55% |
$3.29K - $3.49K
|
6.89K
$235K
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
39+ 36.79% |
$1.22K - $1.3K
|
145
$4.95K
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
13+ 0.06% |
$407 - $432
|
22K
$751K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q2 2024 | |||||||
Jul 12, 2024
Q2 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
22.9KNew |
$710K - $735K
|
22.9K
$783K
|
|
Jul 17, 2024
Q2 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
9.48KNew |
$293K - $304K
|
9.48K
$323K
|
|
Jul 22, 2024
Q2 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
6.41KNew |
$198K - $205K
|
6.41K
$218K
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.23K+ 51.19% |
$131K - $135K
|
12.5K
$426K
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.19K+ 116.53% |
$67.6K - $70K
|
4.06K
$138K
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.57K+ 1.86% |
$48.6K - $50.3K
|
86K
$2.93M
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
1.25K+ 4.8% |
$38.7K - $40.1K
|
27.3K
$932K
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
925+ 4.55% |
$28.6K - $29.6K
|
21.3K
$725K
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
171New |
$5.29K - $5.48K
|
171
$5.83K
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
144New |
$4.45K - $4.61K
|
144
$4.91K
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
22New |
$680 - $705
|
22
$750
|
|
Q1 2024 | |||||||
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.25K+ 55.23% |
$127K - $132K
|
11.9K
$407K
|
|
Q4 2023 | |||||||
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
320KNew |
$8.85M - $9.62M
|
320K
$10.9M
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
7.23KNew |
$200K - $217K
|
7.23K
$247K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
5.75KNew |
$159K - $173K
|
5.75K
$196K
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
52.3KNew |
$1.47M - $1.51M
|
52.3K
$1.78M
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
7.62KNew |
$215K - $221K
|
7.62K
$260K
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
674New |
$19K - $19.5K
|
674
$23K
|
|
Q2 2023 | |||||||
Jul 26, 2023
Q2 2023
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
23.3KNew |
$634K - $667K
|
23.3K
$796K
|
|
Aug 08, 2023
Q2 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
17.4KNew |
$472K - $496K
|
17.4K
$592K
|
|
Jul 10, 2023
Q2 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
11.7KNew |
$319K - $336K
|
11.7K
$401K
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
8.99KNew |
$244K - $257K
|
8.99K
$306K
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
7.87KNew |
$214K - $225K
|
7.87K
$268K
|
|
Q1 2023 | |||||||
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
13.7KNew |
$366K - $384K
|
13.7K
$468K
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
6.53KNew |
$174K - $183K
|
6.53K
$223K
|
|
Apr 21, 2023
Q1 2023
|
4 J Wealth Management LLC
|
BUY
|
- |
3.85K+ 26.12% |
$103K - $108K
|
18.6K
$634K
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2KNew |
$53.3K - $56K
|
2K
$68.2K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
527New |
$14K - $14.7K
|
527
$18K
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
175New |
$4.66K - $4.9K
|
175
$5.97K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
60New |
$1.6K - $1.68K
|
60
$2.05K
|
|
Q4 2022 | |||||||
Feb 07, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
12KNew |
$312K - $332K
|
12K
$409K
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
756New |
$19.6K - $20.9K
|
756
$25.8K
|