Latest Institutional Transactions on Innovator U.S. Equity Ultra Bu (UMAR)
This table provides information on the latest institutional transactions involving Innovator U.S. Equity Ultra Bu (UMAR) 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 |
---|---|---|---|---|---|---|---|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.42K+ 19.05% |
$76.8K - $81.6K
|
15.1K
$527K
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
1.9K+ 3.9% |
$60.1K - $63.9K
|
50.5K
$1.76M
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
6.91KNew |
$219K - $233K
|
6.91K
$241K
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.09K+ 23.44% |
$130K - $138K
|
21.6K
$750K
|
|
Aug 14, 2024
Q2 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
7.41K+ 16.9% |
$235K - $250K
|
51.3K
$1.78M
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
8.42KNew |
$267K - $284K
|
8.42K
$293K
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
3.25KNew |
$103K - $109K
|
3.25K
$113K
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
17.1KNew |
$542K - $577K
|
17.1K
$595K
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
22.4K+ 123.67% |
$708K - $754K
|
40.4K
$1.41M
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
27.9KNew |
$883K - $939K
|
27.9K
$970K
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
16.9KNew |
$537K - $571K
|
16.9K
$590K
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
704+ 2.53% |
$22.3K - $23.7K
|
28.5K
$992K
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
1.47K+ 114.66% |
$46.6K - $49.6K
|
2.75K
$95.8K
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.61K- 8.61% |
$210K - $223K
|
70.2K
$2.44M
|
|
Aug 12, 2024
Q2 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
24.2K+ 77.64% |
$767K - $816K
|
55.4K
$1.93M
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
8.49KNew |
$269K - $286K
|
8.49K
$295K
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
9.91K+ 252.52% |
$314K - $334K
|
13.8K
$482K
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-2- 0.03% |
$63.4 - $67.4
|
7.64K
$266K
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
96.5KNew |
$3.06M - $3.25M
|
96.5K
$3.36M
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
25New |
$792 - $843
|
25
$870
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.28K- 46.3% |
$40.5K - $43.1K
|
1.48K
$51.6K
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-130K- 29.02% |
$4.12M - $4.39M
|
318K
$11.1M
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.69K+ 25.46% |
$53.6K - $57K
|
8.33K
$290K
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
138New |
$4.37K - $4.65K
|
138
$4.8K
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
966New |
$30.6K - $32.6K
|
966
$33.6K
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
526+ 3.24% |
$16.7K - $17.7K
|
16.8K
$584K
|
|
Aug 02, 2024
Q2 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
48.7K+ 118.33% |
$1.54M - $1.64M
|
89.9K
$3.13M
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
SELL
|
- |
-1.27K- 2.78% |
$40.3K - $42.8K
|
44.5K
$1.55M
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.09K+ 12.04% |
$256K - $273K
|
75.3K
$2.62M
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-304- 0.94% |
$9.63K - $10.2K
|
31.9K
$1.11M
|
|
Jul 26, 2024
Q2 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
3.71K+ 21.18% |
$117K - $125K
|
21.2K
$738K
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
408+ 31.46% |
$12.9K - $13.8K
|
1.71K
$59.4K
|
|
Jul 26, 2024
Q2 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
100+ 0.12% |
$3.17K - $3.37K
|
81.4K
$2.83M
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
393+ 2.26% |
$12.5K - $13.2K
|
17.7K
$618K
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.49K+ 15.94% |
$142K - $151K
|
32.7K
$1.14M
|
|
Jul 19, 2024
Q2 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
27.1KNew |
$859K - $914K
|
27.1K
$943K
|
|
Jul 19, 2024
Q2 2024
|
Donald L. Hagan, LLC
|
SELL
|
- |
-3.39K- 7.4% |
$107K - $114K
|
42.4K
$1.48M
|
|
Jul 19, 2024
Q2 2024
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-1.73K- 1.91% |
$54.8K - $58.3K
|
88.8K
$3.09M
|
|
Jul 19, 2024
Q2 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-525- 6.35% |
$16.6K - $17.7K
|
7.74K
$269K
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
1.67KNew |
$52.8K - $56.2K
|
1.67K
$58K
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
46.1K+ 8.25% |
$1.46M - $1.55M
|
604K
$21M
|
|
Jul 17, 2024
Q2 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
27.9KNew |
$885K - $942K
|
27.9K
$972K
|
|
Jul 16, 2024
Q2 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
8.35KNew |
$264K - $281K
|
8.35K
$290K
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.05K- 18.42% |
$65.1K - $69.2K
|
9.1K
$317K
|
|
Jul 12, 2024
Q2 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
7.38K+ 2.95% |
$234K - $249K
|
258K
$8.97M
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
287+ 5.09% |
$9.1K - $9.67K
|
5.92K
$206K
|
|
Jul 08, 2024
Q2 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-576K- 51.06% |
$18.3M - $19.4M
|
552K
$19.2M
|
|
Q1 2024 | |||||||
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.9KNew |
$123K - $127K
|
3.9K
$136K
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-6.95K- 48.84% |
$219K - $227K
|
7.28K
$253K
|