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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.09K+ 12.04% |
$256K - $273K
|
75.3K
$2.69M
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
408+ 31.46% |
$12.9K - $13.8K
|
1.71K
$60.9K
|
|
|
Jul 19, 2024
Q2 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
27.1KNew |
$859K - $914K
|
27.1K
$967K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
1.67KNew |
$52.8K - $56.2K
|
1.67K
$59.5K
|
|
|
Jul 17, 2024
Q2 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
27.9KNew |
$885K - $942K
|
27.9K
$997K
|
|
|
Jul 16, 2024
Q2 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
8.35KNew |
$264K - $281K
|
8.35K
$298K
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.05K- 18.42% |
$65.1K - $69.2K
|
9.1K
$325K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-6.95K- 48.84% |
$219K - $227K
|
7.28K
$260K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
9.53KNew |
$301K - $311K
|
9.53K
$340K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1KNew |
$31.5K - $32.7K
|
1K
$35.7K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
986New |
$31.1K - $32.2K
|
986
$35.2K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
6.26KNew |
$197K - $204K
|
6.26K
$223K
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
23.5KNew |
$742K - $768K
|
23.5K
$840K
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.86K+ 32.48% |
$90K - $93.3K
|
11.6K
$416K
|
|
|
Apr 22, 2024
Q1 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-54- 71.05% |
$1.7K - $1.76K
|
22
$785
|
|
|
Apr 16, 2024
Q1 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
6.22KNew |
$196K - $203K
|
6.22K
$222K
|
|
| Q4 2023 | |||||||
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-177K- 95.24% |
$5.17M - $5.6M
|
8.85K
$316K
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-6.64K- 44.55% |
$194K - $210K
|
8.26K
$295K
|
|
|
Feb 08, 2024
Q4 2023
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-9.75KClosed |
$284K - $308K
|
0
$0
|
|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-40- 3.17% |
$1.17K - $1.26K
|
1.22K
$43.5K
|
|
| Q3 2023 | |||||||
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1.98KNew |
$58.9K - $60.4K
|
1.98K
$70.8K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.93K- 3.27% |
$86.9K - $89.1K
|
86.5K
$3.09M
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-10- 58.82% |
$297 - $305
|
7
$250
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
8New |
$238 - $244
|
8
$286
|
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.1K+ 10.09% |
$32.6K - $33.5K
|
12K
$428K
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
7KNew |
$200K - $210K
|
7K
$250K
|
|
|
Aug 11, 2023
Q2 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-35- 0.36% |
$1K - $1.05K
|
9.57K
$342K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Glovista Investments LLC
Jersey City, NJ |
BUY
|
- |
328KNew |
$9.11M - $9.42M
|
328K
$11.7M
|
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
9.16KNew |
$254K - $263K
|
9.16K
$327K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
2+ 4.0% |
$55.5 - $57.4
|
52
$1.86K
|
|
|
May 12, 2023
Q1 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
24New |
$666 - $689
|
24
$857
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.8KNew |
$50K - $51.7K
|
1.8K
$64.2K
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
75+ 45.45% |
$2.08K - $2.15K
|
240
$8.57K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-4- 44.44% |
$111 - $115
|
5
$178
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
68New |
$1.89K - $1.95K
|
68
$2.43K
|
|
|
Apr 17, 2023
Q1 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
184+ 1.61% |
$5.11K - $5.28K
|
11.6K
$413K
|
|
|
Apr 17, 2023
Q1 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
1.94KNew |
$53.9K - $55.7K
|
1.94K
$69.2K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-2.34K- 12.41% |
$64.9K - $67.4K
|
16.5K
$590K
|
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
9.4KNew |
$261K - $271K
|
9.4K
$335K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1.81KNew |
$50.2K - $52.1K
|
1.81K
$64.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
700+ 100.0% |
$19.4K - $20.2K
|
1.4K
$50K
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
5New |
$139 - $144
|
5
$178
|
|
|
Jan 27, 2023
Q4 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-13- 0.04% |
$360 - $374
|
36.1K
$1.29M
|
|
|
Jan 20, 2023
Q4 2022
|
Stone House Investment Management, LLC
|
SELL
|
- |
-1.39K- 7.8% |
$38.4K - $39.9K
|
16.4K
$584K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
473New |
$13.1K - $13.6K
|
473
$16.9K
|
|
| Q3 2022 | |||||||
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
3.3KNew |
$91.4K - $97.9K
|
3.3K
$118K
|
|
|
Nov 14, 2022
Q3 2022
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-4.27K- 24.19% |
$118K - $127K
|
13.4K
$477K
|
|
| Q2 2022 | |||||||
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
500New |
$13.9K - $15.2K
|
500
$17.8K
|
|
|
Aug 15, 2022
Q2 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
3.87K+ 48.19% |
$108K - $117K
|
11.9K
$425K
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-9.84KClosed |
$273K - $298K
|
0
$0
|
|