Latest Institutional Purchases of Innovator U.S. Equity Ultra Bu (UMAR)
This list provides information on the latest institutional transactions involving Innovator U.S. Equity Ultra Bu (UMAR) 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 |
---|---|---|---|---|---|---|---|
Apr 04, 2024
Q1 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
1.13MNew |
$35.6M - $36.8M
|
1.13M
$38.1M
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
547K+ 4858.21% |
$17.3M - $17.9M
|
558K
$18.9M
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
449KNew |
$14.1M - $14.6M
|
449K
$15.2M
|
|
Apr 12, 2024
Q1 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
250KNew |
$7.89M - $8.18M
|
250K
$8.46M
|
|
Apr 30, 2024
Q1 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
81.3KNew |
$2.56M - $2.66M
|
81.3K
$2.75M
|
|
Apr 19, 2024
Q1 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
61.2K+ 208.36% |
$1.93M - $2M
|
90.5K
$3.06M
|
|
Apr 19, 2024
Q1 2024
|
Donald L. Hagan, LLC
|
BUY
|
- |
45.8KNew |
$1.44M - $1.5M
|
45.8K
$1.55M
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
35.6K+ 112.28% |
$1.12M - $1.16M
|
67.2K
$2.27M
|
|
May 14, 2024
Q1 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
31.2KNew |
$984K - $1.02M
|
31.2K
$1.05M
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
28.2KNew |
$888K - $920K
|
28.2K
$953K
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
23.5KNew |
$742K - $768K
|
23.5K
$795K
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
21.8K+ 209.95% |
$688K - $712K
|
32.2K
$1.09M
|
|
May 10, 2024
Q1 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
17.5KNew |
$552K - $571K
|
17.5K
$591K
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
16.7K+ 27.88% |
$528K - $547K
|
76.8K
$2.6M
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
16.4KNew |
$516K - $535K
|
16.4K
$553K
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
16.2KNew |
$512K - $530K
|
16.2K
$549K
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
15.7K+ 47.9% |
$496K - $514K
|
48.6K
$1.64M
|
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
14.1K+ 103.72% |
$446K - $462K
|
27.8K
$940K
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
13.7K+ 106.78% |
$431K - $446K
|
26.4K
$894K
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
12.7KNew |
$401K - $415K
|
12.7K
$430K
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
11.2KNew |
$352K - $364K
|
11.2K
$377K
|
|
Apr 12, 2024
Q1 2024
|
Retirement Planning Group
|
BUY
|
- |
10.3KNew |
$324K - $336K
|
10.3K
$347K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
9.53KNew |
$301K - $311K
|
9.53K
$322K
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
7.65KNew |
$241K - $250K
|
7.65K
$259K
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.64KNew |
$209K - $217K
|
6.64K
$225K
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
6.26KNew |
$197K - $204K
|
6.26K
$211K
|
|
Apr 16, 2024
Q1 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
6.22KNew |
$196K - $203K
|
6.22K
$210K
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
5.27K+ 41.2% |
$166K - $172K
|
18.1K
$611K
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
BUY
|
- |
4.62K+ 11.24% |
$146K - $151K
|
45.8K
$1.55M
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.49K+ 34.87% |
$141K - $147K
|
17.4K
$587K
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.92KNew |
$124K - $128K
|
3.92K
$133K
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.86K+ 32.48% |
$90K - $93.3K
|
11.6K
$394K
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.76KNew |
$87K - $90.1K
|
2.76K
$93.3K
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1KNew |
$31.5K - $32.7K
|
1K
$33.8K
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
986New |
$31.1K - $32.2K
|
986
$33.3K
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
775New |
$24.4K - $25.3K
|
775
$26.2K
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
465+ 56.92% |
$14.7K - $15.2K
|
1.28K
$43.3K
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.96K+ 537.56% |
$203K - $220K
|
8.25K
$279K
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.4KNew |
$157K - $171K
|
5.4K
$183K
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1.98KNew |
$57.8K - $62.7K
|
1.98K
$67K
|
|
Q3 2023 | |||||||
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1.98KNew |
$58.9K - $60.4K
|
1.98K
$67K
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.1K+ 10.09% |
$32.6K - $33.5K
|
12K
$405K
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
8New |
$238 - $244
|
8
$270
|
|
Q2 2023 | |||||||
Aug 15, 2023
Q2 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
7KNew |
$200K - $210K
|
7K
$237K
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
Glovista Investments LLC
Jersey City, NJ |
BUY
|
- |
328KNew |
$9.11M - $9.42M
|
328K
$11.1M
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
16.5KNew |
$457K - $473K
|
16.5K
$557K
|
|
May 09, 2023
Q1 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
16.4KNew |
$456K - $471K
|
16.4K
$555K
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
9.16KNew |
$254K - $263K
|
9.16K
$310K
|
|
Apr 17, 2023
Q1 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
1.94KNew |
$53.9K - $55.7K
|
1.94K
$65.6K
|