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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
2+ 4.0% |
$55.5 - $57.4
|
52
$1.86K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
9.4KNew |
$261K - $271K
|
9.4K
$336K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1.81KNew |
$50.2K - $52.1K
|
1.81K
$64.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
700+ 100.0% |
$19.4K - $20.2K
|
1.4K
$50.1K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
473New |
$13.1K - $13.6K
|
473
$16.9K
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
5New |
$139 - $144
|
5
$179
|
|
| Q3 2022 | |||||||
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
3.3KNew |
$91.4K - $97.9K
|
3.3K
$118K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
3.87K+ 48.19% |
$108K - $117K
|
11.9K
$426K
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
500New |
$13.9K - $15.2K
|
500
$17.9K
|
|
| Q1 2022 | |||||||
|
May 12, 2022
Q1 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1KNew |
$29.4K - $30.4K
|
1K
$35.9K
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
16.8KNew |
$488K - $500K
|
16.8K
$601K
|
|
| Q1 2021 | |||||||
|
Apr 28, 2021
Q1 2021
|
Bcs Wealth Management
|
BUY
|
- |
10.7KNew |
$297K - $305K
|
10.7K
$383K
|
|