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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1KNew |
$32.8K - $34.9K
|
1K
$37.6K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
17.1KNew |
$542K - $577K
|
17.1K
$643K
|
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
8.49KNew |
$269K - $286K
|
8.49K
$319K
|
|
|
Jul 16, 2024
Q2 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
8.35KNew |
$264K - $281K
|
8.35K
$314K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
6.91KNew |
$219K - $233K
|
6.91K
$260K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
1.67KNew |
$52.8K - $56.2K
|
1.67K
$62.7K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
966New |
$30.6K - $32.6K
|
966
$36.3K
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
138New |
$4.37K - $4.65K
|
138
$5.19K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
25New |
$792 - $843
|
25
$940
|
|
| Q1 2024 | |||||||
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
23.5KNew |
$742K - $768K
|
23.5K
$885K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
9.53KNew |
$301K - $311K
|
9.53K
$358K
|
|
|
Apr 16, 2024
Q1 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
6.22KNew |
$196K - $203K
|
6.22K
$234K
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.86K+ 32.48% |
$90K - $93.3K
|
11.6K
$438K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1KNew |
$31.5K - $32.7K
|
1K
$37.6K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
986New |
$31.1K - $32.2K
|
986
$37.1K
|
|
| Q3 2023 | |||||||
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1.98KNew |
$58.9K - $60.4K
|
1.98K
$74.6K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
8New |
$238 - $244
|
8
$301
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
7KNew |
$200K - $210K
|
7K
$263K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Glovista Investments LLC
Jersey City, NJ |
BUY
|
- |
328KNew |
$9.11M - $9.42M
|
328K
$12.3M
|
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
9.16KNew |
$254K - $263K
|
9.16K
$344K
|
|
|
Apr 17, 2023
Q1 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
1.94KNew |
$53.9K - $55.7K
|
1.94K
$72.9K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.8KNew |
$50K - $51.7K
|
1.8K
$67.7K
|
|
|
Apr 17, 2023
Q1 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
184+ 1.61% |
$5.11K - $5.28K
|
11.6K
$436K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
68New |
$1.89K - $1.95K
|
68
$2.56K
|
|
|
May 12, 2023
Q1 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
24New |
$666 - $689
|
24
$902
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
2+ 4.0% |
$55.5 - $57.4
|
52
$1.96K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
9.4KNew |
$261K - $271K
|
9.4K
$353K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1.81KNew |
$50.2K - $52.1K
|
1.81K
$68.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
700+ 100.0% |
$19.4K - $20.2K
|
1.4K
$52.6K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
473New |
$13.1K - $13.6K
|
473
$17.8K
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
5New |
$139 - $144
|
5
$188
|
|
| Q3 2022 | |||||||
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
3.3KNew |
$91.4K - $97.9K
|
3.3K
$124K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
3.87K+ 48.19% |
$108K - $117K
|
11.9K
$448K
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
500New |
$13.9K - $15.2K
|
500
$18.8K
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
16.8KNew |
$488K - $500K
|
16.8K
$631K
|
|
| Q1 2021 | |||||||
|
Apr 28, 2021
Q1 2021
|
Bcs Wealth Management
|
BUY
|
- |
10.7KNew |
$297K - $305K
|
10.7K
$403K
|
|