Purchases and Sales Made in Q4 2023 in Innovator U.S. Equity Ultra Bu (UMAR)
This table provides information about the institutional ownership of Innovator U.S. Equity Ultra Bu (UMAR) during Q4 2023. The information is specifically focused on institutions that hold shares of INNOVATOR U.S. EQUITY ULTRA BU.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
14.4K+ 153.19% |
$420K - $455K
|
23.8K
$831K
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
13.6KNew |
$398K - $431K
|
13.6K
$476K
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
12.8KNew |
$373K - $405K
|
12.8K
$447K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.96K+ 537.56% |
$203K - $220K
|
8.25K
$288K
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
6.36KNew |
$186K - $201K
|
6.36K
$222K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.4KNew |
$157K - $171K
|
5.4K
$189K
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
BUY
|
- |
2.12K+ 17.53% |
$61.9K - $67.1K
|
14.2K
$497K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1.98KNew |
$57.8K - $62.7K
|
1.98K
$69.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
310+ 61.14% |
$9.04K - $9.8K
|
817
$28.5K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 12, 2024
Q4 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-40- 34.48% |
$1.17K - $1.26K
|
76
$2.65K
|
|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-40- 3.17% |
$1.17K - $1.26K
|
1.22K
$42.6K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-181- 1.71% |
$5.28K - $5.72K
|
10.4K
$363K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-606- 4.5% |
$17.7K - $19.1K
|
12.9K
$449K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-616- 4.59% |
$18K - $19.5K
|
12.8K
$447K
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
SELL
|
- |
-700- 5.85% |
$20.4K - $22.1K
|
11.3K
$393K
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-761- 3.97% |
$22.2K - $24K
|
18.4K
$642K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-2.2K- 6.27% |
$64.2K - $69.5K
|
32.9K
$1.15M
|
|
|
Feb 12, 2024
Q4 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-4.42K- 8.44% |
$129K - $140K
|
48K
$1.67M
|
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
SELL
|
- |
-5K- 10.83% |
$146K - $158K
|
41.1K
$1.44M
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-6.64K- 44.55% |
$194K - $210K
|
8.26K
$289K
|
|
|
Jan 23, 2024
Q4 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-6.64K- 44.55% |
$194K - $210K
|
8.26K
$289K
|
|
|
Feb 08, 2024
Q4 2023
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-9.75KClosed |
$284K - $308K
|
0
$0
|
|
|
Jan 31, 2024
Q4 2023
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-10.3K- 26.02% |
$301K - $326K
|
29.4K
$1.03M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-20.8K- 25.69% |
$606K - $656K
|
60.1K
$2.1M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-177K- 95.24% |
$5.17M - $5.6M
|
8.85K
$309K
|