Latest Institutional Transactions on Innovator U.S. Equity Ultra Bu (UMAY)
This table provides information on the latest institutional transactions involving Innovator U.S. Equity Ultra Bu (UMAY) 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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-740- 1.79% |
$24.3K - $25K
|
40.7K
$1.39M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
16.5KNew |
$541K - $557K
|
16.5K
$562K
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
6.02KNew |
$198K - $203K
|
6.02K
$205K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
900New |
$29.6K - $30.4K
|
900
$30.7K
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
115KNew |
$3.79M - $3.9M
|
115K
$3.94M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-65- 0.18% |
$2.13K - $2.2K
|
36.7K
$1.25M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-11.8K- 40.62% |
$388K - $400K
|
17.3K
$590K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-412- 3.03% |
$13.5K - $13.9K
|
13.2K
$449K
|
|
|
Jan 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-1.1K- 2.48% |
$36.1K - $37.2K
|
43.3K
$1.48M
|
|
|
Jan 14, 2025
Q4 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-969- 5.46% |
$31.8K - $32.8K
|
16.8K
$573K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-3.17K- 9.34% |
$104K - $107K
|
30.8K
$1.05M
|
|
| Q3 2024 | |||||||
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
2.66KNew |
$83.1K - $87.7K
|
2.66K
$90.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.68K- 17.61% |
$83.8K - $88.5K
|
12.5K
$428K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-4.97K- 40.06% |
$155K - $164K
|
7.44K
$254K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
545+ 3.46% |
$17K - $18K
|
16.3K
$555K
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
16.6K+ 215.56% |
$518K - $547K
|
24.3K
$828K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
1.21K+ 3912.9% |
$37.9K - $40K
|
1.24K
$42.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-3.86K- 24.17% |
$121K - $127K
|
12.1K
$414K
|
|
|
Nov 13, 2024
Q3 2024
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
26+ 0.41% |
$812 - $858
|
6.4K
$219K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.48K- 2.53% |
$46.3K - $48.9K
|
57.2K
$1.95M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-6.87K- 16.16% |
$215K - $227K
|
35.6K
$1.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
895+ 3.18% |
$28K - $29.5K
|
29.1K
$992K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.81K+ 62.63% |
$87.9K - $92.9K
|
7.31K
$249K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-78.6K- 68.28% |
$2.46M - $2.59M
|
36.5K
$1.25M
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
SELL
|
- |
-3.72K- 91.39% |
$116K - $123K
|
350
$11.9K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
82+ 1.08% |
$2.56K - $2.71K
|
7.65K
$261K
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-37- 2.06% |
$1.16K - $1.22K
|
1.76K
$59.9K
|
|
|
Oct 21, 2024
Q3 2024
|
Retirement Guys Formula LLC
|
SELL
|
- |
-4.39K- 37.43% |
$137K - $145K
|
7.33K
$250K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-2.1K- 17.28% |
$65.7K - $69.4K
|
10.1K
$344K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-18- 0.27% |
$562 - $594
|
6.66K
$227K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-2.8K- 4.55% |
$87.6K - $92.5K
|
58.7K
$2M
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-9.15K- 53.0% |
$277K - $292K
|
8.11K
$277K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
462New |
$14K - $14.8K
|
462
$15.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
9.07KNew |
$275K - $290K
|
9.07K
$310K
|
|
|
Aug 13, 2024
Q2 2024
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
7.31KNew |
$221K - $233K
|
7.31K
$249K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.94K+ 53.69% |
$149K - $158K
|
14.1K
$482K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.89K+ 7.22% |
$57.3K - $60.5K
|
28.1K
$960K
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
145New |
$4.39K - $4.63K
|
145
$4.95K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-84- 31.11% |
$2.54K - $2.68K
|
186
$6.35K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.13K+ 6.12% |
$155K - $164K
|
89K
$3.04M
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
15.4KNew |
$465K - $491K
|
15.4K
$524K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
4K+ 40.48% |
$121K - $128K
|
13.9K
$474K
|
|
|
Jul 19, 2024
Q2 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-531- 3.58% |
$16.1K - $17K
|
14.3K
$489K
|
|
|
Jul 18, 2024
Q2 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-1.2K- 14.86% |
$36.3K - $38.3K
|
6.87K
$234K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
3.03KNew |
$91.6K - $96.7K
|
3.03K
$103K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
23New |
$696 - $735
|
23
$785
|
|
| Q1 2024 | |||||||
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
7.4KNew |
$217K - $224K
|
7.4K
$252K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
7.21K+ 763.07% |
$211K - $218K
|
8.16K
$278K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-600- 48.47% |
$17.6K - $18.2K
|
638
$21.8K
|
|