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 |
---|---|---|---|---|---|---|---|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.76K- 8.12% |
$114K - $120K
|
42.5K
$1.37M
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-7.61K- 21.22% |
$230K - $243K
|
28.3K
$912K
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-8.58K- 40.86% |
$260K - $274K
|
12.4K
$401K
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
7.69KNew |
$233K - $246K
|
7.69K
$248K
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
462New |
$14K - $14.8K
|
462
$14.9K
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
21.4K+ 57.48% |
$648K - $684K
|
58.7K
$1.89M
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-9.15K- 53.0% |
$277K - $292K
|
8.11K
$262K
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-7.21K- 88.41% |
$218K - $230K
|
945
$30.5K
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-6.41K- 28.62% |
$194K - $205K
|
16K
$516K
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
9.07KNew |
$275K - $290K
|
9.07K
$293K
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.62K+ 11.43% |
$140K - $148K
|
45K
$1.45M
|
|
Aug 13, 2024
Q2 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
28.2KNew |
$852K - $900K
|
28.2K
$909K
|
|
Aug 13, 2024
Q2 2024
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
7.31KNew |
$221K - $233K
|
7.31K
$236K
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-56- 64.37% |
$1.69K - $1.79K
|
31
$1K
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
602+ 4.12% |
$18.2K - $19.2K
|
15.2K
$492K
|
|
Aug 13, 2024
Q2 2024
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
6.38KNew |
$193K - $204K
|
6.38K
$206K
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
15.7KNew |
$476K - $502K
|
15.7K
$508K
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.94K+ 53.69% |
$149K - $158K
|
14.1K
$456K
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4.49KNew |
$136K - $144K
|
4.49K
$145K
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
77.7K+ 207.34% |
$2.35M - $2.48M
|
115K
$3.72M
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.89K+ 7.22% |
$57.3K - $60.5K
|
28.1K
$908K
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
145New |
$4.39K - $4.63K
|
145
$4.68K
|
|
Aug 02, 2024
Q2 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
47.1K+ 97.45% |
$1.42M - $1.5M
|
95.4K
$3.08M
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-84- 31.11% |
$2.54K - $2.68K
|
186
$6K
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
BUY
|
- |
55+ 1.37% |
$1.66K - $1.76K
|
4.07K
$131K
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.13K+ 6.12% |
$155K - $164K
|
89K
$2.87M
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
BUY
|
- |
28.1K+ 2672.19% |
$849K - $896K
|
29.1K
$940K
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.95K- 11.54% |
$59.1K - $62.4K
|
15K
$483K
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
12.2KNew |
$368K - $389K
|
12.2K
$393K
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
15.4KNew |
$465K - $491K
|
15.4K
$496K
|
|
Jul 19, 2024
Q2 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
5.79K+ 14.24% |
$175K - $185K
|
46.4K
$1.5M
|
|
Jul 19, 2024
Q2 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-531- 3.58% |
$16.1K - $17K
|
14.3K
$462K
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
4K+ 40.48% |
$121K - $128K
|
13.9K
$448K
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
3.03KNew |
$91.6K - $96.7K
|
3.03K
$97.7K
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
23New |
$696 - $735
|
23
$742
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
502K+ 1489.88% |
$15.2M - $16M
|
536K
$17.3M
|
|
Jul 18, 2024
Q2 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-1.2K- 14.86% |
$36.3K - $38.3K
|
6.87K
$222K
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
6.68KNew |
$202K - $213K
|
6.68K
$216K
|
|
Jul 12, 2024
Q2 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
17.8KNew |
$537K - $567K
|
17.8K
$573K
|
|
Jul 12, 2024
Q2 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-646- 1.04% |
$19.5K - $20.6K
|
61.5K
$1.99M
|
|
Q1 2024 | |||||||
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-600- 48.47% |
$17.6K - $18.2K
|
638
$20.6K
|
|
May 15, 2024
Q1 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
1.15KNew |
$33.7K - $34.8K
|
1.15K
$37.2K
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
10.3KNew |
$300K - $310K
|
10.3K
$331K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
538+ 5.43% |
$15.7K - $16.3K
|
10.4K
$337K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-590- 1.62% |
$17.3K - $17.9K
|
35.8K
$1.16M
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
7.4KNew |
$217K - $224K
|
7.4K
$239K
|
|
May 10, 2024
Q1 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-2K- 12.74% |
$58.5K - $60.5K
|
13.7K
$442K
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-572- 4.95% |
$16.7K - $17.3K
|
11K
$354K
|
|
Apr 19, 2024
Q1 2024
|
Retirement Guys Formula LLC
|
SELL
|
- |
-9- 0.08% |
$263 - $272
|
11.7K
$378K
|