Latest Institutional Purchases of Innovator U.S. Equity Ultra Bu (UMAY)
This list provides information on the latest institutional transactions involving Innovator U.S. Equity Ultra Bu (UMAY) 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 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
46.3KNew |
$1.35M - $1.4M
|
46.3K
$1.49M
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
10.3KNew |
$300K - $310K
|
10.3K
$330K
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
9.85K+ 60.06% |
$288K - $298K
|
26.2K
$845K
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.42K+ 81.43% |
$276K - $285K
|
21K
$676K
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
7.4KNew |
$217K - $224K
|
7.4K
$238K
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.26K+ 2.77% |
$66K - $68.3K
|
83.8K
$2.7M
|
|
May 15, 2024
Q1 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
1.15KNew |
$33.7K - $34.8K
|
1.15K
$37.1K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
538+ 5.43% |
$15.7K - $16.3K
|
10.4K
$336K
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
433+ 1.17% |
$12.7K - $13.1K
|
37.5K
$1.21M
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
34K+ 306.05% |
$921K - $1M
|
45.1K
$1.45M
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
9.88KNew |
$267K - $291K
|
9.88K
$318K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.04KNew |
$55.2K - $60K
|
2.04K
$65.6K
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.5K+ 11.03% |
$40.6K - $44.1K
|
15.1K
$486K
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
575+ 7.78% |
$15.6K - $16.9K
|
7.97K
$256K
|
|
Q3 2023 | |||||||
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
15.2KNew |
$418K - $429K
|
15.2K
$489K
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
BUY
|
- |
8.72KNew |
$240K - $246K
|
8.72K
$281K
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
690New |
$19K - $19.5K
|
690
$22.2K
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
470New |
$12.9K - $13.3K
|
470
$15.1K
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
147+ 1.0% |
$4.05K - $4.15K
|
14.8K
$476K
|
|
Q2 2023 | |||||||
Aug 11, 2023
Q2 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
172KNew |
$4.53M - $4.81M
|
172K
$5.54M
|
|
Jul 28, 2023
Q2 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
29.2KNew |
$769K - $817K
|
29.2K
$941K
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
9.19KNew |
$242K - $257K
|
9.19K
$296K
|
|
Jul 24, 2023
Q2 2023
|
Retirement Planning Group
|
BUY
|
- |
8.91KNew |
$235K - $249K
|
8.91K
$287K
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
7.59KNew |
$200K - $212K
|
7.59K
$244K
|
|
Jul 26, 2023
Q2 2023
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
7.36KNew |
$194K - $206K
|
7.36K
$237K
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2.41KNew |
$63.3K - $67.2K
|
2.41K
$77.4K
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
1.05KNew |
$27.6K - $29.3K
|
1.05K
$33.8K
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
30.3KNew |
$786K - $829K
|
30.3K
$976K
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.5KNew |
$38.9K - $41K
|
1.5K
$48.3K
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
789New |
$20.5K - $21.6K
|
789
$25.4K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
788New |
$20.4K - $21.5K
|
788
$25.4K
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
178New |
$4.61K - $4.86K
|
178
$5.73K
|
|
Q4 2022 | |||||||
Jan 30, 2023
Q4 2022
|
Tru Independence LLC
|
BUY
|
- |
7.9KNew |
$204K - $213K
|
7.9K
$254K
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4.49KNew |
$116K - $121K
|
4.49K
$145K
|
|
Jan 31, 2023
Q4 2022
|
Triumph Capital Management
|
BUY
|
- |
2.23K+ 20.85% |
$57.6K - $60.2K
|
12.9K
$416K
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
86New |
$2.22K - $2.32K
|
86
$2.77K
|
|
Q2 2022 | |||||||
Aug 01, 2022
Q2 2022
|
Phoenix Wealth Advisors
|
BUY
|
- |
14.8KNew |
$380K - $429K
|
14.8K
$477K
|
|
Jul 13, 2022
Q2 2022
|
Hbw Advisory Services LLC
|
BUY
|
- |
11KNew |
$282K - $319K
|
11K
$354K
|
|
Aug 09, 2022
Q2 2022
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
7.78KNew |
$200K - $225K
|
7.78K
$250K
|
|
Jul 19, 2022
Q2 2022
|
Stone House Investment Management, LLC
|
BUY
|
- |
2.3K+ 27.4% |
$59K - $66.6K
|
10.7K
$344K
|
|
Aug 15, 2022
Q2 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
1.12K+ 12.05% |
$28.7K - $32.4K
|
10.4K
$335K
|
|
Aug 22, 2022
Q2 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.11KNew |
$28.5K - $32.2K
|
1.11K
$35.8K
|
|
Q2 2021 | |||||||
Aug 16, 2021
Q2 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
15.7KNew |
$428K - $439K
|
15.7K
$504K
|
|
Mar 22, 2023
Q2 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
3.62KNew |
$99K - $101K
|
3.62K
$117K
|