Purchases and Sales Made in Q3 2023 in Innovator U.S. Equity Ultra Bu (UMAY)
This table provides information about the institutional ownership of Innovator U.S. Equity Ultra Bu (UMAY) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
32.3KNew |
$888K - $911K
|
32.3K
$1.09M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
26.3K+ 37.37% |
$724K - $743K
|
96.6K
$3.26M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
15.6KNew |
$431K - $442K
|
15.6K
$528K
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
15.2KNew |
$418K - $429K
|
15.2K
$512K
|
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
13.6KNew |
$375K - $384K
|
13.6K
$459K
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10.4K+ 87.21% |
$287K - $295K
|
22.4K
$755K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
9.9KNew |
$273K - $280K
|
9.9K
$334K
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
BUY
|
- |
8.72KNew |
$240K - $246K
|
8.72K
$294K
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5.44K+ 49409.09% |
$150K - $154K
|
5.45K
$184K
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
690New |
$19K - $19.5K
|
690
$23.3K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
470New |
$12.9K - $13.3K
|
470
$15.9K
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
147+ 1.0% |
$4.05K - $4.15K
|
14.8K
$499K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-49- 0.12% |
$1.35K - $1.38K
|
39.7K
$1.34M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-381- 4.84% |
$10.5K - $10.8K
|
7.49K
$253K
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-400- 1.85% |
$11K - $11.3K
|
21.2K
$717K
|
|
|
Nov 08, 2023
Q3 2023
|
Archer Investment Corp
|
SELL
|
- |
-667- 6.14% |
$18.4K - $18.8K
|
10.2K
$344K
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-859- 2.14% |
$23.7K - $24.3K
|
39.2K
$1.32M
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-1.09K- 0.13% |
$30.1K - $30.9K
|
812K
$27.4M
|
|
|
Oct 17, 2023
Q3 2023
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-1.12K- 2.41% |
$30.9K - $31.7K
|
45.5K
$1.53M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.13K- 11.26% |
$31.1K - $31.9K
|
8.91K
$300K
|
|
|
Oct 10, 2023
Q3 2023
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-1.69K- 2.5% |
$46.6K - $47.8K
|
65.8K
$2.22M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.74K- 4.43% |
$47.9K - $49.2K
|
37.5K
$1.26M
|
|
|
Oct 13, 2023
Q3 2023
|
Retirement Guys Formula LLC
|
SELL
|
- |
-1.93K- 14.12% |
$53.1K - $54.5K
|
11.7K
$396K
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.06K- 1.35% |
$56.6K - $58.1K
|
151K
$5.08M
|
|
|
Oct 10, 2023
Q3 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-2.17K- 0.94% |
$59.8K - $61.4K
|
228K
$7.69M
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-2.38K- 11.71% |
$65.4K - $67.1K
|
17.9K
$604K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-5.25K- 66.26% |
$145K - $148K
|
2.67K
$90.2K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.38K- 38.54% |
$148K - $152K
|
8.57K
$289K
|
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-7.38K- 19.29% |
$203K - $209K
|
30.9K
$1.04M
|
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-8.83K- 44.26% |
$243K - $249K
|
11.1K
$375K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-9.65K- 10.88% |
$266K - $273K
|
79.1K
$2.67M
|
|
|
Nov 13, 2023
Q3 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-17.7K- 53.87% |
$488K - $501K
|
15.2K
$512K
|
|
|
Nov 02, 2023
Q3 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-44.6K- 42.9% |
$1.23M - $1.26M
|
59.4K
$2M
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-533K- 80.28% |
$14.7M - $15.1M
|
131K
$4.42M
|