Purchases and Sales Made in Q3 2024 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 2024. 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 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
16.6K+ 215.56% |
$518K - $547K
|
24.3K
$814K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
8.5K+ 30.08% |
$265K - $280K
|
36.8K
$1.23M
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
7.04K+ 7.38% |
$220K - $232K
|
102K
$3.44M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.81K+ 62.63% |
$87.9K - $92.9K
|
7.31K
$245K
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
2.66KNew |
$83.1K - $87.7K
|
2.66K
$89.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
1.21K+ 3912.9% |
$37.9K - $40K
|
1.24K
$41.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
895+ 3.18% |
$28K - $29.5K
|
29.1K
$975K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
545+ 3.46% |
$17K - $18K
|
16.3K
$546K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
82+ 1.08% |
$2.56K - $2.71K
|
7.65K
$257K
|
|
|
Nov 13, 2024
Q3 2024
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
26+ 0.41% |
$812 - $858
|
6.4K
$215K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
2+ 0.01% |
$62.5 - $66
|
29.1K
$977K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 04, 2024
Q3 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-1- 0.01% |
$31.2 - $33
|
17.8K
$596K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-18- 0.27% |
$562 - $594
|
6.66K
$223K
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-37- 2.06% |
$1.16K - $1.22K
|
1.76K
$58.9K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.38K- 9.22% |
$43.1K - $45.5K
|
13.6K
$456K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.48K- 2.53% |
$46.3K - $48.9K
|
57.2K
$1.92M
|
|
|
Oct 15, 2024
Q3 2024
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-2.04K- 4.4% |
$63.8K - $67.4K
|
44.4K
$1.49M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-2.1K- 17.28% |
$65.7K - $69.4K
|
10.1K
$338K
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.68K- 17.61% |
$83.8K - $88.5K
|
12.5K
$421K
|
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-2.8K- 4.55% |
$87.6K - $92.5K
|
58.7K
$1.97M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.6K- 7.99% |
$112K - $119K
|
41.4K
$1.39M
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
SELL
|
- |
-3.72K- 91.39% |
$116K - $123K
|
350
$11.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-3.86K- 24.17% |
$121K - $127K
|
12.1K
$407K
|
|
|
Oct 21, 2024
Q3 2024
|
Retirement Guys Formula LLC
|
SELL
|
- |
-4.39K- 37.43% |
$137K - $145K
|
7.33K
$246K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-4.97K- 40.06% |
$155K - $164K
|
7.44K
$250K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-6.87K- 16.16% |
$215K - $227K
|
35.6K
$1.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-78.6K- 68.28% |
$2.46M - $2.59M
|
36.5K
$1.23M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-502K- 93.67% |
$15.7M - $16.6M
|
33.9K
$1.14M
|