Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
41.1KNew |
$1.11M - $1.21M
|
41.1K
$1.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
34K+ 306.05% |
$921K - $1M
|
45.1K
$1.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
14.9KNew |
$402K - $437K
|
14.9K
$500K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
9.88KNew |
$267K - $291K
|
9.88K
$333K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
9.06KNew |
$245K - $266K
|
9.06K
$305K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.08K+ 54.47% |
$110K - $120K
|
11.6K
$389K
|
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
4.04K+ 53.89% |
$109K - $119K
|
11.5K
$389K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.53K+ 3.2% |
$68.4K - $74.4K
|
81.6K
$2.75M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.04KNew |
$55.2K - $60K
|
2.04K
$68.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.5K+ 11.03% |
$40.6K - $44.1K
|
15.1K
$508K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
1.06KNew |
$28.6K - $31.1K
|
1.06K
$35.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
749+ 4.79% |
$20.3K - $22K
|
16.4K
$552K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
575+ 7.78% |
$15.6K - $16.9K
|
7.97K
$268K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-2- 0.01% |
$54.1 - $58.8
|
22.4K
$754K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-10- 1.21% |
$271 - $294
|
814
$27.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1K- 11.67% |
$27.1K - $29.4K
|
7.57K
$255K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.08K- 2.87% |
$29.2K - $31.7K
|
36.4K
$1.23M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.44K- 53.68% |
$38.8K - $42.2K
|
1.24K
$41.7K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-1.46K- 3.72% |
$39.5K - $42.9K
|
37.8K
$1.27M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.65K- 18.47% |
$44.5K - $48.4K
|
7.26K
$244K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.68K- 6.76% |
$72.6K - $78.9K
|
37K
$1.25M
|
|
|
Jan 31, 2024
Q4 2023
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-2.91K- 6.39% |
$78.6K - $85.5K
|
42.6K
$1.43M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.99K- 18.76% |
$108K - $117K
|
17.3K
$581K
|
|
|
Feb 12, 2024
Q4 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-4.17K- 7.02% |
$113K - $123K
|
55.2K
$1.86M
|
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
SELL
|
- |
-5.24K- 51.41% |
$142K - $154K
|
4.95K
$167K
|
|
|
Jan 29, 2024
Q4 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-6.08K- 2.66% |
$164K - $179K
|
222K
$7.47M
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-8.94K- 28.93% |
$242K - $263K
|
22K
$739K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-20.2K- 2.49% |
$548K - $595K
|
792K
$26.7M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-25.3K- 78.39% |
$684K - $744K
|
6.97K
$235K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-32.5K- 33.7% |
$881K - $957K
|
64K
$2.16M
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
SELL
|
- |
-84.7K- 64.65% |
$2.29M - $2.49M
|
46.3K
$1.56M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-112K- 74.12% |
$3.02M - $3.29M
|
39K
$1.31M
|