Latest Institutional Transactions on Innovator U.S. Equity Ultra Bu (UOCT)
This table provides information on the latest institutional transactions involving Innovator U.S. Equity Ultra Bu (UOCT) 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 |
---|---|---|---|---|---|---|---|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
15.5KNew |
$499K - $521K
|
15.5K
$533K
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
9.92KNew |
$319K - $333K
|
9.92K
$340K
|
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.67K- 6.31% |
$53.6K - $56K
|
24.7K
$849K
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.63K+ 107.34% |
$117K - $122K
|
7.01K
$240K
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-6.97K- 23.14% |
$224K - $234K
|
23.1K
$794K
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
494+ 1.75% |
$15.9K - $16.6K
|
28.8K
$988K
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
20.6K+ 49.57% |
$662K - $692K
|
62.1K
$2.13M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-3.18K- 22.16% |
$102K - $107K
|
11.2K
$383K
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.17K- 4.51% |
$37.5K - $39.1K
|
24.7K
$846K
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-37.9K- 82.71% |
$1.22M - $1.27M
|
7.91K
$272K
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-27- 22.13% |
$868 - $907
|
95
$3.26K
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
292+ 1.66% |
$9.39K - $9.81K
|
17.9K
$613K
|
|
May 13, 2024
Q1 2024
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-4.27K- 26.27% |
$137K - $143K
|
12K
$411K
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
7+ 0.02% |
$225 - $235
|
41.4K
$1.42M
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-488- 1.78% |
$15.7K - $16.4K
|
27K
$926K
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.14K+ 15.98% |
$197K - $206K
|
44.6K
$1.53M
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-3.6K- 28.17% |
$116K - $121K
|
9.18K
$315K
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.28K- 16.41% |
$202K - $211K
|
32K
$1.1M
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-559- 3.16% |
$18K - $18.8K
|
17.1K
$588K
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
241+ 10.09% |
$7.75K - $8.1K
|
2.63K
$90.3K
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
SELL
|
- |
-3.07K- 22.08% |
$98.8K - $103K
|
10.8K
$372K
|
|
May 08, 2024
Q1 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
22.9KNew |
$735K - $768K
|
22.9K
$785K
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-770- 5.44% |
$24.8K - $25.9K
|
13.4K
$460K
|
|
May 03, 2024
Q1 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-8.07K- 6.97% |
$259K - $271K
|
108K
$3.7M
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.86K- 24.44% |
$91.8K - $95.9K
|
8.83K
$303K
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-2.74K- 8.16% |
$88.1K - $92K
|
30.8K
$1.06M
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 30, 2024
Q1 2024
|
Compass Advisory Group LLC
|
SELL
|
- |
-1.68K- 5.4% |
$54K - $56.4K
|
29.5K
$1.01M
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
38+ 0.01% |
$1.22K - $1.28K
|
333K
$11.4M
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-465- 8.61% |
$14.9K - $15.6K
|
4.94K
$169K
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.49K+ 4.92% |
$48K - $50.1K
|
31.8K
$1.09M
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
1+ 0.01% |
$32.2 - $33.6
|
18.6K
$638K
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
259+ 3.91% |
$8.33K - $8.7K
|
6.88K
$236K
|
|
Apr 19, 2024
Q1 2024
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-866- 1.73% |
$27.8K - $29.1K
|
49.2K
$1.69M
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-809- 6.45% |
$26K - $27.2K
|
11.7K
$403K
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-394K- 89.18% |
$12.7M - $13.2M
|
47.8K
$1.64M
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
6.28KNew |
$202K - $211K
|
6.28K
$215K
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
4.01KNew |
$129K - $135K
|
4.01K
$137K
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
568+ 17.73% |
$18.3K - $19.1K
|
3.77K
$129K
|
|
Q4 2023 | |||||||
Feb 16, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-238K- 96.95% |
$7.11M - $7.7M
|
7.47K
$256K
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
21.9K+ 300.77% |
$656K - $711K
|
29.2K
$1M
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
17.6KNew |
$526K - $570K
|
17.6K
$604K
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
11.7KNew |
$351K - $380K
|
11.7K
$403K
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.85KNew |
$85.2K - $92.2K
|
2.85K
$97.7K
|
|
Feb 09, 2024
Q4 2023
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
20.1KNew |
$602K - $652K
|
20.1K
$691K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.82KNew |
$84.3K - $91.3K
|
2.82K
$96.8K
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-660- 4.49% |
$19.7K - $21.4K
|
14K
$481K
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-11.4K- 64.05% |
$342K - $370K
|
6.42K
$220K
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-162- 57.24% |
$4.84K - $5.25K
|
121
$4.15K
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
300+ 4.41% |
$8.97K - $9.71K
|
7.1K
$244K
|