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 |
---|---|---|---|---|---|---|---|
Oct 04, 2024
Q3 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
9.42K+ 46.8% |
$319K - $328K
|
29.6K
$1.03M
|
|
Q2 2024 | |||||||
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-588- 2.38% |
$19.5K - $20.2K
|
24.1K
$836K
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-6.2K- 39.97% |
$206K - $213K
|
9.32K
$324K
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-235- 0.57% |
$7.79K - $8.05K
|
41.1K
$1.43M
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.11K+ 53.11% |
$236K - $244K
|
20.5K
$712K
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-2.01K- 8.7% |
$66.8K - $69K
|
21.1K
$734K
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
9.96K+ 125.84% |
$330K - $341K
|
17.9K
$620K
|
|
Aug 14, 2024
Q2 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-258- 2.2% |
$8.56K - $8.84K
|
11.5K
$399K
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-2.39K- 8.85% |
$79.2K - $81.9K
|
24.6K
$854K
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
362New |
$12K - $12.4K
|
362
$12.6K
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
5.67KNew |
$188K - $194K
|
5.67K
$197K
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-6.46K- 10.4% |
$214K - $221K
|
55.7K
$1.93M
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-6.34K- 90.42% |
$210K - $217K
|
671
$23.3K
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
29.2K+ 294.6% |
$969K - $1M
|
39.1K
$1.36M
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
7.47KNew |
$248K - $256K
|
7.47K
$259K
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-10.3K- 32.19% |
$342K - $353K
|
21.7K
$753K
|
|
Aug 13, 2024
Q2 2024
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-149- 1.24% |
$4.94K - $5.11K
|
11.8K
$411K
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-9.62K- 38.89% |
$319K - $330K
|
15.1K
$525K
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
126+ 132.63% |
$4.18K - $4.32K
|
221
$7.67K
|
|
Aug 12, 2024
Q2 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-485- 3.46% |
$16.1K - $16.6K
|
13.5K
$470K
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-829- 2.88% |
$27.5K - $28.4K
|
28K
$970K
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
406+ 2.27% |
$13.5K - $13.9K
|
18.3K
$634K
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-390- 0.87% |
$12.9K - $13.4K
|
44.2K
$1.53M
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
2.14KNew |
$70.9K - $73.2K
|
2.14K
$74.2K
|
|
Aug 05, 2024
Q2 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-9.18K- 19.63% |
$305K - $315K
|
37.6K
$1.31M
|
|
Aug 02, 2024
Q2 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
5.26K+ 17.06% |
$174K - $180K
|
36.1K
$1.25M
|
|
Aug 02, 2024
Q2 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
46.7K+ 43.34% |
$1.55M - $1.6M
|
154K
$5.36M
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
SELL
|
- |
-1.85K- 17.06% |
$61.4K - $63.4K
|
9K
$312K
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.54K- 1.06% |
$117K - $121K
|
329K
$11.4M
|
|
Jul 31, 2024
Q2 2024
|
Compass Advisory Group LLC
|
SELL
|
- |
-1.73K- 5.87% |
$57.4K - $59.3K
|
27.7K
$963K
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-9.23K- 49.67% |
$306K - $316K
|
9.35K
$325K
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
6.06KNew |
$201K - $208K
|
6.06K
$210K
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
5.9KNew |
$196K - $202K
|
5.9K
$205K
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-12K- 37.74% |
$399K - $412K
|
19.8K
$688K
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
283New |
$9.39K - $9.7K
|
283
$9.83K
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
9+ 0.13% |
$299 - $308
|
6.89K
$239K
|
|
Jul 19, 2024
Q2 2024
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-235- 0.48% |
$7.79K - $8.05K
|
49K
$1.7M
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-103- 0.6% |
$3.42K - $3.53K
|
17K
$591K
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1K+ 13.94% |
$33.2K - $34.3K
|
8.18K
$284K
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
157New |
$5.21K - $5.38K
|
157
$5.45K
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
SELL
|
- |
-4.88K- 10.21% |
$162K - $167K
|
42.9K
$1.49M
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.1K+ 33.46% |
$69.7K - $72K
|
8.38K
$291K
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-100- 1.09% |
$3.32K - $3.43K
|
9.08K
$315K
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
1.19K+ 31.64% |
$39.6K - $40.9K
|
4.96K
$172K
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.81K- 45.26% |
$60.1K - $62.1K
|
2.19K
$76.1K
|
|
Q1 2024 | |||||||
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.39K- 49.1% |
$44.6K - $46.6K
|
1.44K
$49.9K
|
|
Jul 23, 2024
Q1 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
14.4KNew |
$462K - $482K
|
14.4K
$499K
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-15.5K- 53.15% |
$500K - $522K
|
13.7K
$476K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-3.18K- 22.16% |
$102K - $107K
|
11.2K
$388K
|