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 |
---|---|---|---|---|---|---|---|
Feb 08, 2024
Q3 2023
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-3.4K- 6.78% |
$101K - $104K
|
46.8K
$1.61M
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
9.67KNew |
$288K - $295K
|
9.67K
$332K
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
200New |
$5.96K - $6.1K
|
200
$6.87K
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
466New |
$13.9K - $14.2K
|
466
$16K
|
|
Oct 30, 2023
Q3 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-1K- 62.5% |
$29.8K - $30.5K
|
600
$20.6K
|
|
Oct 24, 2023
Q3 2023
|
Retirement Planning Group
|
SELL
|
- |
-21.3K- 75.75% |
$634K - $649K
|
6.81K
$234K
|
|
Q2 2023 | |||||||
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$28.5 - $29.9
|
1
$34.4
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-10.2K- 46.69% |
$290K - $304K
|
11.6K
$399K
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-188- 1.15% |
$5.36K - $5.62K
|
16.1K
$553K
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.8K- 2.34% |
$51.4K - $53.8K
|
75.3K
$2.58M
|
|
Aug 02, 2023
Q2 2023
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
6.99KNew |
$199K - $209K
|
6.99K
$240K
|
|
Jul 26, 2023
Q2 2023
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
7.53KNew |
$215K - $225K
|
7.53K
$259K
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-10.7K- 55.1% |
$290K - $304K
|
8.68K
$298K
|
|
May 15, 2023
Q1 2023
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-155- 1.26% |
$4.21K - $4.42K
|
12.1K
$416K
|
|
May 09, 2023
Q1 2023
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-730- 8.87% |
$19.8K - $20.8K
|
7.5K
$258K
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
440New |
$12K - $12.5K
|
440
$15.1K
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-106- 60.92% |
$2.88K - $3.02K
|
68
$2.34K
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-952- 5.63% |
$25.9K - $27.2K
|
16K
$548K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
7.09KNew |
$193K - $202K
|
7.09K
$244K
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
7.18KNew |
$195K - $205K
|
7.18K
$246K
|
|
Q4 2022 | |||||||
May 11, 2023
Q4 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-274Closed |
$7.31K - $7.59K
|
0
$0
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.07KNew |
$55.2K - $57.3K
|
2.07K
$71K
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.68KNew |
$44.8K - $46.5K
|
1.68K
$57.6K
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
4.18KNew |
$111K - $116K
|
4.18K
$143K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
382+ 2.24% |
$10K - $10.6K
|
17.5K
$600K
|
|
Nov 14, 2022
Q3 2022
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
312KNew |
$8.16M - $8.65M
|
312K
$10.7M
|
|
Nov 14, 2022
Q3 2022
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-2.73K- 11.09% |
$71.4K - $75.8K
|
21.9K
$752K
|
|
Q2 2022 | |||||||
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-327- 3.17% |
$8.56K - $9.28K
|
10K
$344K
|
|
Aug 12, 2022
Q2 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
6.41K+ 34.62% |
$168K - $182K
|
24.9K
$856K
|
|
Aug 11, 2022
Q2 2022
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-1KClosed |
$26.2K - $28.4K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-7.36KClosed |
$193K - $209K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-9.71KClosed |
$254K - $276K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-8.09KClosed |
$212K - $229K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-13KClosed |
$341K - $369K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-7.57KClosed |
$198K - $215K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Stone House Investment Management, LLC
|
BUY
|
- |
1.94K+ 18.39% |
$50.8K - $55K
|
12.5K
$429K
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.6KClosed |
$68.1K - $73.8K
|
0
$0
|
|
Q1 2022 | |||||||
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
24KNew |
$661K - $686K
|
24K
$825K
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4.84K+ 36.03% |
$133K - $138K
|
18.3K
$628K
|
|
Apr 25, 2022
Q1 2022
|
Hudson Capital Management LLC
|
SELL
|
- |
-196KClosed |
$5.38M - $5.59M
|
0
$0
|
|
Apr 22, 2022
Q1 2022
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-7.02KClosed |
$193K - $201K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
SELL
|
- |
-379Closed |
$10.4K - $10.8K
|
0
$0
|
|
Q4 2021 | |||||||
Jan 24, 2022
Q4 2021
|
Altfest L J & CO Inc
|
SELL
|
- |
-8.25KClosed |
$229K - $235K
|
0
$0
|
|
Jan 20, 2022
Q4 2021
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
3.59KNew |
$99.7K - $102K
|
3.59K
$123K
|
|
Q3 2021 | |||||||
Nov 12, 2021
Q3 2021
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-839Closed |
$23.2K - $23.4K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-8.81KClosed |
$244K - $245K
|
0
$0
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Q2 2021 | |||||||
Aug 24, 2021
Q2 2021
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-60.4KClosed |
$1.65M - $1.68M
|
0
$0
|
|
Q1 2021 | |||||||
May 14, 2021
Q1 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
239New |
$6.37K - $6.52K
|
239
$8.21K
|
|
May 13, 2021
Q1 2021
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-470Closed |
$12.5K - $12.8K
|
0
$0
|