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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
2.14KNew |
$70.9K - $73.2K
|
2.14K
$75.6K
|
|
|
Aug 05, 2024
Q2 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-9.18K- 19.63% |
$305K - $315K
|
37.6K
$1.33M
|
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
SELL
|
- |
-1.85K- 17.06% |
$61.4K - $63.4K
|
9K
$318K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
6.06KNew |
$201K - $208K
|
6.06K
$214K
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
5.9KNew |
$196K - $202K
|
5.9K
$209K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
283New |
$9.39K - $9.7K
|
283
$10K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1K+ 13.94% |
$33.2K - $34.3K
|
8.18K
$289K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
157New |
$5.21K - $5.38K
|
157
$5.56K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.81K- 45.26% |
$60.1K - $62.1K
|
2.19K
$77.6K
|
|
| Q1 2024 | |||||||
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.34K+ 944.11% |
$204K - $213K
|
7.01K
$248K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-3.18K- 22.16% |
$102K - $107K
|
11.2K
$395K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
241+ 10.09% |
$7.75K - $8.1K
|
2.63K
$93.1K
|
|
|
May 08, 2024
Q1 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
22.9KNew |
$735K - $768K
|
22.9K
$809K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-465- 8.61% |
$14.9K - $15.6K
|
4.94K
$175K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
17.6KNew |
$526K - $570K
|
17.6K
$623K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
11.7KNew |
$351K - $380K
|
11.7K
$415K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.82KNew |
$84.3K - $91.3K
|
2.82K
$99.8K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-11.4K- 64.05% |
$342K - $370K
|
6.42K
$227K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
9.67KNew |
$288K - $295K
|
9.67K
$342K
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
200New |
$5.96K - $6.1K
|
200
$7.08K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
466New |
$13.9K - $14.2K
|
466
$16.5K
|
|
|
Oct 30, 2023
Q3 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-1K- 62.5% |
$29.8K - $30.5K
|
600
$21.2K
|
|
|
Oct 24, 2023
Q3 2023
|
Retirement Planning Group
|
SELL
|
- |
-21.3K- 75.75% |
$634K - $649K
|
6.81K
$241K
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$28.5 - $29.9
|
1
$35.4
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-10.2K- 46.69% |
$290K - $304K
|
11.6K
$411K
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-188- 1.15% |
$5.36K - $5.62K
|
16.1K
$570K
|
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.8K- 2.34% |
$51.4K - $53.8K
|
75.3K
$2.66M
|
|
|
Aug 02, 2023
Q2 2023
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
6.99KNew |
$199K - $209K
|
6.99K
$247K
|
|
|
Jul 26, 2023
Q2 2023
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
7.53KNew |
$215K - $225K
|
7.53K
$267K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-10.7K- 55.1% |
$290K - $304K
|
8.68K
$307K
|
|
|
May 15, 2023
Q1 2023
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-155- 1.26% |
$4.21K - $4.42K
|
12.1K
$429K
|
|
|
May 09, 2023
Q1 2023
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-730- 8.87% |
$19.8K - $20.8K
|
7.5K
$265K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
440New |
$12K - $12.5K
|
440
$15.6K
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-106- 60.92% |
$2.88K - $3.02K
|
68
$2.41K
|
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-952- 5.63% |
$25.9K - $27.2K
|
16K
$565K
|
|
| Q4 2022 | |||||||
|
Sep 11, 2024
Q4 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
2.45K+ 26.73% |
$63.9K - $67.9K
|
11.6K
$411K
|
|
|
May 11, 2023
Q4 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-274Closed |
$7.15K - $7.59K
|
0
$0
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.68KNew |
$43.7K - $46.5K
|
1.68K
$59.3K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
4.18KNew |
$109K - $116K
|
4.18K
$148K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
312KNew |
$8.16M - $8.65M
|
312K
$11M
|
|
|
Nov 14, 2022
Q3 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
382+ 2.24% |
$10K - $10.6K
|
17.5K
$618K
|
|
| Q2 2022 | |||||||
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-327- 3.17% |
$8.56K - $9.28K
|
10K
$354K
|
|
|
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
|
Kovack Advisors, Inc.
|
SELL
|
- |
-9.71KClosed |
$254K - $276K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-7.36KClosed |
$193K - $209K
|
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
$442K
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.6KClosed |
$68.1K - $73.8K
|
0
$0
|
|