Latest Institutional Purchases of Innovator U.S. Equity Ultra Bu (UOCT)
This list provides information on the latest institutional transactions involving Innovator U.S. Equity Ultra Bu (UOCT) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 08, 2024
Q1 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
22.9KNew |
$735K - $768K
|
22.9K
$785K
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
20.6K+ 49.57% |
$662K - $692K
|
62.1K
$2.13M
|
|
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
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
6.28KNew |
$202K - $211K
|
6.28K
$215K
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.14K+ 15.98% |
$197K - $206K
|
44.6K
$1.53M
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
4.01KNew |
$129K - $135K
|
4.01K
$137K
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.63K+ 107.34% |
$117K - $122K
|
7.01K
$240K
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.49K+ 4.92% |
$48K - $50.1K
|
31.8K
$1.09M
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
568+ 17.73% |
$18.3K - $19.1K
|
3.77K
$129K
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
494+ 1.75% |
$15.9K - $16.6K
|
28.8K
$987K
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
292+ 1.66% |
$9.39K - $9.81K
|
17.9K
$613K
|
|
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
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
241+ 10.09% |
$7.75K - $8.1K
|
2.63K
$90.2K
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
38+ 0.01% |
$1.22K - $1.28K
|
333K
$11.4M
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
7+ 0.02% |
$225 - $235
|
41.4K
$1.42M
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
1+ 0.01% |
$32.2 - $33.6
|
18.6K
$638K
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q4 2023 | |||||||
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
21.9K+ 300.77% |
$656K - $711K
|
29.2K
$1M
|
|
Feb 09, 2024
Q4 2023
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
20.1KNew |
$602K - $652K
|
20.1K
$691K
|
|
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
$402K
|
|
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
|
Advisory Services Network, LLC
|
BUY
|
- |
2.82KNew |
$84.3K - $91.3K
|
2.82K
$96.8K
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
300+ 4.41% |
$8.97K - $9.71K
|
7.1K
$244K
|
|
Q3 2023 | |||||||
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
9.67KNew |
$288K - $295K
|
9.67K
$332K
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
466New |
$13.9K - $14.2K
|
466
$16K
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
200New |
$5.96K - $6.1K
|
200
$6.86K
|
|
Q2 2023 | |||||||
Jul 26, 2023
Q2 2023
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
7.53KNew |
$215K - $225K
|
7.53K
$258K
|
|
Aug 02, 2023
Q2 2023
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
6.99KNew |
$199K - $209K
|
6.99K
$240K
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$28.5 - $29.9
|
1
$34.3
|
|
Q1 2023 | |||||||
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
7.18KNew |
$195K - $205K
|
7.18K
$246K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
7.09KNew |
$193K - $202K
|
7.09K
$243K
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
440New |
$12K - $12.5K
|
440
$15.1K
|
|
Q4 2022 | |||||||
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
4.18KNew |
$111K - $116K
|
4.18K
$143K
|
|
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
$57.5K
|
|
Q3 2022 | |||||||
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
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
382+ 2.24% |
$10K - $10.6K
|
17.5K
$599K
|
|
Q2 2022 | |||||||
Aug 12, 2022
Q2 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
6.41K+ 34.62% |
$168K - $182K
|
24.9K
$855K
|
|
Jul 19, 2022
Q2 2022
|
Stone House Investment Management, LLC
|
BUY
|
- |
1.94K+ 18.39% |
$50.8K - $55K
|
12.5K
$429K
|
|
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
|
|
Q4 2021 | |||||||
Jan 20, 2022
Q4 2021
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
3.59KNew |
$99.7K - $102K
|
3.59K
$123K
|
|
Q1 2021 | |||||||
May 14, 2021
Q1 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
239New |
$6.37K - $6.52K
|
239
$8.2K
|