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
$843K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
241+ 10.09% |
$7.75K - $8.1K
|
2.63K
$97K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
17.6KNew |
$526K - $570K
|
17.6K
$649K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
11.7KNew |
$351K - $380K
|
11.7K
$432K
|
|
| Q3 2023 | |||||||
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
466New |
$13.9K - $14.2K
|
466
$17.2K
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
200New |
$5.96K - $6.1K
|
200
$7.37K
|
|
| Q2 2023 | |||||||
|
Jul 26, 2023
Q2 2023
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
7.53KNew |
$215K - $225K
|
7.53K
$278K
|
|
|
Aug 02, 2023
Q2 2023
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
6.99KNew |
$199K - $209K
|
6.99K
$258K
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$28.5 - $29.9
|
1
$36.9
|
|
| Q4 2022 | |||||||
|
Sep 11, 2024
Q4 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
2.45K+ 26.73% |
$63.9K - $67.9K
|
11.6K
$428K
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.68KNew |
$43.7K - $46.5K
|
1.68K
$61.8K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
312KNew |
$8.16M - $8.65M
|
312K
$11.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
382+ 2.24% |
$10K - $10.6K
|
17.5K
$644K
|
|
| Q2 2022 | |||||||
|
Jul 19, 2022
Q2 2022
|
Stone House Investment Management, LLC
|
BUY
|
- |
1.94K+ 18.39% |
$50.8K - $55K
|
12.5K
$461K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
24KNew |
$661K - $686K
|
24K
$886K
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4.84K+ 36.03% |
$133K - $138K
|
18.3K
$674K
|
|
| Q4 2021 | |||||||
|
Jan 20, 2022
Q4 2021
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
3.59KNew |
$99.7K - $102K
|
3.59K
$132K
|
|
| Q1 2021 | |||||||
|
May 14, 2021
Q1 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
239New |
$6.37K - $6.52K
|
239
$8.81K
|
|