Purchases and Sales Made in Q3 2023 in Innovator Etfs Tr Us Equity Ac (XBJL)
This table provides information about the institutional ownership of Innovator Etfs Tr Us Equity Ac (XBJL) during Q3 2023. The information is specifically focused on institutions that hold shares of INNOVATOR ETFS TR US EQUITY AC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
217KNew |
$6.15M - $6.36M
|
217K
$7.41M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
185KNew |
$5.24M - $5.41M
|
185K
$6.31M
|
|
|
Nov 01, 2023
Q3 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
184K+ 46037.75% |
$5.23M - $5.4M
|
185K
$6.31M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
97.9KNew |
$2.78M - $2.87M
|
97.9K
$3.35M
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
91.5KNew |
$2.6M - $2.68M
|
91.5K
$3.13M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
86.9K+ 488.6% |
$2.47M - $2.55M
|
105K
$3.58M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
48.5KNew |
$1.38M - $1.42M
|
48.5K
$1.66M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
44K+ 48.69% |
$1.25M - $1.29M
|
134K
$4.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
41.3K+ 88.87% |
$1.17M - $1.21M
|
87.7K
$3M
|
|
|
Oct 30, 2023
Q3 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
32.6K+ 71.66% |
$925K - $955K
|
78K
$2.67M
|
|
|
Nov 14, 2023
Q3 2023
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
25.8KNew |
$733K - $757K
|
25.8K
$883K
|
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
14.6KNew |
$413K - $427K
|
14.6K
$498K
|
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
13.6KNew |
$386K - $399K
|
13.6K
$466K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
13.4K+ 14.85% |
$381K - $394K
|
104K
$3.55M
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
7.65K+ 92.73% |
$217K - $224K
|
15.9K
$544K
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.27K+ 38.23% |
$206K - $213K
|
26.3K
$899K
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
7.15KNew |
$203K - $210K
|
7.15K
$244K
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
BUY
|
- |
7.07KNew |
$201K - $207K
|
7.07K
$242K
|
|
|
Oct 12, 2023
Q3 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
6.02KNew |
$171K - $176K
|
6.02K
$206K
|
|
|
Oct 13, 2023
Q3 2023
|
Weaver Consulting Group
|
BUY
|
- |
5.69K+ 6.15% |
$162K - $167K
|
98.2K
$3.36M
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
4.89KNew |
$139K - $143K
|
4.89K
$167K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
4.19KNew |
$119K - $123K
|
4.19K
$143K
|
|
|
Oct 18, 2023
Q3 2023
|
Cambridge Advisors Inc.
|
BUY
|
- |
4.11K+ 45.44% |
$117K - $121K
|
13.2K
$450K
|
|
|
Nov 02, 2023
Q3 2023
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
3.83K+ 15.51% |
$109K - $112K
|
28.5K
$977K
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
3.52KNew |
$100K - $103K
|
3.52K
$120K
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
2KNew |
$56.8K - $58.7K
|
2K
$68.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.3K+ 12.99% |
$36.9K - $38.1K
|
11.3K
$387K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
32+ 0.16% |
$908 - $939
|
20.2K
$690K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
SELL
|
- |
-1.23K- 7.5% |
$34.8K - $35.9K
|
15.1K
$517K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.58K- 1.58% |
$73.3K - $75.7K
|
161K
$5.51M
|
|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-11.4KClosed |
$322K - $333K
|
0
$0
|