Purchases and Sales Made in Q4 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 Q4 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 |
---|---|---|---|---|---|---|---|
Feb 06, 2024
Q4 2023
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
22.7KNew |
$631K - $696K
|
22.7K
$774K
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
12.1KNew |
$336K - $370K
|
12.1K
$412K
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
9.29K+ 5.04% |
$258K - $285K
|
194K
$6.6M
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
7.76KNew |
$216K - $238K
|
7.76K
$264K
|
|
Jan 10, 2024
Q4 2023
|
Diligent Investors, LLC
|
BUY
|
- |
6.8KNew |
$189K - $208K
|
6.8K
$232K
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.98K+ 5.71% |
$166K - $183K
|
111K
$3.77M
|
|
Feb 01, 2024
Q4 2023
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
5.59K+ 19.6% |
$155K - $171K
|
34.1K
$1.16M
|
|
Feb 05, 2024
Q4 2023
|
Orion Capital Management LLC
|
BUY
|
- |
3.29K+ 21.8% |
$91.4K - $101K
|
18.4K
$627K
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.6K+ 16.35% |
$72.2K - $79.6K
|
18.5K
$630K
|
|
Jan 22, 2024
Q4 2023
|
Weaver Consulting Group
|
BUY
|
- |
1.92K+ 1.95% |
$53.2K - $58.7K
|
100K
$3.41M
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1.9KNew |
$52.8K - $58.2K
|
1.9K
$64.7K
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.88K+ 16.66% |
$52.3K - $57.7K
|
13.2K
$449K
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
1.53K+ 21.67% |
$42.6K - $46.9K
|
8.61K
$293K
|
|
Feb 14, 2024
Q4 2023
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
58+ 0.22% |
$1.61K - $1.78K
|
25.9K
$881K
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
11New |
$305 - $337
|
11
$375
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-23- 0.04% |
$639 - $704
|
61.2K
$2.08M
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-151- 0.57% |
$4.19K - $4.62K
|
26.1K
$890K
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-378- 0.41% |
$10.5K - $11.6K
|
91.1K
$3.1M
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-486- 0.3% |
$13.5K - $14.9K
|
160K
$5.47M
|
|
Jan 25, 2024
Q4 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-1.08K- 1.39% |
$30.1K - $33.2K
|
76.9K
$2.62M
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.13K- 5.6% |
$31.4K - $34.6K
|
19K
$648K
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-2.86K- 81.18% |
$79.4K - $87.5K
|
663
$22.6K
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-5.11K- 2.36% |
$142K - $157K
|
212K
$7.21M
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-7.94K- 8.11% |
$220K - $243K
|
89.9K
$3.06M
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-9.07K- 10.33% |
$252K - $278K
|
78.7K
$2.68M
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-16.9K- 16.25% |
$468K - $516K
|
86.9K
$2.96M
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-22K- 16.33% |
$610K - $672K
|
112K
$3.83M
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-36.7K- 75.65% |
$1.02M - $1.12M
|
11.8K
$403K
|