Purchases and Sales Made in Q4 2023 in Innovator Etfs Tr Us Equity Ac (XBOC)
This table provides information about the institutional ownership of Innovator Etfs Tr Us Equity Ac (XBOC) 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 15, 2024
Q4 2023
|
Bullseye Investment Management, LLC
|
BUY
|
- |
146KNew |
$3.74M - $4.06M
|
146K
$4.41M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
114KNew |
$2.93M - $3.18M
|
114K
$3.46M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
48.6KNew |
$1.25M - $1.36M
|
48.6K
$1.47M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
38.6K+ 20.6% |
$991K - $1.08M
|
226K
$6.85M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
31.5KNew |
$809K - $879K
|
31.5K
$956K
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
28.8K+ 33.87% |
$739K - $803K
|
114K
$3.45M
|
|
|
Feb 01, 2024
Q4 2023
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
21.4K+ 137.91% |
$550K - $597K
|
37K
$1.12M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
17.6K+ 13.01% |
$452K - $491K
|
153K
$4.64M
|
|
|
Feb 06, 2024
Q4 2023
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
13.1KNew |
$337K - $366K
|
13.1K
$398K
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
11.9KNew |
$304K - $330K
|
11.9K
$359K
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
11.5KNew |
$296K - $321K
|
11.5K
$349K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
9.2KNew |
$236K - $256K
|
9.2K
$279K
|
|
|
Feb 14, 2024
Q4 2023
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
4.55K+ 44.85% |
$117K - $127K
|
14.7K
$445K
|
|
|
Feb 05, 2024
Q4 2023
|
Orion Capital Management LLC
|
BUY
|
- |
4.54K+ 108.05% |
$116K - $126K
|
8.74K
$265K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3.2K+ 20.25% |
$82.1K - $89.2K
|
19K
$576K
|
|
|
Jan 25, 2024
Q4 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
2.13K+ 1.77% |
$54.6K - $59.3K
|
122K
$3.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.92K+ 4.57% |
$49.3K - $53.5K
|
44K
$1.33M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.84KNew |
$47.3K - $51.3K
|
1.84K
$55.8K
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.59K+ 5.12% |
$40.7K - $44.2K
|
32.6K
$987K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
1.44KNew |
$36.9K - $40K
|
1.44K
$43.5K
|
|
|
Jan 10, 2024
Q4 2023
|
Diligent Investors, LLC
|
BUY
|
- |
1K+ 10.0% |
$25.7K - $27.9K
|
11K
$333K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
800+ 0.68% |
$20.5K - $22.3K
|
119K
$3.6M
|
|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
680+ 11.49% |
$17.4K - $18.9K
|
6.6K
$200K
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
9New |
$231 - $251
|
9
$273
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
9New |
$231 - $251
|
9
$273
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-228- 1.05% |
$5.85K - $6.35K
|
21.4K
$648K
|
|
|
Jan 26, 2024
Q4 2023
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-305- 1.7% |
$7.83K - $8.5K
|
17.6K
$533K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-637- 0.34% |
$16.3K - $17.7K
|
188K
$5.7M
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-912- 9.53% |
$23.4K - $25.4K
|
8.66K
$262K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.12K- 14.34% |
$54.3K - $58.9K
|
12.6K
$383K
|