Latest Institutional Transactions on Innovator Etfs Tr U S Equity A (XTOC)
This table provides information on the latest institutional transactions involving Innovator Etfs Tr U S Equity A (XTOC) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-13K- 31.5% |
$371K - $390K
|
28.4K
$838K
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-635- 5.47% |
$18.1K - $19K
|
11K
$325K
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-7.03K- 92.45% |
$200K - $210K
|
574
$17K
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
75+ 1.01% |
$2.14K - $2.24K
|
7.51K
$222K
|
|
Feb 13, 2025
Q4 2024
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
2.59K+ 29.65% |
$73.8K - $77.5K
|
11.3K
$335K
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-1.32K- 73.33% |
$37.6K - $39.5K
|
480
$14.2K
|
|
Feb 13, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
1.23KNew |
$35.1K - $36.9K
|
1.23K
$36.5K
|
|
Feb 12, 2025
Q4 2024
|
Bullseye Investment Management, LLC
|
SELL
|
- |
-146K- 78.67% |
$4.16M - $4.37M
|
39.6K
$1.17M
|
|
Feb 04, 2025
Q4 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
790+ 3.25% |
$22.5K - $23.6K
|
25.1K
$742K
|
|
Q3 2024 | |||||||
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-36K- 68.82% |
$1.01M - $1.04M
|
16.3K
$483K
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-10.3K- 22.83% |
$287K - $296K
|
34.8K
$1.03M
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
536New |
$14.9K - $15.4K
|
536
$15.8K
|
|
Q2 2024 | |||||||
Aug 13, 2024
Q2 2024
|
Orion Capital Management LLC
|
BUY
|
- |
115+ 6.18% |
$3.15K - $3.25K
|
1.98K
$58.4K
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.71K+ 27.5% |
$74.3K - $76.7K
|
12.6K
$371K
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
19New |
$521 - $538
|
19
$561
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.96K+ 10.68% |
$163K - $169K
|
61.8K
$1.83M
|
|
Q1 2024 | |||||||
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
136+ 5.91% |
$3.59K - $3.77K
|
2.44K
$72K
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
24KNew |
$635K - $666K
|
24K
$710K
|
|
Q4 2023 | |||||||
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
7New |
$167 - $186
|
7
$207
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
8.6KNew |
$196K - $208K
|
8.6K
$254K
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
10New |
$228 - $242
|
10
$296
|
|
Jul 13, 2023
Q2 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-707- 1.64% |
$16.1K - $17.1K
|
42.5K
$1.25M
|
|
Q1 2023 | |||||||
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
83.7KNew |
$1.77M - $1.91M
|
83.7K
$2.47M
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.28KNew |
$27K - $29.1K
|
1.28K
$37.7K
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
SELL
|
- |
-2.55K- 6.7% |
$54K - $58.3K
|
35.6K
$1.05M
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
14.7KNew |
$289K - $321K
|
14.7K
$434K
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1New |
$19.7 - $21.8
|
1
$29.6
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1New |
$19.7 - $21.8
|
1
$29.6
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
14.5KNew |
$285K - $316K
|
14.5K
$428K
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
85.4KNew |
$1.68M - $1.86M
|
85.4K
$2.52M
|
|
Feb 03, 2023
Q4 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-2.8K- 50.91% |
$55.1K - $61.2K
|
2.7K
$79.8K
|
|
Q3 2022 | |||||||
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.94K- 7.42% |
$78.2K - $97.5K
|
49.2K
$1.45M
|
|
Q2 2022 | |||||||
Aug 12, 2022
Q2 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
12.7KNew |
$258K - $326K
|
12.7K
$375K
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-20.7KClosed |
$421K - $532K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
BUY
|
- |
2.2KNew |
$44.6K - $56.4K
|
2.2K
$64.9K
|