Purchases and Sales Made in Q4 2023 in Innovator U.S. Equity Power Bu (PJAN)
This table provides information about the institutional ownership of Innovator U.S. Equity Power Bu (PJAN) during Q4 2023. The information is specifically focused on institutions that hold shares of INNOVATOR U.S. EQUITY POWER BU.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
7.3K+ 18.32% |
$247K - $272K
|
47.2K
$1.98M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
6.86K+ 5.02% |
$232K - $255K
|
143K
$6.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
6.24KNew |
$211K - $232K
|
6.24K
$262K
|
|
|
Jan 23, 2024
Q4 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
5.81KNew |
$196K - $217K
|
5.81K
$244K
|
|
|
Feb 02, 2024
Q4 2023
|
Bailard, Inc.
|
BUY
|
- |
5.65KNew |
$191K - $210K
|
5.65K
$238K
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
5.52KNew |
$187K - $206K
|
5.52K
$232K
|
|
|
Feb 09, 2024
Q4 2023
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
5.31K+ 73.66% |
$180K - $198K
|
12.5K
$527K
|
|
|
Feb 07, 2024
Q4 2023
|
First City Capital Management, Inc.
|
BUY
|
- |
4.8K+ 18.9% |
$162K - $179K
|
30.2K
$1.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
4.75KNew |
$160K - $177K
|
4.75K
$200K
|
|
|
Jan 11, 2024
Q4 2023
|
Parkside Investments, LLC
|
BUY
|
- |
4.28K+ 39.77% |
$144K - $159K
|
15K
$632K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.04K+ 6.08% |
$136K - $150K
|
70.5K
$2.96M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.94K+ 1.49% |
$133K - $147K
|
269K
$11.3M
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
3.78KNew |
$128K - $141K
|
3.78K
$159K
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
BUY
|
- |
3.64K+ 20.78% |
$123K - $136K
|
21.2K
$889K
|
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
3.48K+ 35.22% |
$117K - $129K
|
13.3K
$561K
|
|
|
Feb 12, 2024
Q4 2023
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
3.12K+ 14.07% |
$105K - $116K
|
25.3K
$1.06M
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.69K+ 31.65% |
$90.8K - $100K
|
11.2K
$470K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.46KNew |
$83.2K - $91.8K
|
2.46K
$104K
|
|
|
Feb 05, 2024
Q4 2023
|
Orion Capital Management LLC
|
BUY
|
- |
2.25K+ 6.47% |
$76K - $83.8K
|
37K
$1.56M
|
|
|
Jan 19, 2024
Q4 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
2KNew |
$67.6K - $74.5K
|
2K
$84.1K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.77K+ 2.07% |
$59.6K - $65.7K
|
87K
$3.66M
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.65K+ 13.83% |
$55.6K - $61.3K
|
13.5K
$569K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
1.53K+ 5.03% |
$51.6K - $56.9K
|
31.9K
$1.34M
|
|
|
Feb 08, 2024
Q4 2023
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
1.34K+ 1.55% |
$45.4K - $50.1K
|
88.1K
$3.71M
|
|
|
Jan 17, 2024
Q4 2023
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
1.3K+ 8.42% |
$44K - $48.5K
|
16.8K
$706K
|
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1.3K+ 3.09% |
$43.9K - $48.4K
|
43.4K
$1.82M
|
|
|
Jan 22, 2024
Q4 2023
|
Weaver Consulting Group
|
BUY
|
- |
1.16K+ 15.6% |
$39.1K - $43.1K
|
8.58K
$361K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.15K+ 3.33% |
$38.8K - $42.8K
|
35.6K
$1.5M
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.13K+ 3.72% |
$38.1K - $42K
|
31.4K
$1.32M
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
1.01K+ 14.51% |
$34.2K - $37.7K
|
7.99K
$336K
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
435+ 43500.0% |
$14.7K - $16.2K
|
436
$18.3K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
401New |
$13.5K - $14.9K
|
401
$16.9K
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
343+ 4.88% |
$11.6K - $12.8K
|
7.38K
$310K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
300New |
$10.1K - $11.2K
|
300
$12.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
188+ 13.56% |
$6.35K - $7K
|
1.57K
$66.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3New |
$101 - $112
|
3
$126
|
|
|
Feb 16, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
1New |
$33.8 - $37.2
|
1
$42
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
1+ 0.01% |
$33.8 - $37.2
|
7.5K
$315K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 06, 2024
Q4 2023
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-24- 0.11% |
$811 - $894
|
20.9K
$880K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-24- 0.05% |
$811 - $894
|
53K
$2.23M
|
|
|
Feb 12, 2024
Q4 2023
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-31- 0.26% |
$1.05K - $1.15K
|
12K
$503K
|
|
|
Feb 02, 2024
Q4 2023
|
Delta Investment Management, LLC
|
SELL
|
- |
-107- 0.81% |
$3.61K - $3.98K
|
13.2K
$553K
|
|
|
Apr 16, 2024
Q4 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-112- 0.44% |
$3.78K - $4.17K
|
25.6K
$1.08M
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-117- 0.32% |
$3.95K - $4.36K
|
36.5K
$1.53M
|
|
|
Jan 25, 2024
Q4 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-178- 0.24% |
$6.01K - $6.63K
|
73.8K
$3.1M
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-211- 2.29% |
$7.13K - $7.86K
|
9K
$378K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-226- 0.2% |
$7.63K - $8.42K
|
113K
$4.75M
|
|
|
Feb 08, 2024
Q4 2023
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-229- 1.0% |
$7.74K - $8.53K
|
22.7K
$955K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-250- 1.04% |
$8.45K - $9.31K
|
23.9K
$1M
|