Purchases and Sales Made in Q3 2024 in Innovator U.S. Equity Power Bu (PMAR)
This table provides information about the institutional ownership of Innovator U.S. Equity Power Bu (PMAR) during Q3 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-14.2K- 16.86% |
$523K - $557K
|
70K
$2.85M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-15.3K- 5.55% |
$564K - $600K
|
261K
$10.6M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-15.3K- 67.54% |
$566K - $602K
|
7.37K
$300K
|
|
|
Oct 15, 2024
Q3 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-15.9K- 2.05% |
$588K - $625K
|
761K
$31M
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-16.7K- 7.27% |
$615K - $655K
|
213K
$8.66M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-24.7K- 79.1% |
$911K - $969K
|
6.53K
$266K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-29.2K- 12.65% |
$1.08M - $1.15M
|
202K
$8.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-35.4K- 79.94% |
$1.31M - $1.39M
|
8.89K
$362K
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-42.4K- 28.69% |
$1.56M - $1.66M
|
105K
$4.29M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-49.6K- 55.61% |
$1.83M - $1.95M
|
39.6K
$1.61M
|
|
|
Nov 14, 2024
Q3 2024
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-59.7K- 67.14% |
$2.2M - $2.34M
|
29.2K
$1.19M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-60.3K- 38.7% |
$2.23M - $2.37M
|
95.6K
$3.89M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-80.2K- 88.21% |
$2.96M - $3.15M
|
10.7K
$436K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-296K- 49.08% |
$10.9M - $11.6M
|
307K
$12.5M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-716K- 78.96% |
$26.4M - $28.1M
|
191K
$7.76M
|