Latest Institutional Transactions on Innovator Growth 100 Power Buf (NOCT)
This table provides information on the latest institutional transactions involving Innovator Growth 100 Power Buf (NOCT) 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 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
11.1KNew |
$464K - $511K
|
11.1K
$555K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
303New |
$12.6K - $13.9K
|
303
$15.1K
|
|
|
Feb 08, 2024
Q4 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
7.68KNew |
$319K - $352K
|
7.68K
$382K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
578+ 7.8% |
$24K - $26.5K
|
7.99K
$398K
|
|
|
Jan 23, 2024
Q4 2023
|
Crown Wealth Group, LLC
|
BUY
|
- |
9.27KNew |
$386K - $425K
|
9.27K
$461K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
512New |
$21.3K - $23.5K
|
512
$25.5K
|
|
| Q2 2023 | |||||||
|
Aug 23, 2023
Q2 2023
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-1.53K- 19.38% |
$59.3K - $63.5K
|
6.34K
$316K
|
|
|
Aug 14, 2023
Q2 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-1.71K- 4.6% |
$66.5K - $71.2K
|
35.5K
$1.76M
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-10.7K- 64.54% |
$417K - $446K
|
5.89K
$293K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-242- 2.32% |
$9.42K - $10.1K
|
10.2K
$506K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
370New |
$12.8K - $14.5K
|
370
$18.4K
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.27K- 63.84% |
$78.6K - $88.7K
|
1.28K
$63.8K
|
|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-815- 8.77% |
$28.3K - $31.9K
|
8.48K
$422K
|
|
|
Apr 19, 2023
Q1 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
5.13KNew |
$178K - $201K
|
5.13K
$255K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
SELL
|
- |
-237K- 99.7% |
$8.24M - $9.29M
|
704
$35K
|
|
| Q4 2022 | |||||||
|
May 11, 2023
Q4 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-1.25KClosed |
$42.4K - $45.7K
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-755- 15.88% |
$25.7K - $27.7K
|
4K
$199K
|
|
|
Feb 14, 2023
Q4 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
33.9KNew |
$1.15M - $1.24M
|
33.9K
$1.68M
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2.5KNew |
$85.1K - $91.7K
|
2.5K
$124K
|
|
|
Feb 13, 2023
Q4 2022
|
Berkshire Money Management, Inc.
|
BUY
|
- |
11.1KNew |
$377K - $406K
|
11.1K
$550K
|
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
500+ 7.83% |
$17K - $18.3K
|
6.88K
$343K
|
|
|
Feb 03, 2023
Q4 2022
|
Archer Investment Corp
|
BUY
|
- |
4.03KNew |
$137K - $148K
|
4.03K
$200K
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
131New |
$4.46K - $4.8K
|
131
$6.52K
|
|
|
Jan 23, 2023
Q4 2022
|
Cambridge Advisors Inc.
|
BUY
|
- |
7.5KNew |
$255K - $275K
|
7.5K
$373K
|
|
| Q3 2022 | |||||||
|
Nov 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
6KNew |
$208K - $230K
|
6K
$299K
|
|
|
Oct 14, 2022
Q3 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
7.12K+ 40.9% |
$247K - $273K
|
24.5K
$1.22M
|
|
| Q2 2022 | |||||||
|
May 14, 2024
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
10.3K+ 194.55% |
$354K - $412K
|
15.6K
$777K
|
|
|
Jul 26, 2022
Q2 2022
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-13.2KClosed |
$454K - $529K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-231- 1.87% |
$7.92K - $9.22K
|
12.1K
$604K
|
|
|
Jul 19, 2022
Q2 2022
|
Nikulski Financial, Inc.
|
SELL
|
- |
-5.1KClosed |
$175K - $203K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.34KClosed |
$45.9K - $53.4K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
25.7KNew |
$949K - $1.04M
|
25.7K
$1.28M
|
|
|
May 11, 2022
Q1 2022
|
Coldstream Capital Management Inc
|
SELL
|
- |
-6.72KClosed |
$248K - $273K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-9.24KClosed |
$341K - $376K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
500New |
$18.5K - $20.3K
|
500
$24.9K
|
|
|
Apr 11, 2022
Q1 2022
|
Sound Income Strategies, LLC
|
SELL
|
- |
-398Closed |
$14.7K - $16.2K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Jan 31, 2022
Q4 2021
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-6.39KClosed |
$247K - $260K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-2.96KClosed |
$109K - $114K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 14, 2021
Q1 2021
|
Stephens Inc
|
SELL
|
- |
-18KClosed |
$643K - $665K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-4.84KClosed |
$161K - $175K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-100Closed |
$3.34K - $3.39K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-2.32K- 76.84% |
$66.3K - $76.7K
|
700
$34.8K
|
|
| Q4 2019 | |||||||
|
Feb 11, 2020
Q4 2019
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
9KNew |
$276K - $292K
|
9K
$448K
|
|