Latest Institutional Transactions on Innovator U.S. Equity Power Bu (PAPR)
This table provides information on the latest institutional transactions involving Innovator U.S. Equity Power Bu (PAPR) 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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-2.75K- 13.97% |
$89.7K - $95.4K
|
16.9K
$633K
|
|
|
Aug 06, 2024
Q2 2024
|
Caprock Group, Inc.
|
BUY
|
- |
269KNew |
$8.78M - $9.34M
|
269K
$10.1M
|
|
|
Aug 01, 2024
Q2 2024
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-4.05K- 14.49% |
$132K - $141K
|
23.9K
$893K
|
|
|
Jul 31, 2024
Q2 2024
|
Compass Advisory Group LLC
|
BUY
|
- |
6.09K+ 90.22% |
$199K - $211K
|
12.8K
$480K
|
|
|
Jul 30, 2024
Q2 2024
|
Integrity Financial Corp
|
SELL
|
- |
-19- 0.51% |
$620 - $659
|
3.69K
$138K
|
|
|
Jul 26, 2024
Q2 2024
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
15.4KNew |
$502K - $534K
|
15.4K
$575K
|
|
|
Jul 25, 2024
Q2 2024
|
My Personal Cfo, LLC
|
SELL
|
- |
-378- 4.23% |
$12.3K - $13.1K
|
8.55K
$319K
|
|
|
Jul 23, 2024
Q2 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
650+ 6.4% |
$21.2K - $22.5K
|
10.8K
$404K
|
|
|
Jul 23, 2024
Q2 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
741New |
$24.2K - $25.7K
|
741
$27.7K
|
|
|
Jul 22, 2024
Q2 2024
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
370KNew |
$12.1M - $12.8M
|
370K
$13.8M
|
|
|
Jul 19, 2024
Q2 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
5.93KNew |
$193K - $206K
|
5.93K
$221K
|
|
|
Jul 17, 2024
Q2 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
8.29KNew |
$270K - $288K
|
8.29K
$310K
|
|
|
Jul 16, 2024
Q2 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
6.33KNew |
$206K - $219K
|
6.33K
$236K
|
|
|
Jul 12, 2024
Q2 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-9.88K- 14.01% |
$322K - $343K
|
60.6K
$2.26M
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
60.6KNew |
$1.98M - $2.1M
|
60.6K
$2.26M
|
|
|
Jul 08, 2024
Q2 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
2.99K+ 10.91% |
$97.4K - $104K
|
30.4K
$1.13M
|
|
| Q1 2024 | |||||||
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
167+ 8.92% |
$5.42K - $5.61K
|
2.04K
$76.2K
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-10.4KClosed |
$336K - $348K
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
7.96KNew |
$259K - $268K
|
7.96K
$297K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.74K- 60.01% |
$56.3K - $58.3K
|
1.16K
$43.2K
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
32.8KNew |
$1.06M - $1.1M
|
32.8K
$1.22M
|
|
|
May 14, 2024
Q1 2024
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
10KNew |
$325K - $336K
|
10K
$374K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
8.88K+ 9.25% |
$288K - $298K
|
105K
$3.92M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-19.5K- 18.92% |
$632K - $654K
|
83.5K
$3.12M
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-4.1K- 25.79% |
$133K - $138K
|
11.8K
$441K
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
3.84KNew |
$125K - $129K
|
3.84K
$143K
|
|
|
May 10, 2024
Q1 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-2.9K- 15.84% |
$94.3K - $97.5K
|
15.4K
$576K
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
340New |
$11K - $11.4K
|
340
$12.7K
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
7.5KNew |
$244K - $252K
|
7.5K
$280K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-15K- 12.09% |
$487K - $504K
|
109K
$4.08M
|
|
|
Apr 30, 2024
Q1 2024
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
135K+ 138.24% |
$4.39M - $4.55M
|
233K
$8.71M
|
|
|
Apr 30, 2024
Q1 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
6.15KNew |
$200K - $207K
|
6.15K
$230K
|
|
|
Apr 15, 2024
Q1 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-281K- 97.24% |
$9.12M - $9.44M
|
7.97K
$298K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-600Closed |
$19.5K - $20.2K
|
0
$0
|
|
|
Apr 12, 2024
Q1 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
40.2KNew |
$1.3M - $1.35M
|
40.2K
$1.5M
|
|
| Q4 2023 | |||||||
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
5.25KNew |
$157K - $172K
|
5.25K
$196K
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
471+ 47100.0% |
$14.1K - $15.4K
|
472
$17.6K
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.12K- 12.07% |
$33.6K - $36.7K
|
8.17K
$305K
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
5.43KNew |
$162K - $178K
|
5.43K
$203K
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
17.9KNew |
$536K - $586K
|
17.9K
$669K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
9.77KNew |
$292K - $319K
|
9.77K
$365K
|
|
|
Feb 12, 2024
Q4 2023
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
15.5KNew |
$464K - $507K
|
15.5K
$579K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-2.13K- 9.72% |
$63.7K - $69.6K
|
19.8K
$738K
|
|
|
Jan 23, 2024
Q4 2023
|
Applied Capital LLC
|
SELL
|
- |
-726- 9.45% |
$21.7K - $23.7K
|
6.95K
$260K
|
|
|
Jan 19, 2024
Q4 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
2KNew |
$59.8K - $65.4K
|
2K
$74.7K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2024
Q3 2023
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-7.53KClosed |
$229K - $236K
|
0
$0
|
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
6.32KNew |
$193K - $198K
|
6.32K
$236K
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
7.42KNew |
$226K - $232K
|
7.42K
$277K
|
|
|
Nov 13, 2023
Q3 2023
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
93.6KNew |
$2.86M - $2.94M
|
93.6K
$3.5M
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
206New |
$6.28K - $6.46K
|
206
$7.69K
|
|