Purchases and Sales Made in Q3 2023 in Innovator U.S. Equity Power Bu (PAPR)
This table provides information about the institutional ownership of Innovator U.S. Equity Power Bu (PAPR) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2023
Q3 2023
|
Transform Wealth, LLC
|
BUY
|
- |
401K+ 682.1% |
$12.2M - $12.6M
|
460K
$16.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
130KNew |
$3.97M - $4.08M
|
130K
$4.72M
|
|
|
Nov 13, 2023
Q3 2023
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
93.6KNew |
$2.86M - $2.94M
|
93.6K
$3.39M
|
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
75.4K+ 11.51% |
$2.3M - $2.37M
|
731K
$26.5M
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
BUY
|
- |
58K+ 214.53% |
$1.77M - $1.82M
|
85K
$3.08M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
51.8K+ 25.43% |
$1.58M - $1.62M
|
256K
$9.26M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
33K+ 71.18% |
$1.01M - $1.03M
|
79.3K
$2.87M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
28.5K+ 7.71% |
$870K - $895K
|
399K
$14.5M
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
21.5KNew |
$655K - $674K
|
21.5K
$779K
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
17.1KNew |
$522K - $537K
|
17.1K
$621K
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
14.9K+ 4.75% |
$455K - $468K
|
329K
$11.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
14.4K+ 75.86% |
$438K - $450K
|
33.3K
$1.21M
|
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
13.1K+ 30.97% |
$399K - $411K
|
55.4K
$2.01M
|
|
|
Feb 14, 2024
Q3 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
12.9K+ 177.84% |
$394K - $405K
|
20.2K
$731K
|
|
|
Nov 13, 2023
Q3 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
11.8KNew |
$361K - $371K
|
11.8K
$429K
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
9.04K+ 7.11% |
$276K - $283K
|
136K
$4.93M
|
|
|
Jan 02, 2024
Q3 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
8.55K+ 5.14% |
$261K - $268K
|
175K
$6.34M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
7.42KNew |
$226K - $232K
|
7.42K
$269K
|
|
|
Oct 30, 2023
Q3 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
6.75KNew |
$206K - $212K
|
6.75K
$245K
|
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
6.32KNew |
$193K - $198K
|
6.32K
$229K
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
6.09K+ 21.82% |
$186K - $191K
|
34K
$1.23M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.57K+ 4.5% |
$170K - $174K
|
129K
$4.69M
|
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
5.3K+ 55.96% |
$162K - $166K
|
14.8K
$536K
|
|
|
Oct 13, 2023
Q3 2023
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
4.74K+ 8.49% |
$144K - $148K
|
60.5K
$2.19M
|
|
|
Oct 16, 2023
Q3 2023
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
4.32K+ 43.85% |
$132K - $135K
|
14.2K
$514K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.29K+ 41.5% |
$131K - $135K
|
14.6K
$530K
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.9K+ 4.85% |
$119K - $122K
|
84.3K
$3.05M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.79K+ 4.49% |
$116K - $119K
|
88.2K
$3.19M
|
|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
3.73K+ 194.48% |
$114K - $117K
|
5.65K
$205K
|
|
|
Oct 20, 2023
Q3 2023
|
Lake Street Financial LLC
|
BUY
|
- |
3.37K+ 4.18% |
$103K - $106K
|
83.9K
$3.04M
|
|
|
Oct 17, 2023
Q3 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
2.75KNew |
$83.8K - $86.2K
|
2.75K
$99.6K
|
|
|
Nov 06, 2023
Q3 2023
|
My Personal Cfo, LLC
|
BUY
|
- |
1.83K+ 20.73% |
$55.7K - $57.3K
|
10.6K
$386K
|
|
|
Oct 30, 2023
Q3 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
1.2K+ 4.12% |
$36.6K - $37.6K
|
30.3K
$1.1M
|
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.09K+ 2.85% |
$33.1K - $34.1K
|
39.3K
$1.42M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1K+ 114.55% |
$30.5K - $31.4K
|
1.87K
$67.9K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
894+ 4.72% |
$27.3K - $28K
|
19.8K
$719K
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
551+ 5.28% |
$16.8K - $17.3K
|
11K
$398K
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
219+ 143.14% |
$6.68K - $6.87K
|
372
$13.5K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
206New |
$6.28K - $6.46K
|
206
$7.46K
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
150+ 0.25% |
$4.57K - $4.7K
|
60.9K
$2.21M
|
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
100+ 1.01% |
$3.05K - $3.14K
|
10K
$363K
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
45+ 0.07% |
$1.37K - $1.41K
|
66.3K
$2.4M
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 31, 2023
Q3 2023
|
Straight Path Wealth Management
|
SELL
|
- |
-1- -0.0% |
$30.5 - $31.4
|
20.7K
$750K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-11- 0.04% |
$335 - $345
|
28.2K
$1.02M
|
|
|
Oct 13, 2023
Q3 2023
|
Retirement Guys Formula LLC
|
SELL
|
- |
-16- 0.14% |
$488 - $502
|
11.7K
$423K
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-27- 0.19% |
$823 - $846
|
14K
$507K
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-70- 0.44% |
$2.13K - $2.19K
|
16K
$580K
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-80- 0.13% |
$2.44K - $2.51K
|
63.7K
$2.31M
|