Latest Institutional Transactions on Innovator U.S. Equity Power Bu (PAUG)
This table provides information on the latest institutional transactions involving Innovator U.S. Equity Power Bu (PAUG) 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 |
---|---|---|---|---|---|---|---|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-6- 0.01% |
$226 - $234
|
79.9K
$3.12M
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-28.3K- 43.72% |
$1.07M - $1.1M
|
36.5K
$1.43M
|
|
Jan 21, 2025
Q4 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-600- 6.08% |
$22.6K - $23.4K
|
9.27K
$362K
|
|
Jan 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-2.9K- 2.52% |
$109K - $113K
|
112K
$4.38M
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1- 0.01% |
$37.6 - $38.9
|
13.3K
$519K
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-26.4K- 27.59% |
$994K - $1.03M
|
69.3K
$2.71M
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-4.24K- 2.78% |
$160K - $165K
|
148K
$5.79M
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-110- 1.07% |
$4.14K - $4.28K
|
10.2K
$398K
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-19- 0.26% |
$715 - $739
|
7.42K
$290K
|
|
Jan 16, 2025
Q4 2024
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-200- 1.47% |
$7.52K - $7.78K
|
13.4K
$525K
|
|
Jan 15, 2025
Q4 2024
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-15.1K- 11.6% |
$567K - $587K
|
115K
$4.49M
|
|
Jan 15, 2025
Q4 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-19.4K- 20.76% |
$729K - $754K
|
74K
$2.89M
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-1.17K- 5.87% |
$43.9K - $45.4K
|
18.7K
$730K
|
|
Jan 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-1.41K- 4.32% |
$53.1K - $54.9K
|
31.2K
$1.22M
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.3K+ 20.41% |
$48.8K - $50.5K
|
7.65K
$299K
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
54.1K+ 6.05% |
$2.03M - $2.1M
|
948K
$37M
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.01K- 0.48% |
$37.9K - $39.3K
|
210K
$8.23M
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
SELL
|
- |
-76- 0.09% |
$2.86K - $2.96K
|
81.3K
$3.18M
|
|
Jan 13, 2025
Q4 2024
|
Cypress Financial Planning LLC
|
SELL
|
- |
-286- 1.42% |
$10.8K - $11.1K
|
19.9K
$777K
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
57+ 0.41% |
$2.14K - $2.22K
|
13.9K
$545K
|
|
Jan 07, 2025
Q4 2024
|
Mc Alister, Sweet & Associates, Inc.
|
BUY
|
- |
1.15K+ 0.95% |
$43.1K - $44.6K
|
122K
$4.76M
|
|
Jan 07, 2025
Q4 2024
|
Range Financial Group LLC
|
SELL
|
- |
-80- 1.35% |
$3.01K - $3.11K
|
5.84K
$228K
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
SELL
|
- |
-714- 2.94% |
$26.9K - $27.8K
|
23.6K
$920K
|
|
Jan 03, 2025
Q4 2024
|
First City Capital Management, Inc.
|
SELL
|
- |
-300- 0.58% |
$11.3K - $11.7K
|
51.9K
$2.03M
|
|
Q3 2024 | |||||||
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
24.1K+ 137.09% |
$857K - $912K
|
41.7K
$1.63M
|
|
Jan 06, 2025
Q3 2024
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
440+ 1.22% |
$15.7K - $16.7K
|
36.5K
$1.43M
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.07K+ 80.76% |
$73.5K - $78.2K
|
4.62K
$181K
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-27- 0.35% |
$960 - $1.02K
|
7.58K
$296K
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
17.2K+ 44.13% |
$612K - $652K
|
56.2K
$2.2M
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
200New |
$7.11K - $7.57K
|
200
$7.82K
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.08K+ 5.77% |
$74K - $78.7K
|
38.1K
$1.49M
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
5.9KNew |
$210K - $223K
|
5.9K
$231K
|
|
Nov 15, 2024
Q3 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-80- 0.2% |
$2.85K - $3.03K
|
39K
$1.52M
|
|
Nov 14, 2024
Q3 2024
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
1.97K+ 35.14% |
$70.2K - $74.7K
|
7.59K
$297K
|
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
323K+ 13.46% |
$11.5M - $12.2M
|
2.73M
$107M
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
2.11K+ 32.18% |
$75K - $79.8K
|
8.66K
$339K
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-572- 6.57% |
$20.3K - $21.7K
|
8.14K
$318K
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
53.6K+ 206.22% |
$1.91M - $2.03M
|
79.6K
$3.11M
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-28.6K- 76.93% |
$1.02M - $1.08M
|
8.58K
$335K
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
11.9KNew |
$424K - $451K
|
11.9K
$466K
|
|
Nov 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
20.9K+ 28.54% |
$745K - $793K
|
94.3K
$3.69M
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-3.26K- 63.74% |
$116K - $124K
|
1.86K
$72.6K
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
24.8K+ 5.55% |
$882K - $939K
|
472K
$18.4M
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
8.24KNew |
$293K - $312K
|
8.24K
$322K
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
21KNew |
$747K - $795K
|
21K
$820K
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.8K- 73.42% |
$135K - $144K
|
1.38K
$53.7K
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
61.3K+ 662.92% |
$2.18M - $2.32M
|
70.5K
$2.76M
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-47.5K- 75.21% |
$1.69M - $1.8M
|
15.6K
$611K
|
|
Nov 14, 2024
Q3 2024
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-701- 4.47% |
$24.9K - $26.5K
|
15K
$585K
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
84.7K+ 51.25% |
$3.01M - $3.21M
|
250K
$9.76M
|