Latest Institutional Transactions on Innovator U.S. Equity Power Bu (PDEC)
This table provides information on the latest institutional transactions involving Innovator U.S. Equity Power Bu (PDEC) 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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
402K+ 353.36% |
N/A
|
516K
$0
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-15.4K- 12.82% |
N/A
|
105K
$0
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-1.13K- 7.25% |
N/A
|
14.5K
$0
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
5.77KNew |
N/A
|
5.77K
$0
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-391- 72.95% |
N/A
|
145
$0
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-2.22K- 0.83% |
N/A
|
264K
$0
|
|
|
Apr 30, 2024
Q1 2024
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-60.6K- 5.3% |
N/A
|
1.08M
$0
|
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
44+ 7.56% |
N/A
|
626
$0
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.66K- 24.85% |
N/A
|
5.02K
$0
|
|
|
Apr 26, 2024
Q1 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
8.02KNew |
N/A
|
8.02K
$0
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
175+ 1.51% |
N/A
|
11.7K
$0
|
|
| Q4 2023 | |||||||
|
Apr 22, 2025
Q4 2023
|
North Rock Partners, LLC
|
BUY
|
- |
5.33KNew |
N/A
|
5.33K
$0
|
|
|
Apr 04, 2025
Q4 2023
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
SELL
|
- |
-1.05K- 4.58% |
N/A
|
21.9K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
86New |
N/A
|
86
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Mitchell Capital Management CO
|
BUY
|
- |
7.98KNew |
N/A
|
7.98K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
26.8KNew |
N/A
|
26.8K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
26KNew |
N/A
|
26K
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
11.4KNew |
N/A
|
11.4K
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
6.76KNew |
N/A
|
6.76K
$0
|
|
|
Feb 08, 2024
Q4 2023
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
1.77KNew |
N/A
|
1.77K
$0
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
423New |
N/A
|
423
$0
|
|
|
Jan 30, 2024
Q4 2023
|
Phoenix Wealth Advisors
|
BUY
|
- |
9.56KNew |
N/A
|
9.56K
$0
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
8.67KNew |
N/A
|
8.67K
$0
|
|
|
Jan 19, 2024
Q4 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1.98KNew |
N/A
|
1.98K
$0
|
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
17K+ 55.21% |
N/A
|
47.7K
$0
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-200- 0.99% |
N/A
|
20K
$0
|
|
|
Jan 10, 2024
Q4 2023
|
Range Financial Group LLC
|
BUY
|
- |
11.5KNew |
N/A
|
11.5K
$0
|
|
|
Jan 05, 2024
Q4 2023
|
Michael S. Ryan, Inc.
Albany, NY |
SELL
|
- |
-10- 0.09% |
N/A
|
10.9K
$0
|
|
| Q3 2023 | |||||||
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
423New |
N/A
|
423
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
6.56KNew |
N/A
|
6.56K
$0
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
278New |
N/A
|
278
$0
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
1.3KNew |
N/A
|
1.3K
$0
|
|
|
Aug 09, 2023
Q2 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
65.8KNew |
N/A
|
65.8K
$0
|
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
11.5KNew |
N/A
|
11.5K
$0
|
|
|
Aug 04, 2023
Q2 2023
|
Steward Financial Group LLC
|
SELL
|
- |
-1.98K- 5.19% |
N/A
|
36.1K
$0
|
|
|
Jul 26, 2023
Q2 2023
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-90.9K- 42.74% |
N/A
|
122K
$0
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
2.37KNew |
N/A
|
2.37K
$0
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
33KNew |
N/A
|
33K
$0
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
6.25KNew |
N/A
|
6.25K
$0
|
|
| Q1 2023 | |||||||
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
15KNew |
N/A
|
15K
$0
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
10.9K+ 280.24% |
N/A
|
14.7K
$0
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
832New |
N/A
|
832
$0
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.99KNew |
N/A
|
1.99K
$0
|
|
|
May 09, 2023
Q1 2023
|
Archer Investment Corp
|
BUY
|
- |
4.1KNew |
N/A
|
4.1K
$0
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
8.71KNew |
N/A
|
8.71K
$0
|
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
65.3KNew |
N/A
|
65.3K
$0
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
SELL
|
- |
-846K- 99.7% |
N/A
|
2.53K
$0
|
|
|
Apr 14, 2023
Q1 2023
|
Asset Management Corp
|
BUY
|
- |
4.94K+ 23.5% |
N/A
|
26K
$0
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1KNew |
N/A
|
1K
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
362+ 5.02% |
N/A
|
7.57K
$0
|
|