Latest Institutional Purchases of Innovator U.S. Equity Power Bu (PFEB)
This list provides information on the latest institutional transactions involving Innovator U.S. Equity Power Bu (PFEB) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
33.3KNew |
$1.14M - $1.2M
|
33.3K
$1.21M
|
|
|
Oct 15, 2024
Q3 2024
|
Gradient Investments LLC
|
BUY
|
- |
22.3K+ 0.99% |
$763K - $802K
|
2.27M
$82.3M
|
|
|
Oct 02, 2024
Q3 2024
|
Mc Alister, Sweet & Associates, Inc.
|
BUY
|
- |
10.3K+ 19.68% |
$352K - $370K
|
62.5K
$2.27M
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
8.56KNew |
$293K - $308K
|
8.56K
$310K
|
|
|
Oct 21, 2024
Q3 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
6.32K+ 353.38% |
$217K - $228K
|
8.11K
$294K
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
464+ 7.01% |
$15.9K - $16.7K
|
7.08K
$257K
|
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
413+ 1.29% |
$14.2K - $14.9K
|
32.5K
$1.18M
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
50+ 0.31% |
$1.71K - $1.8K
|
16.1K
$585K
|
|
|
Oct 08, 2024
Q3 2024
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
22+ 0.32% |
$754 - $793
|
6.98K
$253K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
338K+ 61.48% |
$11.3M - $11.9M
|
889K
$32.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
231KNew |
$7.73M - $8.13M
|
231K
$8.39M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
50.7K+ 220.35% |
$1.69M - $1.78M
|
73.7K
$2.67M
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
50.7K+ 253.35% |
$1.69M - $1.78M
|
70.7K
$2.56M
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
42.6KNew |
$1.42M - $1.5M
|
42.6K
$1.55M
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
37K+ 3.69% |
$1.24M - $1.3M
|
1.04M
$37.7M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
35.4K+ 37.39% |
$1.18M - $1.24M
|
130K
$4.72M
|
|
|
Aug 30, 2024
Q2 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
25.7KNew |
$860K - $904K
|
25.7K
$933K
|
|
|
Aug 14, 2024
Q2 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
19.1KNew |
$638K - $671K
|
19.1K
$692K
|
|
|
Sep 30, 2024
Q2 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
15.6KNew |
$523K - $550K
|
15.6K
$567K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
12.7KNew |
$425K - $446K
|
12.7K
$461K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
12.7K+ 35.61% |
$424K - $446K
|
48.3K
$1.75M
|
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
12.5KNew |
$419K - $440K
|
12.5K
$454K
|
|
|
Jul 15, 2024
Q2 2024
|
Transform Wealth, LLC
|
BUY
|
- |
10.4KNew |
$346K - $364K
|
10.4K
$376K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
9.85KNew |
$329K - $346K
|
9.85K
$357K
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
9.62K+ 12.56% |
$321K - $338K
|
86.2K
$3.13M
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
9.1K+ 47873.68% |
$304K - $320K
|
9.12K
$331K
|
|
|
Jul 25, 2024
Q2 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
8.61KNew |
$288K - $303K
|
8.61K
$312K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
6.7K+ 1116.83% |
$224K - $235K
|
7.3K
$265K
|
|
|
Aug 08, 2024
Q2 2024
|
Mitchell Capital Management CO
|
BUY
|
- |
6.3KNew |
$210K - $221K
|
6.3K
$229K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
5.9K+ 38.7% |
$197K - $207K
|
21.2K
$767K
|
|
|
Jul 09, 2024
Q2 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
5.7KNew |
$190K - $200K
|
5.7K
$207K
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
3.25K+ 2.57% |
$109K - $114K
|
130K
$4.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.2K+ 13.13% |
$73.4K - $77.2K
|
18.9K
$687K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
1.91K+ 14.12% |
$63.7K - $67K
|
15.4K
$559K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.32KNew |
$44.1K - $46.4K
|
1.32K
$47.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
300+ 1.16% |
$10K - $10.5K
|
26.2K
$950K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
216+ 0.42% |
$7.22K - $7.59K
|
51.1K
$1.85M
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
200+ 5.71% |
$6.68K - $7.03K
|
3.7K
$134K
|
|
|
Aug 13, 2024
Q2 2024
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
177+ 2.1% |
$5.91K - $6.22K
|
8.6K
$312K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
64New |
$2.14K - $2.25K
|
64
$2.32K
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1+ 0.0% |
$33.4 - $35.1
|
22K
$797K
|
|
| Q1 2024 | |||||||
|
Apr 30, 2024
Q1 2024
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
123K+ 108.07% |
$4.02M - $4.22M
|
238K
$8.62M
|
|
|
May 10, 2024
Q1 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
66.8KNew |
$2.17M - $2.28M
|
66.8K
$2.42M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
60.6K+ 132.32% |
$1.97M - $2.07M
|
106K
$3.86M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
55.3K+ 13.8% |
$1.8M - $1.89M
|
456K
$16.5M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
40.1KNew |
$1.31M - $1.37M
|
40.1K
$1.45M
|
|
|
May 16, 2024
Q1 2024
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
30.3KNew |
$986K - $1.03M
|
30.3K
$1.1M
|
|
|
May 14, 2024
Q1 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
22K+ 176.95% |
$718K - $753K
|
34.5K
$1.25M
|
|
|
May 15, 2024
Q1 2024
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
20.6KNew |
$672K - $705K
|
20.6K
$749K
|
|