Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
SELL
|
- |
-2.26M- 99.47% |
$81.1M - $83.2M
|
12K
$447K
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-16.9K- 10.55% |
$607K - $622K
|
143K
$5.32M
|
|
Jan 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-16K- 33.43% |
$577K - $591K
|
32K
$1.19M
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-15.3K- 21.58% |
$548K - $562K
|
55.4K
$2.06M
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-10K- 50.83% |
$361K - $370K
|
9.71K
$360K
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-5.69K- 31.41% |
$204K - $210K
|
12.4K
$461K
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-5.65K- 1.62% |
$203K - $208K
|
344K
$12.8M
|
|
Jan 15, 2025
Q4 2024
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-4.83K- 11.4% |
$174K - $178K
|
37.6K
$1.39M
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-4.43K- 12.98% |
$159K - $163K
|
29.7K
$1.1M
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-3.99K- 57.93% |
$143K - $147K
|
2.9K
$107K
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-3.45K- 2.29% |
$124K - $127K
|
147K
$5.45M
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-3.23K- 9.85% |
$116K - $119K
|
29.6K
$1.1M
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-3K- 24.49% |
$108K - $111K
|
9.25K
$343K
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.7K- 8.01% |
$97K - $99.5K
|
31K
$1.15M
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2.1K- 52.02% |
$75.3K - $77.2K
|
1.93K
$71.8K
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-2.05K- 2.07% |
$73.7K - $75.5K
|
96.9K
$3.6M
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.95K- 10.61% |
$69.9K - $71.7K
|
16.4K
$608K
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.46K- 11.42% |
$52.3K - $53.7K
|
11.3K
$419K
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
SELL
|
- |
-1.42K- 1.06% |
$51.1K - $52.4K
|
133K
$4.94M
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1.27K- 17.18% |
$45.7K - $46.9K
|
6.13K
$228K
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1.25K- 9.44% |
$45.1K - $46.2K
|
12K
$447K
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
SELL
|
- |
-1.09K- 1.04% |
$39.2K - $40.2K
|
104K
$3.85M
|
|
Jan 15, 2025
Q4 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-1.02K- 1.19% |
$36.7K - $37.6K
|
84.9K
$3.15M
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-882- 1.5% |
$31.7K - $32.5K
|
57.9K
$2.15M
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-779- 6.04% |
$28K - $28.7K
|
12.1K
$450K
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-727- 0.92% |
$26.1K - $26.8K
|
78.2K
$2.9M
|
|
Jan 23, 2025
Q4 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-695- 2.04% |
$25K - $25.6K
|
33.3K
$1.24M
|
|
Jan 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-352- 2.4% |
$12.7K - $13K
|
14.3K
$530K
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-270- 1.16% |
$9.7K - $9.95K
|
23K
$852K
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-250- 2.51% |
$8.99K - $9.21K
|
9.71K
$360K
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-173- 1.07% |
$6.22K - $6.38K
|
16K
$592K
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-109- 0.34% |
$3.92K - $4.02K
|
32.2K
$1.19M
|
|
Q3 2024 | |||||||
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-119K- 21.47% |
$4.09M - $4.3M
|
436K
$16.2M
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-117K- 71.22% |
$4.03M - $4.23M
|
47.5K
$1.76M
|
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-116K- 3.93% |
$3.99M - $4.2M
|
2.84M
$106M
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-110K- 84.99% |
$3.78M - $3.97M
|
19.4K
$722K
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-45.7K- 29.24% |
$1.57M - $1.65M
|
111K
$4.1M
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-35.4K- 3.99% |
$1.22M - $1.28M
|
853K
$31.7M
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-32.5K- 35.71% |
$1.11M - $1.17M
|
58.5K
$2.17M
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-26K- 29.44% |
$892K - $938K
|
62.4K
$2.32M
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-25.2K- 14.09% |
$863K - $907K
|
153K
$5.7M
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-23.5K- 10.87% |
$806K - $847K
|
193K
$7.15M
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-22.8K- 6.49% |
$781K - $820K
|
328K
$12.2M
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-21.6K- 13.28% |
$740K - $778K
|
141K
$5.23M
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-16.9K- 23.23% |
$580K - $609K
|
55.9K
$2.07M
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-14.4K- 15.23% |
$494K - $519K
|
80.1K
$2.97M
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-12.5K- 25.92% |
$430K - $451K
|
35.8K
$1.33M
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-11.7K- 15.88% |
$401K - $422K
|
62K
$2.3M
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-10.3K- 7.94% |
$354K - $372K
|
120K
$4.44M
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-10K- 4.33% |
$344K - $361K
|
221K
$8.21M
|