Latest Institutional Purchases of Innovator U.S. Equity Power Bu (PJAN)
This list provides information on the latest institutional transactions involving Innovator U.S. Equity Power Bu (PJAN) 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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
3.69K+ 26.42% |
$152K - $160K
|
17.7K
$814K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.42KNew |
$141K - $148K
|
3.42K
$158K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
2.5KNew |
$103K - $108K
|
2.5K
$115K
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
1.77K+ 28.89% |
$72.6K - $76.4K
|
7.88K
$363K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.15K+ 17.97% |
$47.3K - $49.7K
|
7.55K
$348K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.04K+ 19.47% |
$42.7K - $44.9K
|
6.37K
$294K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
800+ 5.32% |
$32.9K - $34.6K
|
15.8K
$730K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
631+ 2.85% |
$25.9K - $27.3K
|
22.8K
$1.05M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
550+ 10.38% |
$22.6K - $23.8K
|
5.85K
$270K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
477New |
$19.6K - $20.6K
|
477
$22K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
403+ 52.0% |
$16.6K - $17.4K
|
1.18K
$54.3K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
141+ 39.28% |
$5.79K - $6.1K
|
500
$23.1K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
104New |
$4.27K - $4.5K
|
104
$4.8K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
3New |
$123 - $130
|
3
$138
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
1+ 0.01% |
$41.1 - $43.2
|
9.28K
$428K
|
|
| Q4 2024 | |||||||
|
Jan 27, 2025
Q4 2024
|
Berkshire Money Management, Inc.
|
BUY
|
- |
8.2KNew |
$338K - $347K
|
8.2K
$378K
|
|
|
Feb 12, 2025
Q4 2024
|
Riggs Capital Management LLC
American Fork, UT |
BUY
|
- |
5.75KNew |
$237K - $243K
|
5.75K
$265K
|
|
|
Feb 14, 2025
Q4 2024
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
BUY
|
- |
5.4KNew |
$222K - $228K
|
5.4K
$249K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
2.1KNew |
$86.4K - $88.7K
|
2.1K
$96.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
2.03KNew |
$83.4K - $85.6K
|
2.03K
$93.5K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
1.18KNew |
$48.4K - $49.6K
|
1.18K
$54.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
334New |
$13.7K - $14.1K
|
334
$15.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
109New |
$4.49K - $4.61K
|
109
$5.03K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
6.91KNew |
$272K - $286K
|
6.91K
$319K
|
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
5.93KNew |
$233K - $245K
|
5.93K
$273K
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
5KNew |
$197K - $207K
|
5K
$231K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
338New |
$13.3K - $14K
|
338
$15.6K
|
|
|
Oct 08, 2024
Q3 2024
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
194+ 0.6% |
$7.63K - $8.02K
|
32.5K
$1.5M
|
|
|
Oct 23, 2024
Q3 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
3+ 0.05% |
$118 - $124
|
5.72K
$264K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
14.8KNew |
$566K - $597K
|
14.8K
$683K
|
|
|
Jul 17, 2024
Q2 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
8.43KNew |
$322K - $339K
|
8.43K
$389K
|
|
|
Jul 26, 2024
Q2 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
6.26KNew |
$239K - $252K
|
6.26K
$288K
|
|
|
Jul 30, 2024
Q2 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
5.08KNew |
$194K - $205K
|
5.08K
$234K
|
|
|
Jul 08, 2024
Q2 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
5.02KNew |
$192K - $202K
|
5.02K
$232K
|
|
|
Aug 02, 2024
Q2 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
2.7K+ 43.59% |
$103K - $109K
|
8.89K
$410K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.46K+ 1.96% |
$94K - $99K
|
128K
$5.91M
|
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
94New |
$3.59K - $3.78K
|
94
$4.33K
|
|
|
Aug 02, 2024
Q2 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
56New |
$2.14K - $2.25K
|
56
$2.58K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
16New |
$611 - $644
|
16
$738
|
|
| Q1 2024 | |||||||
|
Apr 22, 2024
Q1 2024
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
367KNew |
$13.5M - $14.4M
|
367K
$16.9M
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
217K+ 1218.66% |
$7.99M - $8.47M
|
234K
$10.8M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
122K+ 41.03% |
$4.51M - $4.79M
|
421K
$19.4M
|
|
|
May 13, 2024
Q1 2024
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
102KNew |
$3.75M - $3.98M
|
102K
$4.69M
|
|
|
May 10, 2024
Q1 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
56.2KNew |
$2.07M - $2.2M
|
56.2K
$2.59M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
51.8K+ 134.24% |
$1.91M - $2.02M
|
90.3K
$4.16M
|
|
|
May 14, 2024
Q1 2024
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
10.7KNew |
$393K - $417K
|
10.7K
$491K
|
|
|
May 07, 2024
Q1 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
8.69KNew |
$320K - $340K
|
8.69K
$401K
|
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
7.92KNew |
$292K - $310K
|
7.92K
$365K
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
6.99KNew |
$258K - $273K
|
6.99K
$322K
|
|
|
Apr 29, 2024
Q1 2024
|
Castle Wealth Management LLC
|
BUY
|
- |
6.74K+ 34.28% |
$248K - $263K
|
26.4K
$1.22M
|
|