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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
144KNew |
$4.87M - $5.37M
|
144K
$6.07M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
29.5KNew |
$997K - $1.1M
|
29.5K
$1.24M
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
19.7KNew |
$665K - $733K
|
19.7K
$827K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
16.2K+ 56.55% |
$548K - $604K
|
44.9K
$1.89M
|
|
|
Jan 23, 2024
Q4 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
5.81KNew |
$196K - $217K
|
5.81K
$244K
|
|
|
Feb 02, 2024
Q4 2023
|
Bailard, Inc.
|
BUY
|
- |
5.65KNew |
$191K - $210K
|
5.65K
$238K
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
5.52KNew |
$187K - $206K
|
5.52K
$232K
|
|
|
Feb 07, 2024
Q4 2023
|
First City Capital Management, Inc.
|
BUY
|
- |
4.8K+ 18.9% |
$162K - $179K
|
30.2K
$1.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
4.75KNew |
$160K - $177K
|
4.75K
$200K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
3.78KNew |
$128K - $141K
|
3.78K
$159K
|
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
3.48K+ 35.22% |
$117K - $129K
|
13.3K
$561K
|
|
|
Jan 19, 2024
Q4 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
2KNew |
$67.6K - $74.5K
|
2K
$84.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
1.01K+ 14.51% |
$34.2K - $37.7K
|
7.99K
$336K
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
435+ 43500.0% |
$14.7K - $16.2K
|
436
$18.3K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
401New |
$13.5K - $14.9K
|
401
$16.9K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
300New |
$10.1K - $11.2K
|
300
$12.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3New |
$101 - $112
|
3
$126
|
|
| Q3 2023 | |||||||
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
401New |
$13.9K - $14.3K
|
401
$16.9K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
181New |
$6.28K - $6.47K
|
181
$7.61K
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
45New |
$1.56K - $1.61K
|
45
$1.89K
|
|
|
Nov 15, 2023
Q3 2023
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
6+ 1.26% |
$208 - $215
|
481
$20.2K
|
|
| Q2 2023 | |||||||
|
Aug 07, 2023
Q2 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
6KNew |
$199K - $211K
|
6K
$252K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.9KNew |
$62.9K - $66.7K
|
1.9K
$79.9K
|
|
| Q1 2023 | |||||||
|
May 11, 2023
Q1 2023
|
American Asset Management Inc.
|
BUY
|
- |
20.7KNew |
$649K - $689K
|
20.7K
$869K
|
|
|
Apr 11, 2023
Q1 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
20.1KNew |
$632K - $671K
|
20.1K
$846K
|
|
|
Apr 06, 2023
Q1 2023
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
11.1KNew |
$349K - $370K
|
11.1K
$467K
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
10.9KNew |
$341K - $362K
|
10.9K
$457K
|
|
|
Apr 26, 2023
Q1 2023
|
Relaxing Retirement Coach
|
BUY
|
- |
9.92KNew |
$312K - $331K
|
9.92K
$417K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
6.4KNew |
$201K - $213K
|
6.4K
$269K
|
|
|
Apr 14, 2023
Q1 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
6KNew |
$188K - $200K
|
6K
$252K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
2.07KNew |
$65K - $69K
|
2.07K
$87K
|
|
|
May 08, 2023
Q1 2023
|
Sageworth Trust CO
|
BUY
|
- |
158New |
$4.96K - $5.27K
|
158
$6.64K
|
|
| Q4 2022 | |||||||
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
35K+ 140.0% |
$1.03M - $1.13M
|
60K
$2.52M
|
|
|
Jun 21, 2023
Q4 2022
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
15.9KNew |
$468K - $516K
|
15.9K
$670K
|
|
|
Jun 14, 2023
Q4 2022
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
CALL |
15.9KNew |
$468K - $516K
|
15.9K
$670K
|
|
|
Feb 07, 2023
Q4 2022
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
15.9KNew |
$468K - $516K
|
15.9K
$670K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
14.8KNew |
$435K - $480K
|
14.8K
$623K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
9.99K+ 1253.83% |
$293K - $324K
|
10.8K
$454K
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
450+ 450.0% |
$13.2K - $14.6K
|
550
$23.1K
|
|
| Q3 2022 | |||||||
|
Nov 08, 2022
Q3 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
4.15KNew |
$122K - $133K
|
4.15K
$174K
|
|
| Q2 2022 | |||||||
|
Jul 20, 2022
Q2 2022
|
Applied Capital LLC
|
BUY
|
- |
8.01KNew |
$235K - $262K
|
8.01K
$337K
|
|
|
Jul 20, 2022
Q2 2022
|
Founders Capital Management
|
BUY
|
- |
1.03KNew |
$30.3K - $33.8K
|
1.03K
$43.4K
|
|
| Q1 2022 | |||||||
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
351KNew |
$10.9M - $11.7M
|
351K
$14.7M
|
|
|
Apr 08, 2022
Q1 2022
|
Alaska Permanent Capital Management
|
BUY
|
- |
14KNew |
$436K - $468K
|
14K
$591K
|
|
|
May 10, 2022
Q1 2022
|
Marshall Financial Group LLC
|
BUY
|
- |
9.12KNew |
$283K - $304K
|
9.12K
$383K
|
|
|
Apr 11, 2022
Q1 2022
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
7.5KNew |
$233K - $250K
|
7.5K
$315K
|
|
|
May 12, 2022
Q1 2022
|
Archer Investment Corp
|
BUY
|
- |
5K+ 250.0% |
$155K - $167K
|
7K
$294K
|
|
|
May 06, 2022
Q1 2022
|
Integrity Financial Corp
|
BUY
|
- |
262New |
$8.14K - $8.74K
|
262
$11K
|
|
|
May 05, 2022
Q1 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
127New |
$3.95K - $4.24K
|
127
$5.34K
|
|
| Q1 2021 | |||||||
|
May 14, 2021
Q1 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
331New |
$10K - $10.4K
|
331
$13.9K
|
|