Latest Institutional Purchases of Innovator U.S. Equity Power Bu (PJUL)
This list provides information on the latest institutional transactions involving Innovator U.S. Equity Power Bu (PJUL) 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 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
455KNew |
$18.3M - $19M
|
455K
$19.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
153K+ 15.56% |
$6.14M - $6.38M
|
1.14M
$47.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
68.1KNew |
$2.73M - $2.84M
|
68.1K
$2.86M
|
|
|
Feb 04, 2025
Q4 2024
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
57.6KNew |
$2.31M - $2.4M
|
57.6K
$2.42M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
34.6K+ 33.08% |
$1.39M - $1.44M
|
139K
$5.85M
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
18.4KNew |
$738K - $767K
|
18.4K
$774K
|
|
|
Feb 12, 2025
Q4 2024
|
Nbz Investment Advisors LLC
Knoxville, TN |
BUY
|
- |
18.4KNew |
$736K - $765K
|
18.4K
$772K
|
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
17.6KNew |
$706K - $734K
|
17.6K
$740K
|
|
|
Feb 06, 2025
Q4 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
17KNew |
$683K - $710K
|
17K
$716K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
16.7K+ 10.2% |
$670K - $696K
|
180K
$7.58M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
15.4K+ 7.58% |
$619K - $643K
|
219K
$9.21M
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
14.6KNew |
$586K - $608K
|
14.6K
$614K
|
|
|
Jan 23, 2025
Q4 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
14.5K+ 8.08% |
$580K - $602K
|
193K
$8.13M
|
|
|
Jan 21, 2025
Q4 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
13.6K+ 78.4% |
$547K - $568K
|
31K
$1.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
13.1KNew |
$525K - $545K
|
13.1K
$550K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
12.9K+ 3.62% |
$519K - $539K
|
369K
$15.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
12.1K+ 102.54% |
$487K - $506K
|
24K
$1.01M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
10.9KNew |
$438K - $455K
|
10.9K
$459K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
8.68K+ 1.58% |
$348K - $362K
|
558K
$23.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
5.4KNew |
$217K - $225K
|
5.4K
$227K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.93K+ 3.66% |
$198K - $205K
|
140K
$5.87M
|
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
4.9KNew |
$197K - $204K
|
4.9K
$206K
|
|
|
Jan 28, 2025
Q4 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
4.44KNew |
$178K - $185K
|
4.44K
$187K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.98K+ 48.98% |
$160K - $166K
|
12.1K
$509K
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
3.46K+ 24.74% |
$139K - $144K
|
17.4K
$734K
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
3.14K+ 31.44% |
$126K - $131K
|
13.1K
$552K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.01K+ 5.82% |
$121K - $125K
|
54.7K
$2.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.95K+ 5.59% |
$118K - $123K
|
55.7K
$2.34M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.52K+ 4.71% |
$101K - $105K
|
56K
$2.36M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.46K+ 4.32% |
$98.6K - $102K
|
59.3K
$2.49M
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
1.65KNew |
$66.2K - $68.8K
|
1.65K
$69.4K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
1.63KNew |
$65.4K - $67.9K
|
1.63K
$68.5K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.48K+ 6.68% |
$59.3K - $61.6K
|
23.6K
$993K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.1K+ 2.44% |
$44.1K - $45.8K
|
46.2K
$1.94M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
984New |
$39.5K - $41K
|
984
$41.4K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
893New |
$35.8K - $37.2K
|
893
$37.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
802New |
$32.2K - $33.4K
|
802
$33.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
793New |
$31.8K - $33.1K
|
793
$33.3K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
590+ 0.7% |
$23.7K - $24.6K
|
85.2K
$3.58M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
573New |
$23K - $23.9K
|
573
$24.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
551+ 1.84% |
$22.1K - $23K
|
30.5K
$1.28M
|
|
|
Jan 13, 2025
Q4 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
483+ 0.57% |
$19.4K - $20.1K
|
85.4K
$3.59M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
404+ 57.47% |
$16.2K - $16.8K
|
1.11K
$46.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
378+ 3.25% |
$15.2K - $15.8K
|
12K
$504K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
284+ 3.53% |
$11.4K - $11.8K
|
8.33K
$350K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
266+ 2.74% |
$10.7K - $11.1K
|
9.98K
$420K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
200+ 0.99% |
$8.02K - $8.34K
|
20.3K
$854K
|
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
194+ 388.0% |
$7.78K - $8.09K
|
244
$10.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
169+ 1.25% |
$6.78K - $7.04K
|
13.7K
$574K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
113New |
$4.53K - $4.71K
|
113
$4.75K
|