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 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
|
|
|
Feb 18, 2025
Q4 2024
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
217New |
$8.71K - $9.04K
|
217
$9.13K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
204New |
$8.18K - $8.5K
|
204
$8.58K
|
|
|
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
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
149+ 0.6% |
$5.98K - $6.21K
|
25.2K
$1.06M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
113New |
$4.53K - $4.71K
|
113
$4.75K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
89+ 0.31% |
$3.57K - $3.71K
|
28.6K
$1.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
1New |
$40.1 - $41.7
|
1
$42.1
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
499KNew |
$18.9M - $20.2M
|
499K
$21M
|
|
|
Oct 30, 2024
Q3 2024
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
319KNew |
$12.1M - $12.9M
|
319K
$13.4M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
219K+ 168.51% |
$8.31M - $8.88M
|
349K
$14.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
112K+ 32.04% |
$4.25M - $4.54M
|
462K
$19.4M
|
|
|
Jan 08, 2025
Q3 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
36.3K+ 31.58% |
$1.37M - $1.47M
|
151K
$6.36M
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
34.2K+ 533.11% |
$1.3M - $1.39M
|
40.7K
$1.71M
|
|
|
Nov 13, 2024
Q3 2024
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
32.8K+ 246.27% |
$1.24M - $1.33M
|
46.2K
$1.94M
|
|
|
Oct 29, 2024
Q3 2024
|
Kearns & Associates LLC
|
BUY
|
- |
19.3K+ 300.54% |
$732K - $782K
|
25.8K
$1.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
14.6KNew |
$553K - $591K
|
14.6K
$614K
|
|
|
Oct 15, 2024
Q3 2024
|
Lantz Financial LLC
|
BUY
|
- |
10KNew |
$380K - $406K
|
10K
$422K
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
9KNew |
$341K - $364K
|
9K
$378K
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
8.73KNew |
$331K - $353K
|
8.73K
$367K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
7.53KNew |
$285K - $305K
|
7.53K
$317K
|
|
|
Oct 18, 2024
Q3 2024
|
Act Advisors, Llc.
|
BUY
|
- |
7.22KNew |
$273K - $292K
|
7.22K
$304K
|
|
|
Oct 25, 2024
Q3 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
6.53K+ 81.61% |
$248K - $264K
|
14.5K
$611K
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
BUY
|
- |
6.49KNew |
$246K - $263K
|
6.49K
$273K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
6.37KNew |
$241K - $258K
|
6.37K
$268K
|
|
|
Nov 12, 2024
Q3 2024
|
Mitchell Capital Management CO
|
BUY
|
- |
6.2KNew |
$235K - $251K
|
6.2K
$261K
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
6.1KNew |
$231K - $247K
|
6.1K
$257K
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
5.87KNew |
$222K - $238K
|
5.87K
$247K
|
|
|
Oct 28, 2024
Q3 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
5.25K+ 39.31% |
$199K - $213K
|
18.6K
$783K
|
|
|
Oct 07, 2024
Q3 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
5.11KNew |
$193K - $207K
|
5.11K
$215K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
4.98KNew |
$189K - $202K
|
4.98K
$209K
|
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
4.96KNew |
$188K - $201K
|
4.96K
$208K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.86KNew |
$146K - $156K
|
3.86K
$162K
|
|
|
Oct 07, 2024
Q3 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
3.18K+ 8.3% |
$120K - $129K
|
41.5K
$1.75M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.87K+ 3.15% |
$109K - $116K
|
94K
$3.96M
|
|
|
Oct 31, 2024
Q3 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
2.58K+ 26.17% |
$97.6K - $104K
|
12.4K
$522K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
2.56KNew |
$97.1K - $104K
|
2.56K
$108K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
2.56KNew |
$97.1K - $104K
|
2.56K
$108K
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
2.21K+ 13.45% |
$83.5K - $89.3K
|
18.6K
$783K
|
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
1.93KNew |
$73.1K - $78.1K
|
1.93K
$81.2K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
1KNew |
$37.9K - $40.5K
|
1K
$42.1K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
629+ 6.51% |
$23.8K - $25.5K
|
10.3K
$433K
|
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
619+ 4.54% |
$23.5K - $25.1K
|
14.3K
$599K
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
615New |
$23.3K - $24.9K
|
615
$25.9K
|
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
564New |
$21.4K - $22.8K
|
564
$23.7K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
455+ 24.38% |
$17.2K - $18.4K
|
2.32K
$97.6K
|
|