Latest Institutional Sells of Innovator U.S. Equity Power Bu (PJUN)
This list provides information on the latest institutional transactions involving Innovator U.S. Equity Power Bu (PJUN) 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 |
---|---|---|---|---|---|---|---|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-11.5K- 12.56% |
$381K - $396K
|
80K
$2.95M
|
|
Apr 30, 2024
Q1 2024
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-11.3K- 4.67% |
$375K - $391K
|
231K
$8.53M
|
|
Apr 15, 2024
Q1 2024
|
Andina Capital Management, LLC
Lehi, UT |
SELL
|
- |
-8.74K- 7.13% |
$290K - $302K
|
114K
$4.2M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-8.63K- 12.35% |
$286K - $298K
|
61.2K
$2.26M
|
|
May 14, 2024
Q1 2024
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-7.79K- 2.11% |
$258K - $269K
|
361K
$13.3M
|
|
May 07, 2024
Q1 2024
|
Firestone Capital Management
|
SELL
|
- |
-4.78K- 44.34% |
$159K - $165K
|
6.01K
$222K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-3.45K- 2.81% |
$114K - $119K
|
119K
$4.4M
|
|
Apr 11, 2024
Q1 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-1K- 50.0% |
$33.2K - $34.5K
|
1K
$36.9K
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-396- 70.34% |
$13.1K - $13.7K
|
167
$6.16K
|
|
Apr 29, 2024
Q1 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-265- 2.3% |
$8.79K - $9.15K
|
11.3K
$416K
|
|
Q4 2023 | |||||||
Oct 03, 2024
Q4 2023
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-7.4KClosed |
$227K - $247K
|
0
$0
|
|
Jan 10, 2024
Q4 2023
|
Range Financial Group LLC
|
SELL
|
- |
-4.59K- 38.59% |
$141K - $153K
|
7.3K
$269K
|
|
Jan 10, 2024
Q4 2023
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-2.4K- 26.31% |
$73.5K - $80K
|
6.71K
$248K
|
|
Feb 12, 2024
Q4 2023
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-1.79K- 22.21% |
$54.7K - $59.6K
|
6.25K
$231K
|
|
Jan 12, 2024
Q4 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-1.04K- 2.87% |
$31.9K - $34.7K
|
35.2K
$1.3M
|
|
Feb 07, 2024
Q4 2023
|
Integrity Financial Corp
|
SELL
|
- |
-461- 6.72% |
$14.1K - $15.4K
|
6.4K
$236K
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-379Closed |
$11.6K - $12.7K
|
0
$0
|
|
Q3 2023 | |||||||
Oct 17, 2023
Q3 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-3.57K- 15.12% |
$111K - $114K
|
20K
$738K
|
|
Nov 13, 2023
Q3 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-3.55K- 6.77% |
$111K - $114K
|
48.8K
$1.8M
|
|
Nov 01, 2023
Q3 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-1.62K- 16.93% |
$50.5K - $51.9K
|
7.94K
$293K
|
|
Oct 11, 2023
Q3 2023
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-1.54K- 19.23% |
$48K - $49.3K
|
6.46K
$238K
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-318- 1.72% |
$9.93K - $10.2K
|
18.2K
$671K
|
|
Nov 14, 2023
Q3 2023
|
Stone House Investment Management, LLC
|
SELL
|
- |
-40- 1.12% |
$1.25K - $1.28K
|
3.52K
$130K
|
|
Q4 2022 | |||||||
Feb 09, 2023
Q4 2022
|
Pillar Wealth Advisors, LLC
|
SELL
|
- |
-2.7K- 19.93% |
$76.5K - $82.8K
|
10.9K
$400K
|
|
Feb 14, 2023
Q4 2022
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-632- 4.06% |
$17.9K - $19.4K
|
14.9K
$551K
|
|
Q2 2022 | |||||||
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-24.9KClosed |
$709K - $805K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-9.51KClosed |
$271K - $307K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Collective Family Office LLC
|
SELL
|
- |
-8KClosed |
$228K - $259K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-7.17KClosed |
$204K - $232K
|
0
$0
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-4.01K- 12.1% |
$114K - $130K
|
29.2K
$1.08M
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-190Closed |
$5.41K - $6.14K
|
0
$0
|
|
Q1 2022 | |||||||
May 04, 2022
Q1 2022
|
S.C. Financial Services, Inc.
|
SELL
|
- |
-41.8KClosed |
$1.3M - $1.35M
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-15.3KClosed |
$474K - $494K
|
0
$0
|
|
Q4 2021 | |||||||
Jan 21, 2022
Q4 2021
|
Well Done, LLC
|
SELL
|
- |
-11.8KClosed |
$367K - $380K
|
0
$0
|
|
Feb 17, 2022
Q4 2021
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-1.44KClosed |
$44.8K - $46.4K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-1.43KClosed |
$44.5K - $46.2K
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-1.04KClosed |
$32.3K - $33.4K
|
0
$0
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-369Closed |
$11.5K - $11.9K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-300- 6.59% |
$9.33K - $9.67K
|
4.25K
$157K
|
|
Q3 2021 | |||||||
Oct 15, 2021
Q3 2021
|
Transform Wealth, LLC
|
SELL
|
- |
-884KClosed |
$27.2M - $28M
|
0
$0
|
|
Q2 2021 | |||||||
Aug 04, 2021
Q2 2021
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-156KClosed |
$4.76M - $4.83M
|
0
$0
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.79KClosed |
$54.9K - $55.7K
|
0
$0
|
|
Jul 29, 2021
Q2 2021
|
Whittier Trust CO
|
SELL
|
- |
-800Closed |
$24.5K - $24.8K
|
0
$0
|
|
Q1 2021 | |||||||
Apr 14, 2021
Q1 2021
|
Parkside Investments, LLC
|
SELL
|
- |
-6.8KClosed |
$204K - $209K
|
0
$0
|
|
May 07, 2021
Q1 2021
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-2.15KClosed |
$64.5K - $66K
|
0
$0
|
|
Q4 2020 | |||||||
Feb 10, 2021
Q4 2020
|
Stephens Inc
|
SELL
|
- |
-29.6KClosed |
$850K - $889K
|
0
$0
|
|
Q3 2020 | |||||||
Nov 13, 2020
Q3 2020
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-19.2KClosed |
$540K - $563K
|
0
$0
|