Latest Institutional Purchases of Innovator U.S. Equity Power Bu (PMAR)
This list provides information on the latest institutional transactions involving Innovator U.S. Equity Power Bu (PMAR) 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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.12KNew |
$40K - $42.5K
|
1.12K
$49.4K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
943New |
$33.7K - $35.8K
|
943
$41.7K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
233New |
$8.34K - $8.85K
|
233
$10.3K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
24New |
$859 - $912
|
24
$1.06K
|
|
| Q1 2024 | |||||||
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
517KNew |
$18.4M - $19M
|
517K
$22.8M
|
|
|
May 14, 2024
Q1 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
220KNew |
$7.83M - $8.11M
|
220K
$9.74M
|
|
|
Apr 30, 2024
Q1 2024
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
170K+ 272.71% |
$6.03M - $6.25M
|
232K
$10.3M
|
|
|
Apr 22, 2024
Q1 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
90.5KNew |
$3.22M - $3.33M
|
90.5K
$4M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
62.7K+ 124.05% |
$2.23M - $2.31M
|
113K
$5M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
47.8K+ 39.53% |
$1.7M - $1.76M
|
169K
$7.45M
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
27.8K+ 27.34% |
$988K - $1.02M
|
130K
$5.73M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
21.9K+ 16.25% |
$777K - $806K
|
157K
$6.92M
|
|
|
Apr 01, 2025
Q1 2024
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
20.6KNew |
$730K - $757K
|
20.6K
$909K
|
|
|
Apr 15, 2024
Q1 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
14.7KNew |
$521K - $540K
|
14.7K
$648K
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
14.3KNew |
$509K - $528K
|
14.3K
$633K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
7.62KNew |
$271K - $281K
|
7.62K
$337K
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
7.17KNew |
$254K - $264K
|
7.17K
$317K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.85KNew |
$101K - $105K
|
2.85K
$126K
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.53K+ 26.35% |
$89.8K - $93.1K
|
12.1K
$536K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
150New |
$5.33K - $5.52K
|
150
$6.63K
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
13.6KNew |
$447K - $485K
|
13.6K
$602K
|
|
|
Jan 19, 2024
Q4 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1.99KNew |
$65.3K - $70.9K
|
1.99K
$87.9K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1.5KNew |
$49.2K - $53.4K
|
1.5K
$66.3K
|
|
| Q3 2023 | |||||||
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
2.77KNew |
$92.4K - $94.8K
|
2.77K
$122K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
289New |
$9.65K - $9.9K
|
289
$12.8K
|
|
| Q2 2023 | |||||||
|
Jul 06, 2023
Q2 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
9.03KNew |
$289K - $305K
|
9.03K
$399K
|
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
5.08K+ 4.25% |
$163K - $172K
|
125K
$5.51M
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
5.08K+ 4.25% |
$163K - $172K
|
125K
$5.51M
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
345New |
$11K - $11.7K
|
345
$15.2K
|
|
| Q1 2023 | |||||||
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
13.5KNew |
$414K - $434K
|
13.5K
$597K
|
|
|
May 15, 2023
Q1 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
12.8KNew |
$392K - $412K
|
12.8K
$566K
|
|
|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
11.1KNew |
$341K - $358K
|
11.1K
$492K
|
|
|
Apr 17, 2023
Q1 2023
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
6.45KNew |
$198K - $207K
|
6.45K
$285K
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
3.14KNew |
$96.3K - $101K
|
3.14K
$139K
|
|
|
May 08, 2023
Q1 2023
|
Sageworth Trust CO
|
BUY
|
- |
159New |
$4.87K - $5.12K
|
159
$7.03K
|
|
|
Apr 17, 2023
Q1 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
157+ 1.33% |
$4.81K - $5.05K
|
12K
$528K
|
|
|
May 12, 2023
Q1 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
23New |
$705 - $740
|
23
$1.02K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
9New |
$276 - $290
|
9
$398
|
|
| Q4 2022 | |||||||
|
Jan 12, 2023
Q4 2022
|
Transform Wealth, LLC
|
BUY
|
- |
556KNew |
$16.2M - $17.3M
|
556K
$24.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
2.16KNew |
$62.8K - $67.1K
|
2.16K
$95.5K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.2KNew |
$34.9K - $37.3K
|
1.2K
$53K
|
|
|
Jan 27, 2023
Q4 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
638+ 0.83% |
$18.5K - $19.8K
|
77.6K
$3.43M
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
350+ 18.57% |
$10.2K - $10.9K
|
2.24K
$98.8K
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
5New |
$145 - $155
|
5
$221
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
1K+ 200.0% |
$29.1K - $31.8K
|
1.5K
$66.3K
|
|
|
Nov 07, 2022
Q3 2022
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
800New |
$23.3K - $25.4K
|
800
$35.4K
|
|
| Q2 2022 | |||||||
|
Aug 25, 2022
Q2 2022
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
18.8KNew |
$546K - $611K
|
18.8K
$832K
|
|
| Q1 2022 | |||||||
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
71.7KNew |
$2.22M - $2.33M
|
71.7K
$3.17M
|
|
|
Apr 07, 2022
Q1 2022
|
Mc Adam, LLC
|
BUY
|
- |
9.63KNew |
$298K - $313K
|
9.63K
$426K
|
|
| Q4 2021 | |||||||
|
Feb 10, 2022
Q4 2021
|
Pillar Wealth Advisors, LLC
|
BUY
|
- |
10.7KNew |
$329K - $339K
|
10.7K
$475K
|
|