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 |
|---|---|---|---|---|---|---|---|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
2.77KNew |
$92.4K - $94.8K
|
2.77K
$109K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
289New |
$9.65K - $9.9K
|
289
$11.4K
|
|
| Q2 2023 | |||||||
|
Jul 06, 2023
Q2 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
9.03KNew |
$289K - $305K
|
9.03K
$357K
|
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
5.08K+ 4.25% |
$163K - $172K
|
125K
$4.93M
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
5.08K+ 4.25% |
$163K - $172K
|
125K
$4.93M
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
345New |
$11K - $11.7K
|
345
$13.6K
|
|
| Q1 2023 | |||||||
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
13.5KNew |
$414K - $434K
|
13.5K
$533K
|
|
|
May 15, 2023
Q1 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
12.8KNew |
$392K - $412K
|
12.8K
$505K
|
|
|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
11.1KNew |
$341K - $358K
|
11.1K
$439K
|
|
|
Apr 19, 2023
Q1 2023
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
7.77KNew |
$238K - $250K
|
7.77K
$307K
|
|
|
Apr 17, 2023
Q1 2023
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
6.45KNew |
$198K - $207K
|
6.45K
$255K
|
|
|
May 11, 2023
Q1 2023
|
Nikulski Financial, Inc.
|
BUY
|
- |
6.35KNew |
$195K - $204K
|
6.35K
$251K
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
3.14KNew |
$96.3K - $101K
|
3.14K
$124K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
300New |
$9.19K - $9.65K
|
300
$11.8K
|
|
|
Apr 14, 2023
Q1 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
200+ 16.26% |
$6.13K - $6.43K
|
1.43K
$56.5K
|
|
|
May 08, 2023
Q1 2023
|
Sageworth Trust CO
|
BUY
|
- |
159New |
$4.87K - $5.12K
|
159
$6.28K
|
|
|
Apr 17, 2023
Q1 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
157+ 1.33% |
$4.81K - $5.05K
|
12K
$472K
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
100New |
$3.06K - $3.22K
|
100
$3.95K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
30New |
$919 - $965
|
30
$1.18K
|
|
|
May 12, 2023
Q1 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
23New |
$705 - $740
|
23
$908
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
9New |
$276 - $290
|
9
$355
|
|
| Q4 2022 | |||||||
|
Jan 12, 2023
Q4 2022
|
Transform Wealth, LLC
|
BUY
|
- |
556KNew |
$16.2M - $17.3M
|
556K
$21.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
2.16KNew |
$62.8K - $67.1K
|
2.16K
$85.3K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.2KNew |
$34.9K - $37.3K
|
1.2K
$47.4K
|
|
|
Jan 27, 2023
Q4 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
638+ 0.83% |
$18.5K - $19.8K
|
77.6K
$3.06M
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
350+ 18.57% |
$10.2K - $10.9K
|
2.24K
$88.2K
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
5New |
$145 - $155
|
5
$197
|
|
| Q3 2022 | |||||||
|
Oct 21, 2022
Q3 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
36.2KNew |
$1.05M - $1.15M
|
36.2K
$1.43M
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
1K+ 200.0% |
$29.1K - $31.8K
|
1.5K
$59.2K
|
|
|
Nov 07, 2022
Q3 2022
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
800New |
$23.3K - $25.4K
|
800
$31.6K
|
|
| Q2 2022 | |||||||
|
Aug 25, 2022
Q2 2022
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
18.8KNew |
$546K - $611K
|
18.8K
$744K
|
|
| Q1 2022 | |||||||
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
71.7KNew |
$2.22M - $2.33M
|
71.7K
$2.83M
|
|
|
Apr 07, 2022
Q1 2022
|
Mc Adam, LLC
|
BUY
|
- |
9.63KNew |
$298K - $313K
|
9.63K
$380K
|
|
| Q4 2021 | |||||||
|
Feb 10, 2022
Q4 2021
|
Pillar Wealth Advisors, LLC
|
BUY
|
- |
10.7KNew |
$329K - $339K
|
10.7K
$424K
|
|
| Q3 2021 | |||||||
|
Nov 04, 2021
Q3 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
5.55KNew |
$169K - $172K
|
5.55K
$219K
|
|