Latest Institutional Purchases of Innovator Etfs Tr S&P 500 Pwr (PMAY)
This list provides information on the latest institutional transactions involving Innovator Etfs Tr S&P 500 Pwr (PMAY) 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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2024
Q2 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
7.67KNew |
$249K - $262K
|
7.67K
$274K
|
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
7.43KNew |
$241K - $254K
|
7.43K
$266K
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
6.32KNew |
$205K - $216K
|
6.32K
$226K
|
|
|
Jul 11, 2024
Q2 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
6.13KNew |
$199K - $209K
|
6.13K
$219K
|
|
|
Jul 15, 2024
Q2 2024
|
Transform Wealth, LLC
|
BUY
|
- |
6.11KNew |
$198K - $209K
|
6.11K
$219K
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
5.94KNew |
$193K - $203K
|
5.94K
$212K
|
|
|
Aug 13, 2024
Q2 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
5.06K+ 78.15% |
$164K - $173K
|
11.5K
$413K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
3.96K+ 7.46% |
$128K - $135K
|
57K
$2.04M
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
3.44KNew |
$112K - $117K
|
3.44K
$123K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.77K+ 7.07% |
$57.5K - $60.4K
|
26.8K
$959K
|
|
|
Jul 22, 2024
Q2 2024
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
1.5KNew |
$48.7K - $51.2K
|
1.5K
$53.7K
|
|
|
Jul 12, 2024
Q2 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
1.49K+ 16.75% |
$48.3K - $50.8K
|
10.4K
$371K
|
|
|
Jul 15, 2024
Q2 2024
|
Diligent Investors, LLC
|
BUY
|
- |
1.25K+ 10.63% |
$40.6K - $42.7K
|
13K
$465K
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1K+ 6.76% |
$32.5K - $34.2K
|
15.8K
$565K
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
807+ 8.29% |
$26.2K - $27.6K
|
10.5K
$377K
|
|
|
Jul 23, 2024
Q2 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
650+ 6.99% |
$21.1K - $22.2K
|
9.94K
$356K
|
|
|
Aug 05, 2024
Q2 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
500+ 6.05% |
$16.2K - $17.1K
|
8.76K
$313K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
497+ 5.3% |
$16.1K - $17K
|
9.88K
$353K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
450+ 1.71% |
$14.6K - $15.4K
|
26.8K
$959K
|
|
|
Aug 07, 2024
Q2 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
450+ 90.0% |
$14.6K - $15.4K
|
950
$34K
|
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
350New |
$11.4K - $12K
|
350
$12.5K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
316New |
$10.3K - $10.8K
|
316
$11.3K
|
|
|
Jul 23, 2024
Q2 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
304New |
$9.87K - $10.4K
|
304
$10.9K
|
|
|
Jul 24, 2024
Q2 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
230+ 1.88% |
$7.47K - $7.85K
|
12.4K
$445K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
200New |
$6.49K - $6.83K
|
200
$7.15K
|
|
|
Aug 01, 2024
Q2 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
46+ 0.22% |
$1.49K - $1.57K
|
21.3K
$762K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
33New |
$1.07K - $1.13K
|
33
$1.18K
|
|
| Q1 2024 | |||||||
|
Apr 30, 2024
Q1 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
15.2KNew |
$475K - $493K
|
15.2K
$543K
|
|
|
May 31, 2024
Q1 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
6.12KNew |
$191K - $199K
|
6.12K
$219K
|
|
|
May 02, 2024
Q1 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
1.05KNew |
$32.7K - $34K
|
1.05K
$37.4K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
175New |
$5.47K - $5.68K
|
175
$6.26K
|
|
|
May 02, 2024
Q1 2024
|
Integrity Financial Corp
|
BUY
|
- |
59+ 0.65% |
$1.84K - $1.92K
|
9.11K
$326K
|
|
| Q4 2023 | |||||||
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
31KNew |
$893K - $975K
|
31K
$1.11M
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
18.9KNew |
$544K - $594K
|
18.9K
$675K
|
|
|
Jan 10, 2024
Q4 2023
|
Tru Independence LLC
|
BUY
|
- |
17.5K+ 127.05% |
$504K - $550K
|
31.2K
$1.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
13.8KNew |
$399K - $436K
|
13.8K
$495K
|
|
|
Feb 09, 2024
Q4 2023
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
8.87KNew |
$256K - $279K
|
8.87K
$317K
|
|
|
Jan 19, 2024
Q4 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1.8KNew |
$51.9K - $56.7K
|
1.8K
$64.4K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
850New |
$24.5K - $26.8K
|
850
$30.4K
|
|
| Q3 2023 | |||||||
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
18.1KNew |
$533K - $547K
|
18.1K
$648K
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
2KNew |
$58.8K - $60.4K
|
2K
$71.5K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
40New |
$1.18K - $1.21K
|
40
$1.43K
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
238KNew |
$6.73M - $7.1M
|
238K
$8.51M
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
9.65KNew |
$273K - $288K
|
9.65K
$345K
|
|
|
Jan 12, 2024
Q2 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
8.18KNew |
$232K - $244K
|
8.18K
$293K
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
7.13KNew |
$202K - $213K
|
7.13K
$255K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.75KNew |
$134K - $142K
|
4.75K
$170K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
4.5KNew |
$127K - $134K
|
4.5K
$161K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
3.8KNew |
$108K - $113K
|
3.8K
$136K
|
|
|
Jul 13, 2023
Q2 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
2.7KNew |
$76.4K - $80.6K
|
2.7K
$96.6K
|
|