Latest Institutional Transactions on Innovator U.S. Equity Ultra Bu (UDEC)
This table provides information on the latest institutional transactions involving Innovator U.S. Equity Ultra Bu (UDEC) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
Donald L. Hagan, LLC
|
BUY
|
- |
106KNew |
$3.72M - $3.8M
|
106K
$3.67M
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-139- 0.14% |
$4.86K - $4.96K
|
95.9K
$3.31M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
4.46K+ 13.4% |
$156K - $159K
|
37.8K
$1.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
6.69KNew |
$234K - $238K
|
6.69K
$231K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
6.37KNew |
$223K - $227K
|
6.37K
$220K
|
|
|
Jan 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
21.7K+ 40.69% |
$759K - $774K
|
75.1K
$2.59M
|
|
|
Jan 21, 2025
Q4 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
163KNew |
$5.7M - $5.81M
|
163K
$5.62M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
43.5KNew |
$1.52M - $1.55M
|
43.5K
$1.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
6.73KNew |
$235K - $240K
|
6.73K
$232K
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
28.9KNew |
$1.01M - $1.03M
|
28.9K
$996K
|
|
|
Jan 14, 2025
Q4 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
46.8KNew |
$1.64M - $1.67M
|
46.8K
$1.61M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
847K+ 780.67% |
$29.6M - $30.2M
|
955K
$32.9M
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
550+ 14.29% |
$19.2K - $19.6K
|
4.4K
$152K
|
|
| Q3 2024 | |||||||
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-58- 0.85% |
$1.95K - $2.03K
|
6.74K
$232K
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
100New |
$3.35K - $3.5K
|
100
$3.45K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-8.32K- 32.78% |
$279K - $291K
|
17.1K
$588K
|
|
|
Nov 14, 2024
Q3 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
6.27K+ 67.25% |
$210K - $219K
|
15.6K
$537K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-8.94K- 26.96% |
$300K - $313K
|
24.2K
$835K
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
1.14K+ 12.09% |
$38.1K - $39.8K
|
10.5K
$363K
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
SELL
|
- |
-13.7K- 77.54% |
$458K - $478K
|
3.96K
$136K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-23- 0.18% |
$772 - $806
|
12.8K
$443K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.23K- 8.02% |
$41.4K - $43.2K
|
14.1K
$488K
|
|
| Q2 2024 | |||||||
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
56New |
$1.83K - $1.92K
|
56
$1.93K
|
|
|
Aug 02, 2024
Q2 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-5.4K- 35.09% |
$177K - $185K
|
9.99K
$344K
|
|
|
Aug 01, 2024
Q2 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
825+ 3.23% |
$27K - $28.3K
|
26.4K
$909K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
992New |
$32.5K - $34K
|
992
$34.2K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
8New |
$262 - $274
|
8
$276
|
|
| Q1 2024 | |||||||
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.21K+ 476.67% |
$70.1K - $73.8K
|
2.67K
$92.1K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-6.94K- 44.74% |
$221K - $232K
|
8.57K
$296K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
5.41K+ 26.97% |
$172K - $181K
|
25.4K
$877K
|
|
|
May 14, 2024
Q1 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
25.4KNew |
$806K - $848K
|
25.4K
$875K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.6K- 13.26% |
$50.8K - $53.5K
|
10.5K
$361K
|
|
|
Apr 30, 2024
Q1 2024
|
Compass Advisory Group LLC
|
SELL
|
- |
-405- 4.17% |
$12.9K - $13.5K
|
9.31K
$321K
|
|
| Q4 2023 | |||||||
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-1.09K- 14.6% |
$30.8K - $35K
|
6.38K
$220K
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
3.07KNew |
$86.6K - $98.4K
|
3.07K
$106K
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
32.8KNew |
$928K - $1.05M
|
32.8K
$1.13M
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-209- 1.36% |
$5.91K - $6.71K
|
15.1K
$521K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
432New |
$12.2K - $13.9K
|
432
$14.9K
|
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-19K- 81.18% |
$538K - $611K
|
4.42K
$152K
|
|
|
Jan 03, 2024
Q4 2023
|
Fc Advisory LLC
|
SELL
|
- |
-472- 5.67% |
$13.3K - $15.1K
|
7.86K
$271K
|
|
| Q3 2023 | |||||||
|
Nov 08, 2023
Q3 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
262KNew |
$7.67M - $8.06M
|
262K
$9.03M
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
14KNew |
$398K - $424K
|
14K
$484K
|
|
|
Aug 10, 2023
Q2 2023
|
Stone House Investment Management, LLC
|
SELL
|
- |
-1.74K- 20.08% |
$49.3K - $52.5K
|
6.93K
$239K
|
|
|
Jul 26, 2023
Q2 2023
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
39.6KNew |
$1.12M - $1.2M
|
39.6K
$1.37M
|
|
| Q1 2023 | |||||||
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
215New |
$5.87K - $6.17K
|
215
$7.41K
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
107New |
$2.92K - $3.07K
|
107
$3.69K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
246+ 267.39% |
$6.71K - $7.06K
|
338
$11.7K
|
|
|
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
42KNew |
$1.15M - $1.21M
|
42K
$1.45M
|
|
|
May 15, 2023
Q1 2023
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-7.15K- 40.8% |
$195K - $205K
|
10.4K
$358K
|
|
|
May 05, 2023
Q1 2023
|
Delta Investment Management, LLC
|
BUY
|
- |
270K+ 2541.43% |
$7.38M - $7.75M
|
281K
$9.69M
|
|