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 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-19K- 81.18% |
$538K - $611K
|
4.42K
$172K
|
|
| Q3 2023 | |||||||
|
Nov 08, 2023
Q3 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
262KNew |
$7.67M - $8.06M
|
262K
$10.2M
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
14KNew |
$398K - $424K
|
14K
$546K
|
|
|
Aug 10, 2023
Q2 2023
|
Stone House Investment Management, LLC
|
SELL
|
- |
-1.74K- 20.08% |
$49.3K - $52.5K
|
6.93K
$270K
|
|
|
Jul 26, 2023
Q2 2023
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
39.6KNew |
$1.12M - $1.2M
|
39.6K
$1.54M
|
|
| Q1 2023 | |||||||
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
215New |
$5.87K - $6.17K
|
215
$8.37K
|
|
|
May 15, 2023
Q1 2023
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-7.15K- 40.8% |
$195K - $205K
|
10.4K
$404K
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
107New |
$2.92K - $3.07K
|
107
$4.16K
|
|
|
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
42KNew |
$1.15M - $1.21M
|
42K
$1.64M
|
|
|
May 05, 2023
Q1 2023
|
Delta Investment Management, LLC
|
BUY
|
- |
270K+ 2541.43% |
$7.38M - $7.75M
|
281K
$10.9M
|
|
| Q4 2022 | |||||||
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
7.51KNew |
$204K - $211K
|
7.51K
$292K
|
|
|
Feb 13, 2023
Q4 2022
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
21.7KNew |
$590K - $609K
|
21.7K
$843K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
7.87KNew |
$214K - $221K
|
7.87K
$306K
|
|
|
Feb 09, 2023
Q4 2022
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
11.5KNew |
$314K - $324K
|
11.5K
$449K
|
|
|
Jan 30, 2023
Q4 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
328+ 2.49% |
$8.93K - $9.22K
|
13.5K
$526K
|
|
|
Jan 18, 2023
Q4 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
18.3KNew |
$499K - $516K
|
18.3K
$713K
|
|
| Q3 2022 | |||||||
|
Oct 24, 2022
Q3 2022
|
Smith Anglin Financial, LLC
|
BUY
|
- |
1.81K+ 14.79% |
$50.3K - $52.3K
|
14K
$546K
|
|
|
Oct 12, 2022
Q3 2022
|
Advisory Alpha, LLC
|
SELL
|
- |
-3.22K- 15.94% |
$89.4K - $93.1K
|
17K
$660K
|
|
| Q2 2022 | |||||||
|
Aug 09, 2022
Q2 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-10.4KClosed |
$288K - $313K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-50- 0.29% |
$1.38K - $1.5K
|
17.3K
$673K
|
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
572New |
$15.8K - $17.1K
|
572
$22.3K
|
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-1.75KClosed |
$48.3K - $52.4K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.07KClosed |
$29.4K - $31.9K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
117KNew |
$3.38M - $3.56M
|
117K
$4.56M
|
|
|
May 11, 2022
Q1 2022
|
Orion Capital Management LLC
|
SELL
|
- |
-270- 26.47% |
$7.79K - $8.19K
|
750
$29.2K
|
|
|
Apr 18, 2022
Q1 2022
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
4.3KNew |
$124K - $131K
|
4.3K
$167K
|
|
| Q4 2021 | |||||||
|
Feb 16, 2022
Q4 2021
|
Covington Capital Management
|
BUY
|
- |
8.01KNew |
$237K - $243K
|
8.01K
$311K
|
|
|
Feb 14, 2022
Q4 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-2.51KClosed |
$74.3K - $76.1K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
12.2KNew |
$357K - $362K
|
12.2K
$473K
|
|
| Q2 2021 | |||||||
|
Aug 24, 2021
Q2 2021
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-140KClosed |
$4.06M - $4.12M
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-70Closed |
$2.03K - $2.06K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 14, 2021
Q1 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
83New |
$2.35K - $2.41K
|
83
$3.23K
|
|
|
May 11, 2021
Q1 2021
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-501KClosed |
$14.2M - $14.5M
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 12, 2020
Q3 2020
|
Acg Wealth
|
SELL
|
- |
-8.4KClosed |
$223K - $232K
|
0
$0
|
|
|
Nov 06, 2020
Q3 2020
|
Advisor Net Financial, Inc
|
SELL
|
- |
-125Closed |
$3.32K - $3.45K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 05, 2020
Q2 2020
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-42.4KClosed |
$1.02M - $1.14M
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 13, 2020
Q1 2020
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-7.7KClosed |
$181K - $209K
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-8.55KClosed |
$200K - $231K
|
0
$0
|
|