Latest Institutional Purchases of Innovator U.S. Equity Ultra Bu (UDEC)
This list provides information on the latest institutional transactions involving Innovator U.S. Equity Ultra Bu (UDEC) 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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
432New |
$12.2K - $13.9K
|
432
$15.4K
|
|
| Q3 2023 | |||||||
|
Nov 08, 2023
Q3 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
262KNew |
$7.67M - $8.06M
|
262K
$9.32M
|
|
| Q2 2023 | |||||||
|
Jul 26, 2023
Q2 2023
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
39.6KNew |
$1.12M - $1.2M
|
39.6K
$1.41M
|
|
|
Aug 15, 2023
Q2 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
14KNew |
$398K - $424K
|
14K
$500K
|
|
| Q1 2023 | |||||||
|
May 05, 2023
Q1 2023
|
Delta Investment Management, LLC
|
BUY
|
- |
270K+ 2541.43% |
$7.38M - $7.75M
|
281K
$10M
|
|
|
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
42KNew |
$1.15M - $1.21M
|
42K
$1.5M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
246+ 267.39% |
$6.71K - $7.06K
|
338
$12K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
215New |
$5.87K - $6.17K
|
215
$7.66K
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
107New |
$2.92K - $3.07K
|
107
$3.81K
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
21.7KNew |
$590K - $609K
|
21.7K
$771K
|
|
|
Jan 18, 2023
Q4 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
18.3KNew |
$499K - $516K
|
18.3K
$653K
|
|
|
Feb 09, 2023
Q4 2022
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
11.5KNew |
$314K - $324K
|
11.5K
$411K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
7.87KNew |
$214K - $221K
|
7.87K
$280K
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
7.51KNew |
$204K - $211K
|
7.51K
$267K
|
|
|
Jan 30, 2023
Q4 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
328+ 2.49% |
$8.93K - $9.22K
|
13.5K
$481K
|
|
| Q3 2022 | |||||||
|
Oct 24, 2022
Q3 2022
|
Smith Anglin Financial, LLC
|
BUY
|
- |
1.81K+ 14.79% |
$50.3K - $52.3K
|
14K
$500K
|
|
| Q2 2022 | |||||||
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
572New |
$15.8K - $17.1K
|
572
$20.4K
|
|
| Q1 2022 | |||||||
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
117KNew |
$3.38M - $3.56M
|
117K
$4.17M
|
|
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
104KNew |
$3M - $3.16M
|
104K
$3.71M
|
|
|
Apr 18, 2022
Q1 2022
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
4.3KNew |
$124K - $131K
|
4.3K
$153K
|
|
| Q4 2021 | |||||||
|
Feb 16, 2022
Q4 2021
|
Covington Capital Management
|
BUY
|
- |
8.01KNew |
$237K - $243K
|
8.01K
$285K
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
12.2KNew |
$357K - $362K
|
12.2K
$433K
|
|
| Q1 2021 | |||||||
|
May 14, 2021
Q1 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
83New |
$2.35K - $2.41K
|
83
$2.96K
|
|