Latest Institutional Transactions on Innovator U.S. Equity Ultra Bu (UJUL)
This table provides information on the latest institutional transactions involving Innovator U.S. Equity Ultra Bu (UJUL) 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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-10.3K- 57.3% |
$329K - $349K
|
7.67K
$262K
|
|
|
Oct 31, 2024
Q3 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
9.02KNew |
$288K - $306K
|
9.02K
$308K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.31K+ 76.93% |
$73.7K - $78.3K
|
5.31K
$182K
|
|
|
Oct 30, 2024
Q3 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
14.9KNew |
$474K - $504K
|
14.9K
$508K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-16.2K- 25.76% |
$516K - $548K
|
46.6K
$1.59M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
13.6KNew |
$435K - $463K
|
13.6K
$467K
|
|
|
Oct 24, 2024
Q3 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
13.5KNew |
$431K - $458K
|
13.5K
$462K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
11.5K+ 9.47% |
$367K - $390K
|
133K
$4.55M
|
|
|
Oct 21, 2024
Q3 2024
|
Retirement Guys Formula LLC
|
SELL
|
- |
-2- 0.02% |
$63.8 - $67.8
|
13.1K
$448K
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-773- 16.16% |
$24.7K - $26.2K
|
4.01K
$137K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.84K+ 19.99% |
$58.8K - $62.5K
|
11.1K
$378K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.71K+ 1.73% |
$119K - $126K
|
218K
$7.46M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.58K+ 13.66% |
$274K - $291K
|
71.4K
$2.44M
|
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
5.33K+ 73.17% |
$170K - $181K
|
12.6K
$432K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.91K+ 45.62% |
$93K - $98.7K
|
9.3K
$318K
|
|
|
Oct 15, 2024
Q3 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
62.7K+ 29.01% |
$2M - $2.13M
|
279K
$9.54M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
16K+ 101.78% |
$510K - $542K
|
31.7K
$1.08M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
418New |
$13.3K - $14.2K
|
418
$14.3K
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
4.5K+ 134.01% |
$144K - $153K
|
7.86K
$269K
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
6.1K+ 2.9% |
$195K - $207K
|
216K
$7.4M
|
|
|
Oct 08, 2024
Q3 2024
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
21KNew |
$671K - $712K
|
21K
$718K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
27K+ 765.16% |
$862K - $916K
|
30.5K
$1.04M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
39.7K+ 7.43% |
$1.27M - $1.35M
|
574K
$19.6M
|
|
|
Oct 07, 2024
Q3 2024
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-448- 2.91% |
$14.3K - $15.2K
|
14.9K
$511K
|
|
|
Oct 04, 2024
Q3 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
23K+ 1606.42% |
$735K - $781K
|
24.5K
$836K
|
|
| Q2 2024 | |||||||
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.3K+ 37.14% |
$40.7K - $42.3K
|
4.8K
$164K
|
|
|
Oct 01, 2024
Q2 2024
|
Buska Wealth Management, LLC
Wausau, WI |
SELL
|
- |
-821- 6.13% |
$25.7K - $26.7K
|
12.6K
$430K
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.62K- 2.6% |
$50.5K - $52.6K
|
60.5K
$2.07M
|
|
|
Aug 28, 2024
Q2 2024
|
Souders Financial Advisors
|
BUY
|
- |
8.81KNew |
$275K - $287K
|
8.81K
$301K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-8.63K- 48.82% |
$270K - $281K
|
9.05K
$309K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-22.5K- 66.71% |
$703K - $731K
|
11.2K
$384K
|
|
|
Aug 14, 2024
Q2 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-2.99K- 30.43% |
$93.3K - $97.1K
|
6.82K
$233K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
22.8K+ 9.79% |
$712K - $741K
|
255K
$8.74M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
6.91K+ 83.23% |
$216K - $225K
|
15.2K
$520K
|
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
10.7KNew |
$336K - $349K
|
10.7K
$367K
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-431- 1.72% |
$13.5K - $14K
|
24.6K
$842K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-15.6K- 85.06% |
$489K - $509K
|
2.75K
$93.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Delta Investment Management, LLC
|
SELL
|
- |
-114K- 88.82% |
$3.56M - $3.71M
|
14.3K
$491K
|
|
|
Aug 13, 2024
Q2 2024
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
26.8KNew |
$837K - $871K
|
26.8K
$915K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.95K+ 7.99% |
$92.1K - $95.9K
|
39.8K
$1.36M
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
58New |
$1.81K - $1.89K
|
58
$1.98K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
18.9K+ 103.42% |
$592K - $616K
|
37.2K
$1.27M
|
|
|
Aug 08, 2024
Q2 2024
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
9.21KNew |
$288K - $300K
|
9.21K
$315K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.84K+ 16.08% |
$57.6K - $60K
|
13.3K
$455K
|
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
BUY
|
- |
1.52K+ 18.8% |
$47.4K - $49.3K
|
9.57K
$327K
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-6.85K- 66.3% |
$214K - $223K
|
3.48K
$119K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.66K- 27.67% |
$83.3K - $86.7K
|
6.97K
$238K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
39.2K+ 278.15% |
$1.23M - $1.28M
|
53.3K
$1.82M
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
22New |
$688 - $716
|
22
$752
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
171New |
$5.35K - $5.56K
|
171
$5.85K
|
|