Latest Institutional Purchases of Innovator U.S. Equity Ultra Bu (UMAY)
This list provides information on the latest institutional transactions involving Innovator U.S. Equity Ultra Bu (UMAY) 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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
115KNew |
$3.79M - $3.9M
|
115K
$3.94M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
16.5KNew |
$541K - $557K
|
16.5K
$563K
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
10.2KNew |
$335K - $345K
|
10.2K
$349K
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
6.02KNew |
$198K - $203K
|
6.02K
$206K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.02KNew |
$66.2K - $68.2K
|
2.02K
$68.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
900New |
$29.6K - $30.4K
|
900
$30.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
858+ 1.5% |
$28.2K - $29K
|
58.1K
$1.98M
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
30+ 0.47% |
$985 - $1.01K
|
6.43K
$220K
|
|
| Q3 2024 | |||||||
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.81K+ 62.63% |
$87.9K - $92.9K
|
7.31K
$250K
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
2.66KNew |
$83.1K - $87.7K
|
2.66K
$90.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
1.21K+ 3912.9% |
$37.9K - $40K
|
1.24K
$42.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
895+ 3.18% |
$28K - $29.5K
|
29.1K
$993K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
545+ 3.46% |
$17K - $18K
|
16.3K
$556K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
82+ 1.08% |
$2.56K - $2.71K
|
7.65K
$262K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
15.4KNew |
$465K - $491K
|
15.4K
$525K
|
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
9.07KNew |
$275K - $290K
|
9.07K
$310K
|
|
|
Aug 13, 2024
Q2 2024
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
7.31KNew |
$221K - $233K
|
7.31K
$250K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.94K+ 53.69% |
$149K - $158K
|
14.1K
$483K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
4K+ 40.48% |
$121K - $128K
|
13.9K
$474K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
3.03KNew |
$91.6K - $96.7K
|
3.03K
$103K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.89K+ 7.22% |
$57.3K - $60.5K
|
28.1K
$962K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
462New |
$14K - $14.8K
|
462
$15.8K
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
145New |
$4.39K - $4.63K
|
145
$4.95K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
23New |
$696 - $735
|
23
$786
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
10.3KNew |
$300K - $310K
|
10.3K
$351K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
7.21K+ 763.07% |
$211K - $218K
|
8.16K
$279K
|
|
|
May 15, 2024
Q1 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
1.15KNew |
$33.7K - $34.8K
|
1.15K
$39.3K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
538+ 5.43% |
$15.7K - $16.3K
|
10.4K
$357K
|
|
| Q4 2023 | |||||||
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.04KNew |
$55.2K - $60K
|
2.04K
$69.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.5K+ 11.03% |
$40.6K - $44.1K
|
15.1K
$516K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
575+ 7.78% |
$15.6K - $16.9K
|
7.97K
$272K
|
|
| Q3 2023 | |||||||
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
15.2KNew |
$418K - $429K
|
15.2K
$519K
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
BUY
|
- |
8.72KNew |
$240K - $246K
|
8.72K
$298K
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
690New |
$19K - $19.5K
|
690
$23.6K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
470New |
$12.9K - $13.3K
|
470
$16.1K
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
147+ 1.0% |
$4.05K - $4.15K
|
14.8K
$505K
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
172KNew |
$4.53M - $4.81M
|
172K
$5.88M
|
|
|
Jul 28, 2023
Q2 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
29.2KNew |
$769K - $817K
|
29.2K
$999K
|
|
|
Jul 24, 2023
Q2 2023
|
Retirement Planning Group
|
BUY
|
- |
8.91KNew |
$235K - $249K
|
8.91K
$304K
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
7.59KNew |
$200K - $212K
|
7.59K
$259K
|
|
|
Jul 26, 2023
Q2 2023
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
7.36KNew |
$194K - $206K
|
7.36K
$251K
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2.41KNew |
$63.3K - $67.2K
|
2.41K
$82.2K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
30.3KNew |
$786K - $829K
|
30.3K
$1.04M
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.5KNew |
$38.9K - $41K
|
1.5K
$51.3K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
789New |
$20.5K - $21.6K
|
789
$27K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
788New |
$20.4K - $21.5K
|
788
$26.9K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
178New |
$4.61K - $4.86K
|
178
$6.08K
|
|
| Q4 2022 | |||||||
|
Jan 30, 2023
Q4 2022
|
Tru Independence LLC
|
BUY
|
- |
7.9KNew |
$201K - $213K
|
7.9K
$270K
|
|
|
Jan 31, 2023
Q4 2022
|
Triumph Capital Management
|
BUY
|
- |
2.23K+ 20.85% |
$56.7K - $60.2K
|
12.9K
$441K
|
|