Purchases and Sales Made in Q3 2023 in Innovator Etfs Tr Us Equity Ac (XBOC)
This table provides information about the institutional ownership of Innovator Etfs Tr Us Equity Ac (XBOC) during Q3 2023. The information is specifically focused on institutions that hold shares of INNOVATOR ETFS TR US EQUITY AC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
44.9K+ 49.52% |
$1.15M - $1.18M
|
136K
$4.12M
|
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
32.7K+ 347.9% |
$838K - $857K
|
42K
$1.28M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
31KNew |
$795K - $813K
|
31K
$942K
|
|
|
Oct 25, 2023
Q3 2023
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
17.9KNew |
$460K - $470K
|
17.9K
$544K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
12.6K+ 7.23% |
$324K - $332K
|
187K
$5.7M
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
5.92KNew |
$152K - $155K
|
5.92K
$180K
|
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
BUY
|
- |
4.2KNew |
$108K - $110K
|
4.2K
$128K
|
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.56K+ 19.48% |
$40K - $41K
|
9.57K
$291K
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
400+ 2.6% |
$10.3K - $10.5K
|
15.8K
$480K
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
89+ 0.41% |
$2.28K - $2.34K
|
21.6K
$657K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-3.04K- 3.45% |
$78K - $79.8K
|
85.1K
$2.59M
|
|
|
Oct 30, 2023
Q3 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-3.65K- 2.95% |
$93.6K - $95.7K
|
120K
$3.65M
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-4.03K- 3.3% |
$103K - $106K
|
118K
$3.59M
|
|
|
Oct 13, 2023
Q3 2023
|
Cra Financial Services, LLC
|
SELL
|
- |
-6.6K- 20.78% |
$169K - $173K
|
25.2K
$765K
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-6.68K- 33.25% |
$172K - $175K
|
13.4K
$408K
|
|
|
Nov 02, 2023
Q3 2023
|
Millington Financial Advisors, LLC
Naperville, IL |
SELL
|
- |
-9.59K- 38.15% |
$246K - $252K
|
15.5K
$473K
|
|
|
Nov 01, 2023
Q3 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-21.1K- 40.46% |
$541K - $553K
|
31K
$942K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-32.8K- 14.82% |
$842K - $861K
|
189K
$5.74M
|