Innovator U.S. Equity Power Buffer ETF - March (PMAR) Institutional Ownership

$37.26
+0.04 (+0.11%)
(As of 05/17/2024 ET)

Institutional Ownership Changes (13F Filings) for Innovator U.S. Equity Power Buffer ETF - March (BATS:PMAR)

Number of
Institutional Buyers
(last 12 months)
81
Total
Institutional Inflows
(last 12 months)
$129.92M
Number of
Institutional Sellers
(last 12 months)
68
Total
Institutional Outflows
(last 12 months)
$58.66M
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PMAR Institutional Buying and Selling by Quarter

Innovator U.S. Equity Power Buffer ETF - March Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/17/2024 Clear Point Advisors Inc.3,575$132K0.1%-10.1%0.018%
5/16/2024 Sugar Maple Asset Management LLC14,019$516K0.5%N/A0.072%
5/16/2024 B. Riley Wealth Advisors Inc.8,887$298K0.0%+28.0%0.046%
5/16/2024 WPWealth LLP92,090$3.39M0.9%+14.8%0.474%
5/15/2024 Beck Capital Management LLC5,509$203K0.1%-9.8%0.028%
5/14/2024 First Commonwealth Financial Corp PA 21,160$779K0.2%+31.4%0.109%
5/14/2024 CreativeOne Wealth LLC32,227$1.19M0.0%N/A0.167%
5/14/2024 InterOcean Capital Group LLC129,592$4.77M0.1%+27.3%0.670%
5/11/2024 Orion Capital Management LLC16,504$608K0.3%+12.2%0.085%
5/10/2024 Osaic Holdings Inc.819,899$30.18M0.1%+225.7%4.242%
5/9/2024 Blair William & Co. IL71,340$2.63M0.0%+275.9%0.369%
5/9/2024 Kingsview Wealth Management LLC17,472$643K0.0%+91.4%0.090%
5/9/2024 SageView Advisory Group LLC8,086$295K0.0%N/A0.042%
5/9/2024 Koshinski Asset Management Inc.5,625$207K0.0%N/A0.029%
5/8/2024 Avantax Advisory Services Inc.23,034$848K0.0%+34.1%0.119%
5/7/2024 Bedel Financial Consulting Inc.9,074$334K0.1%-5.3%0.047%
5/6/2024 Gill Capital Partners LLC56,786$2.05M0.8%-28.7%0.294%
5/6/2024 Advisory Alpha LLC84,590$3.11M0.1%+334.6%0.438%
5/4/2024 Geneos Wealth Management Inc.2,850$105K0.0%N/A0.015%
5/4/2024 Csenge Advisory Group7,165$264K0.0%N/A0.037%
5/3/2024 Catalina Capital Group LLC57,325$2.11M0.9%N/A0.297%
5/3/2024 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors7,243$267K0.0%+13.8%0.037%
5/3/2024 Comprehensive Financial Consultants Institutional Inc.97,374$3.58M1.5%N/A0.504%
5/2/2024 Lincoln National Corp168,630$6.21M0.1%+39.5%0.872%
5/2/2024 Crown Wealth Group LLC6,292$232K0.1%-17.2%0.033%
5/1/2024 Smith Shellnut Wilson LLC ADV8,500$313K0.2%N/A0.044%
5/1/2024 Janney Montgomery Scott LLC72,757$2.68M0.0%+26.2%0.376%
5/1/2024 Ascent Wealth Partners LLC16,683$614K0.1%N/A0.086%
5/1/2024 ORBA Wealth Advisors L.L.C.9,513$350K0.2%N/A0.049%
5/1/2024 Sequoia Financial Advisors LLC20,724$763K0.0%-9.0%0.107%
5/1/2024 Lineweaver Wealth Advisors LLC22,711$836K0.2%-12.2%0.117%
4/30/2024 Consolidated Portfolio Review Corp14,331$528K0.1%N/A0.074%
4/30/2024 Strategic Wealth Partners Group LLC232,111$8.54M0.9%+272.7%1.201%
4/30/2024 Arkadios Wealth Advisors8,307$306K0.0%N/A0.043%
4/30/2024 Lakeridge Wealth Management LLC28,884$1.06M0.7%+102.0%0.149%
4/30/2024 Hazlett Burt & Watson Inc.2,050$75K0.0%+156.3%0.011%
4/29/2024Commonwealth Equity Services LLC603,097$22.20M0.0%+146.1%3.120%
4/29/2024 Benjamin F. Edwards & Company Inc.15,411$567K0.0%-42.1%0.080%
4/29/2024 Yarger Wealth Strategies LLC56,407$2.08M1.4%N/A0.292%
4/25/2024 Cambridge Investment Research Advisors Inc.115,455$4.25M0.0%+75.9%0.612%
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4/24/2024 Pinnacle Wealth Management Group Inc.35,710$1.31M1.0%+272.0%0.189%
4/24/2024 Blue Bell Private Wealth Management LLC44,160$1.63M0.3%-1.1%0.234%
4/24/2024 Smith Anglin Financial LLC11,641$428K0.0%+7.8%0.062%
4/24/2024 Spire Wealth Management26,621$980K0.0%+30.8%0.141%
4/23/2024 Nations Financial Group Inc. IA ADV22,893$843K0.1%+69.6%0.121%
4/23/2024 Sugarloaf Wealth Management LLC10,688$393K0.1%+69.8%0.057%
4/23/2024 Strategic Blueprint LLC18,380$677K0.0%-4.4%0.097%
4/23/2024 Raymond James Financial Services Advisors Inc.187,486$6.90M0.0%+38.3%0.993%
4/22/2024 Vishria Bird Financial Group LLC17,501$644K0.3%+8.6%0.093%
4/22/2024 PFG Investments LLC14,331$528K0.0%N/A0.076%
4/22/2024 Outlook Wealth Advisors LLC90,543$3.33M1.0%N/A0.480%
4/22/2024 MBL Wealth LLC19,596$721K0.1%N/A0.104%
4/19/2024 FORVIS Wealth Advisors LLC119,426$4.40M0.1%+4.8%0.633%
4/19/2024 Lake Street Private Wealth LLC11,860$437K0.1%-19.8%0.063%
4/19/2024 KFG Wealth Management LLC107,887$3.97M1.6%+89.1%0.571%
4/17/2024 Fiduciary Alliance LLC8,844$326K0.1%N/A0.047%
4/17/2024 Cornerstone Wealth Group LLC39,125$1.44M0.1%N/A0.207%
4/17/2024 Atticus Wealth Management LLC67,205$2.47M0.8%+3.6%0.356%
4/17/2024 CRA Financial Services LLC22,267$820K0.2%N/A0.118%
4/16/2024 Weaver Consulting Group10,086$371K0.1%+74.4%0.053%
4/16/2024 Cypress Wealth Services LLC53,598$1.97M0.5%+228.6%0.284%
4/16/2024 Maltin Wealth Management Inc.14,659$540K0.3%N/A0.078%
4/16/2024 Wealth Enhancement Advisory Services LLC95,653$3.52M0.0%+133.7%0.507%
4/15/2024 Brookstone Capital Management945,269$34.80M0.6%+2,001.3%5.007%
4/13/2024 Retirement Planning Group LLC19,774$728K0.1%N/A0.105%
4/12/2024 Keystone Wealth Services LLC61,957$2.28M0.7%-1.7%0.328%
4/12/2024 Southland Equity Partners LLC776,869$28.60M8.0%+2.1%4.115%
4/11/2024 City Holding Co.68,303$2.51M0.4%-0.9%0.362%
4/11/2024 DHJJ Financial Advisors Ltd.9,818$361K0.2%-50.0%0.078%
4/11/2024 RFG Advisory LLC47,200$1.74M0.1%+306.0%0.377%
4/10/2024 BCS Wealth Management81,254$2.99M1.0%+17.0%0.649%
3/15/2024 B. Riley Wealth Advisors Inc.6,942$247K0.0%-21.9%0.055%
2/23/2024 Chicago Partners Investment Group LLC9,602$345K0.0%-15.3%0.077%
2/21/2024 Raleigh Capital Management Inc.1,500$53K0.0%N/A0.012%
2/15/2024 Financial Network Wealth Advisors LLC10,024$357K0.4%N/A0.080%
2/14/2024 Brown Wealth Management LLC22,476$801K0.4%-34.5%0.180%
2/13/2024 Cetera Advisor Networks LLC134,693$4.80M0.0%-14.5%1.076%
2/9/2024 Nations Financial Group Inc. IA ADV13,499$481K0.0%-3.9%0.108%
2/9/2024 Cambridge Investment Research Advisors Inc.65,621$2.34M0.0%-0.8%0.524%
2/9/2024 InterOcean Capital Group LLC101,767$3.63M0.1%-17.8%0.813%
2/8/2024 Kingsview Wealth Management LLC9,130$325K0.0%+3.4%0.073%
2/8/2024 Beacon Pointe Advisors LLC75,284$2.68M0.0%-24.9%0.601%
2/8/2024 Janney Montgomery Scott LLC57,670$2.05M0.0%-7.7%0.461%
2/7/2024 Avantax Advisory Services Inc.17,173$612K0.0%-70.7%0.137%
2/7/2024 Principal Securities Inc.2,115$75K0.0%N/A0.017%
2/6/2024 Lincoln National Corp120,853$4.31M0.1%-6.4%0.965%
2/6/2024 Spire Wealth Management20,348$729K0.0%-1.4%0.163%
2/6/2024 Benjamin F. Edwards & Company Inc.26,602$948K0.0%-1.1%0.212%
2/5/2024 Silver Oak Securities Incorporated7,616$271K0.0%+129.2%0.061%
2/2/2024 Truist Financial Corp50,787$1.81M0.0%-8.7%0.406%
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2/1/2024 Sigma Planning Corp10,337$368K0.0%-34.4%0.083%
1/31/2024 KFG Wealth Management LLC57,057$2.03M0.9%+1.1%0.456%
1/30/2024 DHJJ Financial Advisors Ltd.19,623$699K0.3%-8.8%0.157%
1/26/2024 Sequoia Financial Advisors LLC22,782$811K0.0%-5.9%0.182%
1/25/2024 Hazlett Burt & Watson Inc.800$28K0.0%-79.9%0.006%
1/25/2024 Vishria Bird Financial Group LLC16,118$574K0.3%-7.9%0.129%
1/22/2024 Weaver Consulting Group5,782$206K0.1%-9.4%0.046%
1/19/2024 Lineweaver Wealth Advisors LLC25,876$922K0.2%-1.7%0.207%
1/19/2024 Wagner Wealth Management LLC1,990$71K0.0%N/A0.016%
1/17/2024 Smith Anglin Financial LLC10,795$385K0.0%-10.7%0.086%
(Data available from 1/1/2016 forward)

PMAR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PMAR shares?

During the previous two years, 141 institutional investors and hedge funds held shares of Innovator U.S. Equity Power Buffer ETF - March. The most heavily invested institutionals were Brookstone Capital Management ($34.80M), Osaic Holdings Inc. ($30.18M), Southland Equity Partners LLC ($28.60M), Penserra Capital Management LLC ($22.41M), Commonwealth Equity Services LLC ($22.20M), Transform Wealth LLC ($17.07M), and Cetera Investment Advisers ($11.23M).Learn more on PMAR's institutional investors.

Which institutional investors have been buying Innovator U.S. Equity Power Buffer ETF - March stock?

Of the 120 institutional investors that purchased Innovator U.S. Equity Power Buffer ETF - March stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Brookstone Capital Management ($964.94K), Osaic Holdings Inc. ($568.14K), Transform Wealth LLC ($555.79K), Commonwealth Equity Services LLC ($417.36K), MAI Capital Management ($345.73K), Stuart Chaussee & Associates Inc. ($321.86K), and Penserra Capital Management LLC ($277.02K).

How much institutional buying is happening at Innovator U.S. Equity Power Buffer ETF - March?

Institutional investors have bought a total of 6,894,541 shares in the last 24 months. This purchase volume represents approximately $213.45M in transactions.

Which Innovator U.S. Equity Power Buffer ETF - March major shareholders have been selling company stock?

Of the 73 institutional investors that sold Innovator U.S. Equity Power Buffer ETF - March stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Stuart Chaussee & Associates Inc. ($287.69K), AE Wealth Management LLC ($278.23K), Commonwealth Equity Services LLC ($245.75K), MAI Capital Management ($152.78K), Envestnet Asset Management Inc. ($107.51K), OLD Mission Capital LLC ($97.13K), and Osaic Holdings Inc. ($92.84K).

How much institutional selling is happening at Innovator U.S. Equity Power Buffer ETF - March?

Institutional investors have sold a total of 2,170,017 shares in the last 24 months. This volume of shares sold represents approximately $61.21M in transactions.


This page (BATS:PMAR) was last updated on 5/19/2024 by MarketBeat.com Staff

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