Innovator U.S. Equity Ultra Buffer ETF - March (UMAR) Institutional Ownership → The Only Energy Play You Should Be Looking At (From Wealthpin Pro) (Ad) Free UMAR Stock Alerts $32.89 +0.11 (+0.34%) (As of 05/31/2024 ET) Add Compare Share Share OwnershipStock AnalysisChartHoldingsOwnershipStock AnalysisChartHoldingsOwnership Institutional Ownership Changes (13F Filings) for Innovator U.S. Equity Ultra Buffer ETF - March (BATS:UMAR)Number ofInstitutional Buyers(last 12 months)19TotalInstitutional Inflows(last 12 months)$85.11MNumber ofInstitutional Sellers(last 12 months)8TotalInstitutional Outflows(last 12 months)$10.91M Get UMAR Insider Trade Alerts Want to know when executives and insiders are buying or selling Innovator U.S. Equity Ultra Buffer ETF - March stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data UMAR Institutional Buying and Selling by Quarter Ad Weiss RatingsWhat is Nvidia doing on June 10? June 10th is pivotal for Nvidia’s “Silent Partners”A small handful of companies are working with Nvidia to help ensure that this pivot is a massive success. We call them Nvidia’s “Silent Partners.”Click here to find out who they are. Innovator U.S. Equity Ultra Buffer ETF - March Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails5/24/2024 Cetera Advisors LLC9,531$311K0.0%N/A0.189% 5/3/2024 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors41,184$1.35M0.2%-14.1%0.819% 5/1/2024 Worth Financial Advisory Group LLC81,315$2.66M1.8%N/A1.617% 4/29/2024Commonwealth Equity Services LLC67,230$2.20M0.0%+112.3%1.337% 4/25/2024 Capital Investment Advisory Services LLC775$25K0.0%N/A0.016% 4/24/2024 Spire Wealth Management32,195$1.05M0.0%+210.0%0.685% Get the Latest News and Ratings for UMAR and Related StocksEnter your email address below to receive the latest news and analysts' ratings for Innovator U.S. Equity Ultra Buffer ETF - March and its competitors with MarketBeat's FREE daily newsletter. 4/19/2024 KFG Wealth Management LLC90,548$2.96M1.2%+208.4%1.927% 4/16/2024 Occidental Asset Management LLC6,218$203K0.0%N/A0.132% 4/15/2024 Brookstone Capital Management558,394$18.24M0.3%+4,858.2%11.881% 4/13/2024 Retirement Planning Group LLC10,275$336K0.0%N/A0.482% 4/12/2024 Central Valley Advisors LLC250,353$8.18M4.2%N/A11.754% 4/11/2024 RFG Advisory LLC11,153$364K0.0%N/A0.524% 4/4/2024 Advance Capital Management Inc.1,128,149$36.85M2.6%N/A52.965% 2/8/2024 Foundations Investment Advisors LLC8,264$263K0.0%-44.5%0.388% 2/5/2024 Silver Oak Securities Incorporated6,362$201K0.0%N/A0.299% 2/2/2024 Truist Financial Corp32,861$1.04M0.0%-6.3%1.543% 1/31/2024 KFG Wealth Management LLC29,364$928K0.4%-26.0%1.379% 1/31/2024 Archer Investment Corp41,141$1.30M0.4%-10.8%1.932% 1/23/2024 Milestone Asset Management LLC8,264$261K0.1%-44.5%0.388% 1/11/2024 Brookstone Capital Management11,262$356K0.0%-5.9%0.529% 12/6/2023 VisionPoint Advisory Group LLC1,983$59K0.0%N/A0.093% 11/14/2023 Milestone Asset Management LLC14,903$445K0.2%-29.4%0.700% 11/8/2023 HighTower Advisors LLC186,072$5.56M0.0%-58.0%8.736% 11/8/2023 Archer Investment Corp46,137$1.38M0.5%-1.6%2.166% 11/2/2023 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors52,386$1.56M0.2%-45.8%2.459% 10/18/2023 Strategic Blueprint LLC11,984$357K0.0%+10.1%0.563% 10/17/2023 KFG Wealth Management LLC39,693$1.18M0.6%-5.0%1.864% 10/10/2023 DHJJ Financial Advisors Ltd.1,260$38K0.0%N/A0.059% 10/5/2023 Foundations Investment Advisors LLC14,903$445K0.0%N/A0.700% 9/13/2023 CGC Financial Services LLC27,954$840K0.5%N/A1.312% 8/8/2023 Archer Investment Corp46,901$1.41M0.5%-1.3%2.202% 8/1/2023 Truist Financial Corp38,011$1.14M0.0%-1.6%1.785% 7/21/2023 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors96,675$2.91M0.4%-12.0%3.867% 7/13/2023 Cambridge Investment Research Advisors Inc.13,558$408K0.0%+30.6%0.542% 7/11/2023 Brookstone Capital Management435,586$13.03M0.3%+3,638.6%17.423% 5/12/2023 NewEdge Advisors LLC89,379$2.57M0.0%N/A3.505% 5/12/2023 HighTower Advisors LLC441,041$12.66M0.0%-0.3%17.296% 5/9/2023 Archer Investment Corp47,529$1.37M0.5%+8.3%1.864% 5/9/2023 Great Lakes Retirement Inc.16,413$471K0.1%N/A0.644% 5/9/2023 Spire Wealth Management10,885$313K0.0%N/A0.427% This military-backed stock “owns” AI market (Ad)The AI boom is just getting started. And the real wealth has still to be made…You must read this new presentation from Porter Stansberry.5/9/2023 Milestone Asset Management LLC21,111$606K0.3%N/A0.828% 5/8/2023 WealthShield Partners LLC1,800$52K0.0%N/A0.071% 5/5/2023 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors109,844$3.16M0.5%+94.8%4.308% 5/5/2023 Truist Financial Corp38,611$1.11M0.0%N/A1.514% 5/5/2023 Silver Oak Securities Incorporated6,919$203K0.0%N/A0.271% 5/2/2023 Bedel Financial Consulting Inc.9,749$280K0.1%+9.1%0.382% 4/28/2023 Strategic Blueprint LLC22,717$652K0.1%-3.3%0.891% 4/26/2023 Chicago Partners Investment Group LLC8,793$254K0.0%N/A0.345% 4/24/2023 Berger Financial Group Inc52,433$1.51M0.2%-70.8%2.056% 4/19/2023 Brookstone Capital Management11,651$336K0.0%-96.8%0.457% 4/17/2023 Atticus Wealth Management LLC1,940$56K0.0%N/A0.073% 4/14/2023 AE Wealth Management LLC203,423$5.84M0.0%+3.9%7.676% 4/14/2023 KFG Wealth Management LLC42,011$1.21M0.8%+32.3%1.585% 2/13/2023 Heritage Wealth Management LLC1,400$39K0.0%+100.0%0.000% 2/10/2023 Advisor Group Holdings Inc.115,947$3.27M0.0%+108.0%0.000% 2/9/2023 HighTower Advisors LLC442,295$12.46M0.0%N/A0.000% 2/7/2023Commonwealth Equity Services LLC31,451$885K0.0%-11.4%0.000% 2/7/2023 Envestnet Asset Management Inc.12,522$353K0.0%-69.7%0.000% 2/7/2023 B.O.S.S. Retirement Advisors LLC11,399$321K0.1%N/A0.000% 2/3/2023 Archer Investment Corp43,901$1.24M0.5%-2.0%0.000% 1/31/2023 AE Wealth Management LLC195,864$5.52M0.0%-2.6%0.000% 1/30/2023 Berger Financial Group Inc179,637$5.06M0.7%+121.8%0.000% 1/20/2023 Stone House Investment Management LLC16,365$461K0.2%-7.8%0.000% 1/18/2023 KFG Wealth Management LLC31,762$894K0.9%N/A0.000% 1/9/2023 Brookstone Capital Management359,508$10.13M0.2%+4.7%0.000% (Data available from 1/1/2016 forward) UMAR Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of UMAR shares? During the previous two years, 37 institutional investors and hedge funds held shares of Innovator U.S. Equity Ultra Buffer ETF - March. The most heavily invested institutionals were Advance Capital Management Inc. ($36.85M), Brookstone Capital Management ($18.24M), Central Valley Advisors LLC ($8.18M), AE Wealth Management LLC ($5.84M), HighTower Advisors LLC ($5.56M), Advisor Group Holdings Inc. ($3.27M), and KFG Wealth Management LLC ($2.96M).Learn more on UMAR's institutional investors. Which institutional investors have been buying Innovator U.S. Equity Ultra Buffer ETF - March stock? Of the 35 institutional investors that purchased Innovator U.S. Equity Ultra Buffer ETF - March stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Advance Capital Management Inc. ($1.13M), Brookstone Capital Management ($987.26K), HighTower Advisors LLC ($442.30K), Central Valley Advisors LLC ($250.35K), KFG Wealth Management LLC ($103.20K), Berger Financial Group Inc ($98.64K), and NewEdge Advisors LLC ($89.38K). How much institutional buying is happening at Innovator U.S. Equity Ultra Buffer ETF - March? Institutional investors have bought a total of 3,576,882 shares in the last 24 months. This purchase volume represents approximately $111.53M in transactions. Which Innovator U.S. Equity Ultra Buffer ETF - March major shareholders have been selling company stock? Of the 14 institutional investors that sold Innovator U.S. Equity Ultra Buffer ETF - March stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Brookstone Capital Management ($348.56K), HighTower Advisors LLC ($258.47K), Berger Financial Group Inc ($127.20K), C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($64.24K), Envestnet Asset Management Inc. ($28.85K), Milestone Asset Management LLC ($12.85K), and KFG Wealth Management LLC ($12.44K). How much institutional selling is happening at Innovator U.S. Equity Ultra Buffer ETF - March? Institutional investors have sold a total of 880,900 shares in the last 24 months. This volume of shares sold represents approximately $25.76M in transactions. Related Companies: JULW Major Shareholders LSAT Major Shareholders ONEO Major Shareholders OSEA Major Shareholders QQXT Major Shareholders BMAY Major Shareholders BDEC Major Shareholders BSEP Major Shareholders HSCZ Major Shareholders DEUS Major Shareholders This page (BATS:UMAR) was last updated on 6/2/2024 by MarketBeat.com Staff From Our PartnersBiden Nomination CANCELED?The Freeport SocietyTrump’s Gift Could Unleash $51 Billion in New WealthWealthpin ProBiden replacement revealed?Paradigm PressWarren Buffett, Jeff Bezos, Michael Bloomberg, & 48 Members of Congress Are Buying ONE Sector…InvestorPlaceNvidia has Apple and Microsoft within striking rangeWeiss RatingsDon’t buy a single NVIDIA share before you see this...Behind the MarketsExposed: 10 CENT Crypto to Explode May 20th?True Market InsidersHe Is Giving Away BitcoinCrypto Swap Profits Adding Choose a watchlist: Watchlist Adding You have already added five stocks to your watchlist. 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