Free Trial

Innovator S&P Investment Grade Preferred ETF (EPRF) Institutional Ownership

$18.95
+0.02 (+0.11%)
(As of 07/18/2024 ET)

Institutional Ownership Changes (13F Filings) for Innovator S&P Investment Grade Preferred ETF (BATS:EPRF)

Number of
Institutional Buyers
(last 12 months)
14
Total
Institutional Inflows
(last 12 months)
$13.00M
Number of
Institutional Sellers
(last 12 months)
10
Total
Institutional Outflows
(last 12 months)
$3.83M
Get EPRF Insider Trade Alerts

Want to know when executives and insiders are buying or selling Innovator S&P Investment Grade Preferred ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

EPRF Institutional Buying and Selling by Quarter

Innovator S&P Investment Grade Preferred ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/16/2024Envestnet Portfolio Solutions Inc.13,267$245K0.0%-4.2%0.227%
7/12/2024Websterrogers Financial Advisors LLC86,206$1.59M0.6%+7.5%1.474%
5/24/2024Cetera Advisors LLC72,882$1.41M0.0%+465.6%1.246%
5/24/2024Cetera Investment Advisers82,058$1.59M0.0%+25.2%1.403%
5/17/2024Jaffetilchin Investment Partners LLC517,928$10.03M0.9%N/A8.853%
5/9/2024Camelot Portfolios LLC16,613$322K0.3%-56.6%0.284%
5/6/2024Envestnet Portfolio Solutions Inc.13,850$268K0.0%-9.5%0.237%
5/2/2024FinTrust Capital Advisors LLC52,871$1.02M0.2%+2.5%0.896%
2/7/2024Envestnet Portfolio Solutions Inc.15,299$285K0.0%+33.1%0.247%
2/7/2024Concourse Financial Group Securities Inc.1,400$26K0.0%N/A0.023%
2/5/2024White Pine Capital LLC23,764$443K0.2%-50.4%0.383%
2/2/2024Atria Wealth Solutions Inc.15,299$286K0.0%+33.1%0.247%
2/1/2024 CWM LLC3,478$65K0.0%-67.1%0.056%
1/25/2024Madrona Financial Services LLC23,169$432K0.2%+7.9%0.374%
1/24/2024International Assets Investment Management LLC5,662$105K0.0%N/A0.091%
1/23/2024Camelot Portfolios LLC38,310$714K0.4%+54.3%0.618%
1/16/2024Raymond James Financial Services Advisors Inc.58,257$1.09M0.0%-6.0%0.940%
1/16/2024Raymond James & Associates14,415$268K0.0%+15.7%0.233%
11/13/2023LPL Financial LLC194,892$3.43M0.0%-14.5%3.143%
11/13/2023Envestnet Portfolio Solutions Inc.11,491$202K0.0%N/A0.185%
11/9/2023White Pine Capital LLC47,912$844K0.3%-31.3%0.773%
11/9/2023SPC Financial Inc.40,018$705K0.1%-26.0%0.645%
11/8/2023Atria Wealth Solutions Inc.11,491$203K0.0%+8.7%0.185%
10/24/2023Raymond James Financial Services Advisors Inc.61,980$1.09M0.0%-6.2%1.000%
10/24/2023Solitude Financial Services181,520$3.20M1.8%+3.9%2.928%
10/24/2023Raymond James & Associates12,460$219K0.0%-14.2%0.201%
10/23/2023Commonwealth Equity Services LLC17,882$315K0.0%-35.5%0.288%
10/20/2023Camelot Portfolios LLC24,835$437K0.4%-44.8%0.401%
10/11/2023 CWM LLC10,569$186K0.0%N/A0.170%
8/10/2023Cetera Investment Advisers74,505$1.37M0.0%-1.1%1.202%
8/3/2023Atria Wealth Solutions Inc.10,572$195K0.0%N/A0.171%
8/3/2023SPC Financial Inc.54,048$991K0.1%-1.6%0.872%
7/31/2023LPL Financial LLC228,071$4.18M0.0%-1.2%3.679%
7/26/2023Websterrogers Financial Advisors LLC83,478$1.53M0.7%+2.6%1.346%
7/25/2023Raymond James Financial Services Advisors Inc.66,051$1.21M0.0%-9.1%1.065%
7/25/2023Raymond James & Associates14,519$266K0.0%-70.5%0.234%
7/25/2023Camelot Portfolios LLC44,965$825K0.5%-3.1%0.725%
7/13/2023Cambridge Investment Research Advisors Inc.32,577$597K0.0%-1.8%0.525%
7/6/2023Solitude Financial Services174,695$3.20M1.8%+8.8%2.818%
5/10/2023LPL Financial LLC230,921$4.29M0.0%+0.8%3.695%
[URGENT] Altcoin Winning Picks (Ad)

Imagine swapping your daily coffee expense for a future free of financial worries. It might seem far-fetched, but results like this are within reach with the right knowledge and timing in the altcoin market. Plus, you’ll get $10 in real Bitcoin when you stay to the end of the call and take a short quiz.

>> Dive into the Workshop Here
5/9/2023SPC Financial Inc.54,948$1.02M0.1%+1.1%0.879%
5/9/2023Laffer Tengler Investments37,750$701K0.2%-9.1%0.604%
5/9/2023White Pine Capital LLC96,768$1.80M0.7%-4.9%1.548%
5/8/2023Delta Investment Management LLC28,513$529K0.2%+2.2%0.456%
5/3/2023Websterrogers Financial Advisors LLC81,335$1.51M0.7%-7.6%1.301%
4/25/2023Solitude Financial Services160,537$2.98M1.9%+5.0%2.569%
4/20/2023Camelot Portfolios LLC46,425$862K0.6%+5.8%0.743%
4/18/2023IFP Advisors Inc10,985$266K0.0%-41.5%0.176%
4/14/2023Raymond James Financial Services Advisors Inc.72,637$1.35M0.0%-3.0%1.162%
3/6/2023OLD Mission Capital LLC2,134$38K0.0%N/A0.034%
2/10/2023Advisor Group Holdings Inc.138,213$2.49M0.0%+14.2%0.000%
2/10/2023Laffer Tengler Investments41,528$749K0.2%+143.3%0.000%
2/9/2023Mercer Global Advisors Inc. ADV10,451$189K0.0%-49.3%0.000%
2/8/2023Raymond James Financial Services Advisors Inc.74,906$1.35M0.0%-1.0%0.000%
2/8/2023L.M. Kohn & Company17,673$319K0.1%+14.0%0.000%
2/8/2023Raymond James & Associates48,906$882K0.0%-17.8%0.000%
2/8/2023Belpointe Asset Management LLC4,069$73K0.0%-35.4%0.000%
2/7/2023Commonwealth Equity Services LLC26,968$486K0.0%-4.1%0.000%
2/7/2023LPL Financial LLC229,087$4.13M0.0%-2.3%0.000%
2/7/2023IFP Advisors Inc18,765$458K0.0%-9.0%0.000%
2/7/2023Envestnet Asset Management Inc.83,454$1.51M0.0%+12.0%0.000%
2/6/2023Websterrogers Financial Advisors LLC87,988$1.59M0.8%-6.5%0.000%
2/1/2023SPC Financial Inc.54,365$981K0.1%-3.7%0.000%
1/25/2023Camelot Portfolios LLC43,874$791K0.6%+96.3%0.000%
1/20/2023Delta Investment Management LLC27,902$503K0.2%-20.9%0.000%
1/18/2023Madrona Financial Services LLC21,654$391K0.2%+5.3%0.000%
1/12/2023Solitude Financial Services152,945$2.76M1.9%+6.4%0.000%
11/15/2022Belpointe Asset Management LLC6,303$118K0.0%-8.8%0.000%
11/10/2022Laffer Tengler Investments17,071$319K0.1%+25.6%0.000%
11/8/2022White Pine Capital LLC122,327$2.29M1.0%+2.7%0.000%
11/1/2022Kestra Advisory Services LLC100,047$1.87M0.0%+1.9%0.000%
10/31/2022Camelot Portfolios LLC22,356$418K0.4%-29.9%0.000%
10/27/2022SPC Financial Inc.56,465$1.06M0.1%+5.0%0.000%
10/26/2022Websterrogers Financial Advisors LLC94,102$1.76M0.9%+9.7%0.000%
10/25/2022Raymond James & Associates59,465$1.11M0.0%-10.0%0.000%
10/25/2022Raymond James Financial Services Advisors Inc.75,660$1.42M0.0%-3.7%0.000%
10/21/2022Delta Investment Management LLC35,296$660K0.3%+6.2%0.000%
10/20/2022FinTrust Capital Advisors LLC51,580$943K0.2%+87.0%0.000%
10/13/2022Solitude Financial Services143,721$2.69M2.0%+33.7%0.000%
8/16/2022White Pine Capital LLC119,094$2.33M0.9%-5.9%0.000%
8/13/2022Concourse Financial Group Securities Inc.6,249$123K0.0%-86.1%0.000%
8/11/2022Beacon Pointe Advisors LLC82,049$1.60M0.0%-74.7%0.000%
8/11/2022Cetera Investment Advisers86,154$1.68M0.0%-2.3%0.000%
8/11/2022Bivin & Associates Inc.203,449$3.97M4.3%-10.1%0.000%
8/5/2022L.M. Kohn & Company15,508$303K0.1%+17.9%0.000%
8/3/2022Envestnet Asset Management Inc.64,320$1.26M0.0%-36.2%0.000%
8/3/2022SPC Financial Inc.53,783$1.05M0.1%-11.5%0.000%
8/2/2022Belpointe Asset Management LLC6,911$135K0.0%-15.0%0.000%
7/29/2022Patriot Financial Group Insurance Agency LLC3,950$77K0.0%N/A0.000%
7/27/2022J.W. Cole Advisors Inc.15,626$305K0.0%+17.2%0.000%
[URGENT] Altcoin Winning Picks (Ad)

Imagine swapping your daily coffee expense for a future free of financial worries. It might seem far-fetched, but results like this are within reach with the right knowledge and timing in the altcoin market. Plus, you’ll get $10 in real Bitcoin when you stay to the end of the call and take a short quiz.

>> Dive into the Workshop Here
7/27/2022Madrona Financial Services LLC20,560$402K0.2%N/A0.000%
7/26/2022FinTrust Capital Advisors LLC27,580$563K0.1%N/A0.000%
7/25/2022Websterrogers Financial Advisors LLC85,750$1.68M0.8%+6.7%0.000%
7/18/2022Camelot Portfolios LLC31,911$623K0.4%-8.8%0.000%
7/13/2022Cambridge Investment Research Advisors Inc.33,639$657K0.0%-19.3%0.000%
7/11/2022Solitude Financial Services107,494$2.10M1.5%+8.8%0.000%
5/25/2022L.M. Kohn & Company13,158$287K0.1%N/A0.000%
5/12/2022White Pine Capital LLC126,501$2.75M0.9%-1.5%0.000%
5/11/2022Delta Investment Management LLC32,825$714K0.2%+2.4%0.000%
5/9/2022RPg Family Wealth Advisory LLC113,074$2.47M1.1%+9.1%0.000%
(Data available from 1/1/2016 forward)

EPRF Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of EPRF shares?

During the previous two years, 34 institutional investors and hedge funds held shares of Innovator S&P Investment Grade Preferred ETF. The most heavily invested institutionals were Jaffetilchin Investment Partners LLC ($10.03M), Bivin & Associates Inc. ($3.97M), LPL Financial LLC ($3.43M), Solitude Financial Services ($3.20M), Advisor Group Holdings Inc. ($2.49M), Kestra Advisory Services LLC ($1.87M), and Beacon Pointe Advisors LLC ($1.60M).Learn more on EPRF's institutional investors.

Which institutional investors have been buying Innovator S&P Investment Grade Preferred ETF stock?

Of the 26 institutional investors that purchased Innovator S&P Investment Grade Preferred ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Jaffetilchin Investment Partners LLC ($517.93K), Solitude Financial Services ($74.03K), Cetera Advisors LLC ($60.00K), FinTrust Capital Advisors LLC ($52.87K), Camelot Portfolios LLC ($37.54K), Laffer Tengler Investments ($27.94K), and Madrona Financial Services LLC ($23.35K).

How much institutional buying is happening at Innovator S&P Investment Grade Preferred ETF?

Institutional investors have bought a total of 934,256 shares in the last 24 months. This purchase volume represents approximately $17.82M in transactions.

Which Innovator S&P Investment Grade Preferred ETF major shareholders have been selling company stock?

Of the 21 institutional investors that sold Innovator S&P Investment Grade Preferred ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Beacon Pointe Advisors LLC ($242.58K), White Pine Capital LLC ($58.41K), Camelot Portfolios LLC ($55.93K), Raymond James & Associates ($53.89K), LPL Financial LLC ($41.35K), Concourse Financial Group Securities Inc. ($38.81K), and Envestnet Asset Management Inc. ($36.55K).

How much institutional selling is happening at Innovator S&P Investment Grade Preferred ETF?

Institutional investors have sold a total of 665,882 shares in the last 24 months. This volume of shares sold represents approximately $12.60M in transactions.


This page (BATS:EPRF) was last updated on 7/18/2024 by MarketBeat.com Staff

From Our Partners