Purchases and Sales Made in Q1 2024 in Innovator U.S. Equity Buffer E (BJAN)
This table provides information about the institutional ownership of Innovator U.S. Equity Buffer E (BJAN) during Q1 2024. The information is specifically focused on institutions that hold shares of INNOVATOR U.S. EQUITY BUFFER E.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 30, 2024
Q1 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
2.5K+ 8.0% |
$101K - $109K
|
33.8K
$1.6M
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2.48K+ 24.18% |
$100K - $108K
|
12.7K
$602K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
2.14K+ 5.57% |
$86.4K - $93.2K
|
40.6K
$1.92M
|
|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
1.23K+ 22.9% |
$49.4K - $53.3K
|
6.58K
$311K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.23K+ 61.25% |
$49.4K - $53.3K
|
3.23K
$152K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.19K+ 11.77% |
$48K - $51.9K
|
11.3K
$535K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.1K+ 11.39% |
$44.4K - $47.9K
|
10.8K
$509K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
982New |
$39.6K - $42.8K
|
982
$46.4K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
939New |
$37.9K - $40.9K
|
939
$44.4K
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
894+ 25.65% |
$36.1K - $38.9K
|
4.38K
$207K
|
|
|
Apr 10, 2024
Q1 2024
|
Lantz Financial LLC
|
BUY
|
- |
567+ 2.75% |
$22.9K - $24.7K
|
21.2K
$1M
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
452+ 1.59% |
$18.2K - $19.7K
|
28.9K
$1.37M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
429+ 0.41% |
$17.3K - $18.7K
|
105K
$4.98M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
244New |
$9.84K - $10.6K
|
244
$11.5K
|
|
|
May 01, 2024
Q1 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
118+ 1.99% |
$4.76K - $5.14K
|
6.04K
$286K
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
99+ 0.84% |
$3.99K - $4.31K
|
11.9K
$561K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
44New |
$1.77K - $1.92K
|
44
$2.08K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-53- 0.07% |
$2.14K - $2.31K
|
72.7K
$3.44M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-54- 9.64% |
$2.18K - $2.35K
|
506
$23.9K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-62- 7.01% |
$2.5K - $2.7K
|
822
$38.9K
|
|
|
May 13, 2024
Q1 2024
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-89- 3.73% |
$3.59K - $3.88K
|
2.3K
$109K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-140- 77.35% |
$5.65K - $6.1K
|
41
$1.94K
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-270- 1.25% |
$10.9K - $11.8K
|
21.4K
$1.01M
|
|
|
May 02, 2024
Q1 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-400- 0.68% |
$16.1K - $17.4K
|
58.1K
$2.75M
|
|
|
May 23, 2024
Q1 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-536- 1.56% |
$21.6K - $23.3K
|
33.7K
$1.6M
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-575- 51.8% |
$23.2K - $25K
|
535
$25.3K
|
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-800- 18.6% |
$32.3K - $34.8K
|
3.5K
$165K
|
|
|
Apr 24, 2024
Q1 2024
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-1K- 7.78% |
$40.3K - $43.5K
|
11.9K
$560K
|
|
|
Apr 16, 2024
Q1 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-1.54K- 6.4% |
$62K - $66.9K
|
22.5K
$1.06M
|
|
|
Apr 29, 2024
Q1 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-1.59K- 12.59% |
$64.1K - $69.1K
|
11K
$521K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.64K- 38.27% |
$187K - $202K
|
7.48K
$354K
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-4.64K- 33.51% |
$187K - $202K
|
9.22K
$436K
|
|
|
May 10, 2024
Q1 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-7.37K- 34.69% |
$297K - $321K
|
13.9K
$656K
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-12.5K- 48.38% |
$505K - $545K
|
13.4K
$632K
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-22.2K- 66.84% |
$894K - $965K
|
11K
$520K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-23.8K- 99.83% |
$959K - $1.03M
|
41
$1.94K
|