Purchases and Sales Made in Q3 2022 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 Q3 2022. 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2022
Q3 2022
|
Old Mission Capital LLC
|
BUY
|
- |
86.2K+ 313.65% |
$2.67M - $3.04M
|
114K
$5.43M
|
|
Nov 08, 2022
Q3 2022
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
45.3K+ 42.28% |
$1.41M - $1.6M
|
153K
$7.29M
|
|
Oct 21, 2022
Q3 2022
|
Berkshire Money Management, Inc.
|
BUY
|
- |
42.5K+ 39.35% |
$1.32M - $1.5M
|
151K
$7.2M
|
|
Nov 14, 2022
Q3 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
11.6K+ 29.63% |
$358K - $407K
|
50.5K
$2.42M
|
|
Oct 20, 2022
Q3 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
4.86KNew |
$151K - $171K
|
4.86K
$232K
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.84K+ 15.51% |
$150K - $170K
|
36K
$1.72M
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
4.69K+ 960.45% |
$145K - $165K
|
5.18K
$247K
|
|
Oct 28, 2022
Q3 2022
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
3.83K+ 2.19% |
$119K - $135K
|
178K
$8.53M
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.97K+ 26.41% |
$61.2K - $69.6K
|
9.45K
$452K
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.43K+ 12.47% |
$44.3K - $50.4K
|
12.9K
$617K
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.09KNew |
$33.8K - $38.4K
|
1.09K
$52.1K
|
|
Nov 03, 2022
Q3 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
371+ 3.17% |
$11.5K - $13.1K
|
12.1K
$576K
|
|
Oct 21, 2022
Q3 2022
|
Cra Financial Services, LLC
|
BUY
|
- |
150+ 0.69% |
$4.65K - $5.29K
|
21.8K
$1.04M
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
1+ 0.1% |
$31 - $35.3
|
1.03K
$49.3K
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 08, 2022
Q3 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-30- 0.29% |
$930 - $1.06K
|
10.4K
$499K
|
|
Feb 10, 2023
Q3 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-50- 0.19% |
$1.55K - $1.76K
|
25.7K
$1.23M
|
|
Nov 14, 2022
Q3 2022
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-70- 0.08% |
$2.17K - $2.47K
|
87.3K
$4.17M
|
|
Nov 09, 2022
Q3 2022
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-86- 3.56% |
$2.67K - $3.03K
|
2.33K
$111K
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-100- 20.0% |
$3.1K - $3.53K
|
400
$19.1K
|
|
Nov 08, 2022
Q3 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-120- 1.41% |
$3.72K - $4.23K
|
8.36K
$400K
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-139- 0.28% |
$4.31K - $4.9K
|
49.2K
$2.35M
|
|
Nov 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-156- 0.94% |
$4.84K - $5.5K
|
16.4K
$784K
|
|
Nov 14, 2022
Q3 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-174- 0.43% |
$5.4K - $6.13K
|
40.7K
$1.94M
|
|
Nov 14, 2022
Q3 2022
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-202- 0.26% |
$6.26K - $7.12K
|
76.3K
$3.65M
|
|
Oct 11, 2022
Q3 2022
|
Marcum Wealth, LLC
|
SELL
|
- |
-246- 0.15% |
$7.63K - $8.67K
|
161K
$7.7M
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-266- 1.05% |
$8.25K - $9.38K
|
25.2K
$1.2M
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-329- 1.47% |
$10.2K - $11.6K
|
22K
$1.05M
|
|
Nov 09, 2022
Q3 2022
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-341- 2.93% |
$10.6K - $12K
|
11.3K
$540K
|
|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-372- 2.53% |
$11.5K - $13.1K
|
14.3K
$686K
|
|
Oct 17, 2022
Q3 2022
|
Lantz Financial LLC
|
SELL
|
- |
-891- 6.96% |
$27.6K - $31.4K
|
11.9K
$570K
|
|
Nov 14, 2022
Q3 2022
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-992- 1.9% |
$30.8K - $35K
|
51.3K
$2.45M
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-1.05K- 36.14% |
$32.5K - $36.9K
|
1.85K
$88.4K
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.61K- 3.39% |
$50K - $56.9K
|
45.9K
$2.19M
|
|
Nov 01, 2022
Q3 2022
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-1.77K- 19.42% |
$54.9K - $62.4K
|
7.35K
$351K
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.14K- 14.19% |
$66.4K - $75.4K
|
12.9K
$619K
|
|
Oct 26, 2022
Q3 2022
|
Orion Capital Management LLC
|
SELL
|
- |
-2.16K- 6.62% |
$67.1K - $76.2K
|
30.5K
$1.46M
|
|
Oct 12, 2022
Q3 2022
|
Advisory Alpha, LLC
|
SELL
|
- |
-2.57K- 15.36% |
$79.6K - $90.5K
|
14.2K
$676K
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-3.63K- 17.82% |
$113K - $128K
|
16.7K
$800K
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.91K- 25.52% |
$183K - $208K
|
17.2K
$824K
|
|
Oct 25, 2022
Q3 2022
|
Rovin Capital
|
SELL
|
- |
-8.17K- 26.11% |
$253K - $288K
|
23.1K
$1.1M
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-8.88K- 15.34% |
$275K - $313K
|
49K
$2.34M
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-13.1K- 7.7% |
$405K - $460K
|
157K
$7.48M
|
|
Nov 08, 2022
Q3 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-13.2K- 10.71% |
$411K - $467K
|
110K
$5.27M
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-21.2K- 5.37% |
$658K - $748K
|
374K
$17.9M
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-43.4K- 86.94% |
$1.35M - $1.53M
|
6.52K
$311K
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-46.2K- 75.92% |
$1.43M - $1.63M
|
14.6K
$700K
|
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
SELL
|
- |
-81.2K- 33.75% |
$2.52M - $2.86M
|
159K
$7.62M
|
|
Nov 21, 2022
Q3 2022
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-183K- 88.52% |
$5.67M - $6.45M
|
23.7K
$1.13M
|