Purchases and Sales Made in Q3 2023 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 2023. 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 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
39K+ 43.54% |
$1.43M - $1.5M
|
129K
$6.28M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
38K+ 223582.34% |
$1.39M - $1.46M
|
38K
$1.86M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
22.9K+ 17.21% |
$840K - $883K
|
156K
$7.63M
|
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
20K+ 94.67% |
$733K - $771K
|
41.1K
$2.01M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
16.9K+ 40.93% |
$618K - $650K
|
58.1K
$2.84M
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
BUY
|
- |
13.4K+ 231.88% |
$493K - $518K
|
19.2K
$940K
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
5.86KNew |
$215K - $226K
|
5.86K
$286K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.33K+ 6.2% |
$85.4K - $89.8K
|
39.9K
$1.95M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.87K+ 6.99% |
$68.4K - $71.9K
|
28.6K
$1.4M
|
|
|
Nov 02, 2023
Q3 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
1.8K+ 3.2% |
$65.9K - $69.3K
|
58.1K
$2.84M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.66K+ 5.5% |
$60.8K - $63.9K
|
31.8K
$1.55M
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.28K+ 24.62% |
$47K - $49.4K
|
6.5K
$317K
|
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.22K+ 3.97% |
$44.8K - $47.1K
|
32K
$1.56M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
998+ 9.51% |
$36.6K - $38.4K
|
11.5K
$561K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
753New |
$27.6K - $29K
|
753
$36.8K
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
321+ 0.26% |
$11.8K - $12.4K
|
124K
$6.08M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
293+ 3.12% |
$10.7K - $11.3K
|
9.68K
$473K
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
240+ 2.73% |
$8.79K - $9.24K
|
9.04K
$441K
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
61+ 0.09% |
$2.23K - $2.35K
|
71.6K
$3.5M
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-30- 0.25% |
$1.1K - $1.16K
|
11.9K
$581K
|
|
|
Oct 11, 2023
Q3 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-40- 0.17% |
$1.47K - $1.54K
|
24.1K
$1.18M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-138- 1.87% |
$5.05K - $5.32K
|
7.23K
$353K
|
|
|
Nov 06, 2023
Q3 2023
|
My Personal Cfo, LLC
|
SELL
|
- |
-200- 0.6% |
$7.33K - $7.7K
|
33K
$1.61M
|
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-221- 0.36% |
$8.1K - $8.51K
|
61.2K
$2.99M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-275- 7.86% |
$10.1K - $10.6K
|
3.23K
$158K
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-278- 1.19% |
$10.2K - $10.7K
|
23.2K
$1.13M
|
|
|
Oct 24, 2023
Q3 2023
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-303- 2.34% |
$11.1K - $11.7K
|
12.6K
$618K
|
|
|
Oct 13, 2023
Q3 2023
|
Cra Financial Services, LLC
|
SELL
|
- |
-650- 4.35% |
$23.8K - $25K
|
14.3K
$699K
|
|
|
Nov 02, 2023
Q3 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-727- 7.64% |
$26.6K - $28K
|
8.79K
$429K
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
SELL
|
- |
-855- 9.14% |
$31.3K - $32.9K
|
8.5K
$415K
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.01K- 11.98% |
$37.1K - $39.1K
|
7.45K
$364K
|
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
SELL
|
- |
-1.09K- 6.25% |
$39.8K - $41.9K
|
16.3K
$796K
|
|
|
Oct 30, 2023
Q3 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-2.06K- 6.61% |
$75.3K - $79.2K
|
29K
$1.42M
|
|
|
Oct 10, 2023
Q3 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-2.15K- 25.6% |
$78.7K - $82.8K
|
6.25K
$305K
|
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-2.39K- 3.83% |
$87.4K - $91.9K
|
59.8K
$2.92M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-2.42K- 78.73% |
$88.8K - $93.4K
|
655
$32K
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-3.5K- 29.39% |
$128K - $135K
|
8.41K
$411K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-3.51K- 4.29% |
$129K - $135K
|
78.4K
$3.83M
|
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-4.02K- 24.78% |
$147K - $155K
|
12.2K
$595K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.51K- 11.46% |
$165K - $174K
|
34.8K
$1.7M
|
|
|
Oct 05, 2023
Q3 2023
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-4.59K- 2.51% |
$168K - $177K
|
178K
$8.69M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-5.01K- 4.55% |
$184K - $193K
|
105K
$5.14M
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-5.06K- 16.35% |
$185K - $195K
|
25.9K
$1.26M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-5.96K- 28.96% |
$218K - $230K
|
14.6K
$714K
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-6.05K- 12.7% |
$222K - $233K
|
41.6K
$2.03M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-15.4K- 3.69% |
$565K - $594K
|
403K
$19.7M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-35.5K- 99.49% |
$1.3M - $1.37M
|
181
$8.84K
|
|
|
Oct 17, 2023
Q3 2023
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-130K- 84.72% |
$4.77M - $5.01M
|
23.5K
$1.15M
|