Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2023
Q4 2022
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
109KNew |
$3.38M - $3.81M
|
109K
$5.33M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
67.1K+ 146.16% |
$2.08M - $2.34M
|
113K
$5.52M
|
|
|
Feb 10, 2023
Q4 2022
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
48.9K+ 32.03% |
$1.51M - $1.7M
|
201K
$9.84M
|
|
|
Feb 13, 2023
Q4 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
39.5K+ 78.14% |
$1.22M - $1.38M
|
90K
$4.4M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
33K+ 8.8% |
$1.02M - $1.15M
|
407K
$19.9M
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
30KNew |
$929K - $1.05M
|
30K
$1.47M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
24.2K+ 187.38% |
$748K - $843K
|
37.1K
$1.81M
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
12.9K+ 50.02% |
$398K - $449K
|
38.6K
$1.89M
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
10.1KNew |
$312K - $352K
|
10.1K
$493K
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
8.74K+ 59.69% |
$270K - $305K
|
23.4K
$1.14M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
7.57K+ 58.49% |
$234K - $264K
|
20.5K
$1M
|
|
|
Sep 04, 2024
Q4 2022
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
7.35KNew |
$227K - $256K
|
7.35K
$359K
|
|
|
Jan 19, 2023
Q4 2022
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
6.41K+ 96.87% |
$198K - $224K
|
13K
$636K
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
5.71K+ 39.77% |
$177K - $199K
|
20.1K
$980K
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
5.56K+ 65.14% |
$172K - $194K
|
14.1K
$689K
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
4.27KNew |
$132K - $149K
|
4.27K
$208K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4.23K+ 19.26% |
$131K - $148K
|
26.2K
$1.28M
|
|
|
Feb 13, 2023
Q4 2022
|
Berkshire Money Management, Inc.
|
BUY
|
- |
3.89K+ 2.58% |
$120K - $136K
|
155K
$7.55M
|
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
3.5KNew |
$108K - $122K
|
3.5K
$171K
|
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
3.04K+ 18.73% |
$93.9K - $106K
|
19.2K
$940K
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.68K+ 16.34% |
$82.9K - $93.5K
|
19.1K
$932K
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
BUY
|
- |
2.26K+ 1.42% |
$69.9K - $78.8K
|
162K
$7.9M
|
|
|
Jan 31, 2023
Q4 2022
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
1.99K+ 1.11% |
$61.4K - $69.3K
|
180K
$8.82M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.94K+ 3.96% |
$60.1K - $67.8K
|
51K
$2.49M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
1.35K+ 20.66% |
$41.6K - $46.9K
|
7.86K
$384K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
768New |
$23.8K - $26.8K
|
768
$37.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
645New |
$20K - $22.5K
|
645
$31.5K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
538+ 29.08% |
$16.6K - $18.8K
|
2.39K
$117K
|
|
|
Jan 10, 2023
Q4 2022
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
406New |
$12.6K - $14.2K
|
406
$19.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
120New |
$3.71K - $4.19K
|
120
$5.86K
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
60New |
$1.86K - $2.09K
|
60
$2.93K
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
5New |
$155 - $174
|
5
$244
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 16, 2023
Q4 2022
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-1- -0.0% |
$30.9 - $34.9
|
76.3K
$3.73M
|
|
|
Feb 09, 2023
Q4 2022
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-33- 1.42% |
$1.02K - $1.15K
|
2.3K
$112K
|
|
|
Jan 24, 2023
Q4 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-66- 0.23% |
$2.04K - $2.3K
|
29K
$1.42M
|
|
|
Nov 07, 2023
Q4 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-100- 42.74% |
$3.09K - $3.49K
|
134
$6.55K
|
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-102- 0.85% |
$3.16K - $3.56K
|
12K
$584K
|
|
|
Feb 07, 2023
Q4 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-136- 1.63% |
$4.21K - $4.74K
|
8.23K
$402K
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-150- 4.11% |
$4.64K - $5.23K
|
3.5K
$171K
|
|
|
Feb 07, 2023
Q4 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-350- 3.22% |
$10.8K - $12.2K
|
10.5K
$513K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
SELL
|
- |
-353- 7.26% |
$10.9K - $12.3K
|
4.51K
$220K
|
|
|
Feb 14, 2023
Q4 2022
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-356- 3.15% |
$11K - $12.4K
|
10.9K
$535K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-676- 2.68% |
$20.9K - $23.6K
|
24.5K
$1.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-800- 8.47% |
$24.8K - $27.9K
|
8.65K
$423K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1K- 13.52% |
$30.9K - $34.9K
|
6.4K
$313K
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.37K- 8.17% |
$42.3K - $47.7K
|
15.4K
$751K
|
|
|
Feb 13, 2023
Q4 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-1.44K- 3.53% |
$44.5K - $50.2K
|
39.3K
$1.92M
|
|
|
Jan 12, 2023
Q4 2022
|
Marcum Wealth, LLC
|
SELL
|
- |
-1.74K- 1.08% |
$53.8K - $60.6K
|
159K
$7.79M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.13K- 17.55% |
$65.8K - $74.2K
|
10K
$488K
|