Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2024
Q4 2023
|
Crown Wealth Group, LLC
|
BUY
|
- |
295KNew |
$10.4M - $12.1M
|
295K
$14.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
124KNew |
$4.37M - $5.05M
|
124K
$6.05M
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
61.4K+ 102.58% |
$2.17M - $2.51M
|
121K
$5.94M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
35.2K+ 8.74% |
$1.25M - $1.44M
|
438K
$21.5M
|
|
|
May 22, 2024
Q4 2023
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
34.3KNew |
$1.21M - $1.4M
|
34.3K
$1.68M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
33.8KNew |
$1.2M - $1.38M
|
33.8K
$1.66M
|
|
|
Feb 12, 2024
Q4 2023
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
31.7KNew |
$1.12M - $1.3M
|
31.7K
$1.55M
|
|
|
May 30, 2024
Q4 2023
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
31.3KNew |
$1.11M - $1.28M
|
31.3K
$1.53M
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
22.5K+ 17.47% |
$795K - $919K
|
151K
$7.4M
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
18.1K+ 316.82% |
$641K - $740K
|
23.8K
$1.17M
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
BUY
|
- |
13.9K+ 72.37% |
$493K - $570K
|
33.2K
$1.63M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
9.54K+ 112.32% |
$338K - $390K
|
18K
$884K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
8.97KNew |
$318K - $367K
|
8.97K
$440K
|
|
|
Jan 23, 2024
Q4 2023
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
5.93KNew |
$210K - $242K
|
5.93K
$290K
|
|
|
Feb 13, 2024
Q4 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
5.35KNew |
$189K - $219K
|
5.35K
$262K
|
|
|
Feb 15, 2024
Q4 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
4.93KNew |
$174K - $202K
|
4.93K
$241K
|
|
|
Jan 22, 2024
Q4 2023
|
My Personal Cfo, LLC
|
BUY
|
- |
4.38K+ 13.29% |
$155K - $179K
|
37.3K
$1.83M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.69K+ 9.24% |
$131K - $151K
|
43.6K
$2.14M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.16K+ 48.71% |
$112K - $129K
|
9.66K
$473K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.01K+ 6.33% |
$71.2K - $82.3K
|
33.8K
$1.66M
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1.65KNew |
$58.4K - $67.5K
|
1.65K
$80.8K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
1.56K+ 42.68% |
$55.2K - $63.7K
|
5.21K
$255K
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.23K+ 61.25% |
$43.4K - $50.1K
|
3.23K
$158K
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1K+ 5.65% |
$35.4K - $40.9K
|
18.7K
$916K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
884New |
$31.3K - $36.2K
|
884
$43.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
645New |
$22.8K - $26.4K
|
645
$31.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
624+ 10.64% |
$22.1K - $25.5K
|
6.49K
$318K
|
|
|
Jan 31, 2024
Q4 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
455+ 0.78% |
$16.1K - $18.6K
|
58.5K
$2.87M
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
348New |
$12.3K - $14.2K
|
348
$17K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
192New |
$6.8K - $7.85K
|
192
$9.41K
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
97New |
$3.43K - $3.97K
|
97
$4.75K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
54+ 10.67% |
$1.91K - $2.21K
|
560
$27.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5+ 0.05% |
$177 - $205
|
9.68K
$474K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-7- 0.06% |
$248 - $286
|
12.1K
$594K
|
|
|
Feb 06, 2024
Q4 2023
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-33- 0.26% |
$1.17K - $1.35K
|
12.6K
$618K
|
|
|
Feb 08, 2024
Q4 2023
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-94- 0.4% |
$3.33K - $3.85K
|
23.4K
$1.15M
|
|
|
Apr 16, 2024
Q4 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-97- 0.4% |
$3.43K - $3.97K
|
24K
$1.18M
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-126- 1.06% |
$4.46K - $5.15K
|
11.8K
$576K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-161- 0.15% |
$5.7K - $6.59K
|
105K
$5.14M
|
|
|
Feb 13, 2024
Q4 2023
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-210- 8.09% |
$7.43K - $8.59K
|
2.39K
$117K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-297- 4.11% |
$10.5K - $12.2K
|
6.93K
$340K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-422- 2.74% |
$14.9K - $17.3K
|
15K
$734K
|
|
|
Feb 05, 2024
Q4 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-527- 6.0% |
$18.7K - $21.6K
|
8.26K
$405K
|
|
|
Jan 25, 2024
Q4 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-602- 2.07% |
$21.3K - $24.6K
|
28.4K
$1.39M
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-643- 7.12% |
$22.8K - $26.3K
|
8.39K
$411K
|
|
|
Jan 31, 2024
Q4 2023
|
Cra Financial Services, LLC
|
SELL
|
- |
-650- 4.54% |
$23K - $26.6K
|
13.7K
$669K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-700- 2.45% |
$24.8K - $28.6K
|
27.9K
$1.36M
|
|
|
Feb 07, 2024
Q4 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-707- 3.22% |
$25K - $28.9K
|
21.2K
$1.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-757- 5.18% |
$26.8K - $31K
|
13.9K
$679K
|