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 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-910- 45.05% |
$32.2K - $37.2K
|
1.11K
$54K
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.22K- 3.82% |
$43.2K - $50K
|
30.8K
$1.5M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.22K- 0.98% |
$43.2K - $50K
|
123K
$6M
|
|
|
Feb 15, 2024
Q4 2023
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-1.45K- 10.84% |
$51.3K - $59.2K
|
11.9K
$579K
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.51K- 6.5% |
$53.3K - $61.6K
|
21.7K
$1.05M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.6K- 21.47% |
$56.6K - $65.4K
|
5.85K
$284K
|
|
|
Feb 08, 2024
Q4 2023
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-1.87K- 19.13% |
$66.2K - $76.5K
|
7.9K
$384K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.41K- 6.91% |
$85.2K - $98.5K
|
32.4K
$1.58M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-3.16K- 7.59% |
$112K - $129K
|
38.5K
$1.87M
|
|
|
Jan 31, 2024
Q4 2023
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-3.35K- 1.88% |
$119K - $137K
|
174K
$8.49M
|
|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-5.6K- 7.15% |
$198K - $229K
|
72.8K
$3.54M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-7.45K- 12.83% |
$264K - $305K
|
50.7K
$2.46M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-14.2K- 37.39% |
$503K - $582K
|
23.8K
$1.16M
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-24.2K- 39.58% |
$857K - $991K
|
37K
$1.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-28K- 39.12% |
$991K - $1.15M
|
43.6K
$2.12M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-54.4K- 34.84% |
$1.93M - $2.23M
|
102K
$4.95M
|