Purchases and Sales Made in Q3 2023 in Innovator U.S. Equity Buffer E (BJUL)
This table provides information about the institutional ownership of Innovator U.S. Equity Buffer E (BJUL) 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 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
5.59K+ 45.99% |
$192K - $202K
|
17.7K
$803K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5.12K+ 123.59% |
$176K - $185K
|
9.26K
$419K
|
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4.13K+ 38.4% |
$142K - $149K
|
14.9K
$674K
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
4KNew |
$137K - $145K
|
4K
$181K
|
|
|
Nov 14, 2023
Q3 2023
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
3.21K+ 33.41% |
$110K - $116K
|
12.8K
$579K
|
|
|
Oct 20, 2023
Q3 2023
|
Lantz Financial LLC
|
BUY
|
- |
2.92K+ 14.56% |
$100K - $106K
|
23K
$1.04M
|
|
|
Oct 10, 2023
Q3 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
2.45K+ 18.47% |
$84.3K - $88.7K
|
15.7K
$712K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
2.12K+ 8.42% |
$72.8K - $76.6K
|
27.3K
$1.23M
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
2K+ 6.61% |
$68.9K - $72.4K
|
32.3K
$1.46M
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
2K+ 6.73% |
$68.7K - $72.3K
|
31.7K
$1.43M
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.22K+ 17.34% |
$41.9K - $44.1K
|
8.25K
$373K
|
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
880+ 11.41% |
$30.2K - $31.8K
|
8.59K
$389K
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
843New |
$29K - $30.5K
|
843
$38.1K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
800+ 9.41% |
$27.5K - $28.9K
|
9.3K
$421K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
781New |
$26.8K - $28.2K
|
781
$35.3K
|
|
|
Nov 03, 2023
Q3 2023
|
D.B. Root & Company, LLC
|
BUY
|
- |
775+ 10.11% |
$26.6K - $28K
|
8.44K
$382K
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
766+ 9.07% |
$26.3K - $27.7K
|
9.21K
$417K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
750+ 39.29% |
$25.8K - $27.1K
|
2.66K
$120K
|
|
|
Oct 10, 2023
Q3 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
468+ 0.28% |
$16.1K - $16.9K
|
168K
$7.61M
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 24, 2023
Q3 2023
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-127- 0.16% |
$4.36K - $4.59K
|
78.8K
$3.57M
|
|
|
Dec 06, 2023
Q3 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-195- 0.81% |
$6.7K - $7.05K
|
23.9K
$1.08M
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-217- 1.6% |
$7.46K - $7.84K
|
13.4K
$604K
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-280- 1.43% |
$9.62K - $10.1K
|
19.4K
$876K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-490- 5.16% |
$16.8K - $17.7K
|
9.01K
$408K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-538- 10.57% |
$18.5K - $19.4K
|
4.55K
$206K
|
|
|
Nov 08, 2023
Q3 2023
|
Archer Investment Corp
|
SELL
|
- |
-752- 75.2% |
$25.8K - $27.2K
|
248
$11.2K
|
|
|
Oct 24, 2023
Q3 2023
|
Acas, LLC
|
SELL
|
- |
-850- 9.76% |
$29.2K - $30.7K
|
7.86K
$355K
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.88K- 13.02% |
$64.4K - $67.8K
|
12.5K
$567K
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-3.68K- 18.32% |
$126K - $133K
|
16.4K
$741K
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.58K- 6.08% |
$157K - $165K
|
70.7K
$3.2M
|