Purchases and Sales Made in Q3 2023 in Innovator U.S. Equity Buffer E (BJUN)
This table provides information about the institutional ownership of Innovator U.S. Equity Buffer E (BJUN) 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 13, 2023
Q3 2023
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
241KNew |
$7.87M - $8.23M
|
241K
$9.41M
|
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
43K+ 43.54% |
$1.41M - $1.47M
|
142K
$5.54M
|
|
|
Oct 30, 2023
Q3 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
27.5K+ 36.43% |
$899K - $941K
|
103K
$4.02M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
15.4K+ 9.57% |
$504K - $527K
|
176K
$6.89M
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
BUY
|
- |
9.48KNew |
$310K - $325K
|
9.48K
$371K
|
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
8.88KNew |
$290K - $304K
|
8.88K
$347K
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
8.87K+ 82.89% |
$290K - $303K
|
19.6K
$765K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.42KNew |
$177K - $186K
|
5.42K
$212K
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
2.69K+ 6.39% |
$88.1K - $92.2K
|
44.9K
$1.75M
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.53K+ 4.85% |
$82.8K - $86.6K
|
54.7K
$2.14M
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.44K+ 65.01% |
$47.1K - $49.3K
|
3.66K
$143K
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
1.4K+ 12.75% |
$45.7K - $47.8K
|
12.4K
$483K
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.18K+ 16.92% |
$38.5K - $40.2K
|
8.13K
$318K
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.01K+ 2.77% |
$33K - $34.5K
|
37.4K
$1.46M
|
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
938+ 4.46% |
$30.7K - $32.1K
|
21.9K
$858K
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
551+ 5.35% |
$18K - $18.9K
|
10.9K
$425K
|
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
525+ 2.57% |
$17.2K - $18K
|
21K
$821K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
324+ 14.66% |
$10.6K - $11.1K
|
2.53K
$99.1K
|
|
|
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
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-9- 0.08% |
$294 - $308
|
11.9K
$465K
|
|
|
Oct 11, 2023
Q3 2023
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-18- 0.19% |
$589 - $616
|
9.57K
$374K
|
|
|
Oct 10, 2023
Q3 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-169- 0.55% |
$5.53K - $5.78K
|
30.8K
$1.21M
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-235- 1.09% |
$7.68K - $8.04K
|
21.3K
$832K
|
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-320- 1.14% |
$10.5K - $11K
|
27.7K
$1.08M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-350- 3.27% |
$11.4K - $12K
|
10.4K
$405K
|
|
|
Oct 12, 2023
Q3 2023
|
Bcs Wealth Management
|
SELL
|
- |
-416- 1.52% |
$13.6K - $14.2K
|
27K
$1.06M
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-500- 1.54% |
$16.4K - $17.1K
|
32.1K
$1.25M
|
|
|
Nov 02, 2023
Q3 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-539- 7.02% |
$17.6K - $18.4K
|
7.14K
$279K
|
|
|
Oct 17, 2023
Q3 2023
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-741- 1.69% |
$24.2K - $25.4K
|
43K
$1.68M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-958- 3.98% |
$31.3K - $32.8K
|
23.1K
$905K
|
|
|
Oct 20, 2023
Q3 2023
|
Lantz Financial LLC
|
SELL
|
- |
-1.29K- 14.33% |
$42.2K - $44.1K
|
7.71K
$302K
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.32K- 7.72% |
$43.2K - $45.2K
|
15.8K
$618K
|
|
|
Nov 14, 2023
Q3 2023
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-1.52K- 4.72% |
$49.6K - $51.9K
|
30.6K
$1.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.35K- 17.46% |
$109K - $114K
|
15.8K
$618K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.88K- 3.18% |
$127K - $133K
|
118K
$4.62M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.85K- 13.73% |
$159K - $166K
|
30.5K
$1.19M
|
|
|
Jan 02, 2024
Q3 2023
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-6.01K- 32.34% |
$197K - $206K
|
12.6K
$492K
|
|
|
Oct 17, 2023
Q3 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-7.1K- 28.99% |
$232K - $243K
|
17.4K
$679K
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-12.3K- 17.92% |
$403K - $421K
|
56.4K
$2.2M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-22.7K- 32.47% |
$744K - $778K
|
47.3K
$1.85M
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-73K- 29.62% |
$2.39M - $2.5M
|
173K
$6.78M
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
SELL
|
- |
-1.46M- 99.9% |
$47.9M - $50.1M
|
1.54K
$60.1K
|