Purchases and Sales Made in Q4 2022 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 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 |
---|---|---|---|---|---|---|---|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
128KNew |
$3.82M - $4.08M
|
128K
$5.01M
|
|
Feb 13, 2023
Q4 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
43.4K+ 81.48% |
$1.29M - $1.38M
|
96.6K
$3.78M
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
30.8KNew |
$919K - $981K
|
30.8K
$1.2M
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
14.4K+ 102.38% |
$431K - $460K
|
28.5K
$1.12M
|
|
Feb 14, 2023
Q4 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
9.5KNew |
$283K - $303K
|
9.5K
$371K
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
8.69KNew |
$259K - $277K
|
8.69K
$340K
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
7.89KNew |
$235K - $251K
|
7.89K
$308K
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
7.59K+ 12.99% |
$226K - $242K
|
66K
$2.58M
|
|
Feb 02, 2023
Q4 2022
|
Alera Investment Advisors, LLC
|
BUY
|
- |
6.63KNew |
$198K - $211K
|
6.63K
$259K
|
|
Feb 16, 2023
Q4 2022
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
4.08K+ 9.62% |
$122K - $130K
|
46.4K
$1.82M
|
|
Feb 14, 2023
Q4 2022
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
1.45K+ 4.76% |
$43.1K - $46.1K
|
31.8K
$1.24M
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.16K+ 8.32% |
$34.5K - $36.8K
|
15K
$588K
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.16K+ 2.51% |
$34.5K - $36.8K
|
47.1K
$1.84M
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
500New |
$14.9K - $15.9K
|
500
$19.6K
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
330+ 4.33% |
$9.84K - $10.5K
|
7.94K
$311K
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
107+ 0.87% |
$3.19K - $3.41K
|
12.3K
$483K
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
50New |
$1.49K - $1.59K
|
50
$1.96K
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
1New |
$29.8 - $31.9
|
1
$39.1
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-160- 1.84% |
$4.77K - $5.1K
|
8.51K
$333K
|
|
Jan 31, 2023
Q4 2022
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-275- 1.1% |
$8.2K - $8.76K
|
24.8K
$971K
|
|
Feb 14, 2023
Q4 2022
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-316- 0.77% |
$9.42K - $10.1K
|
41K
$1.6M
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-500- 2.29% |
$14.9K - $15.9K
|
21.3K
$834K
|
|
Feb 13, 2023
Q4 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-528- 8.23% |
$15.7K - $16.8K
|
5.89K
$230K
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-600- 5.65% |
$17.9K - $19.1K
|
10K
$391K
|
|
Feb 13, 2023
Q4 2022
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-666- 1.43% |
$19.9K - $21.2K
|
45.9K
$1.8M
|
|
Jan 23, 2023
Q4 2022
|
Lantz Financial LLC
|
SELL
|
- |
-943- 10.12% |
$28.1K - $30K
|
8.38K
$328K
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2K- 3.93% |
$59.6K - $63.7K
|
48.9K
$1.91M
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.62K- 11.52% |
$78K - $83.3K
|
20.1K
$785K
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.98K- 8.36% |
$89K - $95K
|
32.7K
$1.28M
|
|
Feb 14, 2023
Q4 2022
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-3.03K- 6.38% |
$90.3K - $96.5K
|
44.5K
$1.74M
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-3.04K- 64.87% |
$90.6K - $96.8K
|
1.65K
$64.4K
|
|
Feb 03, 2023
Q4 2022
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-5.47K- 19.37% |
$163K - $174K
|
22.8K
$891K
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-7.7K- 28.15% |
$230K - $245K
|
19.6K
$768K
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
SELL
|
- |
-10.1K- 55.29% |
$302K - $323K
|
8.19K
$320K
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-10.3K- 30.9% |
$306K - $327K
|
22.9K
$897K
|
|
Feb 03, 2023
Q4 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-10.3K- 12.56% |
$306K - $327K
|
71.4K
$2.79M
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-14.7K- 75.17% |
$439K - $469K
|
4.86K
$190K
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-15.8K- 19.0% |
$471K - $503K
|
67.4K
$2.63M
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-19.1K- 45.27% |
$568K - $607K
|
23K
$901K
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-21.8K- 16.51% |
$651K - $695K
|
110K
$4.31M
|
|
Jan 10, 2023
Q4 2022
|
Bcs Wealth Management
|
SELL
|
- |
-32.5K- 58.34% |
$971K - $1.04M
|
23.2K
$909K
|
|
Jan 24, 2023
Q4 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-41.3KClosed |
$1.23M - $1.32M
|
0
$0
|