Purchases and Sales Made in Q1 2025 in Innovator U.S. Equity Buffer E (BMAY)
This table provides information about the institutional ownership of Innovator U.S. Equity Buffer E (BMAY) during Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
65.1K+ 17.17% |
$2.54M - $2.69M
|
444K
$18.3M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
28K+ 62.96% |
$1.09M - $1.16M
|
72.4K
$2.99M
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
25.3K+ 165.83% |
$987K - $1.04M
|
40.5K
$1.67M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
13.9KNew |
$543K - $574K
|
13.9K
$574K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
10.8K+ 10.65% |
$424K - $449K
|
113K
$4.66M
|
|
|
May 15, 2025
Q1 2025
|
Bullseye Investment Management, LLC
|
BUY
|
- |
7.48KNew |
$292K - $309K
|
7.48K
$309K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.25K+ 25.31% |
$283K - $300K
|
35.9K
$1.48M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
1.61KNew |
$62.9K - $66.5K
|
1.61K
$66.5K
|
|
|
May 05, 2025
Q1 2025
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
445+ 3.35% |
$17.4K - $18.4K
|
13.7K
$568K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
300New |
$11.7K - $12.4K
|
300
$12.4K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
175+ 180.41% |
$6.84K - $7.24K
|
272
$11.2K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
35New |
$1.37K - $1.45K
|
35
$1.45K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
8New |
$313 - $331
|
8
$331
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
1+ 0.01% |
$39.1 - $41.4
|
15.2K
$626K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 08, 2025
Q1 2025
|
Lantz Financial LLC
|
SELL
|
- |
-19- 0.17% |
$743 - $786
|
10.9K
$450K
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-25- 0.21% |
$977 - $1.03K
|
12.1K
$500K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-37- 0.45% |
$1.45K - $1.53K
|
8.1K
$335K
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
SELL
|
- |
-55- 1.51% |
$2.15K - $2.27K
|
3.59K
$148K
|
|
|
Apr 15, 2025
Q1 2025
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-124- 0.5% |
$4.85K - $5.13K
|
24.7K
$1.02M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-207- 1.7% |
$8.09K - $8.56K
|
12K
$495K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-233- 0.9% |
$9.11K - $9.64K
|
25.7K
$1.06M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-259- 2.71% |
$10.1K - $10.7K
|
9.29K
$384K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-328- 1.72% |
$12.8K - $13.6K
|
18.8K
$776K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-329- 0.99% |
$12.9K - $13.6K
|
32.8K
$1.35M
|
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-384- 0.92% |
$15K - $15.9K
|
41.3K
$1.71M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-400- 26.72% |
$15.6K - $16.5K
|
1.1K
$45.3K
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-603- 0.94% |
$23.6K - $24.9K
|
63.4K
$2.62M
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-675- 5.47% |
$26.4K - $27.9K
|
11.7K
$482K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-818- 28.02% |
$32K - $33.8K
|
2.1K
$86.8K
|
|
|
May 15, 2025
Q1 2025
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-835- 1.82% |
$32.6K - $34.5K
|
45K
$1.86M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-935- 12.84% |
$36.5K - $38.7K
|
6.35K
$262K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-947- 4.82% |
$37K - $39.2K
|
18.7K
$773K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-1.01K- 10.25% |
$39.6K - $41.9K
|
8.88K
$367K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.52K- 12.85% |
$59.2K - $62.7K
|
10.3K
$425K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-1.59K- 0.92% |
$62.1K - $65.8K
|
171K
$7.08M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.7K- 11.42% |
$66.4K - $70.3K
|
13.2K
$544K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.09K- 7.92% |
$81.6K - $86.4K
|
24.3K
$1M
|
|
|
May 14, 2025
Q1 2025
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-2.4K- 1.08% |
$93.9K - $99.4K
|
220K
$9.08M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.41K- 6.68% |
$94.3K - $99.8K
|
33.7K
$1.39M
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-2.54K- 11.69% |
$99.3K - $105K
|
19.2K
$793K
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
SELL
|
- |
-2.56K- 26.25% |
$100K - $106K
|
7.19K
$297K
|
|
|
Apr 23, 2025
Q1 2025
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-2.6K- 27.63% |
$101K - $107K
|
6.8K
$281K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.87K- 6.89% |
$151K - $160K
|
52.3K
$2.16M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.27K- 13.46% |
$206K - $218K
|
33.8K
$1.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-6.74K- 8.47% |
$263K - $279K
|
72.8K
$3.01M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-6.96K- 41.46% |
$272K - $288K
|
9.83K
$406K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-34.7K- 29.44% |
$1.36M - $1.44M
|
83.2K
$3.44M
|