Purchases and Sales Made in Q2 2023 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2023
Q2 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
51+ 0.47% |
$1.51K - $1.62K
|
10.8K
$443K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-18- 0.12% |
$533 - $572
|
15.3K
$628K
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-36- 0.27% |
$1.07K - $1.14K
|
13.1K
$537K
|
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-450- 4.23% |
$13.3K - $14.3K
|
10.2K
$418K
|
|
|
Aug 10, 2023
Q2 2023
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-615- 2.4% |
$18.2K - $19.5K
|
25K
$1.02M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-675- 2.04% |
$20K - $21.5K
|
32.3K
$1.33M
|
|
|
Jul 10, 2023
Q2 2023
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-800- 5.42% |
$23.7K - $25.4K
|
14K
$573K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.47K- 0.95% |
$43.6K - $46.7K
|
154K
$6.31M
|
|
|
Aug 14, 2023
Q2 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-1.51K- 45.93% |
$44.6K - $47.8K
|
1.77K
$72.7K
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-2.92K- 80.53% |
$86.5K - $92.8K
|
706
$29K
|
|
|
Aug 07, 2023
Q2 2023
|
Orion Capital Management LLC
|
SELL
|
- |
-3.01K- 19.13% |
$89K - $95.5K
|
12.7K
$521K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3.47K- 10.58% |
$103K - $110K
|
29.3K
$1.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.87K- 2.73% |
$115K - $123K
|
138K
$5.67M
|
|
|
Aug 14, 2023
Q2 2023
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-4.32K- 5.96% |
$128K - $137K
|
68.1K
$2.79M
|
|
|
Jul 24, 2023
Q2 2023
|
Retirement Planning Group
|
SELL
|
- |
-4.47K- 2.4% |
$132K - $142K
|
182K
$7.45M
|
|
|
Jul 17, 2023
Q2 2023
|
Retirement Guys Formula LLC
|
SELL
|
- |
-5.63K- 30.12% |
$167K - $179K
|
13.1K
$536K
|
|
|
Jan 12, 2024
Q2 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-7.7K- 31.03% |
$228K - $245K
|
17.1K
$702K
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-38K- 45.55% |
$1.13M - $1.21M
|
45.4K
$1.86M
|
|
|
Jul 24, 2023
Q2 2023
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-168K- 40.94% |
$4.98M - $5.34M
|
242K
$9.95M
|