Purchases and Sales Made in Q4 2024 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 Q4 2024. 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 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
173KNew |
$6.78M - $7.04M
|
173K
$7.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Berkshire Money Management, Inc.
|
BUY
|
- |
7.13KNew |
$279K - $290K
|
7.13K
$292K
|
|
|
Jan 23, 2025
Q4 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
5.13KNew |
$201K - $209K
|
5.13K
$210K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.83K+ 1.57% |
$71.5K - $74.3K
|
118K
$4.84M
|
|
|
Jan 27, 2025
Q4 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
166+ 1.26% |
$6.51K - $6.75K
|
13.3K
$546K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
10+ 0.34% |
$392 - $407
|
2.92K
$120K
|
|
|
Jan 27, 2025
Q4 2024
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-1- 0.01% |
$39.2 - $40.7
|
16.7K
$687K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-2- 0.01% |
$78.4 - $81.4
|
15.1K
$622K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-25- 0.19% |
$980 - $1.02K
|
13.4K
$549K
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
SELL
|
- |
-49- 0.5% |
$1.92K - $1.99K
|
9.75K
$400K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-124- 0.73% |
$4.86K - $5.05K
|
16.8K
$689K
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-126- 1.73% |
$4.94K - $5.13K
|
7.18K
$295K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-500- 25.04% |
$19.6K - $20.3K
|
1.5K
$61.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-648- 2.44% |
$25.4K - $26.4K
|
25.9K
$1.06M
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-674- 1.04% |
$26.4K - $27.4K
|
64K
$2.63M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-722- 2.99% |
$28.3K - $29.4K
|
23.4K
$960K
|
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-727- 3.63% |
$28.5K - $29.6K
|
19.3K
$791K
|
|
|
Jan 16, 2025
Q4 2024
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-781- 5.27% |
$30.6K - $31.8K
|
14K
$576K
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-977- 5.36% |
$38.3K - $39.8K
|
17.2K
$708K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-1.29K- 11.56% |
$50.7K - $52.6K
|
9.89K
$406K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.79K- 8.58% |
$70.3K - $73K
|
19.1K
$784K
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-3.5K- 11.83% |
$137K - $142K
|
26.1K
$1.07M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-4.99K- 29.05% |
$195K - $203K
|
12.2K
$500K
|