Purchases and Sales Made in Q3 2023 in Innovator U.S. Equity Buffer E (BOCT)

BOCT Quotes by TradingView

This table provides information about the institutional ownership of Innovator U.S. Equity Buffer E (BOCT) 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
Oct 20, 2023 Q3 2023
Brookstone Capital Management

BUY
 -
149K
+ 596.4%
$5.26M - $5.54M
174K $7.54M
Nov 15, 2023 Q3 2023
Penserra Capital Management LLC

Orinda, CA
BUY
 -
40.6K
+ 43.54%
$1.44M - $1.51M
134K $5.8M
Nov 14, 2023 Q3 2023
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
40.3K
New
$1.43M - $1.5M
40.3K $1.75M
Nov 15, 2023 Q3 2023
Wealthquest Corp

Cincinnati, OH
BUY
 -
37K
+ 12.53%
$1.31M - $1.38M
332K $14.4M
Oct 23, 2023 Q3 2023
Commonwealth Equity Services, LLC

BUY
 -
35.7K
+ 7.39%
$1.26M - $1.33M
519K $22.5M
Apr 19, 2024 Q3 2023
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
31.5K
+ 32.29%
$1.11M - $1.17M
129K $5.59M
Nov 13, 2023 Q3 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
28K
+ 56.66%
$989K - $1.04M
77.4K $3.35M
Oct 12, 2023 Q3 2023
Wp Wealth LLP

Fort Worth, TX
BUY
 -
21.6K
New
$763K - $803K
21.6K $936K
Nov 14, 2023 Q3 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
15.5K
+ 109.24%
$546K - $575K
29.6K $1.28M
Nov 15, 2023 Q3 2023
Townsquare Capital LLC

BUY
 -
8.03K
New
$284K - $299K
8.03K $348K
Oct 11, 2023 Q3 2023
Ae Wealth Management LLC

BUY
 -
5.82K
New
$206K - $217K
5.82K $252K
Nov 08, 2023 Q3 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
4.94K
+ 3.48%
$175K - $184K
147K $6.37M
Nov 14, 2023 Q3 2023
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
4.22K
+ 17.6%
$149K - $157K
28.2K $1.22M
Nov 13, 2023 Q3 2023
Envestnet Asset Management Inc

BUY
 -
3.62K
+ 4.01%
$128K - $135K
93.9K $4.07M
Nov 13, 2023 Q3 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
3.6K
+ 14.35%
$127K - $134K
28.7K $1.24M
Nov 06, 2023 Q3 2023
My Personal Cfo, LLC

BUY
 -
3K
+ 19.61%
$106K - $112K
18.3K $793K
Oct 24, 2023 Q3 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
3K
+ 23.25%
$106K - $112K
15.9K $689K
Nov 14, 2023 Q3 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
1.62K
+ 2.72%
$57.1K - $60.2K
61K $2.64M
Nov 13, 2023 Q3 2023
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
1.51K
+ 139.26%
$53.4K - $56.2K
2.6K $113K
Oct 24, 2023 Q3 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
1.38K
+ 2.83%
$48.8K - $51.4K
50.2K $2.18M
Oct 12, 2023 Q3 2023
Advisor Net Financial, Inc

BUY
 -
1.1K
+ 78.86%
$39K - $41.1K
2.5K $109K
Jan 12, 2024 Q3 2023
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
998
+ 5.7%
$35.3K - $37.1K
18.5K $802K
Nov 14, 2023 Q3 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
869
+ 11.52%
$30.7K - $32.3K
8.41K $365K
Nov 13, 2023 Q3 2023
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
616
New
$21.8K - $22.9K
616 $26.7K
Nov 06, 2023 Q3 2023
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
374
+ 3.22%
$13.2K - $13.9K
12K $520K
Nov 09, 2023 Q3 2023
Kestra Advisory Services, LLC

BUY
 -
53
+ 0.12%
$1.87K - $1.97K
44.4K $1.92M
Oct 25, 2023 Q3 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Oct 30, 2023 Q3 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Dec 11, 2023 Q3 2023
Sunbelt Securities, Inc.

Houston, TX
SELL
 -
-50
- 6.25%
$1.77K - $1.86K
750 $32.5K
Nov 09, 2023 Q3 2023
Betterment LLC

New York, NY
SELL
 -
-51
- 0.66%
$1.8K - $1.9K
7.73K $335K
Nov 14, 2023 Q3 2023
First Commonwealth Financial Corp

Indiana, PA
SELL
 -
-214
- 1.38%
$7.56K - $7.96K
15.3K $662K
Oct 16, 2023 Q3 2023
Epic Trust Investment Advisors, LLC

SELL
 -
-450
- 7.36%
$15.9K - $16.7K
5.67K $246K
Nov 14, 2023 Q3 2023
Srs Capital Advisors, Inc.

Denver, CO
SELL
 -
-456
- 3.71%
$16.1K - $17K
11.8K $513K
Nov 07, 2023 Q3 2023
Avantax Advisory Services, Inc.

SELL
 -
-460
- 5.42%
$16.3K - $17.1K
8.03K $348K
Oct 24, 2023 Q3 2023
Raymond James & Associates

St Petersburg, FL
SELL
 -
-500
- 4.29%
$17.7K - $18.6K
11.2K $483K
Feb 08, 2024 Q3 2023
Bedel Financial Consulting, Inc.

SELL
 -
-554
- 3.17%
$19.6K - $20.6K
16.9K $733K
Oct 10, 2023 Q3 2023
Dhjj Financial Advisors, Ltd.

SELL
 -
-641
- 3.32%
$22.7K - $23.9K
18.7K $809K
Nov 14, 2023 Q3 2023
Ken Griffin Citadel Advisors LLC | Chicago, Il
SELL
 -
-783
- 3.23%
$27.7K - $29.1K
23.4K $1.02M
Oct 17, 2023 Q3 2023
Berkshire Money Management, Inc.

SELL
 -
-801
- 0.35%
$28.3K - $29.8K
229K $9.93M
Oct 30, 2023 Q3 2023
Blue Bell Private Wealth Management, LLC

SELL
 -
-809
- 2.1%
$28.6K - $30.1K
37.7K $1.63M
Nov 14, 2023 Q3 2023
Truist Financial Corp

SELL
 -
-940
- 3.65%
$33.2K - $35K
24.8K $1.07M
Nov 01, 2023 Q3 2023
Michael S. Ryan, Inc.

Albany, NY
SELL
 -
-1.83K
- 2.0%
$64.7K - $68.2K
89.9K $3.9M
Nov 14, 2023 Q3 2023
Captrust Financial Advisors

Raleigh, NC
SELL
 -
-1.84K
- 1.28%
$65K - $68.5K
142K $6.16M
Nov 13, 2023 Q3 2023
Cerity Partners LLC

New York, NY
SELL
 -
-2.5K
- 6.74%
$88.4K - $93K
34.6K $1.5M
Nov 08, 2023 Q3 2023
Janney Montgomery Scott LLC

SELL
 -
-2.62K
- 8.92%
$92.5K - $97.4K
26.7K $1.16M
Oct 25, 2023 Q3 2023
Beacon Financial Advisory LLC

SELL
 -
-4.11K
- 16.96%
$145K - $153K
20.1K $871K
Oct 05, 2023 Q3 2023
Integral Investment Advisors, Inc.

SELL
 -
-5.69K
- 3.09%
$201K - $212K
179K $7.75M
Nov 06, 2023 Q3 2023
Xml Financial, LLC

SELL
 -
-17.6K
- 62.67%
$623K - $656K
10.5K $455K

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