Purchases and Sales Made in Q3 2024 in Innovator U.S. Equity Buffer E (BOCT)
This table provides information about the institutional ownership of Innovator U.S. Equity Buffer E (BOCT) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
68.2K+ 11.82% |
$2.78M - $2.9M
|
645K
$27.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
61.8K+ 26.11% |
$2.52M - $2.62M
|
298K
$12.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
43.8K+ 130.84% |
$1.78M - $1.86M
|
77.3K
$3.33M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
15.3K+ 21.27% |
$624K - $651K
|
87.5K
$3.76M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
14.3KNew |
$581K - $606K
|
14.3K
$615K
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
13.6KNew |
$554K - $577K
|
13.6K
$585K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
9.95K+ 14.87% |
$405K - $422K
|
76.9K
$3.31M
|
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
9.64KNew |
$392K - $409K
|
9.64K
$415K
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
7.19KNew |
$293K - $305K
|
7.19K
$309K
|
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
6.83KNew |
$278K - $290K
|
6.83K
$294K
|
|
|
Nov 13, 2024
Q3 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
6.18K+ 2.56% |
$251K - $262K
|
247K
$10.6M
|
|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
6.05K+ 9.05% |
$246K - $257K
|
72.9K
$3.14M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.9K+ 129.94% |
$159K - $165K
|
6.9K
$297K
|
|
|
Nov 13, 2024
Q3 2024
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
3.68K+ 18.35% |
$150K - $156K
|
23.7K
$1.02M
|
|
|
Nov 06, 2024
Q3 2024
|
Straight Path Wealth Management
|
BUY
|
- |
2.77K+ 46.2% |
$113K - $118K
|
8.77K
$378K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.75K+ 16.01% |
$112K - $117K
|
19.9K
$856K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.57K+ 4.07% |
$105K - $109K
|
65.8K
$2.83M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.2K+ 9.74% |
$89.5K - $93.3K
|
24.8K
$1.07M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
1.48K+ 22.01% |
$60.4K - $63K
|
8.22K
$354K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.36K+ 11.96% |
$55.2K - $57.5K
|
12.7K
$546K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
764+ 1.15% |
$31.1K - $32.4K
|
67.2K
$2.89M
|
|
|
Oct 24, 2024
Q3 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
633+ 1.67% |
$25.8K - $26.9K
|
38.5K
$1.66M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
588+ 0.38% |
$23.9K - $25K
|
156K
$6.71M
|
|
|
Nov 13, 2024
Q3 2024
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
527+ 4.3% |
$21.5K - $22.4K
|
12.8K
$551K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
380+ 2.59% |
$15.5K - $16.1K
|
15.1K
$648K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
171+ 27.63% |
$6.96K - $7.26K
|
790
$34K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
88+ 0.31% |
$3.58K - $3.74K
|
28.2K
$1.22M
|
|
|
Oct 15, 2024
Q3 2024
|
Lantz Financial LLC
|
BUY
|
- |
14+ 0.08% |
$570 - $594
|
17.8K
$765K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 05, 2024
Q3 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-1- 0.01% |
$40.7 - $42.5
|
13.6K
$587K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-65- 1.25% |
$2.65K - $2.76K
|
5.12K
$221K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-97- 0.56% |
$3.95K - $4.12K
|
17.4K
$747K
|
|
|
Nov 08, 2024
Q3 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-151- 2.97% |
$6.15K - $6.41K
|
4.93K
$212K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-183- 72.05% |
$7.45K - $7.77K
|
71
$3.06K
|
|
|
Oct 16, 2024
Q3 2024
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-200- 0.32% |
$8.14K - $8.49K
|
61.8K
$2.66M
|
|
|
Oct 24, 2024
Q3 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-214- 0.58% |
$8.71K - $9.08K
|
36.8K
$1.58M
|
|
|
Oct 09, 2024
Q3 2024
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-302- 1.25% |
$12.3K - $12.8K
|
23.8K
$1.03M
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-405- 2.2% |
$16.5K - $17.2K
|
18K
$775K
|
|
|
Oct 07, 2024
Q3 2024
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-434- 3.57% |
$17.7K - $18.4K
|
11.7K
$505K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-569- 4.1% |
$23.2K - $24.2K
|
13.3K
$572K
|
|
|
Oct 17, 2024
Q3 2024
|
Bcs Wealth Management
|
SELL
|
- |
-649- 6.03% |
$26.4K - $27.6K
|
10.1K
$436K
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-739- 1.89% |
$30.1K - $31.4K
|
38.3K
$1.65M
|
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-750- 4.19% |
$30.5K - $31.8K
|
17.1K
$737K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-1.12K- 7.17% |
$45.6K - $47.6K
|
14.5K
$624K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.23K- 5.27% |
$50.1K - $52.2K
|
22.1K
$951K
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-2K- 4.59% |
$81.4K - $84.9K
|
41.6K
$1.79M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.34K- 26.45% |
$95.3K - $99.3K
|
6.51K
$280K
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-3.49K- 29.81% |
$142K - $148K
|
8.22K
$354K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-4.15K- 66.62% |
$169K - $176K
|
2.08K
$89.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4.34K- 7.85% |
$177K - $184K
|
50.9K
$2.19M
|