Purchases and Sales Made in Q4 2023 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
149K+ 2402.56% |
$5.13M - $5.74M
|
155K
$6.73M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
90.8K+ 17.49% |
$3.13M - $3.5M
|
610K
$26.4M
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
52.1K+ 40.46% |
$1.8M - $2.01M
|
181K
$7.85M
|
|
|
Jan 31, 2024
Q4 2023
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
49.9K+ 27.93% |
$1.72M - $1.92M
|
229K
$9.91M
|
|
|
May 22, 2024
Q4 2023
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
37.5KNew |
$1.29M - $1.44M
|
37.5K
$1.62M
|
|
|
May 30, 2024
Q4 2023
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
32.5KNew |
$1.12M - $1.25M
|
32.5K
$1.41M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
23.5KNew |
$808K - $904K
|
23.5K
$1.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
23K+ 17.15% |
$791K - $884K
|
157K
$6.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
22.3K+ 77.73% |
$768K - $859K
|
51K
$2.21M
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
21.9K+ 12.57% |
$753K - $842K
|
196K
$8.48M
|
|
|
Jan 08, 2024
Q4 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
19.6K+ 38.46% |
$674K - $754K
|
70.5K
$3.05M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
18.9KNew |
$652K - $729K
|
18.9K
$820K
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
18.2K+ 52.67% |
$627K - $701K
|
52.8K
$2.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
18.1KNew |
$624K - $698K
|
18.1K
$785K
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
17KNew |
$584K - $653K
|
17K
$735K
|
|
|
Jan 11, 2024
Q4 2023
|
Bcs Wealth Management
|
BUY
|
- |
14KNew |
$483K - $540K
|
14K
$608K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
10.3K+ 13.36% |
$356K - $398K
|
87.7K
$3.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
9.49K+ 23.51% |
$327K - $365K
|
49.8K
$2.16M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
7.92K+ 12.98% |
$273K - $305K
|
68.9K
$2.99M
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
7.6KNew |
$262K - $293K
|
7.6K
$330K
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
7.56K+ 62.96% |
$260K - $291K
|
19.6K
$848K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.34K+ 87.21% |
$253K - $283K
|
15.7K
$683K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
7.09KNew |
$244K - $273K
|
7.09K
$307K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.98KNew |
$240K - $269K
|
6.98K
$302K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.75K+ 13.45% |
$232K - $260K
|
56.9K
$2.47M
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
6.7KNew |
$231K - $258K
|
6.7K
$291K
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
BUY
|
- |
6.55K+ 81.56% |
$225K - $252K
|
14.6K
$632K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
6K+ 4.09% |
$207K - $231K
|
153K
$6.63M
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
5.85KNew |
$201K - $225K
|
5.85K
$254K
|
|
|
Feb 08, 2024
Q4 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
5.85KNew |
$201K - $225K
|
5.85K
$254K
|
|
|
Feb 05, 2024
Q4 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
5.82KNew |
$200K - $224K
|
5.82K
$252K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
5.26KNew |
$181K - $202K
|
5.26K
$228K
|
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
3.98K+ 19.8% |
$137K - $153K
|
24.1K
$1.04M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.06K+ 19.27% |
$105K - $118K
|
19K
$822K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.91KNew |
$100K - $112K
|
2.91K
$126K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.51K+ 1.76% |
$86.4K - $96.6K
|
145K
$6.27M
|
|
|
Feb 06, 2024
Q4 2023
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
2.44K+ 20.53% |
$84.1K - $94.1K
|
14.3K
$622K
|
|
|
Jan 25, 2024
Q4 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
2.44K+ 6.48% |
$84K - $94K
|
40.1K
$1.74M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.4KNew |
$82.5K - $92.3K
|
2.4K
$104K
|
|
|
Feb 14, 2024
Q4 2023
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
1.55K+ 10.12% |
$53.2K - $59.5K
|
16.8K
$729K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.42KNew |
$48.9K - $54.7K
|
1.42K
$61.6K
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.37K+ 7.39% |
$47.1K - $52.7K
|
19.9K
$862K
|
|
|
Jan 12, 2024
Q4 2023
|
Lantz Financial LLC
|
BUY
|
- |
1.25K+ 7.55% |
$43.2K - $48.3K
|
17.9K
$775K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
832+ 51.45% |
$28.7K - $32K
|
2.45K
$106K
|
|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
701+ 3.76% |
$24.1K - $27K
|
19.4K
$840K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
619New |
$21.3K - $23.8K
|
619
$26.8K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
577+ 2.16% |
$19.9K - $22.2K
|
27.3K
$1.18M
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
562New |
$19.4K - $21.6K
|
562
$24.4K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
458New |
$15.8K - $17.6K
|
458
$19.9K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
400New |
$13.8K - $15.4K
|
400
$17.3K
|