Purchases and Sales Made in Q4 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 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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
478K+ 9323.5% |
$20.1M - $21M
|
483K
$23.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
101K+ 130.83% |
$4.23M - $4.43M
|
177K
$8.52M
|
|
|
Feb 13, 2025
Q4 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
53.2K+ 17.83% |
$2.24M - $2.34M
|
352K
$16.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
41.3KNew |
$1.74M - $1.82M
|
41.3K
$1.98M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
38K+ 252.26% |
$1.6M - $1.67M
|
53.1K
$2.55M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
31.7K+ 47.25% |
$1.33M - $1.4M
|
98.9K
$4.75M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
28.6K+ 18.37% |
$1.2M - $1.26M
|
184K
$8.86M
|
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
27.2KNew |
$1.14M - $1.2M
|
27.2K
$1.31M
|
|
|
Feb 12, 2025
Q4 2024
|
Bullseye Investment Management, LLC
|
BUY
|
- |
26.5KNew |
$1.12M - $1.17M
|
26.5K
$1.27M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
26.4KNew |
$1.11M - $1.16M
|
26.4K
$1.27M
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
15.6KNew |
$658K - $689K
|
15.6K
$751K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
15.6KNew |
$655K - $686K
|
15.6K
$748K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
13.6KNew |
$571K - $598K
|
13.6K
$652K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
12.3K+ 24.08% |
$516K - $540K
|
63.2K
$3.04M
|
|
|
Feb 03, 2025
Q4 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
11.8K+ 4.79% |
$498K - $522K
|
259K
$12.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
9.55K+ 24.82% |
$401K - $420K
|
48K
$2.31M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
8.3K+ 1475.98% |
$349K - $365K
|
8.86K
$425K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
8.15KNew |
$342K - $359K
|
8.15K
$391K
|
|
|
Feb 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
8.02KNew |
$337K - $353K
|
8.02K
$385K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
7.69KNew |
$323K - $338K
|
7.69K
$369K
|
|
|
Jan 24, 2025
Q4 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
7.64K+ 41.72% |
$321K - $336K
|
25.9K
$1.25M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
6.67KNew |
$280K - $294K
|
6.67K
$320K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
6.65K+ 50.02% |
$280K - $293K
|
19.9K
$958K
|
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
6.62KNew |
$278K - $291K
|
6.62K
$318K
|
|
|
Feb 10, 2025
Q4 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
6.41KNew |
$269K - $282K
|
6.41K
$308K
|
|
|
Feb 04, 2025
Q4 2024
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
6KNew |
$252K - $264K
|
6K
$288K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
5.71KNew |
$240K - $252K
|
5.71K
$274K
|
|
|
Feb 14, 2025
Q4 2024
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
BUY
|
- |
5.57KNew |
$234K - $245K
|
5.57K
$267K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5.15K+ 214.73% |
$216K - $227K
|
7.54K
$362K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.95K+ 5.66% |
$208K - $218K
|
92.4K
$4.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
4.89K+ 17.32% |
$206K - $215K
|
33.1K
$1.59M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.71K+ 10466.67% |
$198K - $207K
|
4.76K
$228K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.38K+ 17.67% |
$184K - $193K
|
29.2K
$1.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
3.32KNew |
$139K - $146K
|
3.32K
$159K
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
3.21K+ 4.4% |
$135K - $141K
|
76.1K
$3.65M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.12K+ 7.49% |
$131K - $137K
|
44.7K
$2.15M
|
|
|
Feb 13, 2025
Q4 2024
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
2.64K+ 11.12% |
$111K - $116K
|
26.4K
$1.27M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
2.53K+ 17.45% |
$106K - $112K
|
17K
$818K
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
2.44K+ 24.08% |
$102K - $107K
|
12.6K
$603K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
2.35KNew |
$98.9K - $104K
|
2.35K
$113K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
1.79K+ 4.68% |
$75.3K - $78.9K
|
40.1K
$1.92M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.57K+ 22.72% |
$65.9K - $69K
|
8.46K
$406K
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
1.52KNew |
$63.9K - $66.9K
|
1.52K
$72.9K
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
BUY
|
- |
1.3K+ 7.33% |
$54.7K - $57.3K
|
19.1K
$916K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.07K+ 15.01% |
$44.8K - $46.9K
|
8.16K
$392K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
982+ 15.81% |
$41.3K - $43.2K
|
7.19K
$345K
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
875+ 12.17% |
$36.8K - $38.5K
|
8.06K
$387K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
800New |
$33.6K - $35.2K
|
800
$38.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
651+ 3.61% |
$27.4K - $28.7K
|
18.7K
$896K
|
|
|
Feb 13, 2025
Q4 2024
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
591+ 4.62% |
$24.8K - $26K
|
13.4K
$643K
|