Purchases and Sales Made in Q1 2023 in Innovator Etfs Tr Laddered Fd (BUFB)
This table provides information about the institutional ownership of Innovator Etfs Tr Laddered Fd (BUFB) during Q1 2023. The information is specifically focused on institutions that hold shares of INNOVATOR ETFS TR LADDERED FD .
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 05, 2023
Q1 2023
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
42.8K+ 137.24% |
$981K - $1.05M
|
74K
$2.34M
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
37.8K+ 74.87% |
$866K - $930K
|
88.3K
$2.79M
|
|
May 15, 2023
Q1 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
20.3KNew |
$465K - $500K
|
20.3K
$642K
|
|
May 05, 2023
Q1 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
9.56KNew |
$219K - $235K
|
9.56K
$302K
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
7.84KNew |
$180K - $193K
|
7.84K
$248K
|
|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
7.18K+ 16.19% |
$165K - $177K
|
51.5K
$1.63M
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.64K+ 5.58% |
$83.5K - $89.7K
|
68.9K
$2.18M
|
|
May 02, 2023
Q1 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
2.46K+ 22.14% |
$56.4K - $60.6K
|
13.6K
$429K
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.23KNew |
$51.1K - $54.9K
|
2.23K
$70.6K
|
|
Apr 27, 2023
Q1 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
2.06K+ 235.43% |
$47.2K - $50.7K
|
2.94K
$92.8K
|
|
Apr 21, 2023
Q1 2023
|
Acas, LLC
|
BUY
|
- |
1.24K+ 7.02% |
$28.3K - $30.4K
|
18.8K
$595K
|
|
May 08, 2023
Q1 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
320+ 680.85% |
$7.33K - $7.88K
|
367
$11.6K
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
161New |
$3.69K - $3.96K
|
161
$5.09K
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
91New |
$2.08K - $2.24K
|
91
$2.88K
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-25- 0.21% |
$573 - $615
|
11.9K
$376K
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.3K- 21.1% |
$52.7K - $56.6K
|
8.6K
$272K
|
|
May 15, 2023
Q1 2023
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-26K- 67.39% |
$596K - $640K
|
12.6K
$398K
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-29.2K- 61.15% |
$668K - $717K
|
18.5K
$586K
|
|
Apr 20, 2023
Q1 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-47.2K- 26.01% |
$1.08M - $1.16M
|
134K
$4.24M
|