Purchases and Sales Made in Q4 2023 in Innovator Etfs Tr Laddered Fd (BUFB)
This table provides information about the institutional ownership of Innovator Etfs Tr Laddered Fd (BUFB) during Q4 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 |
---|---|---|---|---|---|---|---|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
115KNew |
$2.85M - $3.21M
|
115K
$3.65M
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
115KNew |
$2.83M - $3.18M
|
115K
$3.62M
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
30.6K+ 28.9% |
$756K - $850K
|
136K
$4.32M
|
|
Feb 02, 2024
Q4 2023
|
Delta Investment Management, LLC
|
BUY
|
- |
26.3KNew |
$651K - $732K
|
26.3K
$833K
|
|
Jan 10, 2024
Q4 2023
|
Diligent Investors, LLC
|
BUY
|
- |
25.4KNew |
$627K - $705K
|
25.4K
$802K
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
19.7K+ 207.04% |
$486K - $546K
|
29.2K
$922K
|
|
Feb 08, 2024
Q4 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
19.1K+ 78.76% |
$472K - $531K
|
43.4K
$1.37M
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
14.9KNew |
$368K - $414K
|
14.9K
$472K
|
|
Jan 18, 2024
Q4 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
13.2K+ 41.32% |
$327K - $367K
|
45.2K
$1.43M
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
12.9KNew |
$318K - $357K
|
12.9K
$407K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
11.2KNew |
$276K - $310K
|
11.2K
$353K
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
8.44KNew |
$208K - $234K
|
8.44K
$267K
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.29KNew |
$180K - $202K
|
7.29K
$231K
|
|
Jan 31, 2024
Q4 2023
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
4.75K+ 39.26% |
$117K - $132K
|
16.9K
$533K
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
3.57K+ 2.26% |
$88.3K - $99.3K
|
161K
$5.1M
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.89KNew |
$46.7K - $52.4K
|
1.89K
$59.7K
|
|
Jan 16, 2024
Q4 2023
|
D.B. Root & Company, LLC
|
BUY
|
- |
1.2K+ 9.82% |
$29.7K - $33.4K
|
13.4K
$425K
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
799+ 3.61% |
$19.7K - $22.2K
|
22.9K
$726K
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-119- 1.81% |
$2.94K - $3.31K
|
6.45K
$204K
|
|
Feb 01, 2024
Q4 2023
|
Acas, LLC
|
SELL
|
- |
-175- 0.94% |
$4.32K - $4.86K
|
18.4K
$582K
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-200- 7.58% |
$4.94K - $5.56K
|
2.44K
$77.1K
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-283- 2.78% |
$6.99K - $7.86K
|
9.9K
$313K
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-450- 25.71% |
$11.1K - $12.5K
|
1.3K
$41.1K
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-650- 3.49% |
$16.1K - $18.1K
|
18K
$568K
|
|
Jan 31, 2024
Q4 2023
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-1.14K- 5.41% |
$28.1K - $31.6K
|
19.9K
$629K
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.6K- 13.43% |
$39.4K - $44.3K
|
10.3K
$325K
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-2.15K- 1.3% |
$53.2K - $59.8K
|
164K
$5.18M
|
|
Jan 24, 2024
Q4 2023
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-5.22K- 6.8% |
$129K - $145K
|
71.5K
$2.26M
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-7.67K- 6.93% |
$189K - $213K
|
103K
$3.26M
|
|
Apr 16, 2024
Q4 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-8.62K- 7.84% |
$213K - $239K
|
101K
$3.2M
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-38.4K- 24.58% |
$949K - $1.07M
|
118K
$3.73M
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-63.5K- 24.28% |
$1.57M - $1.76M
|
198K
$6.26M
|