Purchases and Sales Made in Q3 2023 in Innovator U.S. Equity Buffer E (BAUG)
This table provides information about the institutional ownership of Innovator U.S. Equity Buffer E (BAUG) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
274KNew |
N/A
|
274K
$0
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
110K+ 1101.86% |
N/A
|
120K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
75.5K+ 66.17% |
N/A
|
190K
$0
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
73.1K+ 17.96% |
N/A
|
480K
$0
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
69.3K+ 281.64% |
N/A
|
93.9K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
68.2K+ 42.41% |
N/A
|
229K
$0
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
65K+ 44.08% |
N/A
|
212K
$0
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
56K+ 180.46% |
N/A
|
87.1K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
56K+ 388.47% |
N/A
|
70.4K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
53.1KNew |
N/A
|
53.1K
$0
|
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
43.6K+ 43.54% |
N/A
|
144K
$0
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
43.5K+ 137.3% |
N/A
|
75.1K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
42.6K+ 414.42% |
N/A
|
52.8K
$0
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
BUY
|
- |
39.7K+ 25.96% |
N/A
|
192K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
29.8KNew |
N/A
|
29.8K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
25.7KNew |
N/A
|
25.7K
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
25.6K+ 148.43% |
N/A
|
42.8K
$0
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
23KNew |
N/A
|
23K
$0
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
22.7KNew |
N/A
|
22.7K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
22.1K+ 110.86% |
N/A
|
42K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
21.9KNew |
N/A
|
21.9K
$0
|
|
|
Oct 13, 2023
Q3 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
20.8KNew |
N/A
|
20.8K
$0
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
19.3K+ 282.68% |
N/A
|
26.1K
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
18.3K+ 97.39% |
N/A
|
37.2K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
17.8KNew |
N/A
|
17.8K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
15.4K+ 10.06% |
N/A
|
169K
$0
|
|
|
Nov 02, 2023
Q3 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
15KNew |
N/A
|
15K
$0
|
|
|
Nov 03, 2023
Q3 2023
|
Diligent Investors, LLC
|
BUY
|
- |
14.2K+ 28.32% |
N/A
|
64.3K
$0
|
|
|
Oct 12, 2023
Q3 2023
|
Bcs Wealth Management
|
BUY
|
- |
13.2K+ 65.21% |
N/A
|
33.4K
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
11.2K+ 63.77% |
N/A
|
28.7K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
11K+ 97.88% |
N/A
|
22.2K
$0
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
BUY
|
- |
10.6KNew |
N/A
|
10.6K
$0
|
|
|
Sep 11, 2024
Q3 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
9.48KNew |
N/A
|
9.48K
$0
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
9.2K+ 21.25% |
N/A
|
52.5K
$0
|
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
8.34KNew |
N/A
|
8.34K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
8.09KNew |
N/A
|
8.09K
$0
|
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
7.85K+ 27.28% |
N/A
|
36.6K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Share Andrew L.
Manchester, NH |
BUY
|
- |
7.78KNew |
N/A
|
7.78K
$0
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
BUY
|
- |
7.47KNew |
N/A
|
7.47K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
6.99KNew |
N/A
|
6.99K
$0
|
|
|
Oct 24, 2023
Q3 2023
|
Acas, LLC
|
BUY
|
- |
6.76KNew |
N/A
|
6.76K
$0
|
|
|
Oct 20, 2023
Q3 2023
|
Lantz Financial LLC
|
BUY
|
- |
6.18K+ 66.53% |
N/A
|
15.5K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.1KNew |
N/A
|
6.1K
$0
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
5.99K+ 79.44% |
N/A
|
13.5K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.32K+ 32.93% |
N/A
|
21.5K
$0
|
|
|
Oct 11, 2023
Q3 2023
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
5.2K+ 67.97% |
N/A
|
12.9K
$0
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
5.12K+ 20.19% |
N/A
|
30.5K
$0
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
4.11K+ 122.87% |
N/A
|
7.45K
$0
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
3.24K+ 14.51% |
N/A
|
25.6K
$0
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.71K+ 55.6% |
N/A
|
4.79K
$0
|