Purchases and Sales Made in Q3 2024 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 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
46+ 43.81% |
N/A
|
151
$0
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
37+ 0.27% |
N/A
|
14K
$0
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
Oct 31, 2024
Q3 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-175- 0.26% |
N/A
|
66.2K
$0
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-184- 31.35% |
N/A
|
403
$0
|
|
Oct 23, 2024
Q3 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-252- 2.04% |
N/A
|
12.1K
$0
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-256- 2.46% |
N/A
|
10.2K
$0
|
|
Nov 08, 2024
Q3 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-447- 8.27% |
N/A
|
4.96K
$0
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-492- 9.28% |
N/A
|
4.81K
$0
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-501- 1.44% |
N/A
|
34.4K
$0
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-559- 60.63% |
N/A
|
363
$0
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-562- 2.07% |
N/A
|
26.6K
$0
|
|
Oct 16, 2024
Q3 2024
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-856- 6.38% |
N/A
|
12.6K
$0
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-860- 3.76% |
N/A
|
22K
$0
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.13K- 8.79% |
N/A
|
11.7K
$0
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-1.8K- 11.11% |
N/A
|
14.4K
$0
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.21K- 5.89% |
N/A
|
35.4K
$0
|
|
Jan 10, 2025
Q3 2024
|
Buska Wealth Management, LLC
Wausau, WI |
SELL
|
- |
-2.4K- 5.2% |
N/A
|
43.7K
$0
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-3.38K- 41.62% |
N/A
|
4.74K
$0
|
|
Oct 17, 2024
Q3 2024
|
Bcs Wealth Management
|
SELL
|
- |
-6.61K- 27.89% |
N/A
|
17.1K
$0
|
|
Jan 08, 2025
Q3 2024
|
Buska Wealth Management, LLC
Wausau, WI |
SELL
|
- |
-9.93K- 22.61% |
N/A
|
34K
$0
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-14.7K- 33.09% |
N/A
|
29.7K
$0
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-19.2K- 69.3% |
N/A
|
8.52K
$0
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-33.4K- 86.94% |
N/A
|
5.01K
$0
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-52.4K- 46.36% |
N/A
|
60.6K
$0
|