Latest Institutional Transactions on Innovator U.S. Equity Buffer E (BJAN)
This table provides information on the latest institutional transactions involving Innovator U.S. Equity Buffer E (BJAN) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
3.77K+ 40.97% |
$165K - $176K
|
13K
$634K
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.75KNew |
$120K - $128K
|
2.75K
$134K
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-9.68K- 22.55% |
$422K - $451K
|
33.3K
$1.62M
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
8.37K+ 77.76% |
$365K - $390K
|
19.1K
$935K
|
|
Nov 13, 2024
Q3 2024
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-486- 1.13% |
$21.2K - $22.6K
|
42.7K
$2.09M
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-6.47K- 7.24% |
$282K - $301K
|
82.9K
$4.05M
|
|
Nov 12, 2024
Q3 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
57.6K+ 26.11% |
$2.52M - $2.68M
|
278K
$13.6M
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-178- 72.36% |
$7.77K - $8.29K
|
68
$3.32K
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-2.27K- 5.83% |
$99.1K - $106K
|
36.7K
$1.79M
|
|
Nov 12, 2024
Q3 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-11- 0.08% |
$480 - $512
|
13.9K
$677K
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-2.76K- 6.1% |
$121K - $129K
|
42.5K
$2.08M
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-44- 0.59% |
$1.92K - $2.05K
|
7.44K
$363K
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.79K+ 2.54% |
$78.2K - $83.4K
|
72.4K
$3.54M
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
400New |
$17.5K - $18.6K
|
400
$19.5K
|
|
Nov 08, 2024
Q3 2024
|
Bellwether Advisors, LLC
|
SELL
|
- |
-560- 1.43% |
$24.4K - $26.1K
|
38.7K
$1.89M
|
|
Nov 07, 2024
Q3 2024
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
2.3KNew |
$100K - $107K
|
2.3K
$112K
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-738- 1.04% |
$32.2K - $34.4K
|
70.5K
$3.44M
|
|
Nov 06, 2024
Q3 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-300- 4.15% |
$13.1K - $14K
|
6.93K
$338K
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.2K- 10.28% |
$95.9K - $102K
|
19.2K
$936K
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
39+ 0.84% |
$1.7K - $1.82K
|
4.69K
$229K
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
3.07KNew |
$134K - $143K
|
3.07K
$150K
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-5.27K- 5.32% |
$230K - $245K
|
93.7K
$4.58M
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.88K- 14.58% |
$213K - $227K
|
28.6K
$1.4M
|
|
Oct 25, 2024
Q3 2024
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
420+ 1.32% |
$18.3K - $19.6K
|
32.1K
$1.57M
|
|
Oct 24, 2024
Q3 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-144- 0.43% |
$6.28K - $6.7K
|
33.6K
$1.64M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.57K- 2.53% |
$68.7K - $73.3K
|
60.6K
$2.96M
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5.45K- 1.15% |
$238K - $254K
|
469K
$22.9M
|
|
Oct 16, 2024
Q3 2024
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-1- -0.0% |
$43.6 - $46.6
|
23.3K
$1.14M
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-2.68K- 20.33% |
$117K - $125K
|
10.5K
$512K
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-114K- 76.9% |
$4.99M - $5.33M
|
34.4K
$1.68M
|
|
Oct 07, 2024
Q3 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
2.08K+ 34.75% |
$90.8K - $96.9K
|
8.07K
$394K
|
|
Q2 2024 | |||||||
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.23K- 37.98% |
$51.7K - $55.3K
|
2K
$97.7K
|
|
Sep 11, 2024
Q2 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1.49K- 17.2% |
$63K - $67.3K
|
7.18K
$351K
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-3.5K- 9.26% |
$148K - $158K
|
34.3K
$1.68M
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
3.02KNew |
$127K - $136K
|
3.02K
$147K
|
|
Aug 14, 2024
Q2 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
13.9KNew |
$589K - $629K
|
13.9K
$681K
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
4.42KNew |
$187K - $199K
|
4.42K
$216K
|
|
Aug 09, 2024
Q2 2024
|
Firestone Capital Management
|
BUY
|
- |
6.14K+ 83.6% |
$259K - $277K
|
13.5K
$658K
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
719New |
$30.3K - $32.4K
|
719
$35.1K
|
|
Aug 05, 2024
Q2 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-520- 6.58% |
$21.9K - $23.5K
|
7.38K
$361K
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.73K- 13.57% |
$72.9K - $78K
|
11K
$538K
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-571- 5.31% |
$24.1K - $25.8K
|
10.2K
$498K
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
2.12K+ 5173.17% |
$89.5K - $95.7K
|
2.16K
$106K
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
2.14KNew |
$90.2K - $96.4K
|
2.14K
$104K
|
|
Q1 2024 | |||||||
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.19K+ 11.77% |
$48K - $51.9K
|
11.3K
$552K
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
894+ 25.65% |
$36.1K - $38.9K
|
4.38K
$214K
|
|
May 14, 2024
Q1 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
8.47KNew |
$342K - $369K
|
8.47K
$414K
|
|
May 14, 2024
Q1 2024
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
4.9KNew |
$198K - $213K
|
4.9K
$239K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
15.2K+ 29.98% |
$613K - $661K
|
65.8K
$3.22M
|