Latest Institutional Purchases of Innovator U.S. Equity Buffer E (BJAN)
This list provides information on the latest institutional transactions involving Innovator U.S. Equity Buffer E (BJAN) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
475+ 4.49% |
$21.9K - $23.5K
|
11.1K
$565K
|
|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
430+ 0.79% |
$19.8K - $21.3K
|
55K
$2.81M
|
|
|
Apr 23, 2025
Q1 2025
|
Berkshire Money Management, Inc.
|
BUY
|
- |
315+ 1.35% |
$14.5K - $15.6K
|
23.6K
$1.21M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
310+ 2.34% |
$14.3K - $15.3K
|
13.6K
$693K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
212+ 1.29% |
$9.76K - $10.5K
|
16.6K
$849K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
210+ 2.09% |
$9.67K - $10.4K
|
10.3K
$525K
|
|
|
May 14, 2025
Q1 2025
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
100+ 0.82% |
$4.6K - $4.95K
|
12.3K
$626K
|
|
|
May 05, 2025
Q1 2025
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
90+ 0.89% |
$4.14K - $4.45K
|
10.2K
$522K
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
17+ 0.42% |
$783 - $841
|
4.03K
$206K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Jan 17, 2025
Q4 2024
|
Seros Financial, LLC
Tempe, AZ |
BUY
|
- |
124KNew |
$5.77M - $5.97M
|
124K
$6.36M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.78K+ 6.05% |
$315K - $325K
|
119K
$6.08M
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
4.48KNew |
$208K - $215K
|
4.48K
$229K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.43KNew |
$205K - $212K
|
4.43K
$226K
|
|
|
Feb 14, 2025
Q4 2024
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
1KNew |
$46.4K - $48K
|
1K
$51.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
348+ 38.37% |
$16.1K - $16.7K
|
1.26K
$64.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
261+ 2.21% |
$12.1K - $12.5K
|
12.1K
$616K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
31.4K+ 563.1% |
$1.37M - $1.46M
|
37K
$1.89M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
9.2K+ 3217.48% |
$401K - $428K
|
9.49K
$485K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.75KNew |
$120K - $128K
|
2.75K
$141K
|
|
|
Nov 07, 2024
Q3 2024
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
2.3KNew |
$100K - $107K
|
2.3K
$117K
|
|
|
Oct 25, 2024
Q3 2024
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
420+ 1.32% |
$18.3K - $19.6K
|
32.1K
$1.64M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
400New |
$17.5K - $18.6K
|
400
$20.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
302New |
$13.2K - $14.1K
|
302
$15.4K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
13.9KNew |
$589K - $629K
|
13.9K
$713K
|
|
|
Aug 09, 2024
Q2 2024
|
Firestone Capital Management
|
BUY
|
- |
6.14K+ 83.6% |
$259K - $277K
|
13.5K
$689K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
4.42KNew |
$187K - $199K
|
4.42K
$226K
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
3.02KNew |
$127K - $136K
|
3.02K
$154K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
2.14KNew |
$90.2K - $96.4K
|
2.14K
$109K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
15.2K+ 29.98% |
$613K - $661K
|
65.8K
$3.36M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
6.72K+ 37.25% |
$271K - $293K
|
24.8K
$1.27M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
6.25K+ 22.43% |
$252K - $272K
|
34.1K
$1.74M
|
|
|
May 14, 2024
Q1 2024
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
4.9KNew |
$198K - $213K
|
4.9K
$250K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.19K+ 11.77% |
$48K - $51.9K
|
11.3K
$578K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
939New |
$37.9K - $40.9K
|
939
$48K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
44New |
$1.77K - $1.92K
|
44
$2.25K
|
|
| Q4 2023 | |||||||
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
8.97KNew |
$318K - $367K
|
8.97K
$459K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1.65KNew |
$58.4K - $67.5K
|
1.65K
$84.3K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
348New |
$12.3K - $14.2K
|
348
$17.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
192New |
$6.8K - $7.85K
|
192
$9.81K
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
97New |
$3.43K - $3.97K
|
97
$4.96K
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
7.75KNew |
$270K - $292K
|
7.75K
$396K
|
|
| Q1 2023 | |||||||
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
212KNew |
$6.97M - $7.51M
|
212K
$10.8M
|
|
|
Apr 24, 2023
Q1 2023
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
5.89KNew |
$194K - $209K
|
5.89K
$301K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
182New |
$5.99K - $6.45K
|
182
$9.3K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
182New |
$5.99K - $6.45K
|
182
$9.3K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
100New |
$3.29K - $3.54K
|
100
$5.11K
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
10.1KNew |
$312K - $352K
|
10.1K
$515K
|
|
|
Sep 04, 2024
Q4 2022
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
7.35KNew |
$227K - $256K
|
7.35K
$375K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
768New |
$23.8K - $26.8K
|
768
$39.2K
|
|