Purchases and Sales Made in Q3 2024 in Innovator U.S. Equity Buffer E (BJAN)
This table provides information about the institutional ownership of Innovator U.S. Equity Buffer E (BJAN) 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 15, 2024
Q3 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-1.27K- 7.85% |
$55.3K - $59K
|
14.9K
$716K
|
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-1.36K- 15.6% |
$59.2K - $63.2K
|
7.35K
$353K
|
|
|
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
$2.91M
|
|
|
Oct 29, 2024
Q3 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-1.92K- 3.32% |
$83.8K - $89.4K
|
55.9K
$2.69M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.2K- 10.28% |
$95.9K - $102K
|
19.2K
$922K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-2.27K- 5.83% |
$99.1K - $106K
|
36.7K
$1.76M
|
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-2.68K- 20.33% |
$117K - $125K
|
10.5K
$504K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-2.76K- 6.1% |
$121K - $129K
|
42.5K
$2.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.78K- 20.78% |
$121K - $129K
|
10.6K
$509K
|
|
|
Oct 10, 2024
Q3 2024
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-3K- 25.32% |
$131K - $140K
|
8.85K
$426K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-3.19K- 30.56% |
$139K - $149K
|
7.26K
$349K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.88K- 14.58% |
$213K - $227K
|
28.6K
$1.38M
|
|
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-4.95K- 75.07% |
$216K - $230K
|
1.64K
$79.1K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-5.27K- 5.32% |
$230K - $245K
|
93.7K
$4.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-5.44K- 31.55% |
$237K - $253K
|
11.8K
$567K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5.45K- 1.15% |
$238K - $254K
|
469K
$22.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-6.47K- 7.24% |
$282K - $301K
|
82.9K
$3.99M
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-7.28K- 4.48% |
$318K - $339K
|
155K
$7.47M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-9.68K- 22.55% |
$422K - $451K
|
33.3K
$1.6M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-27K- 63.95% |
$1.18M - $1.26M
|
15.2K
$731K
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-114K- 76.9% |
$4.99M - $5.33M
|
34.4K
$1.65M
|