Latest Institutional Transactions on Innovator U.S. Equity Buffer E (BJUL)
This table provides information on the latest institutional transactions involving Innovator U.S. Equity Buffer E (BJUL) 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 |
---|---|---|---|---|---|---|---|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
3KNew |
$130K - $136K
|
3K
$136K
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-600- 1.1% |
$26K - $27.3K
|
53.8K
$2.45M
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
8.85K+ 67.72% |
$383K - $402K
|
21.9K
$997K
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.91K- 10.44% |
$82.8K - $86.8K
|
16.4K
$746K
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-10.4K- 42.77% |
$451K - $473K
|
13.9K
$634K
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-3.35K- 6.2% |
$145K - $152K
|
50.6K
$2.3M
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-8.93K- 32.87% |
$387K - $406K
|
18.2K
$830K
|
|
Feb 14, 2025
Q4 2024
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
22.5KNew |
$977K - $1.02M
|
22.5K
$1.03M
|
|
Feb 14, 2025
Q4 2024
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
BUY
|
- |
5.42KNew |
$235K - $246K
|
5.42K
$247K
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-738- 70.35% |
$32K - $33.5K
|
311
$14.1K
|
|
Feb 14, 2025
Q4 2024
|
Delta Investment Management, LLC
|
SELL
|
- |
-2.91K- 28.2% |
$126K - $132K
|
7.41K
$337K
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-4.03K- 98.92% |
$175K - $183K
|
44
$2K
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-406- 6.3% |
$17.6K - $18.4K
|
6.04K
$275K
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-5.13K- 55.36% |
$222K - $233K
|
4.14K
$188K
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
7.67KNew |
$332K - $348K
|
7.67K
$349K
|
|
Feb 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-780- 11.14% |
$33.8K - $35.4K
|
6.22K
$283K
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.53K- 23.19% |
$110K - $115K
|
8.39K
$381K
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
7.86KNew |
$341K - $357K
|
7.86K
$358K
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-3.17K- 2.12% |
$137K - $144K
|
146K
$6.65M
|
|
Feb 13, 2025
Q4 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-146- 20.59% |
$6.33K - $6.63K
|
563
$25.6K
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-6.72K- 9.2% |
$291K - $305K
|
66.3K
$3.02M
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.12K- 3.67% |
$48.4K - $50.7K
|
29.3K
$1.33M
|
|
Feb 13, 2025
Q4 2024
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-184- 1.4% |
$7.97K - $8.36K
|
13K
$590K
|
|
Feb 13, 2025
Q4 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
40.5K+ 13.46% |
$1.76M - $1.84M
|
341K
$15.5M
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-105- 21.88% |
$4.55K - $4.77K
|
375
$17.1K
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-330- 3.68% |
$14.3K - $15K
|
8.64K
$393K
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.67K- 7.18% |
$202K - $212K
|
60.4K
$2.75M
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
10.9K+ 78.32% |
$474K - $497K
|
24.9K
$1.13M
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
299+ 1.09% |
$13K - $13.6K
|
27.6K
$1.26M
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
3.86KNew |
$167K - $175K
|
3.86K
$176K
|
|
Feb 10, 2025
Q4 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-233- 1.54% |
$10.1K - $10.6K
|
14.9K
$677K
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-360K- 62.56% |
$15.6M - $16.3M
|
215K
$9.79M
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
19K+ 63.18% |
$823K - $863K
|
49K
$2.23M
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-190- 2.9% |
$8.23K - $8.63K
|
6.36K
$289K
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
738+ 0.37% |
$32K - $33.5K
|
198K
$9.01M
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
13.4KNew |
$580K - $608K
|
13.4K
$609K
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-14.9K- 7.83% |
$644K - $675K
|
175K
$7.95M
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.34K+ 46.86% |
$102K - $106K
|
7.35K
$334K
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-828- 12.16% |
$35.9K - $37.6K
|
5.98K
$272K
|
|
Feb 06, 2025
Q4 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
4.68KNew |
$203K - $213K
|
4.68K
$213K
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
34.6KNew |
$1.5M - $1.57M
|
34.6K
$1.57M
|
|
Feb 06, 2025
Q4 2024
|
Acas, LLC
|
BUY
|
- |
385+ 5.96% |
$16.7K - $17.5K
|
6.84K
$311K
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-269- 0.5% |
$11.7K - $12.2K
|
54K
$2.46M
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-272- 2.09% |
$11.8K - $12.4K
|
12.8K
$581K
|
|
Feb 05, 2025
Q4 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
8.81K+ 23.35% |
$382K - $400K
|
46.5K
$2.12M
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
935New |
$40.5K - $42.5K
|
935
$42.5K
|
|
Feb 04, 2025
Q4 2024
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
22.5KNew |
$976K - $1.02M
|
22.5K
$1.02M
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-3.6K- 3.81% |
$156K - $164K
|
91K
$4.14M
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-23- 0.12% |
$997 - $1.04K
|
18.8K
$855K
|