Latest Institutional Purchases of Innovator U.S. Equity Buffer E (BJUL)
This list provides information on the latest institutional transactions involving Innovator U.S. Equity Buffer E (BJUL) 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
601New |
$24.2K - $26.3K
|
601
$26.9K
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
586+ 4.7% |
$23.6K - $25.6K
|
13K
$584K
|
|
Nov 13, 2024
Q3 2024
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
480+ 3.79% |
$19.3K - $21K
|
13.1K
$589K
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
478New |
$19.2K - $20.9K
|
478
$21.4K
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
450+ 9.89% |
$18.1K - $19.7K
|
5K
$224K
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
401+ 123.38% |
$16.1K - $17.5K
|
726
$32.5K
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
206+ 2.27% |
$8.29K - $9K
|
9.27K
$415K
|
|
Oct 24, 2024
Q3 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
82+ 0.2% |
$3.3K - $3.58K
|
41.9K
$1.88M
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q2 2024 | |||||||
Aug 28, 2024
Q2 2024
|
Souders Financial Advisors
|
BUY
|
- |
6.87KNew |
$267K - $287K
|
6.87K
$307K
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
4.68KNew |
$182K - $195K
|
4.68K
$209K
|
|
Aug 07, 2024
Q2 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
2.85K+ 54.02% |
$111K - $119K
|
8.11K
$363K
|
|
Aug 07, 2024
Q2 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
2.38K+ 42.24% |
$92.7K - $99.4K
|
8.01K
$359K
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.71KNew |
$66.4K - $71.2K
|
1.71K
$76.3K
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
709New |
$27.6K - $29.6K
|
709
$31.7K
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
480New |
$18.7K - $20.1K
|
480
$21.5K
|
|
Jul 11, 2024
Q2 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
150+ 1.69% |
$5.84K - $6.27K
|
9.05K
$405K
|
|
Q1 2024 | |||||||
May 14, 2024
Q1 2024
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
153KNew |
$5.66M - $6.16M
|
153K
$6.83M
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
10.3KNew |
$380K - $414K
|
10.3K
$459K
|
|
Q4 2023 | |||||||
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
6.05KNew |
$202K - $228K
|
6.05K
$271K
|
|
Feb 08, 2024
Q4 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
5.37KNew |
$180K - $202K
|
5.37K
$240K
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
2.13KNew |
$71.3K - $80.2K
|
2.13K
$95.4K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
150New |
$5.02K - $5.64K
|
150
$6.72K
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
12New |
$401 - $452
|
12
$537
|
|
Q3 2023 | |||||||
Nov 13, 2023
Q3 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
209KNew |
$7.17M - $7.54M
|
209K
$9.34M
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
207KNew |
$7.11M - $7.48M
|
207K
$9.27M
|
|
Nov 09, 2023
Q3 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
35.8KNew |
$1.23M - $1.29M
|
35.8K
$1.6M
|
|
Nov 15, 2023
Q3 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
25.2KNew |
$866K - $911K
|
25.2K
$1.13M
|
|
Oct 12, 2023
Q3 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
8.45K+ 52.81% |
$290K - $305K
|
24.5K
$1.09M
|
|
Nov 13, 2023
Q3 2023
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
7.62KNew |
$262K - $276K
|
7.62K
$341K
|
|
Oct 13, 2023
Q3 2023
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
6.8KNew |
$234K - $246K
|
6.8K
$304K
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
5.86KNew |
$201K - $212K
|
5.86K
$262K
|
|
Q2 2023 | |||||||
Aug 07, 2023
Q2 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
708+ 10.44% |
$22.9K - $25K
|
7.49K
$335K
|
|
Q1 2023 | |||||||
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.05KNew |
$32.2K - $34.7K
|
1.05K
$47K
|
|
Q4 2022 | |||||||
Jan 18, 2023
Q4 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
9.41KNew |
$273K - $303K
|
9.41K
$421K
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
6.23KNew |
$181K - $201K
|
6.23K
$279K
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.49KNew |
$159K - $177K
|
5.49K
$246K
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
3.32K+ 6.55% |
$96.3K - $107K
|
53.9K
$2.41M
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.1KNew |
$60.9K - $67.5K
|
2.1K
$93.9K
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
10New |
$291 - $322
|
10
$448
|
|
Q3 2022 | |||||||
Oct 25, 2022
Q3 2022
|
Round Table Services, LLC
|
BUY
|
- |
26.1K+ 37.62% |
$761K - $857K
|
95.4K
$4.27M
|
|
Oct 06, 2022
Q3 2022
|
Krilogy Financial LLC
|
BUY
|
- |
19.7KNew |
$574K - $646K
|
19.7K
$881K
|
|
Nov 14, 2022
Q3 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
17.9KNew |
$521K - $587K
|
17.9K
$801K
|
|
Jan 03, 2023
Q3 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
16.1KNew |
$470K - $529K
|
16.1K
$721K
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
900+ 6.15% |
$26.2K - $29.6K
|
15.5K
$695K
|
|
Q2 2022 | |||||||
Aug 05, 2022
Q2 2022
|
M&T Bank Corp
|
BUY
|
- |
19.4KNew |
$568K - $645K
|
19.4K
$870K
|
|
Jul 21, 2022
Q2 2022
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
12.3KNew |
$359K - $407K
|
12.3K
$550K
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
500New |
$14.6K - $16.6K
|
500
$22.4K
|
|
Jul 19, 2022
Q2 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
100New |
$2.92K - $3.32K
|
100
$4.48K
|
|
Q1 2022 | |||||||
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
258KNew |
$8.02M - $8.65M
|
258K
$11.6M
|