Purchases and Sales Made in Q3 2024 in Innovator U.S. Equity Buffer E (BJUL)
This table provides information about the institutional ownership of Innovator U.S. Equity Buffer E (BJUL) 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 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
263KNew |
$10.6M - $11.5M
|
263K
$11.9M
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
114K+ 267.71% |
$4.58M - $4.97M
|
156K
$7.07M
|
|
|
Oct 08, 2024
Q3 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
69.7KNew |
$2.8M - $3.04M
|
69.7K
$3.15M
|
|
|
Nov 12, 2024
Q3 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
62.3K+ 26.11% |
$2.51M - $2.72M
|
301K
$13.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
49.6K+ 49.71% |
$2M - $2.17M
|
149K
$6.76M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
35.4K+ 21.85% |
$1.42M - $1.55M
|
197K
$8.93M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
34.9K+ 6.46% |
$1.4M - $1.52M
|
575K
$26M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
32.4K+ 20.58% |
$1.3M - $1.41M
|
190K
$8.59M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
26.2K+ 7.54% |
$1.06M - $1.15M
|
374K
$17M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
25.5K+ 89.62% |
$1.03M - $1.11M
|
54K
$2.44M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
24.7K+ 236.73% |
$994K - $1.08M
|
35.1K
$1.59M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
22.5K+ 214.29% |
$906K - $983K
|
33K
$1.49M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
20.6K+ 479.75% |
$830K - $900K
|
24.9K
$1.13M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
19.2K+ 35.69% |
$773K - $839K
|
73K
$3.31M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
15.3K+ 278.12% |
$617K - $670K
|
20.8K
$944K
|
|
|
Oct 15, 2024
Q3 2024
|
Lantz Financial LLC
|
BUY
|
- |
14.7K+ 64.26% |
$592K - $643K
|
37.6K
$1.7M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
14.4K+ 89.85% |
$580K - $629K
|
30.4K
$1.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
14KNew |
$562K - $610K
|
14K
$632K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.1KNew |
$526K - $571K
|
13.1K
$592K
|
|
|
Oct 17, 2024
Q3 2024
|
Bcs Wealth Management
|
BUY
|
- |
12.4K+ 68.74% |
$500K - $542K
|
30.5K
$1.38M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
12.2K+ 22.98% |
$490K - $531K
|
65.1K
$2.95M
|
|
|
Oct 21, 2024
Q3 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
11.1K+ 23.66% |
$447K - $485K
|
58K
$2.63M
|
|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
9.26K+ 38.82% |
$373K - $405K
|
33.1K
$1.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
8.97KNew |
$361K - $392K
|
8.97K
$406K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
8.77KNew |
$353K - $383K
|
8.77K
$397K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
6.55KNew |
$264K - $286K
|
6.55K
$297K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.51K+ 13.6% |
$262K - $285K
|
54.4K
$2.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
6.28K+ 47.27% |
$253K - $274K
|
19.6K
$885K
|
|
|
Oct 22, 2024
Q3 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
6.13KNew |
$247K - $268K
|
6.13K
$278K
|
|
|
Nov 06, 2024
Q3 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
5.7KNew |
$229K - $249K
|
5.7K
$258K
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
5.69KNew |
$229K - $249K
|
5.69K
$258K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
5.38KNew |
$217K - $235K
|
5.38K
$244K
|
|
|
Nov 13, 2024
Q3 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
4.49K+ 1.82% |
$181K - $196K
|
252K
$11.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
4.3K+ 30.65% |
$173K - $188K
|
18.3K
$829K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.23K+ 8.15% |
$170K - $185K
|
56.1K
$2.54M
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
4.07KNew |
$164K - $178K
|
4.07K
$184K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
3.6K+ 3.96% |
$145K - $157K
|
94.6K
$4.28M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.98K+ 39.48% |
$120K - $130K
|
10.5K
$477K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.37K+ 20.71% |
$95.3K - $103K
|
13.8K
$625K
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1.94K+ 23.23% |
$78.1K - $84.7K
|
10.3K
$466K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.53K+ 5.5% |
$61.6K - $66.8K
|
29.3K
$1.33M
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.23K+ 25.1% |
$49.6K - $53.8K
|
6.14K
$278K
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1.19K+ 98.75% |
$47.7K - $51.8K
|
2.39K
$108K
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1.17K+ 5.77% |
$47.2K - $51.2K
|
21.5K
$974K
|
|
|
Nov 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
950+ 15.7% |
$38.2K - $41.5K
|
7K
$317K
|
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
863New |
$34.7K - $37.7K
|
863
$39.1K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
790+ 493.75% |
$31.8K - $34.5K
|
950
$43K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
758+ 12.53% |
$30.5K - $33.1K
|
6.81K
$308K
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
757+ 13.3% |
$30.5K - $33.1K
|
6.45K
$292K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
738+ 237.3% |
$29.7K - $32.2K
|
1.05K
$47.5K
|