Purchases and Sales Made in Q4 2023 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 Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
726K+ 3750.0% |
$24.3M - $27.3M
|
745K
$33.7M
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
147K+ 8.63% |
$4.93M - $5.55M
|
1.86M
$84.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Berkshire Money Management, Inc.
|
BUY
|
- |
111K+ 5.27% |
$3.7M - $4.16M
|
2.21M
$100M
|
|
|
May 22, 2024
Q4 2023
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
40.4KNew |
$1.35M - $1.52M
|
40.4K
$1.83M
|
|
|
May 30, 2024
Q4 2023
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
33.5KNew |
$1.12M - $1.26M
|
33.5K
$1.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
22.9K+ 16.57% |
$767K - $864K
|
161K
$7.31M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
12.5K+ 39.34% |
$417K - $469K
|
44.2K
$2M
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
11.3KNew |
$378K - $425K
|
11.3K
$511K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.17K+ 1.89% |
$307K - $345K
|
494K
$22.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
BUY
|
- |
9.07KNew |
$303K - $341K
|
9.07K
$411K
|
|
|
Feb 12, 2024
Q4 2023
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
8.52KNew |
$285K - $320K
|
8.52K
$386K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
7K+ 24.7% |
$234K - $263K
|
35.3K
$1.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
6.05KNew |
$202K - $228K
|
6.05K
$274K
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
5.68KNew |
$190K - $214K
|
5.68K
$257K
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
5.67K+ 13.42% |
$190K - $213K
|
47.9K
$2.17M
|
|
|
Feb 05, 2024
Q4 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
5.63KNew |
$188K - $212K
|
5.63K
$255K
|
|
|
Feb 08, 2024
Q4 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
5.37KNew |
$180K - $202K
|
5.37K
$243K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.12K+ 55.56% |
$171K - $193K
|
14.3K
$649K
|
|
|
Jan 31, 2024
Q4 2023
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
4.77K+ 2.07% |
$159K - $179K
|
235K
$10.6M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.32K+ 52.36% |
$144K - $163K
|
12.6K
$569K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.92KNew |
$131K - $147K
|
3.92K
$177K
|
|
|
Jan 25, 2024
Q4 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
2.91K+ 5.18% |
$97.3K - $110K
|
59.1K
$2.68M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.33K+ 16.77% |
$77.9K - $87.6K
|
16.2K
$734K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
2.13KNew |
$71.3K - $80.2K
|
2.13K
$96.5K
|
|
|
Jan 31, 2024
Q4 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
2K+ 28.99% |
$66.9K - $75.3K
|
8.9K
$403K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.09K+ 3.15% |
$36.6K - $41.2K
|
35.8K
$1.62M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
987New |
$33K - $37.1K
|
987
$44.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
932New |
$31.2K - $35.1K
|
932
$42.2K
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
750+ 5.04% |
$25.1K - $28.2K
|
15.6K
$708K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
500+ 12.5% |
$16.7K - $18.8K
|
4.5K
$204K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
438+ 2.6% |
$14.6K - $16.5K
|
17.3K
$784K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
194+ 165.81% |
$6.49K - $7.3K
|
311
$14.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
150New |
$5.02K - $5.64K
|
150
$6.79K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
150+ 0.4% |
$5.02K - $5.64K
|
38K
$1.72M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
95+ 1.49% |
$3.18K - $3.57K
|
6.48K
$293K
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
94+ 1.09% |
$3.14K - $3.54K
|
8.69K
$393K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
75+ 2.82% |
$2.51K - $2.82K
|
2.73K
$124K
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
12New |
$401 - $452
|
12
$543
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-2- 0.01% |
$66.9 - $75.3
|
32.3K
$1.46M
|
|
|
Jan 12, 2024
Q4 2023
|
Lantz Financial LLC
|
SELL
|
- |
-18- 0.08% |
$602 - $677
|
23K
$1.04M
|
|
|
Apr 16, 2024
Q4 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-84- 0.68% |
$2.81K - $3.16K
|
12.2K
$553K
|
|
|
Jan 29, 2024
Q4 2023
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-102- 0.37% |
$3.41K - $3.84K
|
27.2K
$1.23M
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-175- 4.23% |
$5.85K - $6.59K
|
3.96K
$179K
|
|
|
Feb 15, 2024
Q4 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-212- 3.63% |
$7.09K - $7.98K
|
5.63K
$255K
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-400- 25.0% |
$13.4K - $15.1K
|
1.2K
$54.3K
|
|
|
Feb 01, 2024
Q4 2023
|
Acas, LLC
|
SELL
|
- |
-400- 5.09% |
$13.4K - $15.1K
|
7.46K
$338K
|
|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-435- 1.6% |
$14.5K - $16.4K
|
26.8K
$1.22M
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-518- 3.88% |
$17.3K - $19.5K
|
12.8K
$581K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-827- 98.1% |
$27.7K - $31.1K
|
16
$724
|