Purchases and Sales Made in Q4 2023 in Innovator U.S. Equity Buffer E (BJUN)
This table provides information about the institutional ownership of Innovator U.S. Equity Buffer E (BJUN) 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
|
- |
175KNew |
$5.59M - $6.27M
|
175K
$6.86M
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
27.6K+ 19.48% |
$879K - $986K
|
169K
$6.62M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
22.9KNew |
$731K - $819K
|
22.9K
$897K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
7.7K+ 16.28% |
$245K - $275K
|
55K
$2.15M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
6.19KNew |
$197K - $221K
|
6.19K
$242K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
6.07KNew |
$193K - $217K
|
6.07K
$237K
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.16K+ 9.84% |
$68.8K - $77.1K
|
24.1K
$943K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.63KNew |
$51.8K - $58K
|
1.63K
$63.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
1.09KNew |
$34.6K - $38.8K
|
1.09K
$42.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
642+ 11.84% |
$20.5K - $22.9K
|
6.06K
$237K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
366+ 2.31% |
$11.7K - $13.1K
|
16.2K
$633K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
332+ 0.61% |
$10.6K - $11.9K
|
55K
$2.15M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
150+ 0.71% |
$4.78K - $5.36K
|
21.2K
$829K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
120+ 0.97% |
$3.82K - $4.29K
|
12.5K
$488K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
61New |
$1.94K - $2.18K
|
61
$2.39K
|
|
|
Jan 16, 2024
Q4 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
60New |
$1.91K - $2.14K
|
60
$2.35K
|
|
|
Feb 14, 2024
Q4 2023
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
43+ 0.14% |
$1.37K - $1.54K
|
30.7K
$1.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-4- 0.03% |
$127 - $143
|
12.1K
$473K
|
|
|
Jan 12, 2024
Q4 2023
|
Lantz Financial LLC
|
SELL
|
- |
-20- 0.26% |
$637 - $714
|
7.69K
$301K
|
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-172- 0.54% |
$5.48K - $6.14K
|
31.9K
$1.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-174- 1.96% |
$5.54K - $6.22K
|
8.71K
$340K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-313- 3.02% |
$9.97K - $11.2K
|
10.1K
$393K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-358- 3.3% |
$11.4K - $12.8K
|
10.5K
$411K
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-369- 1.33% |
$11.8K - $13.2K
|
27.3K
$1.07M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-472- 25.74% |
$15K - $16.9K
|
1.36K
$53.3K
|
|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-491- 2.31% |
$15.6K - $17.5K
|
20.8K
$813K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-500- 4.21% |
$15.9K - $17.9K
|
11.4K
$445K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
SELL
|
- |
-621- 40.43% |
$19.8K - $22.2K
|
915
$35.8K
|
|
|
Jan 11, 2024
Q4 2023
|
Bcs Wealth Management
|
SELL
|
- |
-1.2K- 4.43% |
$38.1K - $42.7K
|
25.8K
$1.01M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.22K- 2.17% |
$39K - $43.7K
|
55.2K
$2.16M
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.23K- 5.88% |
$39.3K - $44.1K
|
19.8K
$772K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.24K- 15.3% |
$39.6K - $44.4K
|
6.88K
$269K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.51K- 4.95% |
$48K - $53.9K
|
29K
$1.13M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.55K- 4.16% |
$49.5K - $55.5K
|
35.8K
$1.4M
|
|
|
Jan 29, 2024
Q4 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-1.71K- 5.55% |
$54.5K - $61.1K
|
29.1K
$1.14M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-3.97K- 20.31% |
$127K - $142K
|
15.6K
$610K
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-4.16K- 12.96% |
$132K - $148K
|
27.9K
$1.09M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.24K- 3.59% |
$135K - $152K
|
114K
$4.46M
|
|
|
Jan 25, 2024
Q4 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-5.25K- 5.1% |
$167K - $188K
|
97.7K
$3.82M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-5.55K- 24.01% |
$177K - $198K
|
17.6K
$687K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-7.67K- 59.44% |
$244K - $274K
|
5.23K
$205K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-10.5K- 68.42% |
$335K - $375K
|
4.85K
$190K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-14.2K- 31.64% |
$452K - $507K
|
30.7K
$1.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-27.4K- 15.57% |
$875K - $980K
|
149K
$5.82M
|
|
|
Feb 08, 2024
Q4 2023
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-63.6K- 26.43% |
$2.03M - $2.27M
|
177K
$6.92M
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
SELL
|
- |
-157K- 90.86% |
$5.02M - $5.63M
|
15.8K
$620K
|