Latest Institutional Transactions on Innovator U.S. Equity Buffer E (BMAR)
This table provides information on the latest institutional transactions involving Innovator U.S. Equity Buffer E (BMAR) 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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
20.1KNew |
$790K - $838K
|
20.1K
$920K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.25K+ 25.0% |
$49.1K - $52.1K
|
6.25K
$286K
|
|
|
Apr 12, 2024
Q1 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
4.86KNew |
$191K - $202K
|
4.86K
$222K
|
|
|
Apr 10, 2024
Q1 2024
|
Lantz Financial LLC
|
BUY
|
- |
3.2K+ 22.18% |
$126K - $133K
|
17.6K
$807K
|
|
|
Apr 10, 2024
Q1 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
486+ 1.08% |
$19.1K - $20.3K
|
45.6K
$2.09M
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
180New |
$7.07K - $7.5K
|
180
$8.24K
|
|
| Q4 2023 | |||||||
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
5.77KNew |
$203K - $229K
|
5.77K
$264K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
55New |
$1.93K - $2.18K
|
55
$2.52K
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.69K+ 78.4% |
$130K - $146K
|
8.4K
$385K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-233- 34.47% |
$8.19K - $9.23K
|
443
$20.3K
|
|
| Q3 2023 | |||||||
|
Sep 11, 2024
Q3 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-8.08KClosed |
$293K - $305K
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
5.6KNew |
$203K - $211K
|
5.6K
$256K
|
|
|
Oct 11, 2023
Q3 2023
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
8.8KNew |
$319K - $332K
|
8.8K
$403K
|
|
| Q2 2023 | |||||||
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
7.23KNew |
$250K - $268K
|
7.23K
$331K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-254- 0.24% |
$8.78K - $9.43K
|
104K
$4.78M
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-26- 3.17% |
$898 - $965
|
794
$36.3K
|
|
|
Aug 08, 2023
Q2 2023
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
8.88KNew |
$307K - $329K
|
8.88K
$406K
|
|
|
Jul 19, 2023
Q2 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-2.71K- 19.5% |
$93.6K - $101K
|
11.2K
$512K
|
|
| Q1 2023 | |||||||
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.1KNew |
$35.3K - $38.1K
|
1.1K
$50.4K
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
8.28K+ 130.31% |
$265K - $287K
|
14.6K
$670K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
9New |
$289 - $312
|
9
$412
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
30New |
$962 - $1.04K
|
30
$1.37K
|
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
6.68KNew |
$214K - $231K
|
6.68K
$306K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
500New |
$16K - $17.3K
|
500
$22.9K
|
|
|
Apr 14, 2023
Q1 2023
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
6KNew |
$192K - $208K
|
6K
$275K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
180New |
$5.42K - $5.95K
|
180
$8.24K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
289New |
$8.7K - $9.55K
|
289
$13.2K
|
|
| Q3 2022 | |||||||
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.78KNew |
$53.5K - $60.4K
|
1.78K
$81.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-6.41K- 19.34% |
$193K - $218K
|
26.7K
$1.22M
|
|
|
Nov 14, 2022
Q3 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
9.93KNew |
$300K - $338K
|
9.93K
$455K
|
|
|
Nov 04, 2022
Q3 2022
|
Xml Financial, LLC
|
BUY
|
- |
8.36KNew |
$252K - $285K
|
8.36K
$383K
|
|
|
Oct 25, 2022
Q3 2022
|
Round Table Services, LLC
|
SELL
|
- |
-2.61K- 2.52% |
$78.6K - $88.8K
|
101K
$4.62M
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-298Closed |
$9.01K - $10.5K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-3.59KClosed |
$109K - $126K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Spectrum Management Group, LLC
|
SELL
|
- |
-1.18KClosed |
$35.5K - $41.3K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
85.5KNew |
$2.82M - $3.03M
|
85.5K
$3.91M
|
|
|
May 10, 2022
Q1 2022
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
600New |
$19.8K - $21.3K
|
600
$27.5K
|
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-19.4KClosed |
$641K - $689K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
First Financial Corp
|
SELL
|
- |
-150Closed |
$4.95K - $5.31K
|
0
$0
|
|
|
Apr 06, 2022
Q1 2022
|
First Hawaiian Bank
|
SELL
|
- |
-9.24KClosed |
$305K - $327K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-200Closed |
$6.59K - $6.92K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-7.53KClosed |
$248K - $261K
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-7.64KClosed |
$252K - $265K
|
0
$0
|
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-11.8KClosed |
$387K - $407K
|
0
$0
|
|
|
Jan 13, 2022
Q4 2021
|
Sound Income Strategies, LLC
|
SELL
|
- |
-509Closed |
$16.8K - $17.6K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Ckw Financial Group
|
SELL
|
- |
-6.61KClosed |
$215K - $222K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Advisory Alpha, LLC
|
SELL
|
- |
-87KClosed |
$2.83M - $2.93M
|
0
$0
|
|
| Q2 2021 | |||||||
|
Jul 22, 2021
Q2 2021
|
Hudson Capital Management LLC
|
SELL
|
- |
-141KClosed |
$4.43M - $4.64M
|
0
$0
|
|
| Q1 2021 | |||||||
|
Apr 29, 2021
Q1 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2KNew |
$59.1K - $62.3K
|
2K
$91.6K
|
|
|
Apr 14, 2021
Q1 2021
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-500Closed |
$14.8K - $15.6K
|
0
$0
|
|