Latest Institutional Purchases of Innovator U.S. Equity Buffer E (BMAR)
This list provides information on the latest institutional transactions involving Innovator U.S. Equity Buffer E (BMAR) 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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
Crown Wealth Group, LLC
|
BUY
|
- |
4.4KNew |
$197K - $206K
|
4.4K
$216K
|
|
|
Jan 13, 2025
Q4 2024
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
1.1K+ 7.61% |
$49.1K - $51.3K
|
15.5K
$762K
|
|
|
Feb 14, 2025
Q4 2024
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
300New |
$13.4K - $14K
|
300
$14.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
100New |
$4.47K - $4.67K
|
100
$4.91K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
25+ 16.67% |
$1.12K - $1.17K
|
175
$8.59K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
20New |
$894 - $935
|
20
$982
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
6.32KNew |
$263K - $284K
|
6.32K
$310K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
621+ 163.42% |
$25.9K - $28K
|
1K
$49.1K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
479New |
$20K - $21.6K
|
479
$23.5K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
7.7KNew |
$309K - $333K
|
7.7K
$378K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
4.75KNew |
$191K - $205K
|
4.75K
$233K
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
593+ 1.28% |
$23.8K - $25.7K
|
47K
$2.31M
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
400New |
$16.1K - $17.3K
|
400
$19.6K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
32+ 1.94% |
$1.28K - $1.38K
|
1.68K
$82.6K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
9+ 100.0% |
$361 - $389
|
18
$883
|
|
| Q1 2024 | |||||||
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
263KNew |
$10.3M - $11M
|
263K
$12.9M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
42.6K+ 360.1% |
$1.67M - $1.78M
|
54.5K
$2.67M
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
20.1KNew |
$790K - $838K
|
20.1K
$987K
|
|
|
May 14, 2024
Q1 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
12.7KNew |
$497K - $527K
|
12.7K
$621K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
10.3K+ 83.43% |
$403K - $428K
|
22.6K
$1.11M
|
|
|
May 07, 2024
Q1 2024
|
Firestone Capital Management
|
BUY
|
- |
7.8KNew |
$307K - $325K
|
7.8K
$383K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
7.36KNew |
$289K - $306K
|
7.36K
$361K
|
|
|
Jun 28, 2024
Q1 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
5.63KNew |
$221K - $235K
|
5.63K
$277K
|
|
|
Apr 12, 2024
Q1 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
4.86KNew |
$191K - $202K
|
4.86K
$238K
|
|
|
May 07, 2024
Q1 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
4.81KNew |
$189K - $200K
|
4.81K
$236K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.25K+ 25.0% |
$49.1K - $52.1K
|
6.25K
$307K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
983+ 10.98% |
$38.6K - $41K
|
9.94K
$488K
|
|
|
Apr 22, 2025
Q1 2024
|
North Rock Partners, LLC
|
BUY
|
- |
489New |
$19.2K - $20.4K
|
489
$24K
|
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
BUY
|
- |
235New |
$9.23K - $9.79K
|
235
$11.5K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
183+ 4.79% |
$7.19K - $7.63K
|
4K
$196K
|
|
| Q4 2023 | |||||||
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
5.77KNew |
$203K - $229K
|
5.77K
$283K
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.69K+ 78.4% |
$130K - $146K
|
8.4K
$412K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
55New |
$1.93K - $2.18K
|
55
$2.7K
|
|
| Q2 2023 | |||||||
|
Aug 08, 2023
Q2 2023
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
8.88KNew |
$307K - $329K
|
8.88K
$436K
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
7.23KNew |
$250K - $268K
|
7.23K
$355K
|
|
| Q1 2023 | |||||||
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
6.68KNew |
$214K - $231K
|
6.68K
$328K
|
|
|
Apr 14, 2023
Q1 2023
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
6KNew |
$192K - $208K
|
6K
$294K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.1KNew |
$35.3K - $38.1K
|
1.1K
$54K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
500New |
$16K - $17.3K
|
500
$24.5K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
30New |
$962 - $1.04K
|
30
$1.47K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
9New |
$289 - $312
|
9
$442
|
|
| Q4 2022 | |||||||
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
289New |
$8.7K - $9.55K
|
289
$14.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
180New |
$5.42K - $5.95K
|
180
$8.83K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
9.93KNew |
$300K - $338K
|
9.93K
$487K
|
|
|
Nov 04, 2022
Q3 2022
|
Xml Financial, LLC
|
BUY
|
- |
8.36KNew |
$252K - $285K
|
8.36K
$410K
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.78KNew |
$53.5K - $60.4K
|
1.78K
$87.1K
|
|
| Q1 2022 | |||||||
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
85.5KNew |
$2.82M - $3.03M
|
85.5K
$4.2M
|
|
|
May 10, 2022
Q1 2022
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
600New |
$19.8K - $21.3K
|
600
$29.4K
|
|
| Q1 2021 | |||||||
|
Apr 29, 2021
Q1 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2KNew |
$59.1K - $62.3K
|
2K
$98.2K
|
|