Purchases and Sales Made in Q3 2024 in Innovator U.S. Equity Buffer E (BMAR)
This table provides information about the institutional ownership of Innovator U.S. Equity Buffer E (BMAR) 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 12, 2024
Q3 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
60.5K+ 26.1% |
$2.52M - $2.72M
|
292K
$13.6M
|
|
Oct 23, 2024
Q3 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
12.6K+ 3.37% |
$526K - $568K
|
387K
$18.1M
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
9.94KNew |
$414K - $447K
|
9.94K
$464K
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.02K+ 6.51% |
$334K - $361K
|
131K
$6.12M
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
6.32KNew |
$263K - $284K
|
6.32K
$295K
|
|
Nov 14, 2024
Q3 2024
|
Bullseye Investment Management, LLC
|
BUY
|
- |
6.27K+ 43.57% |
$261K - $282K
|
20.6K
$964K
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
6.22KNew |
$260K - $280K
|
6.22K
$290K
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.04K+ 20.34% |
$127K - $137K
|
18K
$839K
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.04K+ 20.34% |
$127K - $137K
|
18K
$839K
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
861New |
$35.9K - $38.8K
|
861
$40.2K
|
|
Nov 13, 2024
Q3 2024
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
674+ 2.22% |
$28.1K - $30.3K
|
31K
$1.45M
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
621+ 163.42% |
$25.9K - $28K
|
1K
$46.7K
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
479New |
$20K - $21.6K
|
479
$22.4K
|
|
Nov 13, 2024
Q3 2024
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
39+ 0.59% |
$1.63K - $1.76K
|
6.63K
$309K
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
12+ 0.09% |
$501 - $540
|
13.7K
$640K
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
12+ 0.06% |
$501 - $540
|
21.1K
$985K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 17, 2024
Q3 2024
|
Bcs Wealth Management
|
SELL
|
- |
-16- 0.12% |
$667 - $720
|
13.7K
$638K
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-33- 0.17% |
$1.38K - $1.49K
|
19K
$885K
|
|
Oct 24, 2024
Q3 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-59- 0.47% |
$2.46K - $2.66K
|
12.5K
$584K
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-71- 1.45% |
$2.96K - $3.2K
|
4.82K
$225K
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-80- 0.66% |
$3.34K - $3.6K
|
12.1K
$565K
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-90- 0.35% |
$3.75K - $4.05K
|
25.7K
$1.2M
|
|
Nov 14, 2024
Q3 2024
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-115- 0.48% |
$4.8K - $5.18K
|
24K
$1.12M
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-120- 0.93% |
$5.01K - $5.4K
|
12.7K
$595K
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-134- 2.49% |
$5.59K - $6.03K
|
5.26K
$245K
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-136- 0.38% |
$5.67K - $6.12K
|
35.2K
$1.64M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-158- 0.6% |
$6.59K - $7.11K
|
26.4K
$1.23M
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
SELL
|
- |
-240- 0.94% |
$10K - $10.8K
|
25.4K
$1.18M
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-250- 15.02% |
$10.4K - $11.3K
|
1.41K
$66K
|
|
Oct 21, 2024
Q3 2024
|
Integrity Financial Corp
|
SELL
|
- |
-263- 5.07% |
$11K - $11.8K
|
4.92K
$230K
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-356- 44.39% |
$14.8K - $16K
|
446
$20.8K
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-504- 7.82% |
$21K - $22.7K
|
5.94K
$277K
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-544- 4.46% |
$22.7K - $24.5K
|
11.7K
$544K
|
|
Nov 14, 2024
Q3 2024
|
Weaver Consulting Group
|
SELL
|
- |
-695- 7.64% |
$29K - $31.3K
|
8.4K
$392K
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-748- 2.39% |
$31.2K - $33.7K
|
30.5K
$1.43M
|
|
Nov 08, 2024
Q3 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-765- 6.62% |
$31.9K - $34.4K
|
10.8K
$504K
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-776- 45.06% |
$32.4K - $34.9K
|
946
$44.2K
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-830- 3.78% |
$34.6K - $37.4K
|
21.2K
$987K
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-958- 2.12% |
$40K - $43.1K
|
44.2K
$2.07M
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-960- 13.51% |
$40K - $43.2K
|
6.15K
$287K
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.04K- 4.95% |
$43.3K - $46.7K
|
19.9K
$929K
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-1.13K- 3.17% |
$47K - $50.8K
|
34.4K
$1.61M
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.35K- 1.48% |
$56.5K - $61K
|
89.8K
$4.19M
|
|
Oct 21, 2024
Q3 2024
|
My Personal Cfo, LLC
|
SELL
|
- |
-1.55K- 2.96% |
$64.7K - $69.8K
|
50.8K
$2.37M
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-1.97K- 25.12% |
$82.3K - $88.9K
|
5.88K
$275K
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.34K- 7.26% |
$97.6K - $105K
|
29.9K
$1.39M
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-3.69K- 24.27% |
$154K - $166K
|
11.5K
$538K
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.71K- 7.49% |
$155K - $167K
|
45.8K
$2.14M
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-3.75K- 18.04% |
$156K - $169K
|
17K
$795K
|