Latest Institutional Transactions on Innovator U.S. Equity Buffer E (BMAY)
This table provides information on the latest institutional transactions involving Innovator U.S. Equity Buffer E (BMAY) 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
3.95K+ 9.77% |
$143K - $167K
|
44.4K
$1.91M
|
|
|
Aug 14, 2025
Q2 2025
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-971- 2.16% |
$35K - $41K
|
44.1K
$1.89M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
46.9K+ 193.34% |
$1.69M - $1.98M
|
71.2K
$3.06M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
29.5K+ 40.51% |
$1.06M - $1.25M
|
102K
$4.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Barclays PLC
London, X0 |
SELL
|
- |
-1.45K- 40.47% |
$52.4K - $61.2K
|
2.13K
$91.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
8.6K+ 106.16% |
$310K - $363K
|
16.7K
$717K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.66K- 6.81% |
$204K - $239K
|
77.5K
$3.33M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.72K+ 14.52% |
$98.1K - $115K
|
21.4K
$921K
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-64- 0.69% |
$2.31K - $2.7K
|
9.23K
$397K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.76K- 13.13% |
$63.4K - $74.1K
|
11.6K
$500K
|
|
|
Aug 12, 2025
Q2 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
37+ 43.53% |
$1.34K - $1.56K
|
122
$5.24K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-264- 0.78% |
$9.53K - $11.1K
|
33.6K
$1.44M
|
|
|
Aug 11, 2025
Q2 2025
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
26.8KNew |
$969K - $1.13M
|
26.8K
$1.15M
|
|
|
Aug 11, 2025
Q2 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
8.01K+ 12.63% |
$289K - $338K
|
71.4K
$3.07M
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
2.27KNew |
$81.7K - $95.6K
|
2.27K
$97.3K
|
|
|
Aug 11, 2025
Q2 2025
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-984- 5.1% |
$35.5K - $41.5K
|
18.3K
$787K
|
|
|
Aug 08, 2025
Q2 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-790- 1.91% |
$28.5K - $33.3K
|
40.5K
$1.74M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.44K+ 13.17% |
$160K - $187K
|
38.2K
$1.64M
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
5.6KNew |
$202K - $236K
|
5.6K
$241K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.99KNew |
$180K - $211K
|
4.99K
$215K
|
|
|
Aug 06, 2025
Q2 2025
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-5.03K- 2.29% |
$181K - $212K
|
215K
$9.23M
|
|
|
Aug 06, 2025
Q2 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
12.1K+ 86.52% |
$438K - $513K
|
26.2K
$1.13M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-32- 0.24% |
$1.15K - $1.35K
|
13.1K
$565K
|
|
|
Aug 06, 2025
Q2 2025
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-34.6K- 7.8% |
$1.25M - $1.46M
|
409K
$17.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
46.2K+ 41.0% |
$1.67M - $1.95M
|
159K
$6.83M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-903- 7.54% |
$32.6K - $38.1K
|
11.1K
$476K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
BUY
|
- |
17.3K+ 114.51% |
$626K - $732K
|
32.5K
$1.4M
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
700New |
$25.3K - $29.5K
|
700
$30.1K
|
|
|
Aug 01, 2025
Q2 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
24.6K+ 99.58% |
$887K - $1.04M
|
49.3K
$2.12M
|
|
|
Aug 01, 2025
Q2 2025
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
5.47KNew |
$197K - $231K
|
5.47K
$235K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
45.7K+ 87.3% |
$1.65M - $1.93M
|
98K
$4.21M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-13.7K- 48.88% |
$495K - $579K
|
14.3K
$616K
|
|
|
Jul 31, 2025
Q2 2025
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
4.95KNew |
$179K - $209K
|
4.95K
$213K
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
13.1KNew |
$473K - $553K
|
13.1K
$564K
|
|
|
Jul 30, 2025
Q2 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
6.12KNew |
$221K - $258K
|
6.12K
$263K
|
|
|
Jul 30, 2025
Q2 2025
|
Retirement Planning Group
|
SELL
|
- |
-5.85K- 28.86% |
$211K - $247K
|
14.4K
$620K
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
5.53K+ 62.31% |
$200K - $233K
|
14.4K
$619K
|
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-4.93K- 18.92% |
$178K - $208K
|
21.1K
$909K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
918+ 83.68% |
$33.1K - $38.7K
|
2.02K
$86.6K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-3.21K- 31.21% |
$116K - $135K
|
7.07K
$304K
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1.8K+ 9.39% |
$65K - $76K
|
21K
$902K
|
|
|
Jul 21, 2025
Q2 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
13.6KNew |
$489K - $572K
|
13.6K
$582K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-5.46K- 21.22% |
$197K - $230K
|
20.3K
$871K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.8K- 25.56% |
$173K - $202K
|
14K
$601K
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-75- 1.05% |
$2.71K - $3.17K
|
7.1K
$305K
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
SELL
|
- |
-1.36K- 18.95% |
$49.2K - $57.5K
|
5.83K
$250K
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
BUY
|
- |
8.19K+ 75.15% |
$295K - $345K
|
19.1K
$820K
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-725- 6.22% |
$26.2K - $30.6K
|
10.9K
$470K
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
6.05K+ 35.09% |
$218K - $255K
|
23.3K
$1M
|