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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
BUY
|
- |
8.19K+ 75.15% |
$295K - $345K
|
19.1K
$805K
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-725- 6.22% |
$26.2K - $30.6K
|
10.9K
$461K
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
6.05K+ 35.09% |
$218K - $255K
|
23.3K
$983K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-835- 1.82% |
$32.6K - $34.5K
|
45K
$1.9M
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
25.3K+ 165.83% |
$987K - $1.04M
|
40.5K
$1.71M
|
|
|
May 15, 2025
Q1 2025
|
Bullseye Investment Management, LLC
|
BUY
|
- |
7.48KNew |
$292K - $309K
|
7.48K
$316K
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
SELL
|
- |
-55- 1.51% |
$2.15K - $2.27K
|
3.59K
$151K
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
13.9KNew |
$543K - $574K
|
13.9K
$586K
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-25- 0.21% |
$977 - $1.03K
|
12.1K
$511K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.25K+ 25.31% |
$283K - $300K
|
35.9K
$1.51M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
8New |
$313 - $331
|
8
$337
|
|
|
May 14, 2025
Q1 2025
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-2.4K- 1.08% |
$93.9K - $99.4K
|
220K
$9.27M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
28K+ 62.96% |
$1.09M - $1.16M
|
72.4K
$3.06M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.09K- 7.92% |
$81.6K - $86.4K
|
24.3K
$1.02M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-259- 2.71% |
$10.1K - $10.7K
|
9.29K
$392K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-1.59K- 0.92% |
$62.1K - $65.8K
|
171K
$7.23M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
1.61KNew |
$62.9K - $66.5K
|
1.61K
$67.9K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-818- 28.02% |
$32K - $33.8K
|
2.1K
$88.6K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-37- 0.45% |
$1.45K - $1.53K
|
8.1K
$342K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
300New |
$11.7K - $12.4K
|
300
$12.7K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.27K- 13.46% |
$206K - $218K
|
33.8K
$1.43M
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
175+ 180.41% |
$6.84K - $7.24K
|
272
$11.5K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-329- 0.99% |
$12.9K - $13.6K
|
32.8K
$1.38M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-935- 12.84% |
$36.5K - $38.7K
|
6.35K
$268K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.52K- 12.85% |
$59.2K - $62.7K
|
10.3K
$433K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
10.8K+ 10.65% |
$424K - $449K
|
113K
$4.76M
|
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-384- 0.92% |
$15K - $15.9K
|
41.3K
$1.74M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-947- 4.82% |
$37K - $39.2K
|
18.7K
$789K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.41K- 6.68% |
$94.3K - $99.8K
|
33.7K
$1.42M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.7K- 11.42% |
$66.4K - $70.3K
|
13.2K
$556K
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-603- 0.94% |
$23.6K - $24.9K
|
63.4K
$2.68M
|
|
|
May 05, 2025
Q1 2025
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
445+ 3.35% |
$17.4K - $18.4K
|
13.7K
$580K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-400- 26.72% |
$15.6K - $16.5K
|
1.1K
$46.3K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-207- 1.7% |
$8.09K - $8.56K
|
12K
$505K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-6.96K- 41.46% |
$272K - $288K
|
9.83K
$414K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-6.74K- 8.47% |
$263K - $279K
|
72.8K
$3.07M
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
65.1K+ 17.17% |
$2.54M - $2.69M
|
444K
$18.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.87K- 6.89% |
$151K - $160K
|
52.3K
$2.21M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-233- 0.9% |
$9.11K - $9.64K
|
25.7K
$1.08M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-1.01K- 10.25% |
$39.6K - $41.9K
|
8.88K
$374K
|
|
|
Apr 23, 2025
Q1 2025
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-2.6K- 27.63% |
$101K - $107K
|
6.8K
$287K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
1+ 0.01% |
$39.1 - $41.4
|
15.2K
$639K
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-2.54K- 11.69% |
$99.3K - $105K
|
19.2K
$809K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-328- 1.72% |
$12.8K - $13.6K
|
18.8K
$792K
|
|
|
Apr 15, 2025
Q1 2025
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-124- 0.5% |
$4.85K - $5.13K
|
24.7K
$1.04M
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
SELL
|
- |
-2.56K- 26.25% |
$100K - $106K
|
7.19K
$303K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
35New |
$1.37K - $1.45K
|
35
$1.48K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
28.6K+ 34.42% |
$1.12M - $1.16M
|
112K
$4.72M
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
85New |
$3.33K - $3.46K
|
85
$3.59K
|
|