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 |
|---|---|---|---|---|---|---|---|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
1.57K+ 9.46% |
$57.8K - $62.1K
|
18.2K
$729K
|
|
|
Oct 04, 2024
Q3 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
5.74KNew |
$211K - $226K
|
5.74K
$230K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-8.98K- 57.04% |
$317K - $341K
|
6.76K
$270K
|
|
|
Aug 13, 2024
Q2 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
6.1KNew |
$216K - $232K
|
6.1K
$244K
|
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
6.08KNew |
$215K - $231K
|
6.08K
$243K
|
|
|
Aug 12, 2024
Q2 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-712- 9.8% |
$25.2K - $27.1K
|
6.56K
$262K
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
11.8KNew |
$417K - $448K
|
11.8K
$472K
|
|
|
Aug 09, 2024
Q2 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-5K- 10.71% |
$177K - $190K
|
41.7K
$1.67M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.04K+ 55.81% |
$36.8K - $39.6K
|
2.91K
$116K
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
6.9KNew |
$244K - $262K
|
6.9K
$276K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.54KNew |
$54.5K - $58.6K
|
1.54K
$61.7K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.53K+ 36.88% |
$54K - $58K
|
5.67K
$227K
|
|
|
Jul 31, 2024
Q2 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
5.5KNew |
$195K - $209K
|
5.5K
$220K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-560- 37.58% |
$19.8K - $21.3K
|
930
$37.2K
|
|
|
Jul 24, 2024
Q2 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-558- 4.33% |
$19.7K - $21.2K
|
12.3K
$494K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.78K+ 19.7% |
$98.4K - $106K
|
16.9K
$676K
|
|
|
Jul 19, 2024
Q2 2024
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-61- 0.22% |
$2.16K - $2.32K
|
27.1K
$1.08M
|
|
|
Jul 12, 2024
Q2 2024
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-1K- 6.32% |
$35.4K - $38K
|
14.8K
$593K
|
|
|
Jul 11, 2024
Q2 2024
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
8.85KNew |
$313K - $336K
|
8.85K
$354K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
296+ 3.3% |
$9.92K - $10.5K
|
9.27K
$371K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-5.9K- 19.92% |
$198K - $210K
|
23.7K
$949K
|
|
|
May 13, 2024
Q1 2024
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
1KNew |
$33.5K - $35.6K
|
1K
$40K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
634New |
$21.2K - $22.6K
|
634
$25.4K
|
|
|
May 08, 2024
Q1 2024
|
Berkshire Money Management, Inc.
|
BUY
|
- |
7.34KNew |
$246K - $261K
|
7.34K
$293K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-5.9K- 15.08% |
$198K - $210K
|
33.2K
$1.33M
|
|
|
May 01, 2024
Q1 2024
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-169- 0.68% |
$5.66K - $6.02K
|
24.8K
$992K
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.16K- 14.09% |
$38.7K - $41.1K
|
7.05K
$282K
|
|
|
Apr 23, 2024
Q1 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-366- 3.75% |
$12.3K - $13K
|
9.39K
$376K
|
|
|
Apr 22, 2024
Q1 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-1.64K- 7.57% |
$54.9K - $58.3K
|
20K
$800K
|
|
| Q4 2023 | |||||||
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
6.95KNew |
$210K - $235K
|
6.95K
$278K
|
|
|
May 15, 2024
Q4 2023
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
16.7KNew |
$505K - $567K
|
16.7K
$669K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.96K- 31.34% |
$59.1K - $66.4K
|
4.29K
$172K
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-4.96K- 33.25% |
$149K - $168K
|
9.95K
$398K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
44KNew |
$1.33M - $1.49M
|
44K
$1.76M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
64New |
$1.93K - $2.17K
|
64
$2.56K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.12KNew |
$63.8K - $71.7K
|
2.12K
$84.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
65.7KNew |
$1.98M - $2.23M
|
65.7K
$2.63M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1K- 57.14% |
$30.2K - $33.9K
|
750
$30K
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
8.29KNew |
$250K - $281K
|
8.29K
$332K
|
|
|
Jan 31, 2024
Q4 2023
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-100- 1.49% |
$3.02K - $3.39K
|
6.62K
$265K
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-401- 4.06% |
$12.1K - $13.6K
|
9.48K
$379K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-285- 20.62% |
$8.6K - $9.65K
|
1.1K
$43.9K
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
3New |
$90.5 - $102
|
3
$120
|
|
| Q3 2023 | |||||||
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
3KNew |
$92.9K - $97.1K
|
3K
$120K
|
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
SELL
|
- |
-4K- 31.5% |
$124K - $130K
|
8.7K
$348K
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.5KNew |
$46.5K - $48.6K
|
1.5K
$60K
|
|
|
Nov 01, 2023
Q3 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-6.83K- 34.27% |
$211K - $221K
|
13.1K
$524K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
7.58KNew |
$235K - $245K
|
7.58K
$303K
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
100+ 3.94% |
$2.96K - $3.18K
|
2.64K
$106K
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
445New |
$13.2K - $14.1K
|
445
$17.8K
|
|