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 08, 2023
Q2 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
8.17KNew |
$242K - $260K
|
8.17K
$327K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
322New |
$9.54K - $10.2K
|
322
$12.9K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-675- 2.04% |
$20K - $21.5K
|
32.3K
$1.29M
|
|
|
Jul 19, 2023
Q2 2023
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
14.8KNew |
$440K - $471K
|
14.8K
$593K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
16.5KNew |
$489K - $524K
|
16.5K
$660K
|
|
| Q1 2023 | |||||||
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
400New |
$11.6K - $12.3K
|
400
$16K
|
|
|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-984- 8.09% |
$28.4K - $30.2K
|
11.2K
$447K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
329New |
$9.5K - $10.1K
|
329
$13.2K
|
|
|
May 11, 2023
Q1 2023
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
290KNew |
$8.37M - $8.89M
|
290K
$11.6M
|
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
828+ 6.3% |
$23.9K - $25.4K
|
14K
$559K
|
|
|
Apr 14, 2023
Q1 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
26New |
$751 - $797
|
26
$1.04K
|
|
| Q4 2022 | |||||||
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
5.16K+ 11.74% |
$142K - $156K
|
49.2K
$1.97M
|
|
|
Feb 15, 2023
Q4 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
33.1KNew |
$908K - $1M
|
33.1K
$1.33M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.89KNew |
$79.1K - $87.2K
|
2.89K
$115K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
670New |
$18.4K - $20.2K
|
670
$26.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-2.68K- 23.93% |
$73.4K - $80.9K
|
8.52K
$341K
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.63K- 9.36% |
$44.5K - $49.1K
|
15.7K
$629K
|
|
|
Feb 10, 2023
Q4 2022
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-140K- 7.4% |
$3.83M - $4.22M
|
1.75M
$70M
|
|
|
Feb 01, 2023
Q4 2022
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
13.1KNew |
$359K - $396K
|
13.1K
$525K
|
|
|
Jan 18, 2023
Q4 2022
|
Hudson Capital Management LLC
|
BUY
|
- |
6.4K+ 5.32% |
$175K - $193K
|
127K
$5.06M
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
750New |
$20.6K - $22.7K
|
750
$30K
|
|
| Q3 2022 | |||||||
|
Nov 09, 2022
Q3 2022
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-11- 0.06% |
$302 - $344
|
18.5K
$739K
|
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-3.3K- 10.77% |
$90.4K - $103K
|
27.3K
$1.09M
|
|
|
Nov 03, 2022
Q3 2022
|
Integrity Financial Corp
|
SELL
|
- |
-820- 33.48% |
$22.5K - $25.6K
|
1.63K
$65.2K
|
|
|
Nov 02, 2022
Q3 2022
|
Sageworth Trust CO
|
SELL
|
- |
-6.8K- 16.24% |
$186K - $213K
|
35.1K
$1.4M
|
|
|
Oct 26, 2022
Q3 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-350- 0.83% |
$9.6K - $10.9K
|
41.8K
$1.67M
|
|
|
Oct 25, 2022
Q3 2022
|
Round Table Services, LLC
|
BUY
|
- |
20.1K+ 75.71% |
$552K - $629K
|
46.7K
$1.87M
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
5.46KNew |
$150K - $171K
|
5.46K
$219K
|
|
| Q2 2022 | |||||||
|
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-3.18KClosed |
$87.8K - $105K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
658New |
$18.2K - $21.7K
|
658
$26.3K
|
|
|
Aug 12, 2022
Q2 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
7.28KNew |
$201K - $240K
|
7.28K
$291K
|
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-5.3KClosed |
$146K - $175K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-17KClosed |
$470K - $560K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
3.3KNew |
$91.2K - $109K
|
3.3K
$132K
|
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
BUY
|
- |
750+ 2.07% |
$20.7K - $24.7K
|
37K
$1.48M
|
|
| Q1 2022 | |||||||
|
Jun 13, 2022
Q1 2022
|
Rovin Capital
|
SELL
|
- |
-7.36KClosed |
$227K - $245K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
57.7KNew |
$1.78M - $1.92M
|
57.7K
$2.31M
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-761Closed |
$23.7K - $25.3K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 12, 2021
Q2 2021
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
SELL
|
- |
-24.7KClosed |
$735K - $769K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Bellwether Advisors, LLC
|
BUY
|
- |
1.88KNew |
$56K - $58.6K
|
1.88K
$75.2K
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Advisory Alpha, LLC
|
SELL
|
- |
-390Closed |
$10.8K - $11.6K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Nov 07, 2023
Q2 2020
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
198New |
$4.99K - $5.44K
|
198
$7.92K
|
|