Latest Institutional Purchases of Innovator U.S. Equity Buffer E (BMAY)
This list provides information on the latest institutional transactions involving Innovator U.S. Equity Buffer E (BMAY) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase 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 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
6.05K+ 35.09% |
$218K - $255K
|
23.3K
$983K
|
|
Q1 2025 | |||||||
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
65.1K+ 17.17% |
$2.54M - $2.69M
|
444K
$18.7M
|
|
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 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
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
13.9KNew |
$543K - $574K
|
13.9K
$586K
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
10.8K+ 10.65% |
$424K - $449K
|
113K
$4.76M
|
|
May 15, 2025
Q1 2025
|
Bullseye Investment Management, LLC
|
BUY
|
- |
7.48KNew |
$292K - $309K
|
7.48K
$316K
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.25K+ 25.31% |
$283K - $300K
|
35.9K
$1.51M
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
1.61KNew |
$62.9K - $66.5K
|
1.61K
$67.9K
|
|
May 05, 2025
Q1 2025
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
445+ 3.35% |
$17.4K - $18.4K
|
13.7K
$580K
|
|
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
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
175+ 180.41% |
$6.84K - $7.24K
|
272
$11.5K
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
35New |
$1.37K - $1.45K
|
35
$1.48K
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
8New |
$313 - $331
|
8
$337
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
1+ 0.01% |
$39.1 - $41.4
|
15.2K
$639K
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
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
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
15KNew |
$587K - $609K
|
15K
$632K
|
|
Jan 27, 2025
Q4 2024
|
Berkshire Money Management, Inc.
|
BUY
|
- |
7.13KNew |
$279K - $290K
|
7.13K
$301K
|
|
Jan 23, 2025
Q4 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
5.13KNew |
$201K - $209K
|
5.13K
$216K
|
|
Feb 14, 2025
Q4 2024
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
1.3KNew |
$51K - $52.9K
|
1.3K
$54.8K
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
451New |
$17.7K - $18.4K
|
451
$19K
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
85New |
$3.33K - $3.46K
|
85
$3.59K
|
|
Q3 2024 | |||||||
Oct 04, 2024
Q3 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
5.74KNew |
$211K - $226K
|
5.74K
$242K
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
5.14KNew |
$189K - $203K
|
5.14K
$217K
|
|
Oct 21, 2024
Q3 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
5.09KNew |
$187K - $201K
|
5.09K
$214K
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
400New |
$14.7K - $15.8K
|
400
$16.9K
|
|
Q2 2024 | |||||||
Jul 11, 2024
Q2 2024
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
8.85KNew |
$313K - $336K
|
8.85K
$373K
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
6.9KNew |
$244K - $262K
|
6.9K
$291K
|
|
Aug 13, 2024
Q2 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
6.1KNew |
$216K - $232K
|
6.1K
$257K
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
6.08KNew |
$215K - $231K
|
6.08K
$256K
|
|
Jul 31, 2024
Q2 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
5.5KNew |
$195K - $209K
|
5.5K
$232K
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.54KNew |
$54.5K - $58.6K
|
1.54K
$65K
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.53K+ 36.88% |
$54K - $58K
|
5.67K
$239K
|
|
Q1 2024 | |||||||
May 13, 2024
Q1 2024
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
1KNew |
$33.5K - $35.6K
|
1K
$42.2K
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
634New |
$21.2K - $22.6K
|
634
$26.7K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
296+ 3.3% |
$9.92K - $10.5K
|
9.27K
$391K
|
|
Q4 2023 | |||||||
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
65.7KNew |
$1.98M - $2.23M
|
65.7K
$2.77M
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
44KNew |
$1.33M - $1.49M
|
44K
$1.86M
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
8.29KNew |
$250K - $281K
|
8.29K
$350K
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
6.95KNew |
$210K - $235K
|
6.95K
$293K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.12KNew |
$63.8K - $71.7K
|
2.12K
$89.3K
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
64New |
$1.93K - $2.17K
|
64
$2.7K
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
3New |
$90.5 - $102
|
3
$127
|
|
Q3 2023 | |||||||
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
7.58KNew |
$235K - $245K
|
7.58K
$320K
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
3KNew |
$92.9K - $97.1K
|
3K
$127K
|
|
Q2 2023 | |||||||
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
16.5KNew |
$489K - $524K
|
16.5K
$696K
|
|
Jul 19, 2023
Q2 2023
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
14.8KNew |
$440K - $471K
|
14.8K
$626K
|
|
Aug 08, 2023
Q2 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
8.17KNew |
$242K - $260K
|
8.17K
$344K
|