Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 12, 2024
Q1 2024
|
Retirement Planning Group
|
SELL
|
- |
-143K- 82.56% |
$4.79M - $5.09M
|
30.2K
$1.15M
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-30.8K- 32.88% |
$1.03M - $1.1M
|
63K
$2.39M
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-25.6K- 45.8% |
$858K - $912K
|
30.3K
$1.15M
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-24.1K- 21.31% |
$808K - $859K
|
89.1K
$3.38M
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-21.7K- 58.29% |
$726K - $771K
|
15.5K
$589K
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-21K- 15.65% |
$702K - $746K
|
113K
$4.29M
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-14.2K- 29.43% |
$474K - $504K
|
33.9K
$1.29M
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
SELL
|
- |
-11.5K- 51.91% |
$386K - $410K
|
10.7K
$405K
|
|
May 15, 2024
Q1 2024
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-8.54K- 13.99% |
$286K - $304K
|
52.5K
$1.99M
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-7.05K- 15.39% |
$236K - $251K
|
38.7K
$1.47M
|
|
Apr 29, 2024
Q1 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-6.77K- 2.88% |
$227K - $241K
|
228K
$8.67M
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-6.58K- 29.5% |
$221K - $234K
|
15.7K
$598K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-5.9K- 15.08% |
$198K - $210K
|
33.2K
$1.26M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-5.9K- 19.92% |
$198K - $210K
|
23.7K
$901K
|
|
May 10, 2024
Q1 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-4K- 7.89% |
$134K - $142K
|
46.7K
$1.77M
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.83K- 45.59% |
$128K - $136K
|
4.57K
$174K
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-3.06K- 28.43% |
$103K - $109K
|
7.71K
$293K
|
|
Apr 24, 2024
Q1 2024
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-3K- 22.27% |
$101K - $107K
|
10.5K
$398K
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-2.82K- 22.7% |
$94.5K - $100K
|
9.61K
$365K
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-2.53K- 8.13% |
$84.7K - $90K
|
28.6K
$1.08M
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-1.98K- 2.88% |
$66.2K - $70.4K
|
66.7K
$2.53M
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.96K- 6.6% |
$65.6K - $69.7K
|
27.7K
$1.05M
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-1.81K- 90.27% |
$60.6K - $64.4K
|
195
$7.41K
|
|
Apr 16, 2024
Q1 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-1.75K- 16.34% |
$58.8K - $62.4K
|
8.98K
$341K
|
|
Apr 22, 2024
Q1 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-1.64K- 7.57% |
$54.9K - $58.3K
|
20K
$760K
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.31K- 3.57% |
$44K - $46.8K
|
35.5K
$1.35M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.2K- 4.14% |
$40K - $42.5K
|
27.6K
$1.05M
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.16K- 14.09% |
$38.7K - $41.1K
|
7.05K
$268K
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-820- 2.61% |
$27.5K - $29.2K
|
30.6K
$1.16M
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-687- 3.41% |
$23K - $24.5K
|
19.5K
$739K
|
|
Apr 23, 2024
Q1 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-366- 3.75% |
$12.3K - $13K
|
9.39K
$357K
|
|
Apr 10, 2024
Q1 2024
|
Lantz Financial LLC
|
SELL
|
- |
-340- 3.95% |
$11.4K - $12.1K
|
8.27K
$314K
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-282- 15.91% |
$9.45K - $10K
|
1.49K
$56.6K
|
|
Apr 15, 2024
Q1 2024
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-261- 1.62% |
$8.74K - $9.29K
|
15.8K
$601K
|
|
May 01, 2024
Q1 2024
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-169- 0.68% |
$5.66K - $6.02K
|
24.8K
$942K
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-56- 0.47% |
$1.88K - $1.99K
|
11.9K
$450K
|
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-25- 0.2% |
$838 - $890
|
12.2K
$462K
|
|
Q4 2023 | |||||||
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-4.96K- 33.25% |
$149K - $168K
|
9.95K
$378K
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.96K- 31.34% |
$59.1K - $66.4K
|
4.29K
$163K
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.75K- 4.48% |
$52.7K - $59.1K
|
37.2K
$1.41M
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.63K- 18.74% |
$49.3K - $55.3K
|
7.09K
$269K
|
|
Jan 31, 2024
Q4 2023
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-1.16K- 4.11% |
$35K - $39.4K
|
27.1K
$1.03M
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1K- 57.14% |
$30.2K - $33.9K
|
750
$28.5K
|
|
Jan 08, 2024
Q4 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-673- 4.34% |
$20.3K - $22.8K
|
14.8K
$564K
|
|
Jan 26, 2024
Q4 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-480- 6.19% |
$14.5K - $16.3K
|
7.27K
$276K
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-401- 4.06% |
$12.1K - $13.6K
|
9.48K
$360K
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-285- 20.62% |
$8.6K - $9.65K
|
1.1K
$41.7K
|
|
Jan 31, 2024
Q4 2023
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-100- 1.49% |
$3.02K - $3.39K
|
6.62K
$251K
|
|
Q3 2023 | |||||||
Nov 01, 2023
Q3 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-6.83K- 34.27% |
$211K - $221K
|
13.1K
$497K
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
SELL
|
- |
-4K- 31.5% |
$124K - $130K
|
8.7K
$330K
|