Purchases and Sales Made in Q1 2024 in Innovator U.S. Equity Buffer E (BMAY)
This table provides information about the institutional ownership of Innovator U.S. Equity Buffer E (BMAY) during Q1 2024. The information is specifically focused on institutions that hold shares of INNOVATOR U.S. EQUITY BUFFER E.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
66.4K+ 37.13% |
$2.22M - $2.36M
|
245K
$9.81M
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
44KNew |
$1.47M - $1.57M
|
44K
$1.76M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
43.8KNew |
$1.47M - $1.56M
|
43.8K
$1.75M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
37.4KNew |
$1.25M - $1.33M
|
37.4K
$1.5M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
19.7KNew |
$660K - $702K
|
19.7K
$789K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
14.3K+ 69.99% |
$479K - $509K
|
34.8K
$1.39M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
14.1KNew |
$471K - $500K
|
14.1K
$562K
|
|
|
Apr 30, 2024
Q1 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
12.9KNew |
$432K - $459K
|
12.9K
$516K
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
10.6KNew |
$355K - $377K
|
10.6K
$423K
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
8.46K+ 34.41% |
$283K - $301K
|
33K
$1.32M
|
|
|
May 08, 2024
Q1 2024
|
Berkshire Money Management, Inc.
|
BUY
|
- |
7.34KNew |
$246K - $261K
|
7.34K
$293K
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
6.54K+ 79.11% |
$219K - $233K
|
14.8K
$592K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
6.17K+ 95.78% |
$207K - $220K
|
12.6K
$505K
|
|
|
Apr 12, 2024
Q1 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
5.74KNew |
$192K - $204K
|
5.74K
$230K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.16K+ 4.31% |
$38.8K - $41.2K
|
28K
$1.12M
|
|
|
May 13, 2024
Q1 2024
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
1KNew |
$33.5K - $35.6K
|
1K
$40K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
834+ 0.59% |
$27.9K - $29.7K
|
142K
$5.67M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
634New |
$21.2K - $22.6K
|
634
$25.4K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
296+ 3.3% |
$9.92K - $10.5K
|
9.27K
$371K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-25- 0.2% |
$838 - $890
|
12.2K
$487K
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-56- 0.47% |
$1.88K - $1.99K
|
11.9K
$474K
|
|
|
May 01, 2024
Q1 2024
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-169- 0.68% |
$5.66K - $6.02K
|
24.8K
$992K
|
|
|
Apr 15, 2024
Q1 2024
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-261- 1.62% |
$8.74K - $9.29K
|
15.8K
$633K
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-282- 15.91% |
$9.45K - $10K
|
1.49K
$59.6K
|
|
|
Apr 10, 2024
Q1 2024
|
Lantz Financial LLC
|
SELL
|
- |
-340- 3.95% |
$11.4K - $12.1K
|
8.27K
$331K
|
|
|
Apr 23, 2024
Q1 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-366- 3.75% |
$12.3K - $13K
|
9.39K
$376K
|
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-687- 3.41% |
$23K - $24.5K
|
19.5K
$778K
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-820- 2.61% |
$27.5K - $29.2K
|
30.6K
$1.23M
|
|
|
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 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.2K- 4.14% |
$40K - $42.5K
|
27.6K
$1.11M
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.31K- 3.57% |
$44K - $46.8K
|
35.5K
$1.42M
|
|
|
Apr 22, 2024
Q1 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-1.64K- 7.57% |
$54.9K - $58.3K
|
20K
$800K
|
|
|
Apr 16, 2024
Q1 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-1.75K- 16.34% |
$58.8K - $62.4K
|
8.98K
$359K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-1.81K- 90.27% |
$60.6K - $64.4K
|
195
$7.8K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.96K- 6.6% |
$65.6K - $69.7K
|
27.7K
$1.11M
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-1.98K- 2.88% |
$66.2K - $70.4K
|
66.7K
$2.67M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-2.53K- 8.13% |
$84.7K - $90K
|
28.6K
$1.14M
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-2.82K- 22.7% |
$94.5K - $100K
|
9.61K
$384K
|
|
|
Apr 24, 2024
Q1 2024
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-3K- 22.27% |
$101K - $107K
|
10.5K
$419K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-3.06K- 28.43% |
$103K - $109K
|
7.71K
$309K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.72K- 44.88% |
$125K - $133K
|
4.57K
$183K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.83K- 45.59% |
$128K - $136K
|
4.57K
$183K
|
|
|
May 10, 2024
Q1 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-4K- 7.89% |
$134K - $142K
|
46.7K
$1.87M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-5.9K- 19.92% |
$198K - $210K
|
23.7K
$949K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-5.9K- 15.08% |
$198K - $210K
|
33.2K
$1.33M
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-6.58K- 29.5% |
$221K - $234K
|
15.7K
$629K
|
|
|
Apr 29, 2024
Q1 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-6.77K- 2.88% |
$227K - $241K
|
228K
$9.13M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-7.05K- 15.39% |
$236K - $251K
|
38.7K
$1.55M
|
|
|
May 15, 2024
Q1 2024
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-8.54K- 13.99% |
$286K - $304K
|
52.5K
$2.1M
|