Purchases and Sales Made in Q2 2023 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 Q2 2023. 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 |
---|---|---|---|---|---|---|---|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
59.8K+ 160.75% |
$1.77M - $1.9M
|
96.9K
$3.91M
|
|
Aug 03, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
47.6KNew |
$1.41M - $1.51M
|
47.6K
$1.92M
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
42.2K+ 382.91% |
$1.25M - $1.34M
|
53.2K
$2.14M
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
40.9KNew |
$1.21M - $1.3M
|
40.9K
$1.65M
|
|
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
BUY
|
- |
29.2K+ 250.22% |
$866K - $929K
|
40.9K
$1.65M
|
|
Jul 18, 2023
Q2 2023
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
28.3KNew |
$840K - $901K
|
28.3K
$1.14M
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
26.2K+ 17.48% |
$777K - $833K
|
176K
$7.1M
|
|
Jul 19, 2023
Q2 2023
|
Krilogy Financial LLC
|
BUY
|
- |
19.9KNew |
$590K - $633K
|
19.9K
$802K
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
18.2KNew |
$540K - $579K
|
18.2K
$734K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
17.9K+ 127.85% |
$532K - $570K
|
32K
$1.29M
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
16.5KNew |
$489K - $524K
|
16.5K
$665K
|
|
Jul 19, 2023
Q2 2023
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
14.8KNew |
$440K - $471K
|
14.8K
$598K
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
11.9K+ 7.75% |
$354K - $379K
|
166K
$6.69M
|
|
Jul 19, 2023
Q2 2023
|
Bcs Wealth Management
|
BUY
|
- |
11.3K+ 69.89% |
$336K - $360K
|
27.6K
$1.11M
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
10.9KNew |
$322K - $345K
|
10.9K
$438K
|
|
Aug 11, 2023
Q2 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
9.84K+ 10.34% |
$292K - $313K
|
105K
$4.23M
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
9.33K+ 35.76% |
$276K - $296K
|
35.4K
$1.43M
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
9.16KNew |
$271K - $291K
|
9.16K
$369K
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
9.09K+ 105.55% |
$269K - $289K
|
17.7K
$713K
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
9.04KNew |
$268K - $287K
|
9.04K
$364K
|
|
Jul 21, 2023
Q2 2023
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
9.02KNew |
$267K - $287K
|
9.02K
$363K
|
|
Jul 12, 2023
Q2 2023
|
Lantz Financial LLC
|
BUY
|
- |
8.63KNew |
$256K - $274K
|
8.63K
$348K
|
|
Aug 08, 2023
Q2 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
8.17KNew |
$242K - $260K
|
8.17K
$329K
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.92K+ 61.68% |
$235K - $252K
|
20.7K
$836K
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
7.39K+ 71.99% |
$219K - $235K
|
17.6K
$711K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.95KNew |
$206K - $221K
|
6.95K
$280K
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
6.8K+ 24.08% |
$201K - $216K
|
35K
$1.41M
|
|
Jul 10, 2023
Q2 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
6.13K+ 65.19% |
$181K - $195K
|
15.5K
$625K
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
5.75K+ 17.02% |
$170K - $183K
|
39.6K
$1.59M
|
|
Aug 08, 2023
Q2 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
4.7K+ 12.01% |
$139K - $149K
|
43.9K
$1.77M
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.45K+ 16.9% |
$132K - $141K
|
30.8K
$1.24M
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
3.48K+ 8.06% |
$103K - $111K
|
46.7K
$1.88M
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
3.45K+ 10.71% |
$102K - $110K
|
35.7K
$1.44M
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.9K+ 8.05% |
$85.9K - $92.2K
|
38.9K
$1.57M
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
2.75K+ 38.19% |
$81.5K - $87.4K
|
9.95K
$401K
|
|
Jul 28, 2023
Q2 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
2.71K+ 13.79% |
$80.3K - $86.1K
|
22.4K
$901K
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.7K+ 5.15% |
$80.1K - $85.9K
|
55.2K
$2.23M
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
1.49KNew |
$44.2K - $47.4K
|
1.49K
$60.1K
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.13K+ 14.81% |
$33.3K - $35.8K
|
8.72K
$351K
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.03K+ 14.37% |
$30.5K - $32.7K
|
8.2K
$330K
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1K+ 133.33% |
$29.6K - $31.8K
|
1.75K
$70.5K
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
834+ 80.74% |
$24.7K - $26.5K
|
1.87K
$75.2K
|
|
Aug 08, 2023
Q2 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
625+ 8.77% |
$18.5K - $19.9K
|
7.75K
$312K
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
445New |
$13.2K - $14.1K
|
445
$17.9K
|
|
Aug 07, 2023
Q2 2023
|
Berkshire Money Management, Inc.
|
BUY
|
- |
444+ 0.1% |
$13.2K - $14.1K
|
430K
$17.3M
|
|
Aug 07, 2023
Q2 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
384+ 0.76% |
$11.4K - $12.2K
|
50.7K
$2.04M
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
322New |
$9.54K - $10.2K
|
322
$13K
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
289+ 2.43% |
$8.56K - $9.18K
|
12.2K
$490K
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
135+ 10.83% |
$4K - $4.29K
|
1.38K
$55.7K
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
100+ 3.94% |
$2.96K - $3.18K
|
2.64K
$106K
|