Purchases and Sales Made in Q3 2022 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 Q3 2022. 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 |
---|---|---|---|---|---|---|---|
Oct 21, 2022
Q3 2022
|
Berkshire Money Management, Inc.
|
BUY
|
- |
289K+ 489.87% |
$7.93M - $9.04M
|
348K
$14M
|
|
Nov 08, 2022
Q3 2022
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
29.6K+ 1.59% |
$811K - $925K
|
1.89M
$76.1M
|
|
Nov 14, 2022
Q3 2022
|
Old Mission Capital LLC
|
BUY
|
- |
21.6KNew |
$592K - $674K
|
21.6K
$870K
|
|
Oct 25, 2022
Q3 2022
|
Round Table Services, LLC
|
BUY
|
- |
20.1K+ 75.71% |
$552K - $629K
|
46.7K
$1.88M
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
19KNew |
$521K - $594K
|
19K
$766K
|
|
Oct 25, 2022
Q3 2022
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
16.7K+ 186.92% |
$458K - $522K
|
25.6K
$1.03M
|
|
Nov 14, 2022
Q3 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
12.9K+ 29.63% |
$353K - $402K
|
56.3K
$2.27M
|
|
Nov 14, 2022
Q3 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
12.2KNew |
$334K - $380K
|
12.2K
$490K
|
|
Nov 09, 2022
Q3 2022
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
5.76K+ 1.41% |
$158K - $180K
|
414K
$16.7M
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
5.46KNew |
$150K - $171K
|
5.46K
$220K
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.43K+ 115.15% |
$122K - $139K
|
8.28K
$334K
|
|
Nov 09, 2022
Q3 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4.43K+ 30.37% |
$121K - $138K
|
19K
$766K
|
|
Nov 14, 2022
Q3 2022
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
3K+ 6.84% |
$82.3K - $93.8K
|
46.8K
$1.89M
|
|
Oct 12, 2022
Q3 2022
|
Hudson Capital Management LLC
|
BUY
|
- |
2.27K+ 1.92% |
$62.2K - $70.9K
|
120K
$4.84M
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.13K+ 25.35% |
$58.4K - $66.5K
|
10.5K
$424K
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
718+ 2.15% |
$19.7K - $22.4K
|
34.1K
$1.37M
|
|
Nov 10, 2022
Q3 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
445+ 14.05% |
$12.2K - $13.9K
|
3.61K
$146K
|
|
Nov 03, 2022
Q3 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
418+ 3.25% |
$11.5K - $13.1K
|
13.3K
$535K
|
|
Nov 09, 2022
Q3 2022
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-11- 0.06% |
$302 - $344
|
18.5K
$744K
|
|
Nov 09, 2022
Q3 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-21- 0.16% |
$576 - $656
|
13.2K
$530K
|
|
Nov 14, 2022
Q3 2022
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-149- 0.69% |
$4.09K - $4.66K
|
21.5K
$868K
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
SELL
|
- |
-150- 0.55% |
$4.11K - $4.69K
|
27.3K
$1.1M
|
|
Oct 26, 2022
Q3 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-350- 0.83% |
$9.6K - $10.9K
|
41.8K
$1.68M
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-413Closed |
$11.3K - $12.9K
|
0
$0
|
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
SELL
|
- |
-448- 4.72% |
$12.3K - $14K
|
9.05K
$364K
|
|
Nov 03, 2022
Q3 2022
|
Integrity Financial Corp
|
SELL
|
- |
-820- 33.48% |
$22.5K - $25.6K
|
1.63K
$65.6K
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
SELL
|
- |
-827- 83.45% |
$22.7K - $25.8K
|
164
$6.61K
|
|
Oct 26, 2022
Q3 2022
|
Orion Capital Management LLC
|
SELL
|
- |
-1.01K- 6.01% |
$27.6K - $31.4K
|
15.7K
$633K
|
|
Nov 08, 2022
Q3 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.25K- 10.2% |
$34.1K - $38.9K
|
11K
$441K
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.29K- 2.1% |
$35.3K - $40.3K
|
60K
$2.42M
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.68K- 5.63% |
$46.1K - $52.6K
|
28.2K
$1.14M
|
|
Nov 14, 2022
Q3 2022
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-1.9K- 1.79% |
$52K - $59.3K
|
104K
$4.2M
|
|
Nov 14, 2022
Q3 2022
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-2.11K- 15.85% |
$57.8K - $65.9K
|
11.2K
$451K
|
|
Feb 10, 2023
Q3 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-3K- 13.15% |
$82.2K - $93.7K
|
19.8K
$798K
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-3.3K- 10.77% |
$90.4K - $103K
|
27.3K
$1.1M
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.86K- 2.11% |
$106K - $120K
|
179K
$7.19M
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-4K- 34.49% |
$110K - $125K
|
7.6K
$306K
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.13K- 11.63% |
$113K - $129K
|
31.4K
$1.27M
|
|
Oct 13, 2022
Q3 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-4.34K- 31.61% |
$119K - $136K
|
9.4K
$379K
|
|
Oct 13, 2022
Q3 2022
|
Retirement Planning Group
|
SELL
|
- |
-4.93K- 2.31% |
$135K - $154K
|
209K
$8.4M
|
|
Nov 08, 2022
Q3 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-5.09K- 9.27% |
$139K - $159K
|
49.8K
$2M
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-5.15K- 13.57% |
$141K - $161K
|
32.8K
$1.32M
|
|
Nov 02, 2022
Q3 2022
|
Sageworth Trust CO
|
SELL
|
- |
-6.8K- 16.24% |
$186K - $213K
|
35.1K
$1.41M
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-9.2K- 5.64% |
$252K - $288K
|
154K
$6.2M
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-22.8K- 10.96% |
$625K - $713K
|
185K
$7.46M
|
|
Oct 06, 2022
Q3 2022
|
Krilogy Financial LLC
|
SELL
|
- |
-57.3K- 41.07% |
$1.57M - $1.79M
|
82.3K
$3.31M
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
SELL
|
- |
-161K- 85.18% |
$4.4M - $5.02M
|
27.9K
$1.13M
|