Purchases and Sales Made in Q3 2023 in Innovator U.S. Equity Buffer E (BMAY)

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This table provides information about the institutional ownership of Innovator U.S. Equity Buffer E (BMAY) during Q3 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
Nov 15, 2023 Q3 2023
Penserra Capital Management LLC

Orinda, CA
BUY
 -
45.7K
+ 43.55%
$1.42M - $1.48M
151K $6.03M
Nov 13, 2023 Q3 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
41.7K
+ 30.17%
$1.29M - $1.35M
180K $7.2M
Oct 19, 2023 Q3 2023
Lion Street Advisors, LLC

BUY
 -
31.4K
New
$973K - $1.02M
31.4K $1.26M
Oct 30, 2023 Q3 2023
Blue Bell Private Wealth Management, LLC

BUY
 -
25.6K
+ 58.46%
$794K - $830K
69.5K $2.78M
Nov 14, 2023 Q3 2023
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
25K
New
$774K - $809K
25K $999K
Nov 15, 2023 Q3 2023
Townsquare Capital LLC

BUY
 -
14.9K
New
$462K - $483K
14.9K $596K
Nov 08, 2023 Q3 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
12.2K
+ 34.41%
$377K - $395K
47.6K $1.9M
Oct 31, 2023 Q3 2023
Allworth Financial LP

BUY
 -
7.58K
New
$235K - $245K
7.58K $303K
Oct 17, 2023 Q3 2023
Berkshire Money Management, Inc.

BUY
 -
6.16K
+ 1.43%
$191K - $199K
436K $17.4M
Oct 24, 2023 Q3 2023
Stratos Wealth Advisors, LLC

BUY
 -
4.97K
+ 54.23%
$154K - $161K
14.1K $565K
Nov 14, 2023 Q3 2023
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
4.19K
+ 46.39%
$130K - $136K
13.2K $529K
Nov 03, 2023 Q3 2023
Lincoln National Corp

BUY
 -
4.1K
+ 11.71%
$127K - $133K
39.1K $1.57M
Nov 14, 2023 Q3 2023
Snowden Capital Advisors LLC

New York, NY
BUY
 -
4.09K
+ 22.44%
$127K - $132K
22.3K $893K
Nov 15, 2023 Q3 2023
Morgan Stanley

New York, NY
BUY
 -
3K
New
$92.9K - $97.1K
3K $120K
Nov 14, 2023 Q3 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
2.66K
+ 5.0%
$82.4K - $86.1K
55.9K $2.23M
Nov 14, 2023 Q3 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
1.5K
New
$46.5K - $48.6K
1.5K $60K
Nov 14, 2023 Q3 2023
Old Mission Capital LLC

BUY
 -
1.4K
+ 3.42%
$43.4K - $45.4K
42.3K $1.69M
Oct 18, 2023 Q3 2023
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
622
+ 1.52%
$19.3K - $20.1K
41.5K $1.66M
Jan 12, 2024 Q3 2023
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
181
+ 1.06%
$5.61K - $5.86K
17.3K $692K
Nov 13, 2023 Q3 2023
Cerity Partners LLC

New York, NY
BUY
 -
150
+ 0.33%
$4.65K - $4.86K
45.6K $1.82M
Oct 25, 2023 Q3 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Oct 30, 2023 Q3 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Nov 08, 2023 Q3 2023
Spire Wealth Management

SELL
 -
-1
- 0.01%
$31 - $32.4
9.95K $398K
Oct 12, 2023 Q3 2023
Bcs Wealth Management

SELL
 -
-8
- 0.03%
$248 - $259
27.6K $1.1M
Oct 17, 2023 Q3 2023
Kfg Wealth Management, LLC

Granger, IN
SELL
 -
-50
- 0.18%
$1.55K - $1.62K
28.3K $1.13M
Oct 16, 2023 Q3 2023
Bluesphere Advisors, LLC

East Norriton, PA
SELL
 -
-94
- 0.94%
$2.91K - $3.04K
9.89K $396K
Oct 13, 2023 Q3 2023
Arkadios Wealth Advisors

SELL
 -
-300
- 2.95%
$9.29K - $9.71K
9.88K $395K
Oct 10, 2023 Q3 2023
Maltin Wealth Management, Inc.

SELL
 -
-392
- 0.82%
$12.1K - $12.7K
47.2K $1.89M
Oct 24, 2023 Q3 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
SELL
 -
-494
- 1.68%
$15.3K - $16K
28.8K $1.15M
Oct 11, 2023 Q3 2023
Pinnacle Wealth Management Group, Inc.

SELL
 -
-500
- 3.58%
$15.5K - $16.2K
13.5K $539K
Oct 24, 2023 Q3 2023
Cambridge Investment Research Advisors, Inc.

SELL
 -
-600
- 1.95%
$18.6K - $19.4K
30.2K $1.21M
Nov 14, 2023 Q3 2023
Truist Financial Corp

SELL
 -
-635
- 1.61%
$19.7K - $20.6K
38.9K $1.56M
Oct 16, 2023 Q3 2023
Rfg Advisory, LLC

Birmingham, AL
SELL
 -
-724
- 5.95%
$22.4K - $23.4K
11.5K $458K
Nov 13, 2023 Q3 2023
Envestnet Asset Management Inc

SELL
 -
-959
- 0.99%
$29.7K - $31.1K
96K $3.84M
Oct 10, 2023 Q3 2023
Dhjj Financial Advisors, Ltd.

SELL
 -
-985
- 4.41%
$30.5K - $31.9K
21.4K $855K
Nov 14, 2023 Q3 2023
Beck Capital Management, LLC

Austin, TX
SELL
 -
-1.03K
- 1.51%
$31.9K - $33.3K
67K $2.68M
Nov 06, 2023 Q3 2023
Sigma Planning Corp

Ann Arbor, MI
SELL
 -
-1.1K
- 6.25%
$34.1K - $35.7K
16.5K $662K
Nov 09, 2023 Q3 2023
Kestra Advisory Services, LLC

SELL
 -
-1.16K
- 5.6%
$36K - $37.6K
19.6K $783K
Oct 24, 2023 Q3 2023
Valtinson Bruner Financial Planning LLC

SELL
 -
-1.18K
- 0.49%
$36.4K - $38.1K
241K $9.65M
Oct 24, 2023 Q3 2023
Retirement Planning Group

SELL
 -
-2.1K
- 1.16%
$65.1K - $68.1K
180K $7.18M
Nov 14, 2023 Q3 2023
Cetera Advisor Networks LLC

El Segundo, CA
SELL
 -
-2.2K
- 6.89%
$68.2K - $71.3K
29.8K $1.19M
Oct 24, 2023 Q3 2023
Raymond James & Associates

St Petersburg, FL
SELL
 -
-2.4K
- 1.56%
$74.4K - $77.7K
151K $6.06M
Jul 22, 2024 Q3 2023
Focus Financial Network, Inc.

Minneapolis, MN
SELL
 -
-2.54K
- 5.44%
$78.7K - $82.2K
44.1K $1.77M
Nov 15, 2023 Q3 2023
Orion Capital Management LLC

SELL
 -
-4K
- 31.5%
$124K - $130K
8.7K $348K
Nov 01, 2023 Q3 2023
Krilogy Financial LLC

SELL
 -
-6.83K
- 34.27%
$211K - $221K
13.1K $524K
Nov 14, 2023 Q3 2023
Royal Bank Of Canada

Toronto, A6
SELL
 -
-14.1K
- 79.6%
$436K - $456K
3.61K $144K
Oct 23, 2023 Q3 2023
Commonwealth Equity Services, LLC

SELL
 -
-21.1K
- 12.69%
$652K - $682K
145K $5.8M
Oct 20, 2023 Q3 2023
Brookstone Capital Management

SELL
 -
-161K
- 91.35%
$4.99M - $5.21M
15.2K $609K

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