Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
69.8K+ 26.11% |
$2.56M - $2.75M
|
337K
$13.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
19.3KNew |
$707K - $760K
|
19.3K
$770K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
17.8KNew |
$653K - $702K
|
17.8K
$712K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
17.5K+ 213.05% |
$642K - $690K
|
25.7K
$1.03M
|
|
|
Oct 04, 2024
Q3 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
5.74KNew |
$211K - $226K
|
5.74K
$230K
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
5.14KNew |
$189K - $203K
|
5.14K
$206K
|
|
|
Oct 21, 2024
Q3 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
5.09KNew |
$187K - $201K
|
5.09K
$203K
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
4.88KNew |
$179K - $193K
|
4.88K
$195K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
3.74K+ 3.48% |
$137K - $148K
|
111K
$4.46M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.6K+ 16.7% |
$95.4K - $103K
|
18.2K
$726K
|
|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
1.57K+ 9.46% |
$57.8K - $62.1K
|
18.2K
$729K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.35K+ 5.15% |
$49.7K - $53.4K
|
27.6K
$1.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
777+ 3.32% |
$28.5K - $30.7K
|
24.2K
$969K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
400New |
$14.7K - $15.8K
|
400
$16K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
175+ 180.41% |
$6.42K - $6.91K
|
272
$10.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
83+ 319.23% |
$3.05K - $3.28K
|
109
$4.36K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
3+ 0.02% |
$110 - $118
|
15.2K
$606K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-15- 0.12% |
$551 - $592
|
12.1K
$486K
|
|
|
Oct 15, 2024
Q3 2024
|
Lantz Financial LLC
|
SELL
|
- |
-23- 0.21% |
$844 - $908
|
10.9K
$437K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-26- 0.19% |
$954 - $1.03K
|
13.4K
$536K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-26- 0.26% |
$954 - $1.03K
|
9.88K
$395K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-31- 0.15% |
$1.14K - $1.22K
|
20.6K
$823K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-50- 0.66% |
$1.84K - $1.97K
|
7.56K
$302K
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-65- 0.3% |
$2.39K - $2.56K
|
21.7K
$869K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-405- 1.2% |
$14.9K - $16K
|
33.4K
$1.34M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-515- 2.91% |
$18.9K - $20.3K
|
17.2K
$687K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-542- 2.0% |
$19.9K - $21.4K
|
26.6K
$1.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-544- 3.28% |
$20K - $21.5K
|
16.1K
$643K
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-547- 0.84% |
$20.1K - $21.6K
|
64.7K
$2.59M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-643- 2.16% |
$23.6K - $25.4K
|
29.1K
$1.17M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-823- 1.29% |
$30.2K - $32.5K
|
63.1K
$2.53M
|
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-1K- 3.27% |
$36.7K - $39.5K
|
29.6K
$1.18M
|
|
|
Oct 17, 2024
Q3 2024
|
Bcs Wealth Management
|
SELL
|
- |
-1.18K- 10.75% |
$43.3K - $46.6K
|
9.8K
$392K
|
|
|
Oct 10, 2024
Q3 2024
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-1.25K- 11.94% |
$45.9K - $49.3K
|
9.22K
$369K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.25K- 0.88% |
$46K - $49.5K
|
141K
$5.65M
|
|
|
Nov 14, 2024
Q3 2024
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-1.33K- 2.78% |
$48.8K - $52.5K
|
46.4K
$1.86M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.38K- 5.42% |
$50.7K - $54.5K
|
24.1K
$964K
|
|
|
Nov 05, 2024
Q3 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-1.44K- 0.64% |
$52.8K - $56.8K
|
225K
$8.99M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.47K- 4.79% |
$53.9K - $57.9K
|
29.2K
$1.17M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.55K- 7.59% |
$57K - $61.2K
|
18.9K
$756K
|
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-1.67K- 18.62% |
$61.3K - $65.9K
|
7.3K
$292K
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
SELL
|
- |
-1.73K- 5.95% |
$63.5K - $68.2K
|
27.3K
$1.09M
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-4.1K- 11.02% |
$150K - $162K
|
33.1K
$1.32M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.52K- 3.75% |
$166K - $178K
|
116K
$4.64M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-5.45K- 11.84% |
$200K - $215K
|
40.6K
$1.62M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-7.44K- 15.99% |
$273K - $294K
|
39.1K
$1.56M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-7.55K- 90.96% |
$277K - $298K
|
750
$30K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-8.47K- 28.84% |
$311K - $334K
|
20.9K
$836K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-10.3K- 7.26% |
$378K - $406K
|
132K
$5.26M
|