Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
86.9KNew |
$2.38M - $2.63M
|
86.9K
$3.48M
|
|
|
Feb 13, 2023
Q4 2022
|
Berkshire Money Management, Inc.
|
BUY
|
- |
54.7K+ 15.72% |
$1.5M - $1.65M
|
403K
$16.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
45.4K+ 80.69% |
$1.25M - $1.37M
|
102K
$4.07M
|
|
|
Feb 15, 2023
Q4 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
33.1KNew |
$908K - $1M
|
33.1K
$1.33M
|
|
|
Feb 16, 2023
Q4 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
33.1KNew |
$908K - $1M
|
33.1K
$1.33M
|
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
17K+ 89.63% |
$467K - $515K
|
36.1K
$1.44M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
15.5KNew |
$426K - $469K
|
15.5K
$621K
|
|
|
Feb 01, 2023
Q4 2022
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
13.1KNew |
$359K - $396K
|
13.1K
$525K
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10.3KNew |
$283K - $312K
|
10.3K
$412K
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
10.3K+ 73.19% |
$281K - $310K
|
24.3K
$971K
|
|
|
Feb 07, 2023
Q4 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
7.17KNew |
$197K - $217K
|
7.17K
$287K
|
|
|
Jan 18, 2023
Q4 2022
|
Hudson Capital Management LLC
|
BUY
|
- |
6.4K+ 5.32% |
$175K - $193K
|
127K
$5.06M
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
5.16K+ 11.74% |
$142K - $156K
|
49.2K
$1.97M
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
5.02K+ 25.33% |
$137K - $152K
|
24.8K
$993K
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
4.83K+ 17.29% |
$132K - $146K
|
32.8K
$1.31M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.25K+ 2.11% |
$89.1K - $98.2K
|
157K
$6.29M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.89KNew |
$79.1K - $87.2K
|
2.89K
$115K
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
2.36K+ 1441.46% |
$64.8K - $71.4K
|
2.53K
$101K
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.67K+ 4.89% |
$45.7K - $50.4K
|
35.8K
$1.43M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
1.66K+ 5.89% |
$45.5K - $50.1K
|
29.8K
$1.19M
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
750New |
$20.6K - $22.7K
|
750
$30K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
670New |
$18.4K - $20.2K
|
670
$26.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
428+ 4.06% |
$11.7K - $12.9K
|
11K
$438K
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
BUY
|
- |
69+ 0.76% |
$1.89K - $2.08K
|
9.12K
$365K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-18- 0.14% |
$493 - $544
|
13.1K
$525K
|
|
|
Jan 24, 2023
Q4 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-54- 0.4% |
$1.48K - $1.63K
|
13.5K
$540K
|
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-169- 1.27% |
$4.63K - $5.11K
|
13.1K
$525K
|
|
|
Jan 31, 2023
Q4 2022
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-285- 1.1% |
$7.81K - $8.61K
|
25.6K
$1.03M
|
|
|
Feb 09, 2023
Q4 2022
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-323- 4.34% |
$8.85K - $9.76K
|
7.12K
$285K
|
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-500- 4.26% |
$13.7K - $15.1K
|
11.2K
$449K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-700- 5.17% |
$19.2K - $21.1K
|
12.8K
$513K
|
|
|
Jan 19, 2023
Q4 2022
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-924- 0.22% |
$25.3K - $27.9K
|
413K
$16.5M
|
|
|
Jan 10, 2023
Q4 2022
|
Bcs Wealth Management
|
SELL
|
- |
-1.24K- 5.48% |
$33.9K - $37.4K
|
21.4K
$854K
|
|
|
Feb 03, 2023
Q4 2022
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-1.26K- 5.85% |
$34.5K - $38.1K
|
20.3K
$811K
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.63K- 9.36% |
$44.5K - $49.1K
|
15.7K
$629K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.31K- 22.29% |
$63.4K - $69.9K
|
8.07K
$323K
|
|
|
Feb 14, 2023
Q4 2022
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-2.68K- 23.93% |
$73.4K - $80.9K
|
8.52K
$341K
|
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-3.38K- 30.86% |
$92.7K - $102K
|
7.58K
$303K
|
|
|
Feb 10, 2023
Q4 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-4.19K- 31.19% |
$115K - $127K
|
9.25K
$370K
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-5K- 60.37% |
$137K - $151K
|
3.28K
$131K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-5.11K- 44.94% |
$140K - $154K
|
6.25K
$250K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.7K- 18.15% |
$156K - $172K
|
25.7K
$1.03M
|
|
|
Feb 03, 2023
Q4 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-9.21K- 18.51% |
$252K - $278K
|
40.6K
$1.62M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-10.1K- 5.63% |
$276K - $304K
|
168K
$6.74M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-10.6K- 17.68% |
$291K - $320K
|
49.4K
$1.97M
|
|
|
Feb 14, 2023
Q4 2022
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-16.4K- 15.73% |
$449K - $495K
|
87.8K
$3.51M
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-17.7K- 81.85% |
$484K - $534K
|
3.92K
$157K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Planning Group
|
SELL
|
- |
-21.4K- 10.25% |
$586K - $646K
|
187K
$7.49M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-26.2K- 14.14% |
$718K - $791K
|
159K
$6.36M
|