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 |
$2.47M - $2.63M
|
86.9K
$3.34M
|
|
Feb 13, 2023
Q4 2022
|
Berkshire Money Management, Inc.
|
BUY
|
- |
54.7K+ 15.72% |
$1.56M - $1.65M
|
403K
$15.5M
|
|
Feb 13, 2023
Q4 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
45.4K+ 80.69% |
$1.29M - $1.37M
|
102K
$3.9M
|
|
Feb 15, 2023
Q4 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
33.1KNew |
$942K - $1M
|
33.1K
$1.27M
|
|
Feb 16, 2023
Q4 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
33.1KNew |
$942K - $1M
|
33.1K
$1.27M
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
17K+ 89.63% |
$485K - $515K
|
36.1K
$1.38M
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
15.5KNew |
$442K - $469K
|
15.5K
$596K
|
|
Feb 01, 2023
Q4 2022
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
13.1KNew |
$373K - $396K
|
13.1K
$503K
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10.3KNew |
$293K - $312K
|
10.3K
$396K
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
10.3K+ 73.19% |
$292K - $310K
|
24.3K
$932K
|
|
Feb 07, 2023
Q4 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
7.17KNew |
$204K - $217K
|
7.17K
$275K
|
|
Jan 18, 2023
Q4 2022
|
Hudson Capital Management LLC
|
BUY
|
- |
6.4K+ 5.32% |
$182K - $193K
|
127K
$4.86M
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
5.02K+ 25.33% |
$143K - $152K
|
24.8K
$952K
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
4.83K+ 17.29% |
$137K - $146K
|
32.8K
$1.26M
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.25K+ 2.11% |
$92.4K - $98.2K
|
157K
$6.03M
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.89KNew |
$82.1K - $87.2K
|
2.89K
$111K
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
2.36K+ 1441.46% |
$67.2K - $71.4K
|
2.53K
$97K
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.67K+ 4.89% |
$47.4K - $50.4K
|
35.8K
$1.37M
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
1.66K+ 5.89% |
$47.2K - $50.1K
|
29.8K
$1.15M
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
750New |
$21.3K - $22.7K
|
750
$28.8K
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
670New |
$19.1K - $20.2K
|
670
$25.7K
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
428+ 4.06% |
$12.2K - $12.9K
|
11K
$420K
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
BUY
|
- |
69+ 0.76% |
$1.96K - $2.08K
|
9.12K
$350K
|
|
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% |
$512 - $544
|
13.1K
$504K
|
|
Jan 24, 2023
Q4 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-54- 0.4% |
$1.54K - $1.63K
|
13.5K
$518K
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-169- 1.27% |
$4.81K - $5.11K
|
13.1K
$503K
|
|
Jan 31, 2023
Q4 2022
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-285- 1.1% |
$8.11K - $8.61K
|
25.6K
$984K
|
|
Feb 09, 2023
Q4 2022
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-323- 4.34% |
$9.19K - $9.76K
|
7.12K
$273K
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-500- 4.26% |
$14.2K - $15.1K
|
11.2K
$431K
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-700- 5.17% |
$19.9K - $21.1K
|
12.8K
$492K
|
|
Jan 19, 2023
Q4 2022
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-924- 0.22% |
$26.3K - $27.9K
|
413K
$15.8M
|
|
Jan 10, 2023
Q4 2022
|
Bcs Wealth Management
|
SELL
|
- |
-1.24K- 5.48% |
$35.2K - $37.4K
|
21.4K
$819K
|
|
Feb 03, 2023
Q4 2022
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-1.26K- 5.85% |
$35.8K - $38.1K
|
20.3K
$778K
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.63K- 9.36% |
$46.2K - $49.1K
|
15.7K
$604K
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.31K- 22.29% |
$65.8K - $69.9K
|
8.07K
$309K
|
|
Feb 14, 2023
Q4 2022
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-2.68K- 23.93% |
$76.2K - $80.9K
|
8.52K
$327K
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-3.38K- 30.86% |
$96.2K - $102K
|
7.58K
$291K
|
|
Feb 10, 2023
Q4 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-4.19K- 31.19% |
$119K - $127K
|
9.25K
$355K
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-5K- 60.37% |
$142K - $151K
|
3.28K
$126K
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-5.11K- 44.94% |
$145K - $154K
|
6.25K
$240K
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.7K- 18.15% |
$162K - $172K
|
25.7K
$986K
|
|
Feb 03, 2023
Q4 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-9.21K- 18.51% |
$262K - $278K
|
40.6K
$1.56M
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-10.1K- 5.63% |
$286K - $304K
|
168K
$6.46M
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-10.6K- 17.68% |
$302K - $320K
|
49.4K
$1.89M
|
|
Feb 14, 2023
Q4 2022
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-16.4K- 15.73% |
$466K - $495K
|
87.8K
$3.37M
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-17.7K- 81.85% |
$502K - $534K
|
3.92K
$150K
|
|
Jan 18, 2023
Q4 2022
|
Retirement Planning Group
|
SELL
|
- |
-21.4K- 10.25% |
$608K - $646K
|
187K
$7.18M
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-26.2K- 14.14% |
$745K - $791K
|
159K
$6.1M
|
|
Feb 10, 2023
Q4 2022
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-140K- 7.4% |
$3.98M - $4.22M
|
1.75M
$67.1M
|