Purchases and Sales Made in Q4 2023 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 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 |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2024
Q4 2023
|
Retirement Planning Group
|
SELL
|
- |
-6.27K- 3.49% |
$189K - $212K
|
173K
$6.96M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-7.84K- 20.15% |
$237K - $266K
|
31.1K
$1.25M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-8.28K- 50.02% |
$250K - $280K
|
8.27K
$332K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-10.4K- 6.84% |
$312K - $351K
|
141K
$5.66M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-11K- 7.56% |
$330K - $371K
|
134K
$5.38M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-14.1K- 30.98% |
$426K - $478K
|
31.5K
$1.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-17.7K- 41.92% |
$535K - $601K
|
24.6K
$987K
|
|
|
Jan 18, 2024
Q4 2023
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-31.1K- 65.94% |
$939K - $1.05M
|
16.1K
$646K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-66.7K- 37.07% |
$2.01M - $2.26M
|
113K
$4.55M
|