Latest Institutional Transactions on Innovator U.S. Equity Buffer E (BNOV)
This table provides information on the latest institutional transactions involving Innovator U.S. Equity Buffer E (BNOV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.16K+ 1.22% |
$81.5K - $87.4K
|
179K
$7.49M
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
220+ 1.36% |
$8.3K - $8.9K
|
16.4K
$683K
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-50- 0.41% |
$1.89K - $2.02K
|
12.3K
$513K
|
|
Apr 23, 2025
Q1 2025
|
My Personal Cfo, LLC
|
SELL
|
- |
-2.3K- 3.44% |
$86.8K - $93K
|
64.5K
$2.69M
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-205- 2.0% |
$7.74K - $8.29K
|
10K
$419K
|
|
Apr 15, 2025
Q1 2025
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-469- 5.09% |
$17.7K - $19K
|
8.74K
$365K
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.54K- 11.54% |
$95.7K - $103K
|
19.4K
$811K
|
|
Q4 2024 | |||||||
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.2K- 4.3% |
$198K - $208K
|
116K
$4.83M
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
BUY
|
- |
978+ 11.17% |
$37.2K - $39.1K
|
9.73K
$406K
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-13K- 38.06% |
$495K - $520K
|
21.2K
$883K
|
|
Feb 14, 2025
Q4 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
78.8KNew |
$3M - $3.15M
|
78.8K
$3.29M
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
2.71KNew |
$103K - $109K
|
2.71K
$113K
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2K+ 14.52% |
$76.1K - $79.9K
|
15.8K
$658K
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
75+ 0.39% |
$2.86K - $3K
|
19.4K
$810K
|
|
Feb 14, 2025
Q4 2024
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
BUY
|
- |
58KNew |
$2.21M - $2.32M
|
58K
$2.42M
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
940New |
$35.8K - $37.6K
|
940
$39.2K
|
|
Feb 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
6.98KNew |
$266K - $279K
|
6.98K
$291K
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
5.28KNew |
$201K - $211K
|
5.28K
$220K
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
6.14KNew |
$234K - $245K
|
6.14K
$256K
|
|
Feb 13, 2025
Q4 2024
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
5.89KNew |
$224K - $236K
|
5.89K
$246K
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
5.14KNew |
$196K - $206K
|
5.14K
$215K
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-369- 0.55% |
$14.1K - $14.8K
|
66.8K
$2.79M
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-6.53K- 83.13% |
$248K - $261K
|
1.32K
$55.3K
|
|
Feb 10, 2025
Q4 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
1.21K+ 6.99% |
$45.9K - $48.2K
|
18.5K
$770K
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.3K+ 69.79% |
$87.4K - $91.8K
|
5.59K
$233K
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
350+ 34.31% |
$13.3K - $14K
|
1.37K
$57.2K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.57K+ 13.15% |
$59.6K - $62.6K
|
13.5K
$562K
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
98.4KNew |
$3.75M - $3.93M
|
98.4K
$4.11M
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
170KNew |
$6.48M - $6.8M
|
170K
$7.1M
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-860- 14.07% |
$32.7K - $34.4K
|
5.25K
$219K
|
|
Jan 27, 2025
Q4 2024
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
6.93KNew |
$264K - $277K
|
6.93K
$289K
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-703- 11.58% |
$26.8K - $28.1K
|
5.37K
$224K
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
1.52K+ 12.28% |
$57.8K - $60.7K
|
13.9K
$579K
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
4.95KNew |
$189K - $198K
|
4.95K
$207K
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-1.34K- 9.89% |
$51K - $53.5K
|
12.2K
$509K
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
7.16KNew |
$273K - $286K
|
7.16K
$299K
|
|
Q3 2024 | |||||||
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-2.72K- 28.76% |
$99.7K - $104K
|
6.74K
$281K
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-3.26K- 27.46% |
$120K - $124K
|
8.62K
$360K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3.21K- 10.97% |
$118K - $122K
|
26.1K
$1.09M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-5.18K- 4.42% |
$190K - $198K
|
112K
$4.67M
|
|
Q2 2024 | |||||||
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.91K- 72.62% |
$68.5K - $71.4K
|
720
$30.1K
|
|
Aug 14, 2024
Q2 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-1K- 66.67% |
$35.9K - $37.4K
|
500
$20.9K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-150- 0.77% |
$5.38K - $5.61K
|
19.3K
$807K
|
|
Jul 30, 2024
Q2 2024
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-999- 3.9% |
$35.8K - $37.3K
|
24.6K
$1.03M
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-940- 3.65% |
$33.7K - $35.1K
|
24.8K
$1.04M
|
|
Q1 2024 | |||||||
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.07K+ 1261.32% |
$106K - $112K
|
3.31K
$138K
|
|
May 15, 2024
Q1 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
7.93KNew |
$275K - $289K
|
7.93K
$331K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.04K+ 3.37% |
$36.1K - $38.1K
|
32K
$1.34M
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
46.6KNew |
$1.61M - $1.7M
|
46.6K
$1.94M
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-146- 0.43% |
$5.05K - $5.33K
|
33.7K
$1.41M
|