Purchases and Sales Made in Q4 2023 in Innovator U.S. Equity Buffer E (BNOV)
This table provides information about the institutional ownership of Innovator U.S. Equity Buffer E (BNOV) 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 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
257K+ 611.79% |
$8.06M - $8.98M
|
299K
$11.9M
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
97.3K+ 458.94% |
$3.05M - $3.4M
|
119K
$4.7M
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
76.9K+ 67.94% |
$2.41M - $2.69M
|
190K
$7.54M
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
55.7K+ 223.46% |
$1.75M - $1.94M
|
80.6K
$3.19M
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
51.3K+ 550.61% |
$1.61M - $1.79M
|
60.6K
$2.4M
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
36.1K+ 87.96% |
$1.13M - $1.26M
|
77.2K
$3.06M
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
35.3KNew |
$1.11M - $1.23M
|
35.3K
$1.4M
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
31.3KNew |
$982K - $1.09M
|
31.3K
$1.24M
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
30.2KNew |
$949K - $1.06M
|
30.2K
$1.2M
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
26.2K+ 18.26% |
$822K - $915K
|
170K
$6.72M
|
|
Jan 22, 2024
Q4 2023
|
My Personal Cfo, LLC
|
BUY
|
- |
25.5K+ 99.22% |
$800K - $891K
|
51.2K
$2.03M
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
25.2KNew |
$791K - $881K
|
25.2K
$1M
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
23.9K+ 334.7% |
$750K - $835K
|
31K
$1.23M
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
19.4K+ 14.48% |
$608K - $677K
|
153K
$6.08M
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
18.4KNew |
$579K - $644K
|
18.4K
$731K
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
16KNew |
$503K - $560K
|
16K
$635K
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
15.6KNew |
$489K - $544K
|
15.6K
$617K
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
15.2KNew |
$478K - $532K
|
15.2K
$604K
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
15KNew |
$469K - $523K
|
15K
$593K
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
BUY
|
- |
12.7K+ 103.93% |
$398K - $444K
|
24.9K
$988K
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
12.1K+ 162.29% |
$378K - $421K
|
19.5K
$772K
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
9.95KNew |
$312K - $347K
|
9.95K
$394K
|
|
Jan 08, 2024
Q4 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
9.3K+ 24.09% |
$292K - $325K
|
47.9K
$1.9M
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
9.1K+ 342.82% |
$286K - $318K
|
11.8K
$466K
|
|
Jan 12, 2024
Q4 2023
|
Retirement Planning Group
|
BUY
|
- |
8.75KNew |
$275K - $306K
|
8.75K
$347K
|
|
May 22, 2024
Q4 2023
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
8.34KNew |
$262K - $291K
|
8.34K
$330K
|
|
Feb 12, 2024
Q4 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
8KNew |
$251K - $279K
|
8K
$317K
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
6.59K+ 14.31% |
$207K - $230K
|
52.7K
$2.09M
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
6.45K+ 26.33% |
$202K - $225K
|
30.9K
$1.23M
|
|
Feb 14, 2024
Q4 2023
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
6.25K+ 67.49% |
$196K - $218K
|
15.5K
$615K
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
6.17KNew |
$193K - $215K
|
6.17K
$244K
|
|
Jan 09, 2024
Q4 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
6.11KNew |
$192K - $214K
|
6.11K
$242K
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
6.07KNew |
$191K - $212K
|
6.07K
$241K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
4.76KNew |
$149K - $166K
|
4.76K
$189K
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
4.14KNew |
$130K - $144K
|
4.14K
$164K
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.08K+ 10.6% |
$128K - $143K
|
42.6K
$1.69M
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
4.03K+ 29.76% |
$126K - $141K
|
17.6K
$697K
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
3.32K+ 48.75% |
$104K - $116K
|
10.1K
$401K
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
2.37K+ 7.55% |
$74.5K - $82.9K
|
33.8K
$1.34M
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.29K+ 30.01% |
$71.8K - $80K
|
9.92K
$393K
|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
2.26K+ 14.93% |
$71K - $79.1K
|
17.4K
$691K
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.87K+ 246.05% |
$58.7K - $65.3K
|
2.63K
$104K
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1.5KNew |
$47.1K - $52.4K
|
1.5K
$59.5K
|
|
Jan 11, 2024
Q4 2023
|
Bcs Wealth Management
|
BUY
|
- |
1.24K+ 12.44% |
$38.7K - $43.1K
|
11.2K
$442K
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.07K+ 2.18% |
$33.6K - $37.4K
|
50.2K
$1.99M
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.01K+ 2.86% |
$31.7K - $35.2K
|
36.3K
$1.44M
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
920New |
$28.9K - $32.1K
|
920
$36.5K
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
832+ 6.06% |
$26.1K - $29.1K
|
14.6K
$577K
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
715+ 4.13% |
$22.4K - $25K
|
18K
$715K
|
|
Jan 31, 2024
Q4 2023
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
675+ 2.78% |
$21.2K - $23.6K
|
25K
$989K
|