Latest Institutional Transactions on Innovator U.S. Equity Buffer E (BOCT)
This table provides information on the latest institutional transactions involving Innovator U.S. Equity Buffer E (BOCT) 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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2025
Q3 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
41.6KNew |
$1.89M - $2.02M
|
41.6K
$2M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
123K+ 1400.54% |
$5.58M - $5.95M
|
132K
$6.32M
|
|
|
Oct 29, 2025
Q3 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-1.33K- 18.45% |
$60.2K - $64.3K
|
5.87K
$282K
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
4.2KNew |
$191K - $203K
|
4.2K
$202K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
13+ 0.04% |
$590 - $629
|
33.9K
$1.63M
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
290+ 4.38% |
$13.2K - $14K
|
6.92K
$332K
|
|
|
Oct 23, 2025
Q3 2025
|
Motiv8 Investments LLC
Port St. Lucie, FL |
SELL
|
- |
-1.13K- 2.0% |
$51.4K - $54.9K
|
55.7K
$2.67M
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-1.47K- 3.66% |
$66.6K - $71.1K
|
38.6K
$1.85M
|
|
|
Oct 22, 2025
Q3 2025
|
Bcs Wealth Management
|
SELL
|
- |
-2.29K- 18.58% |
$104K - $111K
|
10K
$482K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
9.74K+ 10.37% |
$442K - $471K
|
104K
$4.98M
|
|
|
Oct 22, 2025
Q3 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
2.23K+ 0.84% |
$101K - $108K
|
267K
$12.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-540K- 63.16% |
$24.5M - $26.2M
|
315K
$15.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
574+ 4.93% |
$26K - $27.8K
|
12.2K
$586K
|
|
|
Oct 21, 2025
Q3 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1K- 10.38% |
$45.4K - $48.4K
|
8.64K
$415K
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-2.69K- 14.73% |
$122K - $130K
|
15.6K
$748K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-14.2K- 68.83% |
$646K - $690K
|
6.45K
$310K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.76KNew |
$125K - $134K
|
2.76K
$133K
|
|
|
Oct 06, 2025
Q3 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
3.56K+ 30.49% |
$162K - $172K
|
15.2K
$732K
|
|
|
Oct 06, 2025
Q3 2025
|
Gradient Investments LLC
|
SELL
|
- |
-100- 0.48% |
$4.54K - $4.84K
|
20.8K
$997K
|
|
|
Oct 06, 2025
Q3 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-1.21K- 1.8% |
$54.8K - $58.5K
|
65.9K
$3.16M
|
|
|
Oct 03, 2025
Q3 2025
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
1.14K+ 2.84% |
$51.5K - $55K
|
41.2K
$1.98M
|
|
| Q2 2025 | |||||||
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
21.7K+ 17.14% |
$835K - $986K
|
148K
$7.12M
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
4.59KNew |
$177K - $209K
|
4.59K
$221K
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
18.6K+ 85.9% |
$715K - $844K
|
40.2K
$1.93M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.96KNew |
$191K - $225K
|
4.96K
$238K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
258+ 1.06% |
$9.93K - $11.7K
|
24.5K
$1.18M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-17K- 68.71% |
$653K - $771K
|
7.72K
$371K
|
|
|
Aug 14, 2025
Q2 2025
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-3.17K- 10.3% |
$122K - $144K
|
27.6K
$1.33M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
4.05K+ 40.23% |
$156K - $184K
|
14.1K
$678K
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-2.48K- 6.16% |
$95.5K - $113K
|
37.8K
$1.81M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-2.62K- 6.36% |
$101K - $119K
|
38.5K
$1.85M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-920- 1.42% |
$35.4K - $41.8K
|
63.7K
$3.06M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.04K- 1.03% |
$39.9K - $47.1K
|
99.3K
$4.77M
|
|
|
Aug 13, 2025
Q2 2025
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-3.63K- 7.3% |
$140K - $165K
|
46K
$2.21M
|
|
|
Aug 13, 2025
Q2 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-35- 0.44% |
$1.35K - $1.59K
|
7.98K
$383K
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-377- 1.14% |
$14.5K - $17.1K
|
32.7K
$1.57M
|
|
|
Aug 13, 2025
Q2 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
264+ 7.67% |
$10.2K - $12K
|
3.71K
$178K
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-3.67K- 19.34% |
$141K - $167K
|
15.3K
$734K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
17K+ 28.97% |
$653K - $771K
|
75.5K
$3.62M
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-41- 0.54% |
$1.58K - $1.86K
|
7.6K
$365K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-118- 0.95% |
$4.54K - $5.36K
|
12.3K
$590K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-17.8K- 9.65% |
$686K - $810K
|
167K
$8.01M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-22- 0.26% |
$847 - $1K
|
8.44K
$405K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-14.5K- 7.77% |
$557K - $658K
|
172K
$8.25M
|
|
|
Aug 06, 2025
Q2 2025
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-27.3K- 6.63% |
$1.05M - $1.24M
|
385K
$18.5M
|
|
|
Aug 06, 2025
Q2 2025
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-376- 1.58% |
$14.5K - $17.1K
|
23.5K
$1.13M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-308- 1.78% |
$11.9K - $14K
|
17K
$818K
|
|
|
Aug 01, 2025
Q2 2025
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
1.32K+ 3.59% |
$50.8K - $60K
|
38.1K
$1.83M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
710+ 0.99% |
$27.3K - $32.3K
|
72.5K
$3.48M
|
|