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 |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
170+ 26.52% |
$6.55K - $7.73K
|
811
$36.9K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.9K+ 27.62% |
$73.1K - $86.3K
|
8.77K
$399K
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
SELL
|
- |
-3.05K- 17.8% |
$117K - $139K
|
14.1K
$641K
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-7.59K- 10.17% |
$292K - $345K
|
67.1K
$3.05M
|
|
|
Jul 09, 2025
Q2 2025
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
296+ 0.74% |
$11.4K - $13.5K
|
40.1K
$1.82M
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
20.9KNew |
$803K - $948K
|
20.9K
$949K
|
|
|
Jul 02, 2025
Q2 2025
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-842- 6.72% |
$32.4K - $38.3K
|
11.7K
$531K
|
|
| Q1 2025 | |||||||
|
May 16, 2025
Q1 2025
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
1.78MNew |
$73.8M - $79.2M
|
1.78M
$80.8M
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
21.6KNew |
$898K - $964K
|
21.6K
$984K
|
|
|
May 15, 2025
Q1 2025
|
Bullseye Investment Management, LLC
|
SELL
|
- |
-632- 2.38% |
$26.2K - $28.2K
|
25.9K
$1.18M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.35K+ 424.43% |
$139K - $149K
|
4.14K
$188K
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
3.44KNew |
$143K - $153K
|
3.44K
$157K
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
74.2KNew |
$3.08M - $3.31M
|
74.2K
$3.37M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-3.51K- 25.87% |
$146K - $157K
|
10.1K
$458K
|
|
|
May 15, 2025
Q1 2025
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
4.41K+ 16.74% |
$183K - $197K
|
30.8K
$1.4M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
24.7KNew |
$1.02M - $1.1M
|
24.7K
$1.12M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.39K+ 2.19% |
$57.6K - $61.8K
|
64.6K
$2.94M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-28.8K- 54.32% |
$1.2M - $1.28M
|
24.2K
$1.1M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-49- 0.64% |
$2.03K - $2.18K
|
7.64K
$347K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-124- 0.79% |
$5.15K - $5.53K
|
15.5K
$706K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-8.02K- 7.4% |
$333K - $357K
|
100K
$4.56M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-235- 1.86% |
$9.76K - $10.5K
|
12.4K
$564K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-128- 0.31% |
$5.32K - $5.7K
|
41.2K
$1.87M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-141- 50.36% |
$5.86K - $6.28K
|
139
$6.32K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
50+ 0.03% |
$2.08K - $2.23K
|
185K
$8.39M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
357K+ 109.49% |
$14.8M - $15.9M
|
683K
$31.1M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
674+ 5.85% |
$28K - $30K
|
12.2K
$555K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
20.5KNew |
$852K - $915K
|
20.5K
$933K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-417- 5.53% |
$17.3K - $18.6K
|
7.12K
$324K
|
|
|
May 08, 2025
Q1 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
49.7KNew |
$2.06M - $2.21M
|
49.7K
$2.26M
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
1.42K+ 5.21% |
$58.8K - $63.2K
|
28.6K
$1.3M
|
|
|
May 08, 2025
Q1 2025
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
976+ 2.72% |
$40.5K - $43.5K
|
36.8K
$1.67M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-4.63K- 7.33% |
$192K - $206K
|
58.5K
$2.66M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8.93K+ 5.03% |
$371K - $398K
|
186K
$8.48M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.18K- 16.82% |
$49K - $52.6K
|
5.84K
$265K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-1.3K- 3.13% |
$54K - $57.9K
|
40.3K
$1.83M
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
131+ 0.33% |
$5.44K - $5.84K
|
40.2K
$1.83M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
8.31KNew |
$345K - $370K
|
8.31K
$378K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-800- 13.98% |
$33.2K - $35.7K
|
4.92K
$224K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-273- 1.55% |
$11.3K - $12.2K
|
17.3K
$788K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
10.4K+ 13.66% |
$431K - $463K
|
86.4K
$3.93M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
3.84K+ 15.44% |
$159K - $171K
|
28.7K
$1.31M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
47.1K+ 9.75% |
$1.95M - $2.1M
|
530K
$24.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
60.4K+ 17.18% |
$2.51M - $2.69M
|
412K
$18.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
SELL
|
- |
-2.98K- 52.16% |
$124K - $133K
|
2.73K
$124K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-27.1K- 27.45% |
$1.13M - $1.21M
|
71.8K
$3.26M
|
|
|
Apr 28, 2025
Q1 2025
|
Straight Path Wealth Management
|
BUY
|
- |
57+ 0.65% |
$2.37K - $2.54K
|
8.77K
$399K
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
BUY
|
- |
7.91K+ 158.57% |
$328K - $352K
|
12.9K
$586K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-6.02K- 35.36% |
$250K - $268K
|
11K
$501K
|
|