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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
BUY
|
- |
1.3K+ 7.33% |
$54.7K - $57.3K
|
19.1K
$841K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
6.65K+ 50.02% |
$280K - $293K
|
19.9K
$879K
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
541+ 5.11% |
$22.7K - $23.8K
|
11.1K
$491K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
26.4KNew |
$1.11M - $1.16M
|
26.4K
$1.16M
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-2.1K- 15.33% |
$88.3K - $92.5K
|
11.6K
$511K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.38K+ 17.67% |
$184K - $193K
|
29.2K
$1.29M
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
2.35KNew |
$98.9K - $104K
|
2.35K
$104K
|
|
|
Jan 16, 2025
Q4 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-6.26K- 8.28% |
$263K - $276K
|
69.3K
$3.05M
|
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
6.62KNew |
$278K - $291K
|
6.62K
$292K
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
3.21K+ 4.4% |
$135K - $141K
|
76.1K
$3.35M
|
|
|
Jan 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
107+ 0.91% |
$4.5K - $4.71K
|
11.8K
$522K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
478K+ 9323.5% |
$20.1M - $21M
|
483K
$21.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
2.44K+ 24.08% |
$102K - $107K
|
12.6K
$553K
|
|
| Q3 2024 | |||||||
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
380+ 2.59% |
$15.5K - $16.1K
|
15.1K
$664K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-4.15K- 66.62% |
$169K - $176K
|
2.08K
$91.7K
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
13.6KNew |
$554K - $577K
|
13.6K
$599K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
588+ 0.38% |
$23.9K - $25K
|
156K
$6.87M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
171+ 27.63% |
$6.96K - $7.26K
|
790
$34.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
88+ 0.31% |
$3.58K - $3.74K
|
28.2K
$1.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-14.3K- 10.08% |
$584K - $609K
|
128K
$5.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
7.19KNew |
$293K - $305K
|
7.19K
$317K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4.34K- 7.85% |
$177K - $184K
|
50.9K
$2.25M
|
|
|
Nov 13, 2024
Q3 2024
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
527+ 4.3% |
$21.5K - $22.4K
|
12.8K
$564K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
15.3K+ 21.27% |
$624K - $651K
|
87.5K
$3.86M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
1.48K+ 22.01% |
$60.4K - $63K
|
8.22K
$362K
|
|
|
Nov 13, 2024
Q3 2024
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
3.68K+ 18.35% |
$150K - $156K
|
23.7K
$1.05M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
9.95K+ 14.87% |
$405K - $422K
|
76.9K
$3.39M
|
|
|
Nov 13, 2024
Q3 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
6.18K+ 2.56% |
$251K - $262K
|
247K
$10.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
43.8K+ 130.84% |
$1.78M - $1.86M
|
77.3K
$3.41M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
14.3KNew |
$581K - $606K
|
14.3K
$629K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-183- 72.05% |
$7.45K - $7.77K
|
71
$3.13K
|
|
|
Nov 12, 2024
Q3 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
61.8K+ 26.11% |
$2.52M - $2.62M
|
298K
$13.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.57K+ 4.07% |
$105K - $109K
|
65.8K
$2.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-151- 2.97% |
$6.15K - $6.41K
|
4.93K
$217K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.23K- 5.27% |
$50.1K - $52.2K
|
22.1K
$974K
|
|
|
Nov 06, 2024
Q3 2024
|
Straight Path Wealth Management
|
BUY
|
- |
2.77K+ 46.2% |
$113K - $118K
|
8.77K
$387K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.36K+ 11.96% |
$55.2K - $57.5K
|
12.7K
$559K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
764+ 1.15% |
$31.1K - $32.4K
|
67.2K
$2.96M
|
|
|
Nov 05, 2024
Q3 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-1- 0.01% |
$40.7 - $42.5
|
13.6K
$601K
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-3.49K- 29.81% |
$142K - $148K
|
8.22K
$362K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-97- 0.56% |
$3.95K - $4.12K
|
17.4K
$765K
|
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
6.83KNew |
$278K - $290K
|
6.83K
$301K
|
|
|
Oct 31, 2024
Q3 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-17K- 43.29% |
$693K - $723K
|
22.3K
$983K
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-16.1K- 72.17% |
$656K - $684K
|
6.21K
$274K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.85K- 10.44% |
$198K - $206K
|
41.6K
$1.83M
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-739- 1.89% |
$30.1K - $31.4K
|
38.3K
$1.69M
|
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
9.64KNew |
$392K - $409K
|
9.64K
$425K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.9K+ 129.94% |
$159K - $165K
|
6.9K
$304K
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-2K- 4.59% |
$81.4K - $84.9K
|
41.6K
$1.83M
|
|
|
Oct 24, 2024
Q3 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-214- 0.58% |
$8.71K - $9.08K
|
36.8K
$1.62M
|
|