Latest Institutional Purchases of Innovator U.S. Equity Buffer E (BOCT)
This list provides information on the latest institutional transactions involving Innovator U.S. Equity Buffer E (BOCT) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
68.2K+ 11.82% |
$2.78M - $2.9M
|
645K
$27.3M
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
9.64KNew |
$392K - $409K
|
9.64K
$408K
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
6.83KNew |
$278K - $290K
|
6.83K
$289K
|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
6.05K+ 9.05% |
$246K - $257K
|
72.9K
$3.08M
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.9K+ 129.94% |
$159K - $165K
|
6.9K
$292K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.75K+ 16.01% |
$112K - $117K
|
19.9K
$841K
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.2K+ 9.74% |
$89.5K - $93.3K
|
24.8K
$1.05M
|
|
Oct 24, 2024
Q3 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
633+ 1.67% |
$25.8K - $26.9K
|
38.5K
$1.63M
|
|
Oct 15, 2024
Q3 2024
|
Lantz Financial LLC
|
BUY
|
- |
14+ 0.08% |
$570 - $594
|
17.8K
$752K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q2 2024 | |||||||
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
21.6K+ 10.05% |
$856K - $898K
|
237K
$10M
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
16.1K+ 110.69% |
$637K - $668K
|
30.6K
$1.29M
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
4.4K+ 18.87% |
$175K - $183K
|
27.7K
$1.17M
|
|
Jul 30, 2024
Q2 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
2.98K+ 1.25% |
$118K - $124K
|
241K
$10.2M
|
|
Aug 13, 2024
Q2 2024
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
826+ 4.3% |
$32.7K - $34.3K
|
20K
$848K
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
645New |
$25.6K - $26.8K
|
645
$27.3K
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
280New |
$11.1K - $11.6K
|
280
$11.8K
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
144+ 2.26% |
$5.71K - $5.99K
|
6.51K
$275K
|
|
Q1 2024 | |||||||
Apr 23, 2024
Q1 2024
|
Mc Adam, LLC
|
BUY
|
- |
19.1KNew |
$725K - $771K
|
19.1K
$806K
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
12.4K+ 53.27% |
$473K - $503K
|
35.8K
$1.51M
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.14KNew |
$310K - $330K
|
8.14K
$344K
|
|
Apr 16, 2024
Q1 2024
|
Weaver Consulting Group
|
BUY
|
- |
4.99KNew |
$190K - $202K
|
4.99K
$211K
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.26K+ 60.99% |
$162K - $172K
|
11.2K
$475K
|
|
May 15, 2024
Q1 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
3.1KNew |
$118K - $125K
|
3.1K
$131K
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.32K+ 1.51% |
$88.1K - $93.7K
|
155K
$6.57M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
611+ 5.48% |
$23.3K - $24.7K
|
11.8K
$498K
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
100New |
$3.81K - $4.05K
|
100
$4.23K
|
|
May 15, 2024
Q1 2024
|
Xml Financial, LLC
|
BUY
|
- |
90+ 0.86% |
$3.43K - $3.64K
|
10.6K
$448K
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
45New |
$1.71K - $1.82K
|
45
$1.9K
|
|
Q4 2023 | |||||||
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
149K+ 2402.56% |
$5.13M - $5.74M
|
155K
$6.57M
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
23.5KNew |
$808K - $904K
|
23.5K
$993K
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
7.6KNew |
$262K - $293K
|
7.6K
$322K
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
7.09KNew |
$244K - $273K
|
7.09K
$300K
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
5.85KNew |
$201K - $225K
|
5.85K
$247K
|
|
Feb 08, 2024
Q4 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
5.85KNew |
$201K - $225K
|
5.85K
$247K
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
5.26KNew |
$181K - $202K
|
5.26K
$222K
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.4KNew |
$82.5K - $92.3K
|
2.4K
$101K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.42KNew |
$48.9K - $54.7K
|
1.42K
$60.1K
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
832+ 51.45% |
$28.7K - $32K
|
2.45K
$104K
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
619New |
$21.3K - $23.8K
|
619
$26.2K
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
562New |
$19.4K - $21.6K
|
562
$23.8K
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
458New |
$15.8K - $17.6K
|
458
$19.4K
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
400New |
$13.8K - $15.4K
|
400
$16.9K
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
370New |
$12.7K - $14.3K
|
370
$15.7K
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
90+ 1.82% |
$3.1K - $3.47K
|
5.04K
$213K
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
56New |
$1.93K - $2.16K
|
56
$2.37K
|
|
Q3 2023 | |||||||
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
5.82KNew |
$206K - $217K
|
5.82K
$246K
|
|
Nov 06, 2023
Q3 2023
|
My Personal Cfo, LLC
|
BUY
|
- |
3K+ 19.61% |
$106K - $112K
|
18.3K
$774K
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.51K+ 139.26% |
$53.4K - $56.2K
|
2.6K
$110K
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
616New |
$21.8K - $22.9K
|
616
$26.1K
|