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 |
|---|---|---|---|---|---|---|---|
|
May 16, 2025
Q1 2025
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
1.78MNew |
$73.8M - $79.2M
|
1.78M
$76.6M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
357K+ 109.49% |
$14.8M - $15.9M
|
683K
$29.5M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
93.9K+ 101.6% |
$3.9M - $4.19M
|
186K
$8.03M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
74.2KNew |
$3.08M - $3.31M
|
74.2K
$3.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
60.4K+ 17.18% |
$2.51M - $2.69M
|
412K
$17.8M
|
|
|
May 08, 2025
Q1 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
49.7KNew |
$2.06M - $2.21M
|
49.7K
$2.14M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
47.1K+ 9.75% |
$1.95M - $2.1M
|
530K
$22.8M
|
|
|
Apr 08, 2025
Q1 2025
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
39.8KNew |
$1.65M - $1.77M
|
39.8K
$1.71M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
24.7KNew |
$1.02M - $1.1M
|
24.7K
$1.06M
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
21.6KNew |
$898K - $964K
|
21.6K
$933K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
20.5KNew |
$852K - $915K
|
20.5K
$885K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
10.4K+ 13.66% |
$431K - $463K
|
86.4K
$3.73M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8.93K+ 5.03% |
$371K - $398K
|
186K
$8.04M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
8.31KNew |
$345K - $370K
|
8.31K
$358K
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
BUY
|
- |
7.91K+ 158.57% |
$328K - $352K
|
12.9K
$556K
|
|
|
Apr 23, 2025
Q1 2025
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
7.19K+ 14.99% |
$299K - $321K
|
55.2K
$2.38M
|
|
|
Apr 15, 2025
Q1 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
6.44K+ 2.49% |
$268K - $287K
|
266K
$11.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
5.84KNew |
$243K - $260K
|
5.84K
$252K
|
|
|
May 15, 2025
Q1 2025
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
4.41K+ 16.74% |
$183K - $197K
|
30.8K
$1.33M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
3.84K+ 15.44% |
$159K - $171K
|
28.7K
$1.24M
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
3.44KNew |
$143K - $153K
|
3.44K
$148K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.35K+ 424.43% |
$139K - $149K
|
4.14K
$179K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.05K+ 7.03% |
$85.1K - $91.4K
|
31.2K
$1.35M
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
1.42K+ 5.21% |
$58.8K - $63.2K
|
28.6K
$1.23M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.39K+ 2.19% |
$57.6K - $61.8K
|
64.6K
$2.79M
|
|
|
May 08, 2025
Q1 2025
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
976+ 2.72% |
$40.5K - $43.5K
|
36.8K
$1.59M
|
|
|
Apr 14, 2025
Q1 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
679+ 5.73% |
$28.2K - $30.3K
|
12.5K
$540K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
674+ 5.85% |
$28K - $30K
|
12.2K
$526K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
264+ 12.69% |
$11K - $11.8K
|
2.34K
$101K
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
131+ 0.33% |
$5.44K - $5.84K
|
40.2K
$1.73M
|
|
|
Apr 28, 2025
Q1 2025
|
Straight Path Wealth Management
|
BUY
|
- |
57+ 0.65% |
$2.37K - $2.54K
|
8.77K
$378K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
50+ 0.03% |
$2.08K - $2.23K
|
185K
$7.96M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
26.4KNew |
$1.11M - $1.16M
|
26.4K
$1.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
15.6KNew |
$655K - $686K
|
15.6K
$672K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
8.3K+ 1475.98% |
$349K - $365K
|
8.86K
$382K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
8.15KNew |
$342K - $359K
|
8.15K
$351K
|
|
|
Feb 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
8.02KNew |
$337K - $353K
|
8.02K
$346K
|
|
|
Jan 24, 2025
Q4 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
7.64K+ 41.72% |
$321K - $336K
|
25.9K
$1.12M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
6.67KNew |
$280K - $294K
|
6.67K
$287K
|
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
6.62KNew |
$278K - $291K
|
6.62K
$285K
|
|
|
Feb 04, 2025
Q4 2024
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
6KNew |
$252K - $264K
|
6K
$259K
|
|
|
Feb 14, 2025
Q4 2024
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
BUY
|
- |
5.57KNew |
$234K - $245K
|
5.57K
$240K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
4.89K+ 17.32% |
$206K - $215K
|
33.1K
$1.43M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.71K+ 10466.67% |
$198K - $207K
|
4.76K
$205K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
3.32KNew |
$139K - $146K
|
3.32K
$143K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
2.35KNew |
$98.9K - $104K
|
2.35K
$101K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.57K+ 22.72% |
$65.9K - $69K
|
8.46K
$365K
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
1.52KNew |
$63.9K - $66.9K
|
1.52K
$65.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.07K+ 15.01% |
$44.8K - $46.9K
|
8.16K
$352K
|
|