Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-17K- 43.29% |
$693K - $723K
|
22.3K
$967K
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-16.1K- 72.17% |
$656K - $684K
|
6.21K
$269K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-14.3K- 10.08% |
$584K - $609K
|
128K
$5.55M
|
|
|
Nov 21, 2024
Q3 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-7.66K- 9.2% |
$312K - $325K
|
75.6K
$3.28M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.85K- 10.44% |
$198K - $206K
|
41.6K
$1.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4.34K- 7.85% |
$177K - $184K
|
50.9K
$2.21M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-4.15K- 66.62% |
$169K - $176K
|
2.08K
$90.2K
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-3.49K- 29.81% |
$142K - $148K
|
8.22K
$356K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.34K- 26.45% |
$95.3K - $99.3K
|
6.51K
$282K
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-2K- 4.59% |
$81.4K - $84.9K
|
41.6K
$1.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.23K- 5.27% |
$50.1K - $52.2K
|
22.1K
$958K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-1.12K- 7.17% |
$45.6K - $47.6K
|
14.5K
$629K
|
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-750- 4.19% |
$30.5K - $31.8K
|
17.1K
$743K
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-739- 1.89% |
$30.1K - $31.4K
|
38.3K
$1.66M
|
|
|
Oct 17, 2024
Q3 2024
|
Bcs Wealth Management
|
SELL
|
- |
-649- 6.03% |
$26.4K - $27.6K
|
10.1K
$439K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-569- 4.1% |
$23.2K - $24.2K
|
13.3K
$576K
|
|
|
Oct 07, 2024
Q3 2024
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-434- 3.57% |
$17.7K - $18.4K
|
11.7K
$509K
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-405- 2.2% |
$16.5K - $17.2K
|
18K
$781K
|
|
|
Oct 09, 2024
Q3 2024
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-302- 1.25% |
$12.3K - $12.8K
|
23.8K
$1.03M
|
|
|
Oct 24, 2024
Q3 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-214- 0.58% |
$8.71K - $9.08K
|
36.8K
$1.59M
|
|
|
Oct 16, 2024
Q3 2024
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-200- 0.32% |
$8.14K - $8.49K
|
61.8K
$2.68M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-183- 72.05% |
$7.45K - $7.77K
|
71
$3.08K
|
|
|
Nov 08, 2024
Q3 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-151- 2.97% |
$6.15K - $6.41K
|
4.93K
$214K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-97- 0.56% |
$3.95K - $4.12K
|
17.4K
$752K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-65- 1.25% |
$2.65K - $2.76K
|
5.12K
$222K
|
|
|
Nov 05, 2024
Q3 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-1- 0.01% |
$40.7 - $42.5
|
13.6K
$591K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-24.4K- 48.98% |
$967K - $1.01M
|
25.4K
$1.1M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-16.3K- 65.28% |
$645K - $676K
|
8.65K
$375K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-655- 80.07% |
$26K - $27.2K
|
163
$7.07K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-213- 2.69% |
$8.44K - $8.86K
|
7.7K
$334K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-4.2K- 6.1% |
$160K - $170K
|
64.7K
$2.8M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-3.53K- 20.39% |
$134K - $143K
|
13.8K
$597K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-900- 44.1% |
$34.3K - $36.4K
|
1.14K
$49.5K
|
|
|
May 07, 2024
Q1 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-61- 0.37% |
$2.32K - $2.47K
|
16.4K
$711K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-16- 0.06% |
$609 - $648
|
24.8K
$1.07M
|
|
| Q4 2023 | |||||||
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.01K- 12.61% |
$34.9K - $39K
|
7.02K
$304K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-885- 1.25% |
$30.5K - $34.1K
|
70.1K
$3.04M
|
|
|
Jan 05, 2024
Q4 2023
|
Michael S. Ryan, Inc.
Albany, NY |
SELL
|
- |
-63- 0.07% |
$2.17K - $2.43K
|
89.8K
$3.89M
|
|
| Q3 2023 | |||||||
|
Oct 16, 2023
Q3 2023
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-450- 7.36% |
$15.9K - $16.7K
|
5.67K
$246K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-50- 6.25% |
$1.77K - $1.86K
|
750
$32.5K
|
|
| Q2 2023 | |||||||
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.33K- 18.11% |
$44.6K - $48.4K
|
6.01K
$261K
|
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-950- 13.95% |
$31.9K - $34.6K
|
5.86K
$254K
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Accuvest Global Advisors
Provo, UT |
SELL
|
- |
-30K- 50.0% |
$946K - $1.02M
|
30K
$1.3M
|
|
|
May 15, 2023
Q1 2023
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-2.27K- 13.27% |
$71.7K - $77.2K
|
14.9K
$644K
|
|
|
May 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-115- 2.48% |
$3.63K - $3.91K
|
4.52K
$196K
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-9- 0.13% |
$284 - $306
|
6.81K
$295K
|
|
| Q4 2022 | |||||||
|
Jan 24, 2023
Q4 2022
|
Cra Financial Services, LLC
|
SELL
|
- |
-600- 8.26% |
$17.8K - $19.7K
|
6.66K
$289K
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-41.9KClosed |
$1.24M - $1.43M
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Retirement Planning Group
|
SELL
|
- |
-20KClosed |
$593K - $684K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-8.46KClosed |
$251K - $290K
|
0
$0
|
|