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 |
---|---|---|---|---|---|---|---|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-189K- 96.38% |
$7.18M - $7.63M
|
7.09K
$295K
|
|
May 09, 2024
Q1 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-171K- 65.88% |
$6.52M - $6.93M
|
88.7K
$3.7M
|
|
May 08, 2024
Q1 2024
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-72K- 53.74% |
$2.74M - $2.92M
|
62K
$2.58M
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-23.5K- 3.85% |
$895K - $952K
|
586K
$24.4M
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-12.3K- 14.01% |
$468K - $498K
|
75.4K
$3.14M
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-9.17K- 16.11% |
$349K - $371K
|
47.8K
$1.99M
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-6.85K- 46.38% |
$261K - $277K
|
7.92K
$330K
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-4.53K- 31.08% |
$172K - $183K
|
10K
$418K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-4.2K- 6.1% |
$160K - $170K
|
64.7K
$2.7M
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.04K- 5.27% |
$154K - $163K
|
72.6K
$3.02M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-3.53K- 20.39% |
$134K - $143K
|
13.8K
$574K
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-3.3K- 17.42% |
$125K - $133K
|
15.6K
$651K
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2K- 10.2% |
$75.9K - $80.7K
|
17.6K
$732K
|
|
May 01, 2024
Q1 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-1.76K- 7.32% |
$67.1K - $71.3K
|
22.3K
$930K
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
SELL
|
- |
-1.42K- 10.14% |
$54.1K - $57.5K
|
12.6K
$525K
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.1K- 4.02% |
$41.7K - $44.4K
|
26.2K
$1.09M
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-900- 44.1% |
$34.3K - $36.4K
|
1.14K
$47.5K
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-761- 1.9% |
$29K - $30.8K
|
39.3K
$1.64M
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-485- 0.34% |
$18.5K - $19.6K
|
144K
$6.01M
|
|
May 23, 2024
Q1 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-477- 1.27% |
$18.2K - $19.3K
|
37K
$1.54M
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-424- 6.32% |
$16.1K - $17.2K
|
6.28K
$262K
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-417- 1.46% |
$15.9K - $16.9K
|
28.2K
$1.17M
|
|
May 02, 2024
Q1 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-323- 5.55% |
$12.3K - $13.1K
|
5.49K
$229K
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-260- 3.92% |
$9.9K - $10.5K
|
6.37K
$265K
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-185- 0.96% |
$7.04K - $7.49K
|
19.2K
$799K
|
|
Apr 10, 2024
Q1 2024
|
Lantz Financial LLC
|
SELL
|
- |
-92- 0.51% |
$3.5K - $3.72K
|
17.8K
$741K
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-80- 0.7% |
$3.05K - $3.24K
|
11.4K
$474K
|
|
May 07, 2024
Q1 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-61- 0.37% |
$2.32K - $2.47K
|
16.4K
$683K
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-16- 0.06% |
$609 - $648
|
24.8K
$1.03M
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1- -0.0% |
$38.1 - $40.5
|
49.8K
$2.08M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1- 0.01% |
$38.1 - $40.5
|
19K
$790K
|
|
Q4 2023 | |||||||
Jan 26, 2024
Q4 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-2.4K- 10.57% |
$82.5K - $92.3K
|
20.3K
$844K
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.01K- 12.61% |
$34.9K - $39K
|
7.02K
$292K
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-885- 1.25% |
$30.5K - $34.1K
|
70.1K
$2.92M
|
|
Jan 18, 2024
Q4 2023
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-814- 3.26% |
$28K - $31.4K
|
24.2K
$1.01M
|
|
Jan 05, 2024
Q4 2023
|
Michael S. Ryan, Inc.
Albany, NY |
SELL
|
- |
-63- 0.07% |
$2.17K - $2.43K
|
89.8K
$3.74M
|
|
Jan 10, 2024
Q4 2023
|
Diligent Investors, LLC
|
SELL
|
- |
-12- 0.03% |
$413 - $462
|
39.3K
$1.64M
|
|
Q3 2023 | |||||||
Oct 16, 2023
Q3 2023
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-450- 7.36% |
$15.9K - $16.7K
|
5.67K
$236K
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-50- 6.25% |
$1.77K - $1.86K
|
750
$31.3K
|
|
Q2 2023 | |||||||
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.33K- 18.11% |
$44.6K - $48.4K
|
6.01K
$251K
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-950- 13.95% |
$31.9K - $34.6K
|
5.86K
$244K
|
|
Q1 2023 | |||||||
May 12, 2023
Q1 2023
|
Accuvest Global Advisors
Provo, UT |
SELL
|
- |
-30K- 50.0% |
$946K - $1.02M
|
30K
$1.25M
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-4.22K- 94.32% |
$133K - $143K
|
254
$10.6K
|
|
May 15, 2023
Q1 2023
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-2.27K- 13.27% |
$71.7K - $77.2K
|
14.9K
$619K
|
|
May 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-115- 2.48% |
$3.63K - $3.91K
|
4.52K
$189K
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-9- 0.13% |
$284 - $306
|
6.81K
$284K
|
|
Q4 2022 | |||||||
Jan 24, 2023
Q4 2022
|
Cra Financial Services, LLC
|
SELL
|
- |
-600- 8.26% |
$18.4K - $19.7K
|
6.66K
$278K
|
|
Q2 2022 | |||||||
Aug 16, 2022
Q2 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-41.9KClosed |
N/A
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Retirement Planning Group
|
SELL
|
- |
-20KClosed |
N/A
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-8.46KClosed |
N/A
|
0
$0
|