Purchases and Sales Made in Q4 2023 in Innovator U.S. Equity Buffer E (BOCT)
This table provides information about the institutional ownership of Innovator U.S. Equity Buffer E (BOCT) during Q4 2023. The information is specifically focused on institutions that hold shares of INNOVATOR U.S. EQUITY BUFFER E.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
370New |
$12.7K - $14.3K
|
370
$16.1K
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
359+ 1.27% |
$12.4K - $13.8K
|
28.6K
$1.24M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
90+ 1.82% |
$3.1K - $3.47K
|
5.04K
$219K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
56New |
$1.93K - $2.16K
|
56
$2.44K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
44New |
$1.52K - $1.69K
|
44
$1.91K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 10, 2024
Q4 2023
|
Diligent Investors, LLC
|
SELL
|
- |
-12- 0.03% |
$413 - $462
|
39.3K
$1.71M
|
|
|
Jan 05, 2024
Q4 2023
|
Michael S. Ryan, Inc.
Albany, NY |
SELL
|
- |
-63- 0.07% |
$2.17K - $2.43K
|
89.8K
$3.91M
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-368- 3.11% |
$12.7K - $14.2K
|
11.5K
$499K
|
|
|
Feb 08, 2024
Q4 2023
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-446- 2.64% |
$15.4K - $17.2K
|
16.5K
$716K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-463- 18.49% |
$15.9K - $17.8K
|
2.04K
$88.8K
|
|
|
Jan 18, 2024
Q4 2023
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-814- 3.26% |
$28K - $31.4K
|
24.2K
$1.05M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-885- 1.25% |
$30.5K - $34.1K
|
70.1K
$3.05M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.01K- 12.61% |
$34.9K - $39K
|
7.02K
$305K
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-1.11K- 14.32% |
$38.1K - $42.6K
|
6.63K
$288K
|
|
|
Jan 26, 2024
Q4 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-2.4K- 10.57% |
$82.5K - $92.3K
|
20.3K
$881K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.29K- 7.41% |
$113K - $127K
|
41.1K
$1.79M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-8.67K- 37.0% |
$299K - $334K
|
14.8K
$642K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-12.3K- 41.52% |
$423K - $473K
|
17.3K
$753K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-17.3K- 18.42% |
$596K - $666K
|
76.6K
$3.33M
|
|
|
Feb 15, 2024
Q4 2023
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-72.2K- 21.74% |
$2.49M - $2.78M
|
260K
$11.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-95.1K- 41.5% |
$3.28M - $3.66M
|
134K
$5.83M
|