Latest Institutional Transactions on Innovator U.S. Equity Buffer E (BSEP)
This table provides information on the latest institutional transactions involving Innovator U.S. Equity Buffer E (BSEP) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
6.29KNew |
$263K - $275K
|
6.29K
$275K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-225- 2.25% |
$9.41K - $9.83K
|
9.78K
$427K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-89.5K- 68.95% |
$3.74M - $3.91M
|
40.3K
$1.76M
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-8- 0.02% |
$334 - $349
|
37.1K
$1.62M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-847- 11.6% |
$35.4K - $37K
|
6.46K
$282K
|
|
|
Jan 27, 2025
Q4 2024
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-25.5K- 66.75% |
$1.06M - $1.11M
|
12.7K
$554K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-164- 3.12% |
$6.86K - $7.16K
|
5.09K
$223K
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-2.97K- 15.3% |
$124K - $130K
|
16.4K
$717K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-20- 0.15% |
$836 - $873
|
13K
$567K
|
|
|
Jan 23, 2025
Q4 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-450- 1.3% |
$18.8K - $19.7K
|
34.2K
$1.49M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-960- 3.45% |
$40.1K - $41.9K
|
26.9K
$1.17M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
4.78KNew |
$200K - $209K
|
4.78K
$209K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-3.3K- 20.4% |
$138K - $144K
|
12.9K
$563K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-644- 4.7% |
$26.9K - $28.1K
|
13.1K
$570K
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-65- 0.57% |
$2.72K - $2.84K
|
11.3K
$494K
|
|
|
Jan 16, 2025
Q4 2024
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-195- 0.74% |
$8.15K - $8.52K
|
26.3K
$1.15M
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
4.25KNew |
$178K - $186K
|
4.25K
$186K
|
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
2.26K+ 11.89% |
$94.4K - $98.7K
|
21.3K
$929K
|
|
|
Jan 14, 2025
Q4 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
25.3K+ 20.37% |
$1.06M - $1.11M
|
150K
$6.54M
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-187- 3.81% |
$7.82K - $8.17K
|
4.72K
$206K
|
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
4.75KNew |
$198K - $207K
|
4.75K
$207K
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
SELL
|
- |
-417- 2.9% |
$17.4K - $18.2K
|
14K
$610K
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-3.43K- 14.46% |
$143K - $150K
|
20.3K
$887K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
89.2K+ 22.39% |
$3.73M - $3.9M
|
488K
$21.3M
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-159- 5.1% |
$6.65K - $6.94K
|
2.96K
$129K
|
|
| Q3 2024 | |||||||
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-33- 0.58% |
$1.3K - $1.39K
|
5.68K
$248K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.55K+ 676.42% |
$61.2K - $65.2K
|
1.78K
$77.7K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
8.12K+ 49.2% |
$321K - $342K
|
24.6K
$1.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
2.28K+ 30.95% |
$90.1K - $96.1K
|
9.65K
$422K
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
7.84KNew |
$309K - $330K
|
7.84K
$342K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
113K+ 2217.4% |
$4.48M - $4.78M
|
119K
$5.18M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
11.2K+ 26.54% |
$442K - $471K
|
53.3K
$2.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-5.2K- 24.47% |
$205K - $219K
|
16.1K
$701K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.84K- 24.08% |
$72.5K - $77.3K
|
5.78K
$253K
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
5.41K+ 15.95% |
$214K - $228K
|
39.3K
$1.72M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.65K+ 13.08% |
$65K - $69.4K
|
14.2K
$622K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
59.8K+ 549.35% |
$2.36M - $2.52M
|
70.6K
$3.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
1.01K+ 16.27% |
$40K - $42.7K
|
7.24K
$316K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-1.54K- 4.07% |
$60.8K - $64.8K
|
36.3K
$1.59M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.4K- 8.89% |
$55.1K - $58.8K
|
14.3K
$625K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.4K+ 11.71% |
$292K - $312K
|
70.6K
$3.09M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
43.3K+ 26.75% |
$1.71M - $1.82M
|
205K
$8.97M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
2.14K+ 18.12% |
$84.5K - $90.2K
|
14K
$610K
|
|
|
Nov 13, 2024
Q3 2024
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
3.74K+ 67.66% |
$148K - $157K
|
9.26K
$405K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
11.3K+ 20.83% |
$448K - $478K
|
65.8K
$2.88M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
5.57KNew |
$220K - $235K
|
5.57K
$243K
|
|
|
Nov 12, 2024
Q3 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
64K+ 26.11% |
$2.53M - $2.7M
|
309K
$13.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
123K+ 298.5% |
$4.86M - $5.18M
|
164K
$7.18M
|
|
|
Nov 08, 2024
Q3 2024
|
Bellwether Advisors, LLC
|
SELL
|
- |
-8.64K- 41.1% |
$341K - $364K
|
12.4K
$541K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.03KNew |
$40.5K - $43.2K
|
1.03K
$44.8K
|
|