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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-83- 3.07% |
$3.75K - $4.01K
|
2.62K
$126K
|
|
|
Oct 31, 2025
Q3 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
22.4KNew |
$1.01M - $1.08M
|
22.4K
$1.08M
|
|
|
Oct 31, 2025
Q3 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-2.2K- 26.3% |
$99.1K - $106K
|
6.15K
$296K
|
|
|
Oct 30, 2025
Q3 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
385K+ 1827.2% |
$17.4M - $18.6M
|
406K
$19.5M
|
|
|
Oct 29, 2025
Q3 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-5.09K- 42.9% |
$230K - $246K
|
6.77K
$326K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.32KNew |
$195K - $208K
|
4.32K
$208K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
22.1KNew |
$996K - $1.07M
|
22.1K
$1.06M
|
|
|
Oct 29, 2025
Q3 2025
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
4.25KNew |
$192K - $205K
|
4.25K
$204K
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
16.7KNew |
$752K - $805K
|
16.7K
$801K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-574- 3.62% |
$25.9K - $27.7K
|
15.3K
$735K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
100+ 0.85% |
$4.51K - $4.83K
|
11.9K
$572K
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
31.7KNew |
$1.43M - $1.53M
|
31.7K
$1.52M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
665+ 1.76% |
$30K - $32.1K
|
38.4K
$1.85M
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
5.26KNew |
$237K - $254K
|
5.26K
$253K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
7.87K+ 123.36% |
$355K - $380K
|
14.2K
$685K
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-75- 0.34% |
$3.38K - $3.62K
|
21.8K
$1.05M
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
19.6K+ 293.81% |
$885K - $946K
|
26.3K
$1.26M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-13.1K- 4.34% |
$593K - $634K
|
290K
$13.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-1.2K- 3.45% |
$54.2K - $58K
|
33.6K
$1.62M
|
|
|
Oct 22, 2025
Q3 2025
|
Bcs Wealth Management
|
BUY
|
- |
679+ 6.68% |
$30.6K - $32.8K
|
10.8K
$522K
|
|
|
Oct 22, 2025
Q3 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-3- 0.06% |
$135 - $145
|
4.72K
$227K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.21K+ 39.14% |
$54.4K - $58.2K
|
4.28K
$206K
|
|
|
Oct 22, 2025
Q3 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
23.3K+ 95.84% |
$1.05M - $1.13M
|
47.6K
$2.29M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
18K+ 11.14% |
$810K - $867K
|
179K
$8.61M
|
|
|
Oct 21, 2025
Q3 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
4.71KNew |
$213K - $228K
|
4.71K
$227K
|
|
|
Oct 20, 2025
Q3 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
18.9KNew |
$854K - $914K
|
18.9K
$910K
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
878+ 2.5% |
$39.6K - $42.4K
|
36K
$1.73M
|
|
|
Oct 20, 2025
Q3 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
SELL
|
- |
-444- 4.82% |
$20K - $21.4K
|
8.76K
$421K
|
|
|
Oct 17, 2025
Q3 2025
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
SELL
|
- |
-2.9K- 18.7% |
$131K - $140K
|
12.6K
$605K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
545K+ 3406.32% |
$24.6M - $26.3M
|
561K
$27M
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
4.35KNew |
$196K - $210K
|
4.35K
$209K
|
|
|
Oct 09, 2025
Q3 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-104- 0.96% |
$4.69K - $5.02K
|
10.8K
$517K
|
|
|
Oct 08, 2025
Q3 2025
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
400+ 2.93% |
$18.1K - $19.3K
|
14K
$675K
|
|
|
Oct 06, 2025
Q3 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
912+ 6.21% |
$41.2K - $44K
|
15.6K
$750K
|
|
| Q2 2025 | |||||||
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
105K+ 86.8% |
$4.03M - $4.75M
|
226K
$10.9M
|
|
|
Aug 18, 2025
Q2 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
4.68KNew |
$179K - $211K
|
4.68K
$225K
|
|
|
Aug 15, 2025
Q2 2025
|
Chapman Financial Group, LLC
Kailua, HI |
SELL
|
- |
-200- 40.0% |
$7.66K - $9.03K
|
300
$14.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
22.4KNew |
$857K - $1.01M
|
22.4K
$1.08M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
3.5K+ 33.75% |
$134K - $158K
|
13.9K
$668K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-124- 0.51% |
$4.75K - $5.6K
|
24.3K
$1.17M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-9.89K- 58.05% |
$379K - $447K
|
7.15K
$344K
|
|
|
Aug 14, 2025
Q2 2025
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
3.76K+ 23.03% |
$144K - $170K
|
20.1K
$967K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
7.33K+ 63.36% |
$281K - $331K
|
18.9K
$908K
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
6KNew |
$230K - $271K
|
6K
$288K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.66K+ 3.67% |
$102K - $120K
|
75.1K
$3.61M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.23K+ 7.93% |
$239K - $282K
|
84.8K
$4.08M
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
3.97K+ 28.02% |
$152K - $179K
|
18.1K
$872K
|
|
|
Aug 13, 2025
Q2 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
2.17K+ 98.55% |
$83.3K - $98.1K
|
4.38K
$210K
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1- -0.0% |
$38.3 - $45.2
|
22.7K
$1.09M
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
4.47KNew |
$171K - $202K
|
4.47K
$215K
|
|