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 |
---|---|---|---|---|---|---|---|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
105K+ 86.8% |
$4.03M - $4.75M
|
226K
$10.8M
|
|
Aug 18, 2025
Q2 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
4.68KNew |
$179K - $211K
|
4.68K
$224K
|
|
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
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-5- 0.16% |
$192 - $226
|
3.08K
$147K
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
22.4KNew |
$857K - $1.01M
|
22.4K
$1.07M
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
3.5K+ 33.75% |
$134K - $158K
|
13.9K
$665K
|
|
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
$342K
|
|
Aug 14, 2025
Q2 2025
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
3.76K+ 23.03% |
$144K - $170K
|
20.1K
$962K
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
7.33K+ 63.36% |
$281K - $331K
|
18.9K
$904K
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
6KNew |
$230K - $271K
|
6K
$287K
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.23K+ 7.93% |
$239K - $282K
|
84.8K
$4.06M
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.66K+ 3.67% |
$102K - $120K
|
75.1K
$3.6M
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
7.13K+ 4.63% |
$273K - $322K
|
161K
$7.71M
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
3.97K+ 28.02% |
$152K - $179K
|
18.1K
$868K
|
|
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
$214K
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.41K+ 3.46% |
$54.2K - $63.9K
|
42.3K
$2.02M
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-55- 0.68% |
$2.11K - $2.48K
|
8.07K
$386K
|
|
Aug 12, 2025
Q2 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
SELL
|
- |
-23- 0.11% |
$881 - $1.04K
|
21.5K
$1.03M
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
50+ 0.57% |
$1.92K - $2.26K
|
8.89K
$426K
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-743- 5.43% |
$28.5K - $33.6K
|
12.9K
$619K
|
|
Aug 11, 2025
Q2 2025
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-139- 0.66% |
$5.33K - $6.28K
|
21.1K
$1.01M
|
|
Aug 11, 2025
Q2 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-193- 0.55% |
$7.4K - $8.72K
|
34.8K
$1.67M
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.26K- 1.9% |
$48.2K - $56.8K
|
65K
$3.11M
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-575- 23.76% |
$22K - $26K
|
1.85K
$88.3K
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-602- 18.22% |
$23.1K - $27.2K
|
2.7K
$129K
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
5.25KNew |
$201K - $237K
|
5.25K
$251K
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
4.77KNew |
$183K - $216K
|
4.77K
$228K
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-3.15K- 11.08% |
$121K - $142K
|
25.3K
$1.21M
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-5.73K- 7.64% |
$219K - $259K
|
69.2K
$3.31M
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.03K- 1.32% |
$155K - $182K
|
303K
$14.5M
|
|
Aug 06, 2025
Q2 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-2.89K- 30.31% |
$111K - $131K
|
6.65K
$318K
|
|
Aug 06, 2025
Q2 2025
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-28.1K- 6.77% |
$1.08M - $1.27M
|
387K
$18.5M
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-322- 3.1% |
$12.3K - $14.5K
|
10.1K
$482K
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
BUY
|
- |
2+ 0.03% |
$76.6 - $90.3
|
6.38K
$305K
|
|
Aug 01, 2025
Q2 2025
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-398- 1.19% |
$15.3K - $18K
|
33K
$1.58M
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-50- 0.22% |
$1.92K - $2.26K
|
22.6K
$1.08M
|
|
Jul 31, 2025
Q2 2025
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-1.2K- 8.09% |
$46K - $54.2K
|
13.6K
$652K
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.48K- 9.67% |
$172K - $202K
|
41.9K
$2M
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-4.53K- 17.18% |
$174K - $205K
|
21.9K
$1.05M
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-1.3K- 7.51% |
$49.8K - $58.7K
|
16K
$766K
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
SELL
|
- |
-639- 6.47% |
$24.5K - $28.9K
|
9.23K
$442K
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.93K- 13.85% |
$74K - $87.2K
|
12K
$575K
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-846- 2.19% |
$32.4K - $38.2K
|
37.7K
$1.8M
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-3.36K- 26.7% |
$129K - $152K
|
9.23K
$442K
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-36.4K- 69.63% |
$1.39M - $1.64M
|
15.9K
$759K
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
110New |
$4.22K - $4.97K
|
110
$5.26K
|