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 |
---|---|---|---|---|---|---|---|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
SELL
|
- |
-2.59K- 19.0% |
$98.3K - $105K
|
11K
$463K
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
859New |
$32.6K - $34.9K
|
859
$36K
|
|
Jul 17, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-1.72K- 20.53% |
$65.2K - $69.8K
|
6.64K
$278K
|
|
Jul 16, 2024
Q2 2024
|
Bcs Wealth Management
|
SELL
|
- |
-1.71K- 9.45% |
$64.9K - $69.5K
|
16.4K
$686K
|
|
Jul 16, 2024
Q2 2024
|
Sageworth Trust CO
|
SELL
|
- |
-2- -0.0% |
$75.9 - $81.4
|
49K
$2.06M
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-516- 4.74% |
$19.6K - $21K
|
10.4K
$435K
|
|
Jul 12, 2024
Q2 2024
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-3.11K- 10.51% |
$118K - $127K
|
26.5K
$1.11M
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-5.26K- 12.09% |
$200K - $214K
|
38.3K
$1.6M
|
|
Jul 10, 2024
Q2 2024
|
Lantz Financial LLC
|
SELL
|
- |
-246K- 81.5% |
$9.35M - $10M
|
55.9K
$2.34M
|
|
Jul 08, 2024
Q2 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-344- 9.74% |
$13.1K - $14K
|
3.19K
$134K
|
|
Q1 2024 | |||||||
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
13.5K+ 82.75% |
$488K - $529K
|
29.7K
$1.25M
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
9.12K+ 315.28% |
$330K - $358K
|
12K
$504K
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-64.2K- 92.62% |
$2.32M - $2.52M
|
5.12K
$214K
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-11K- 59.18% |
$400K - $434K
|
7.62K
$319K
|
|
May 14, 2024
Q1 2024
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
61.4KNew |
$2.22M - $2.41M
|
61.4K
$2.57M
|
|
May 14, 2024
Q1 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-513- 6.51% |
$18.6K - $20.2K
|
7.37K
$309K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-5.53K- 39.39% |
$200K - $217K
|
8.51K
$357K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-9.52K- 17.1% |
$345K - $374K
|
46.2K
$1.94M
|
|
May 10, 2024
Q1 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
5.23KNew |
$190K - $206K
|
5.23K
$219K
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-8K- 53.98% |
$290K - $314K
|
6.82K
$286K
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
83+ 0.9% |
$3.01K - $3.26K
|
9.35K
$392K
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
229New |
$8.29K - $9K
|
229
$9.6K
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-704- 11.55% |
$25.5K - $27.7K
|
5.39K
$226K
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
SELL
|
- |
-221- 11.01% |
$8K - $8.68K
|
1.79K
$74.9K
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-7.63K- 15.33% |
$276K - $300K
|
42.1K
$1.77M
|
|
May 03, 2024
Q1 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-438- 6.45% |
$15.9K - $17.2K
|
6.35K
$266K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-364- 0.71% |
$13.2K - $14.3K
|
50.9K
$2.13M
|
|
Apr 19, 2024
Q1 2024
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-622- 1.35% |
$22.5K - $24.4K
|
45.3K
$1.9M
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-363- 5.71% |
$13.1K - $14.3K
|
6K
$251K
|
|
Apr 12, 2024
Q1 2024
|
Retirement Planning Group
|
SELL
|
- |
-145- 1.42% |
$5.25K - $5.7K
|
10.1K
$422K
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
6.2KNew |
$202K - $228K
|
6.2K
$260K
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
6.07K+ 21.79% |
$198K - $223K
|
33.9K
$1.42M
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
9.18KNew |
$299K - $337K
|
9.18K
$385K
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2KNew |
$65.3K - $73.5K
|
2K
$83.9K
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
258K+ 3658.95% |
$8.4M - $9.46M
|
265K
$11.1M
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
59New |
$1.93K - $2.17K
|
59
$2.47K
|
|
Jan 26, 2024
Q4 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
5.72KNew |
$187K - $210K
|
5.72K
$240K
|
|
Jan 23, 2024
Q4 2023
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
9.21KNew |
$300K - $338K
|
9.21K
$386K
|
|
Jan 12, 2024
Q4 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-402- 1.88% |
$13.1K - $14.8K
|
21K
$881K
|
|
Jan 08, 2024
Q4 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-746- 3.86% |
$24.3K - $27.4K
|
18.6K
$779K
|
|
Q3 2023 | |||||||
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
BUY
|
- |
1.63KNew |
$54.7K - $57.8K
|
1.63K
$68.3K
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.36K+ 13.56% |
$45.7K - $48.4K
|
11.4K
$479K
|
|
Nov 14, 2023
Q3 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
9.18KNew |
$308K - $325K
|
9.18K
$385K
|
|
Nov 13, 2023
Q3 2023
|
Share Andrew L.
Manchester, NH |
BUY
|
- |
6.48KNew |
$217K - $230K
|
6.48K
$272K
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
185+ 2.35% |
$6.2K - $6.56K
|
8.05K
$337K
|
|
Nov 13, 2023
Q3 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
7.61KNew |
$255K - $270K
|
7.61K
$319K
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
45.6KNew |
$1.53M - $1.62M
|
45.6K
$1.91M
|
|
Nov 06, 2023
Q3 2023
|
My Personal Cfo, LLC
|
BUY
|
- |
18.2KNew |
$611K - $646K
|
18.2K
$764K
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
500+ 31.25% |
$16.8K - $17.7K
|
2.1K
$88.1K
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
16.3KNew |
$546K - $577K
|
16.3K
$683K
|