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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
50+ 0.57% |
$1.92K - $2.26K
|
8.89K
$428K
|
|
|
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
$2.03M
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-55- 0.68% |
$2.11K - $2.48K
|
8.07K
$388K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-743- 5.43% |
$28.5K - $33.6K
|
12.9K
$622K
|
|
|
Aug 12, 2025
Q2 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
SELL
|
- |
-23- 0.11% |
$881 - $1.04K
|
21.5K
$1.03M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.26K- 1.9% |
$48.2K - $56.8K
|
65K
$3.12M
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-575- 23.76% |
$22K - $26K
|
1.85K
$88.7K
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
5.25KNew |
$201K - $237K
|
5.25K
$252K
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
4.77KNew |
$183K - $216K
|
4.77K
$230K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-5.73K- 7.64% |
$219K - $259K
|
69.2K
$3.33M
|
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-3.15K- 11.08% |
$121K - $142K
|
25.3K
$1.22M
|
|
|
Aug 06, 2025
Q2 2025
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-28.1K- 6.77% |
$1.08M - $1.27M
|
387K
$18.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-2.89K- 30.31% |
$111K - $131K
|
6.65K
$320K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-322- 3.1% |
$12.3K - $14.5K
|
10.1K
$485K
|
|
|
Aug 01, 2025
Q2 2025
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-398- 1.19% |
$15.3K - $18K
|
33K
$1.59M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.48K- 9.67% |
$172K - $202K
|
41.9K
$2.01M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-50- 0.22% |
$1.92K - $2.26K
|
22.6K
$1.08M
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
SELL
|
- |
-639- 6.47% |
$24.5K - $28.9K
|
9.23K
$444K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.93K- 13.85% |
$74K - $87.2K
|
12K
$578K
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-3.36K- 26.7% |
$129K - $152K
|
9.23K
$444K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
110New |
$4.22K - $4.97K
|
110
$5.29K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-376- 6.68% |
$14.4K - $17K
|
5.25K
$253K
|
|
|
Jul 21, 2025
Q2 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-2.03K- 3.51% |
$77.8K - $91.7K
|
55.9K
$2.69M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
50New |
$1.92K - $2.26K
|
50
$2.4K
|
|
|
Jul 21, 2025
Q2 2025
|
Sageworth Trust CO
|
SELL
|
- |
-17.3K- 38.15% |
$662K - $780K
|
28K
$1.35M
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
SELL
|
- |
-76- 0.12% |
$2.91K - $3.43K
|
62.1K
$2.98M
|
|
|
Jul 08, 2025
Q2 2025
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-37.2K- 47.69% |
$1.43M - $1.68M
|
40.8K
$1.96M
|
|
| Q1 2025 | |||||||
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
4.06KNew |
$168K - $180K
|
4.06K
$195K
|
|
|
May 14, 2025
Q1 2025
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-16.1K- 74.17% |
$665K - $713K
|
5.61K
$270K
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
12.2KNew |
$503K - $539K
|
12.2K
$586K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-500- 46.51% |
$20.6K - $22.1K
|
575
$27.6K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-1.39K- 14.39% |
$57.3K - $61.4K
|
8.26K
$397K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
7.64KNew |
$315K - $338K
|
7.64K
$367K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-482- 3.69% |
$19.9K - $21.3K
|
12.6K
$604K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-24- 0.45% |
$991 - $1.06K
|
5.33K
$256K
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
20.2KNew |
$835K - $894K
|
20.2K
$972K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-166- 9.34% |
$6.85K - $7.34K
|
1.61K
$77.5K
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-4.57K- 27.85% |
$189K - $202K
|
11.8K
$570K
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-98- 1.02% |
$4.05K - $4.33K
|
9.48K
$456K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
1.36KNew |
$56.8K - $59.4K
|
1.36K
$65.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-26.8K- 73.82% |
$1.12M - $1.17M
|
9.5K
$457K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.6KNew |
$66.9K - $69.9K
|
1.6K
$76.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-7.35K- 18.67% |
$307K - $321K
|
32K
$1.54M
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-2.74K- 28.35% |
$114K - $119K
|
6.91K
$332K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
648New |
$27.1K - $28.3K
|
648
$31.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
1.06KNew |
$44.1K - $46.1K
|
1.06K
$50.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-25- 0.17% |
$1.05K - $1.09K
|
14.3K
$687K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
20+ 4.07% |
$836 - $873
|
511
$24.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-23- 0.17% |
$961 - $1K
|
13.6K
$656K
|
|