Latest Institutional Purchases of Innovator U.S. Equity Buffer E (BSEP)
This list provides information on the latest institutional transactions involving Innovator U.S. Equity Buffer E (BSEP) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
67.5K+ 33.14% |
$2.79M - $2.99M
|
271K
$11.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
60.9K+ 17.18% |
$2.51M - $2.69M
|
415K
$17.1M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
20.5K+ 7.16% |
$846K - $907K
|
307K
$12.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
20.2KNew |
$835K - $894K
|
20.2K
$832K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
17KNew |
$704K - $754K
|
17K
$701K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
13K+ 24.48% |
$538K - $576K
|
66.2K
$2.72M
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
12.2KNew |
$503K - $539K
|
12.2K
$501K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
10.4K+ 259450.0% |
$428K - $459K
|
10.4K
$427K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
10K+ 15.47% |
$414K - $444K
|
75K
$3.08M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
7.64KNew |
$315K - $338K
|
7.64K
$314K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.94K+ 13.73% |
$204K - $218K
|
40.9K
$1.68M
|
|
|
May 15, 2025
Q1 2025
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
4.44K+ 37.25% |
$183K - $196K
|
16.3K
$672K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.44K+ 5.98% |
$183K - $196K
|
78.6K
$3.23M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2.7K+ 448.84% |
$112K - $120K
|
3.3K
$136K
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
2.16K+ 4693.48% |
$89.1K - $95.5K
|
2.21K
$90.7K
|
|
|
Apr 09, 2025
Q1 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
1.2K+ 5.9% |
$49.4K - $52.9K
|
21.5K
$884K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
325+ 2.49% |
$13.4K - $14.4K
|
13.4K
$550K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
174+ 1.24% |
$7.18K - $7.7K
|
14.2K
$583K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
155+ 0.3% |
$6.4K - $6.86K
|
52.2K
$2.15M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
26.2KNew |
$1.1M - $1.15M
|
26.2K
$1.08M
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
21.5KNew |
$898K - $938K
|
21.5K
$884K
|
|
|
Feb 14, 2025
Q4 2024
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
BUY
|
- |
15.5KNew |
$647K - $676K
|
15.5K
$637K
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
9.87KNew |
$413K - $431K
|
9.87K
$406K
|
|
|
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
$259K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
4.78KNew |
$200K - $209K
|
4.78K
$197K
|
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
4.75KNew |
$198K - $207K
|
4.75K
$195K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
4.25KNew |
$178K - $186K
|
4.25K
$175K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.6KNew |
$66.9K - $69.9K
|
1.6K
$65.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
1.36KNew |
$56.8K - $59.4K
|
1.36K
$56K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
1.06KNew |
$44.1K - $46.1K
|
1.06K
$43.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
648New |
$27.1K - $28.3K
|
648
$26.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
500New |
$20.9K - $21.8K
|
500
$20.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
20+ 4.07% |
$836 - $873
|
511
$21K
|
|
|
Feb 10, 2025
Q4 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
5+ 0.06% |
$209 - $218
|
7.84K
$322K
|
|
| Q3 2024 | |||||||
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
181KNew |
$7.13M - $7.61M
|
181K
$7.43M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
31.5K+ 30.3% |
$1.24M - $1.33M
|
135K
$5.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
7.84KNew |
$309K - $330K
|
7.84K
$322K
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
6.67KNew |
$263K - $281K
|
6.67K
$274K
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
5.57KNew |
$220K - $235K
|
5.57K
$229K
|
|
|
Oct 17, 2024
Q3 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
5.52KNew |
$218K - $232K
|
5.52K
$227K
|
|
|
Oct 21, 2024
Q3 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
3.95K+ 21.67% |
$156K - $166K
|
22.2K
$912K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
2.46KNew |
$97.1K - $104K
|
2.46K
$101K
|
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
2KNew |
$79K - $84.2K
|
2K
$82.3K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
800+ 49.38% |
$31.6K - $33.7K
|
2.42K
$99.6K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
527+ 5.41% |
$20.8K - $22.2K
|
10.3K
$423K
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
117+ 6.55% |
$4.62K - $4.93K
|
1.9K
$78.3K
|
|
| Q2 2024 | |||||||
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
3.65K+ 14.74% |
$139K - $149K
|
28.4K
$1.17M
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.09KNew |
$79.4K - $85.1K
|
2.09K
$86K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
859New |
$32.6K - $34.9K
|
859
$35.3K
|
|