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 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
61.4K+ 37.14% |
$2.22M - $2.41M
|
227K
$9.22M
|
|
May 14, 2024
Q1 2024
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
61.4KNew |
$2.22M - $2.41M
|
61.4K
$2.5M
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
57.1KNew |
$2.07M - $2.24M
|
57.1K
$2.32M
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
35.6KNew |
$1.29M - $1.4M
|
35.6K
$1.45M
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
26.3K+ 185.89% |
$954K - $1.03M
|
40.5K
$1.65M
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
25.4K+ 228.42% |
$919K - $997K
|
36.5K
$1.48M
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
17.7K+ 138.06% |
$641K - $695K
|
30.5K
$1.24M
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
12.2K+ 22.47% |
$442K - $479K
|
66.5K
$2.71M
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
10.9KNew |
$397K - $430K
|
10.9K
$445K
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
10.9KNew |
$394K - $427K
|
10.9K
$443K
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
9.12K+ 315.28% |
$330K - $358K
|
12K
$489K
|
|
Apr 30, 2024
Q1 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
8.58KNew |
$311K - $337K
|
8.58K
$349K
|
|
May 10, 2024
Q1 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
5.23KNew |
$190K - $206K
|
5.23K
$213K
|
|
May 15, 2024
Q1 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
4.21KNew |
$152K - $165K
|
4.21K
$171K
|
|
May 01, 2024
Q1 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
600+ 2.43% |
$21.7K - $23.6K
|
25.3K
$1.03M
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
350+ 0.82% |
$12.7K - $13.7K
|
42.8K
$1.74M
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
229New |
$8.29K - $9K
|
229
$9.31K
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
83+ 0.9% |
$3.01K - $3.26K
|
9.35K
$380K
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
4New |
$145 - $157
|
4
$163
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q4 2023 | |||||||
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
258K+ 3658.95% |
$8.4M - $9.46M
|
265K
$10.8M
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
14.7KNew |
$479K - $539K
|
14.7K
$597K
|
|
Jan 23, 2024
Q4 2023
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
9.21KNew |
$300K - $338K
|
9.21K
$374K
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
9.18KNew |
$299K - $337K
|
9.18K
$373K
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
6.2KNew |
$202K - $228K
|
6.2K
$252K
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
6.07K+ 21.79% |
$198K - $223K
|
33.9K
$1.38M
|
|
Jan 26, 2024
Q4 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
5.72KNew |
$187K - $210K
|
5.72K
$232K
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2KNew |
$65.3K - $73.5K
|
2K
$81.4K
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.55K+ 11.8% |
$50.4K - $56.7K
|
14.6K
$595K
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.26K+ 10.23% |
$41.1K - $46.3K
|
13.6K
$552K
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
59New |
$1.93K - $2.17K
|
59
$2.4K
|
|
Q3 2023 | |||||||
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
45.6KNew |
$1.53M - $1.62M
|
45.6K
$1.86M
|
|
Oct 19, 2023
Q3 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
20.4KNew |
$685K - $724K
|
20.4K
$831K
|
|
Nov 06, 2023
Q3 2023
|
My Personal Cfo, LLC
|
BUY
|
- |
18.2KNew |
$611K - $646K
|
18.2K
$741K
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
16.3KNew |
$546K - $577K
|
16.3K
$662K
|
|
Nov 14, 2023
Q3 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
9.18KNew |
$308K - $325K
|
9.18K
$373K
|
|
Nov 13, 2023
Q3 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
7.61KNew |
$255K - $270K
|
7.61K
$309K
|
|
Nov 13, 2023
Q3 2023
|
Share Andrew L.
Manchester, NH |
BUY
|
- |
6.48KNew |
$217K - $230K
|
6.48K
$264K
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
2.08K+ 51.95% |
$69.7K - $73.7K
|
6.08K
$247K
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.75K+ 300.51% |
$58.8K - $62.1K
|
2.34K
$95K
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
BUY
|
- |
1.63KNew |
$54.7K - $57.8K
|
1.63K
$66.3K
|
|
Nov 13, 2023
Q3 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1.43K+ 68.14% |
$48K - $50.7K
|
3.53K
$144K
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.36K+ 13.56% |
$45.7K - $48.4K
|
11.4K
$465K
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
500+ 31.25% |
$16.8K - $17.7K
|
2.1K
$85.4K
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
185+ 2.35% |
$6.2K - $6.56K
|
8.05K
$327K
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
47.1K+ 1242.78% |
$1.5M - $1.62M
|
50.9K
$2.07M
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
9.85K+ 258.92% |
$313K - $339K
|
13.7K
$555K
|
|
Q1 2023 | |||||||
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
2.14KNew |
$64.5K - $69.4K
|
2.14K
$87K
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
1KNew |
$30.2K - $32.5K
|
1K
$40.7K
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
900New |
$27.1K - $29.2K
|
900
$36.6K
|