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 |
---|---|---|---|---|---|---|---|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
24.2K+ 17.54% |
$917K - $983K
|
162K
$6.79M
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
18.6K+ 8.2% |
$705K - $756K
|
245K
$10.3M
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
11.8K+ 35.16% |
$447K - $479K
|
45.2K
$1.9M
|
|
Aug 13, 2024
Q2 2024
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
5.53KNew |
$210K - $225K
|
5.53K
$232K
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
3.65K+ 14.74% |
$139K - $149K
|
28.4K
$1.19M
|
|
Jul 26, 2024
Q2 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
3.4K+ 49.25% |
$129K - $138K
|
10.3K
$431K
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
2.21K+ 6.22% |
$84.1K - $90.1K
|
37.8K
$1.59M
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.09KNew |
$79.4K - $85.1K
|
2.09K
$87.7K
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
1.5KNew |
$56.8K - $60.9K
|
1.5K
$62.7K
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
1.1K+ 27375.0% |
$41.6K - $44.5K
|
1.1K
$46.1K
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
859New |
$32.6K - $34.9K
|
859
$36K
|
|
Jul 24, 2024
Q2 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
696+ 8.11% |
$26.4K - $28.3K
|
9.28K
$389K
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
494+ 5.34% |
$18.8K - $20.1K
|
9.75K
$409K
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
90New |
$3.42K - $3.66K
|
90
$3.77K
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q1 2024 | |||||||
May 14, 2024
Q1 2024
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
61.4KNew |
$2.22M - $2.41M
|
61.4K
$2.57M
|
|
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 10, 2024
Q1 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
5.23KNew |
$190K - $206K
|
5.23K
$219K
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
229New |
$8.29K - $9K
|
229
$9.6K
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
83+ 0.9% |
$3.01K - $3.26K
|
9.35K
$392K
|
|
Q4 2023 | |||||||
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
258K+ 3658.95% |
$8.4M - $9.46M
|
265K
$11.1M
|
|
Jan 23, 2024
Q4 2023
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
9.21KNew |
$300K - $338K
|
9.21K
$386K
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
9.18KNew |
$299K - $337K
|
9.18K
$385K
|
|
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
|
|
Jan 26, 2024
Q4 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
5.72KNew |
$187K - $210K
|
5.72K
$240K
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2KNew |
$65.3K - $73.5K
|
2K
$83.9K
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
59New |
$1.93K - $2.17K
|
59
$2.47K
|
|
Q3 2023 | |||||||
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
45.6KNew |
$1.53M - $1.62M
|
45.6K
$1.91M
|
|
Oct 19, 2023
Q3 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
20.4KNew |
$685K - $724K
|
20.4K
$856K
|
|
Nov 06, 2023
Q3 2023
|
My Personal Cfo, LLC
|
BUY
|
- |
18.2KNew |
$611K - $646K
|
18.2K
$764K
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
16.3KNew |
$546K - $577K
|
16.3K
$683K
|
|
Nov 14, 2023
Q3 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
9.18KNew |
$308K - $325K
|
9.18K
$385K
|
|
Nov 13, 2023
Q3 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
7.61KNew |
$255K - $270K
|
7.61K
$319K
|
|
Nov 13, 2023
Q3 2023
|
Share Andrew L.
Manchester, NH |
BUY
|
- |
6.48KNew |
$217K - $230K
|
6.48K
$272K
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.75K+ 300.51% |
$58.8K - $62.1K
|
2.34K
$97.9K
|
|
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
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
500+ 31.25% |
$16.8K - $17.7K
|
2.1K
$88.1K
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
185+ 2.35% |
$6.2K - $6.56K
|
8.05K
$337K
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
47.1K+ 1242.78% |
$1.5M - $1.62M
|
50.9K
$2.13M
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
9.85K+ 258.92% |
$313K - $339K
|
13.7K
$573K
|
|
Q1 2023 | |||||||
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
2.14KNew |
$64.5K - $69.4K
|
2.14K
$89.6K
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
1KNew |
$30.2K - $32.5K
|
1K
$41.9K
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
900New |
$27.1K - $29.2K
|
900
$37.7K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
255New |
$7.69K - $8.28K
|
255
$10.7K
|
|
Q4 2022 | |||||||
Feb 13, 2023
Q4 2022
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
21.3KNew |
$607K - $674K
|
21.3K
$891K
|
|
Sep 04, 2024
Q4 2022
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
12.6KNew |
$360K - $399K
|
12.6K
$528K
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
5KNew |
$143K - $159K
|
5K
$210K
|