Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 08, 2024
Q1 2024
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-430K- 91.78% |
$15.6M - $16.9M
|
38.5K
$1.57M
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-199K- 93.59% |
$7.21M - $7.81M
|
13.6K
$554K
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-64.2K- 92.62% |
$2.32M - $2.52M
|
5.12K
$208K
|
|
Apr 29, 2024
Q1 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-55.6K- 71.39% |
$2.01M - $2.18M
|
22.3K
$906K
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-20.8K- 13.12% |
$753K - $817K
|
138K
$5.6M
|
|
Apr 16, 2024
Q1 2024
|
Sageworth Trust CO
|
SELL
|
- |
-16.4K- 25.0% |
$592K - $642K
|
49.1K
$1.99M
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-11K- 59.18% |
$400K - $434K
|
7.62K
$310K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-9.52K- 17.1% |
$345K - $374K
|
46.2K
$1.88M
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-8.31K- 2.59% |
$301K - $327K
|
313K
$12.7M
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-8K- 53.98% |
$290K - $314K
|
6.82K
$277K
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-7.66K- 39.22% |
$277K - $301K
|
11.9K
$483K
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-7.63K- 15.33% |
$276K - $300K
|
42.1K
$1.71M
|
|
May 02, 2024
Q1 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-7.49K- 4.15% |
$271K - $294K
|
173K
$7.04M
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
SELL
|
- |
-7.41K- 29.09% |
$268K - $291K
|
18.1K
$735K
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-7.15K- 22.4% |
$259K - $281K
|
24.8K
$1.01M
|
|
Apr 10, 2024
Q1 2024
|
Lantz Financial LLC
|
SELL
|
- |
-6.61K- 2.14% |
$239K - $260K
|
302K
$12.3M
|
|
Apr 24, 2024
Q1 2024
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-5.68K- 29.37% |
$206K - $223K
|
13.7K
$556K
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.66K- 17.35% |
$205K - $222K
|
27K
$1.1M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-5.53K- 39.39% |
$200K - $217K
|
8.51K
$346K
|
|
May 01, 2024
Q1 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-3.4K- 33.0% |
$123K - $133K
|
6.89K
$280K
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.29K- 2.02% |
$83.1K - $90.1K
|
111K
$4.52M
|
|
Apr 16, 2024
Q1 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-1.69K- 20.21% |
$61.2K - $66.3K
|
6.67K
$271K
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.59K- 10.8% |
$57.4K - $62.3K
|
13.1K
$533K
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-1.15K- 12.34% |
$41.5K - $45K
|
8.14K
$331K
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-967- 12.01% |
$35K - $38K
|
7.08K
$288K
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-911- 2.43% |
$33K - $35.8K
|
36.5K
$1.49M
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-805- 1.82% |
$29.2K - $31.6K
|
43.5K
$1.77M
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-730- 3.4% |
$26.4K - $28.7K
|
20.7K
$843K
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-704- 11.55% |
$25.5K - $27.7K
|
5.39K
$219K
|
|
Apr 19, 2024
Q1 2024
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-622- 1.35% |
$22.5K - $24.4K
|
45.3K
$1.84M
|
|
May 14, 2024
Q1 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-513- 6.51% |
$18.6K - $20.2K
|
7.37K
$300K
|
|
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
$258K
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-371- 2.19% |
$13.4K - $14.6K
|
16.6K
$675K
|
|
Apr 22, 2024
Q1 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-365- 0.73% |
$13.2K - $14.3K
|
49.3K
$2.01M
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-364- 0.71% |
$13.2K - $14.3K
|
50.9K
$2.07M
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-363- 5.71% |
$13.1K - $14.3K
|
6K
$244K
|
|
May 07, 2024
Q1 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-339- 0.7% |
$12.3K - $13.3K
|
48.2K
$1.96M
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-301- 0.65% |
$10.9K - $11.8K
|
46.1K
$1.87M
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
SELL
|
- |
-221- 11.01% |
$8K - $8.68K
|
1.79K
$72.7K
|
|
Apr 12, 2024
Q1 2024
|
Retirement Planning Group
|
SELL
|
- |
-145- 1.42% |
$5.25K - $5.7K
|
10.1K
$409K
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-125- 0.23% |
$4.53K - $4.91K
|
54.5K
$2.22M
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-100- 0.62% |
$3.62K - $3.93K
|
16K
$652K
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-27- 0.29% |
$978 - $1.06K
|
9.26K
$376K
|
|
May 23, 2024
Q1 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-19- 0.06% |
$688 - $746
|
30.9K
$1.26M
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-13- 0.1% |
$471 - $511
|
12.4K
$505K
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-4- 0.02% |
$145 - $157
|
17.4K
$708K
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1- -0.0% |
$36.2 - $39.3
|
88.5K
$3.6M
|
|
Q4 2023 | |||||||
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.3K- 3.75% |
$42.5K - $47.9K
|
33.5K
$1.36M
|
|
Jan 08, 2024
Q4 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-746- 3.86% |
$24.3K - $27.4K
|
18.6K
$756K
|
|
Jan 12, 2024
Q4 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-402- 1.88% |
$13.1K - $14.8K
|
21K
$855K
|