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 |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-17.4K- 38.44% |
$687K - $732K
|
27.9K
$1.2M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-11K- 67.7% |
$435K - $464K
|
5.26K
$226K
|
|
|
Nov 08, 2024
Q3 2024
|
Bellwether Advisors, LLC
|
SELL
|
- |
-8.64K- 41.1% |
$341K - $364K
|
12.4K
$533K
|
|
|
Nov 14, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-5.2K- 24.47% |
$205K - $219K
|
16.1K
$691K
|
|
|
Oct 24, 2024
Q3 2024
|
Sageworth Trust CO
|
SELL
|
- |
-3.76K- 7.67% |
$148K - $158K
|
45.3K
$1.95M
|
|
|
Oct 17, 2024
Q3 2024
|
Bcs Wealth Management
|
SELL
|
- |
-1.99K- 12.13% |
$78.4K - $83.6K
|
14.4K
$619K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.84K- 24.08% |
$72.5K - $77.3K
|
5.78K
$249K
|
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-1.74K- 26.12% |
$68.5K - $73.1K
|
4.91K
$211K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.71K- 11.07% |
$67.3K - $71.8K
|
13.7K
$590K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-1.54K- 4.07% |
$60.8K - $64.8K
|
36.3K
$1.56M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.43K- 8.81% |
$56.6K - $60.4K
|
14.8K
$639K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.4K- 8.89% |
$55.1K - $58.8K
|
14.3K
$616K
|
|
|
Nov 08, 2024
Q3 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-1.3K- 8.76% |
$51.2K - $54.6K
|
13.5K
$581K
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-1.18K- 3.09% |
$46.6K - $49.7K
|
37.1K
$1.6M
|
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-1.04K- 5.08% |
$41K - $43.7K
|
19.4K
$834K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-957- 40.99% |
$37.8K - $40.3K
|
1.38K
$59.3K
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
SELL
|
- |
-316- 3.14% |
$12.5K - $13.3K
|
9.74K
$419K
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-289- 0.81% |
$11.4K - $12.2K
|
35.5K
$1.53M
|
|
|
Nov 05, 2024
Q3 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-119- 0.54% |
$4.7K - $5.01K
|
22.1K
$952K
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-70- 2.2% |
$2.76K - $2.95K
|
3.12K
$134K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-60- 0.55% |
$2.37K - $2.53K
|
10.9K
$467K
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-58- 0.91% |
$2.29K - $2.44K
|
6.29K
$271K
|
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-33- 0.58% |
$1.3K - $1.39K
|
5.68K
$245K
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-1- 0.01% |
$39.5 - $42.1
|
13.7K
$588K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-65.7K- 74.32% |
$2.5M - $2.67M
|
22.7K
$978K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-54.3K- 99.62% |
$2.06M - $2.21M
|
207
$8.91K
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-15.7K- 51.48% |
$596K - $639K
|
14.8K
$637K
|
|
|
Jul 12, 2024
Q2 2024
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-3.11K- 10.51% |
$118K - $127K
|
26.5K
$1.14M
|
|
|
Aug 02, 2024
Q2 2024
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-1.2K- 28.61% |
$45.7K - $49K
|
3K
$129K
|
|
|
Jul 31, 2024
Q2 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-1.16K- 16.37% |
$44K - $47.2K
|
5.92K
$255K
|
|
|
Jul 30, 2024
Q2 2024
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-1.02K- 4.01% |
$38.5K - $41.3K
|
24.3K
$1.05M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-800- 34.78% |
$30.4K - $32.5K
|
1.5K
$64.6K
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-615- 3.54% |
$23.4K - $25K
|
16.8K
$722K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-9.52K- 17.1% |
$345K - $374K
|
46.2K
$1.99M
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-8K- 53.98% |
$290K - $314K
|
6.82K
$294K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-5.53K- 39.39% |
$200K - $217K
|
8.51K
$366K
|
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-704- 11.55% |
$25.5K - $27.7K
|
5.39K
$232K
|
|
|
Apr 19, 2024
Q1 2024
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-622- 1.35% |
$22.5K - $24.4K
|
45.3K
$1.95M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-364- 0.71% |
$13.2K - $14.3K
|
50.9K
$2.19M
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-363- 5.71% |
$13.1K - $14.3K
|
6K
$258K
|
|
| Q3 2023 | |||||||
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-656- 85.75% |
$22K - $23.3K
|
109
$4.69K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-320- 6.63% |
$10.7K - $11.3K
|
4.5K
$194K
|
|
| Q2 2023 | |||||||
|
Aug 23, 2023
Q2 2023
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-5.16K- 40.59% |
$164K - $178K
|
7.56K
$325K
|
|
|
Aug 03, 2023
Q2 2023
|
Delta Investment Management, LLC
|
SELL
|
- |
-205- 0.45% |
$6.51K - $7.06K
|
45.4K
$1.95M
|
|
| Q1 2023 | |||||||
|
May 05, 2023
Q1 2023
|
Steward Financial Group LLC
|
SELL
|
- |
-31.4K- 81.77% |
$947K - $1.02M
|
7K
$301K
|
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.16K- 6.31% |
$34.9K - $37.6K
|
17.2K
$741K
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-7- 0.08% |
$211 - $227
|
8.57K
$369K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-16.8K- 56.94% |
$481K - $534K
|
12.7K
$548K
|
|
|
Jan 12, 2023
Q4 2022
|
Transform Wealth, LLC
|
SELL
|
- |
-9.47K- 52.05% |
$271K - $300K
|
8.73K
$376K
|
|
|
Jan 20, 2023
Q4 2022
|
Diligent Investors, LLC
|
SELL
|
- |
-2.5K- 2.58% |
$71.5K - $79.3K
|
94.5K
$4.07M
|
|