Purchases and Sales Made in Q3 2024 in Innovator U.S. Equity Buffer E (BSEP)
This table provides information about the institutional ownership of Innovator U.S. Equity Buffer E (BSEP) during Q3 2024. The information is specifically focused on institutions that hold shares of INNOVATOR U.S. EQUITY BUFFER E.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
387K+ 3510.19% |
$15.3M - $16.3M
|
398K
$16.7M
|
|
|
Oct 07, 2024
Q3 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
124KNew |
$4.91M - $5.24M
|
124K
$5.21M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
36.8K+ 156.34% |
$1.45M - $1.55M
|
60.3K
$2.53M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
31.5K+ 30.3% |
$1.24M - $1.33M
|
135K
$5.68M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
14.9K+ 4.8% |
$590K - $629K
|
326K
$13.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Lantz Financial LLC
|
BUY
|
- |
7.74K+ 13.86% |
$306K - $326K
|
63.6K
$2.67M
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
6.67KNew |
$263K - $281K
|
6.67K
$280K
|
|
|
Oct 22, 2024
Q3 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
6.34K+ 423.6% |
$250K - $267K
|
7.83K
$329K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
5.83K+ 56.22% |
$230K - $245K
|
16.2K
$679K
|
|
|
Oct 17, 2024
Q3 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
5.52KNew |
$218K - $232K
|
5.52K
$231K
|
|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
5.14K+ 27.66% |
$203K - $217K
|
23.7K
$995K
|
|
|
Oct 21, 2024
Q3 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
3.95K+ 21.67% |
$156K - $166K
|
22.2K
$930K
|
|
|
Oct 23, 2024
Q3 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
3.83K+ 25.25% |
$151K - $161K
|
19K
$797K
|
|
|
Oct 24, 2024
Q3 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
3.79K+ 12.31% |
$150K - $160K
|
34.6K
$1.45M
|
|
|
Oct 10, 2024
Q3 2024
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
3.05K+ 24.88% |
$120K - $128K
|
15.3K
$642K
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
2.71K+ 26.36% |
$107K - $114K
|
13K
$545K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
2.49K+ 62.3% |
$98.4K - $105K
|
6.49K
$272K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
2.46KNew |
$97.1K - $104K
|
2.46K
$103K
|
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
2.08K+ 22.44% |
$82.2K - $87.7K
|
11.4K
$477K
|
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
2KNew |
$79K - $84.2K
|
2K
$83.9K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
800+ 49.38% |
$31.6K - $33.7K
|
2.42K
$101K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
651+ 6.96% |
$25.7K - $27.4K
|
10K
$420K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
527+ 5.41% |
$20.8K - $22.2K
|
10.3K
$431K
|
|
|
Oct 16, 2024
Q3 2024
|
Berkshire Money Management, Inc.
|
BUY
|
- |
314+ 0.83% |
$12.4K - $13.2K
|
38.2K
$1.6M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
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
$264K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-60- 0.55% |
$2.37K - $2.53K
|
10.9K
$455K
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-70- 2.2% |
$2.76K - $2.95K
|
3.12K
$131K
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-289- 0.81% |
$11.4K - $12.2K
|
35.5K
$1.49M
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
SELL
|
- |
-316- 3.14% |
$12.5K - $13.3K
|
9.74K
$408K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-957- 40.99% |
$37.8K - $40.3K
|
1.38K
$57.8K
|
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-1.04K- 5.08% |
$41K - $43.7K
|
19.4K
$813K
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-1.18K- 3.09% |
$46.6K - $49.7K
|
37.1K
$1.56M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.71K- 11.07% |
$67.3K - $71.8K
|
13.7K
$574K
|
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-1.74K- 26.12% |
$68.5K - $73.1K
|
4.91K
$206K
|
|
|
Oct 17, 2024
Q3 2024
|
Bcs Wealth Management
|
SELL
|
- |
-1.99K- 12.13% |
$78.4K - $83.6K
|
14.4K
$603K
|
|
|
Oct 24, 2024
Q3 2024
|
Sageworth Trust CO
|
SELL
|
- |
-3.76K- 7.67% |
$148K - $158K
|
45.3K
$1.9M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-11K- 67.7% |
$435K - $464K
|
5.26K
$221K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-17.4K- 38.44% |
$687K - $732K
|
27.9K
$1.17M
|