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
$17.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
181KNew |
$7.13M - $7.61M
|
181K
$7.78M
|
|
|
Oct 07, 2024
Q3 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
124KNew |
$4.91M - $5.24M
|
124K
$5.35M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
123K+ 298.5% |
$4.86M - $5.18M
|
164K
$7.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
113K+ 2217.4% |
$4.48M - $4.78M
|
119K
$5.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
90.9K+ 233.33% |
$3.59M - $3.83M
|
130K
$5.59M
|
|
|
Nov 12, 2024
Q3 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
64K+ 26.11% |
$2.53M - $2.7M
|
309K
$13.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
59.8K+ 549.35% |
$2.36M - $2.52M
|
70.6K
$3.04M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
43.3K+ 26.75% |
$1.71M - $1.82M
|
205K
$8.83M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
36.8K+ 156.34% |
$1.45M - $1.55M
|
60.3K
$2.59M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
31.5K+ 30.3% |
$1.24M - $1.33M
|
135K
$5.83M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
14.9K+ 4.8% |
$590K - $629K
|
326K
$14M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
11.3K+ 20.83% |
$448K - $478K
|
65.8K
$2.83M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
11.2K+ 26.54% |
$442K - $471K
|
53.3K
$2.29M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
8.12K+ 49.2% |
$321K - $342K
|
24.6K
$1.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
7.84KNew |
$309K - $330K
|
7.84K
$337K
|
|
|
Oct 15, 2024
Q3 2024
|
Lantz Financial LLC
|
BUY
|
- |
7.74K+ 13.86% |
$306K - $326K
|
63.6K
$2.74M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.4K+ 11.71% |
$292K - $312K
|
70.6K
$3.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
7.3KNew |
$288K - $308K
|
7.3K
$314K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
6.73K+ 15.24% |
$266K - $283K
|
50.9K
$2.19M
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
6.67KNew |
$263K - $281K
|
6.67K
$287K
|
|
|
Oct 22, 2024
Q3 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
6.34K+ 423.6% |
$250K - $267K
|
7.83K
$337K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
5.83K+ 56.22% |
$230K - $245K
|
16.2K
$697K
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
5.57KNew |
$220K - $235K
|
5.57K
$240K
|
|
|
Oct 17, 2024
Q3 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
5.52KNew |
$218K - $232K
|
5.52K
$237K
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
5.41K+ 15.95% |
$214K - $228K
|
39.3K
$1.69M
|
|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
5.14K+ 27.66% |
$203K - $217K
|
23.7K
$1.02M
|
|
|
Oct 21, 2024
Q3 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
3.95K+ 21.67% |
$156K - $166K
|
22.2K
$955K
|
|
|
Oct 23, 2024
Q3 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
3.83K+ 25.25% |
$151K - $161K
|
19K
$818K
|
|
|
Oct 24, 2024
Q3 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
3.79K+ 12.31% |
$150K - $160K
|
34.6K
$1.49M
|
|
|
Nov 13, 2024
Q3 2024
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
3.74K+ 67.66% |
$148K - $157K
|
9.26K
$399K
|
|
|
Oct 10, 2024
Q3 2024
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
3.05K+ 24.88% |
$120K - $128K
|
15.3K
$659K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.01K+ 26.37% |
$119K - $127K
|
14.4K
$621K
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
2.71K+ 26.36% |
$107K - $114K
|
13K
$560K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2.7KNew |
$107K - $114K
|
2.7K
$116K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.6K+ 7.25% |
$102K - $109K
|
38.4K
$1.65M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
2.49K+ 62.3% |
$98.4K - $105K
|
6.49K
$279K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
2.46KNew |
$97.1K - $104K
|
2.46K
$106K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
2.28K+ 30.95% |
$90.1K - $96.1K
|
9.65K
$415K
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
2.14K+ 18.12% |
$84.5K - $90.2K
|
14K
$601K
|
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
2.08K+ 22.44% |
$82.2K - $87.7K
|
11.4K
$489K
|
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
2KNew |
$79K - $84.2K
|
2K
$86.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.65K+ 13.08% |
$65K - $69.4K
|
14.2K
$613K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.55K+ 676.42% |
$61.2K - $65.2K
|
1.78K
$76.5K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.52K+ 12.34% |
$60.1K - $64.1K
|
13.9K
$596K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.03KNew |
$40.5K - $43.2K
|
1.03K
$44.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
1.01K+ 16.27% |
$40K - $42.7K
|
7.24K
$312K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
800+ 49.38% |
$31.6K - $33.7K
|
2.42K
$104K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
651+ 6.96% |
$25.7K - $27.4K
|
10K
$431K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
527+ 5.41% |
$20.8K - $22.2K
|
10.3K
$442K
|