Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
---|---|---|---|---|---|---|---|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-747- 14.3% |
$23.3K - $25K
|
4.48K
$188K
|
|
Feb 14, 2022
Q4 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.92K- 4.66% |
$59.9K - $64.3K
|
39.3K
$1.65M
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.12K- 38.57% |
$66.1K - $70.9K
|
3.37K
$142K
|
|
Feb 16, 2022
Q4 2021
|
Covington Capital Management
|
SELL
|
- |
-3K- 11.67% |
$93.6K - $100K
|
22.7K
$952K
|
|
Feb 10, 2022
Q4 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-3.63K- 24.76% |
$113K - $121K
|
11K
$462K
|
|
Jan 27, 2022
Q4 2021
|
Krilogy Financial LLC
|
SELL
|
- |
-4.95K- 19.43% |
$154K - $166K
|
20.5K
$861K
|
|
Feb 01, 2022
Q4 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-5.56K- 12.5% |
$173K - $186K
|
38.9K
$1.63M
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-11KClosed |
$344K - $370K
|
0
$0
|
|
Jan 27, 2022
Q4 2021
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-19.4K- 41.62% |
$606K - $650K
|
27.2K
$1.14M
|
|
Jan 26, 2022
Q4 2021
|
Transform Wealth, LLC
|
SELL
|
- |
-30.6K- 67.37% |
$954K - $1.02M
|
14.8K
$621K
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
SELL
|
- |
-47.2KClosed |
$1.47M - $1.58M
|
0
$0
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-59.8KClosed |
$1.87M - $2M
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-369KClosed |
$11.5M - $12.4M
|
0
$0
|