Purchases and Sales Made in Q4 2022 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 2022. 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 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
54.9KNew |
$1.57M - $1.74M
|
54.9K
$2.36M
|
|
|
Feb 13, 2023
Q4 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
41.3K+ 73.68% |
$1.18M - $1.31M
|
97.4K
$4.19M
|
|
|
Feb 13, 2023
Q4 2022
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
21.3KNew |
$607K - $674K
|
21.3K
$915K
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
14.9KNew |
$426K - $473K
|
14.9K
$641K
|
|
|
Feb 13, 2023
Q4 2022
|
Berkshire Money Management, Inc.
|
BUY
|
- |
14.3K+ 2.99% |
$407K - $452K
|
491K
$21.1M
|
|
|
Sep 04, 2024
Q4 2022
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
12.6KNew |
$360K - $399K
|
12.6K
$542K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
10.1K+ 12.75% |
$288K - $319K
|
89K
$3.83M
|
|
|
Feb 14, 2023
Q4 2022
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
8.18KNew |
$234K - $260K
|
8.18K
$352K
|
|
|
Jan 19, 2023
Q4 2022
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
7.53K+ 10.51% |
$215K - $239K
|
79.1K
$3.41M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.74K+ 11.68% |
$193K - $214K
|
64.4K
$2.77M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.69KNew |
$191K - $212K
|
6.69K
$288K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
5KNew |
$143K - $159K
|
5K
$215K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.96K+ 110.72% |
$142K - $157K
|
9.44K
$406K
|
|
|
Feb 16, 2023
Q4 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
4.66K+ 11.82% |
$133K - $148K
|
44.1K
$1.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.21K+ 216.52% |
$120K - $133K
|
6.15K
$265K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.76K+ 34.69% |
$79K - $87.7K
|
10.7K
$462K
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.3K+ 9.6% |
$65.7K - $72.9K
|
26.2K
$1.13M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
2.22K+ 136.11% |
$63.6K - $70.5K
|
3.86K
$166K
|
|
|
Jan 09, 2023
Q4 2022
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
1.73K+ 9.85% |
$49.4K - $54.9K
|
19.3K
$830K
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.57K+ 14.88% |
$44.9K - $49.8K
|
12.1K
$522K
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.45K+ 1.85% |
$41.5K - $46.1K
|
80K
$3.44M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
945+ 4.58% |
$27K - $30K
|
21.6K
$929K
|
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
557+ 4.4% |
$15.9K - $17.7K
|
13.2K
$569K
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
500New |
$14.3K - $15.9K
|
500
$21.5K
|
|
|
Feb 15, 2023
Q4 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
479+ 1.1% |
$13.7K - $15.2K
|
44.1K
$1.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
275+ 1.59% |
$7.86K - $8.72K
|
17.6K
$758K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
207New |
$5.92K - $6.57K
|
207
$8.91K
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
75New |
$2.14K - $2.38K
|
75
$3.23K
|
|
|
Feb 14, 2023
Q4 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
54+ 0.31% |
$1.54K - $1.71K
|
17.7K
$761K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 10, 2023
Q4 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-2- 0.02% |
$57.2 - $63.4
|
8.58K
$369K
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
SELL
|
- |
-16- 0.03% |
$457 - $508
|
54.2K
$2.33M
|
|
|
Feb 14, 2023
Q4 2022
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-178- 0.33% |
$5.09K - $5.65K
|
53.4K
$2.3M
|
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-188- 1.01% |
$5.37K - $5.96K
|
18.4K
$791K
|
|
|
Feb 13, 2023
Q4 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-226- 0.97% |
$6.46K - $7.17K
|
23.2K
$997K
|
|
|
Jan 10, 2023
Q4 2022
|
Bcs Wealth Management
|
SELL
|
- |
-262- 0.78% |
$7.49K - $8.31K
|
33.5K
$1.44M
|
|
|
Jan 31, 2023
Q4 2022
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-290- 1.1% |
$8.29K - $9.2K
|
26K
$1.12M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-361- 1.84% |
$10.3K - $11.5K
|
19.3K
$829K
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-423- 1.47% |
$12.1K - $13.4K
|
28.3K
$1.22M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-987- 1.29% |
$28.2K - $31.3K
|
75.2K
$3.24M
|
|
|
Feb 03, 2023
Q4 2022
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-1.17K- 2.25% |
$33.6K - $37.2K
|
51.1K
$2.2M
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Planning Group
|
SELL
|
- |
-1.74K- 10.81% |
$49.7K - $55.1K
|
14.3K
$617K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-2.36K- 4.53% |
$67.6K - $75K
|
49.8K
$2.14M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.37K- 6.45% |
$67.7K - $75.1K
|
34.3K
$1.48M
|
|
|
Jan 20, 2023
Q4 2022
|
Diligent Investors, LLC
|
SELL
|
- |
-2.5K- 2.58% |
$71.5K - $79.3K
|
94.5K
$4.07M
|
|
|
Jan 24, 2023
Q4 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-3.04K- 21.37% |
$86.8K - $96.3K
|
11.2K
$481K
|
|
|
Feb 02, 2023
Q4 2022
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-3.87K- 7.5% |
$111K - $123K
|
47.7K
$2.05M
|
|
|
Jan 19, 2023
Q4 2022
|
Delta Investment Management, LLC
|
SELL
|
- |
-4.08K- 8.01% |
$116K - $129K
|
46.8K
$2.01M
|
|
|
Feb 08, 2023
Q4 2022
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-4.68K- 1.72% |
$134K - $148K
|
267K
$11.5M
|
|
|
Jan 23, 2023
Q4 2022
|
Lantz Financial LLC
|
SELL
|
- |
-5.2K- 1.63% |
$149K - $165K
|
315K
$13.5M
|