Purchases and Sales Made in Q3 2023 in Innovator Etfs Tr Buffer Step (BSTP)
This table provides information about the institutional ownership of Innovator Etfs Tr Buffer Step (BSTP) during Q3 2023. The information is specifically focused on institutions that hold shares of INNOVATOR ETFS TR BUFFER STEP-.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 03, 2023
Q3 2023
|
D.B. Root & Company, LLC
|
BUY
|
- |
46.6K+ 585.59% |
$1.23M - $1.29M
|
54.6K
$1.82M
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
43.7KNew |
$1.15M - $1.21M
|
43.7K
$1.46M
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
12.3KNew |
$324K - $341K
|
12.3K
$411K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
8.75KNew |
$231K - $242K
|
8.75K
$293K
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.49K+ 13.44% |
$224K - $235K
|
71.6K
$2.4M
|
|
Oct 18, 2023
Q3 2023
|
Cambridge Advisors Inc.
|
BUY
|
- |
6.81K+ 8.53% |
$179K - $189K
|
86.6K
$2.9M
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.75KNew |
$46.1K - $48.5K
|
1.75K
$58.6K
|
|
Oct 31, 2023
Q3 2023
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
1.68K+ 17.61% |
$44.2K - $46.5K
|
11.2K
$375K
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.58K+ 4.03% |
$41.5K - $43.6K
|
40.6K
$1.36M
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
470+ 10.17% |
$12.4K - $13K
|
5.09K
$170K
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
443+ 23.36% |
$11.7K - $12.3K
|
2.34K
$78.2K
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
439New |
$11.6K - $12.2K
|
439
$14.7K
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
350New |
$9.22K - $9.7K
|
350
$11.7K
|
|
Oct 11, 2023
Q3 2023
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
295+ 0.46% |
$7.77K - $8.17K
|
64.4K
$2.16M
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
10New |
$263 - $277
|
10
$335
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-437- 3.79% |
$11.5K - $12.1K
|
11.1K
$371K
|
|
Nov 13, 2023
Q3 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.92K- 19.83% |
$50.6K - $53.2K
|
7.77K
$260K
|
|
Feb 08, 2024
Q3 2023
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-3.18K- 15.94% |
$83.7K - $88.1K
|
16.8K
$561K
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-11.2K- 48.61% |
$296K - $311K
|
11.9K
$397K
|