Purchases and Sales Made in Q4 2024 in Innovator U.S. Equity Buffer E (BJAN)
This table provides information about the institutional ownership of Innovator U.S. Equity Buffer E (BJAN) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-1.36K- 2.43% |
$63.1K - $65.2K
|
54.6K
$2.56M
|
|
|
Feb 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-1.48K- 17.48% |
$68.6K - $71K
|
6.99K
$328K
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-1.8K- 12.1% |
$83.5K - $86.4K
|
13.1K
$613K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-2.17K- 10.32% |
$101K - $104K
|
18.9K
$884K
|
|
|
Jan 13, 2025
Q4 2024
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-2.7K- 30.51% |
$125K - $129K
|
6.15K
$288K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-2.74K- 14.3% |
$127K - $131K
|
16.4K
$768K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-3.04K- 10.84% |
$141K - $146K
|
25K
$1.17M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.07K- 2.07% |
$142K - $147K
|
145K
$6.78M
|
|
|
Feb 05, 2025
Q4 2024
|
Crown Wealth Group, LLC
|
SELL
|
- |
-4K- 1.18% |
$186K - $192K
|
335K
$15.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-5.34K- 41.1% |
$248K - $256K
|
7.65K
$358K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-5.41K- 28.98% |
$251K - $259K
|
13.3K
$621K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-5.67K- 99.28% |
$263K - $272K
|
41
$1.92K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-6.1K- 31.79% |
$283K - $292K
|
13.1K
$613K
|
|
|
Jan 16, 2025
Q4 2024
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-7.1K- 8.46% |
$329K - $341K
|
76.8K
$3.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-7.78K- 10.75% |
$361K - $373K
|
64.5K
$3.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-10.2K- 39.08% |
$472K - $488K
|
15.9K
$744K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-12.5K- 29.47% |
$581K - $601K
|
30K
$1.41M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-13.1K- 18.63% |
$609K - $630K
|
57.4K
$2.69M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-13.7K- 52.54% |
$637K - $659K
|
12.4K
$582K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-21.4K- 13.77% |
$991K - $1.02M
|
134K
$6.27M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-25.2K- 67.26% |
$1.17M - $1.21M
|
12.3K
$575K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-339K- 72.26% |
$15.7M - $16.2M
|
130K
$6.09M
|