Purchases and Sales Made in Q4 2024 in Innovator U.S. Equity Buffer E (BMAY)
This table provides information about the institutional ownership of Innovator U.S. Equity Buffer E (BMAY) 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
173KNew |
$6.78M - $7.04M
|
173K
$7.14M
|
|
|
Feb 13, 2025
Q4 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
41.8K+ 12.41% |
$1.64M - $1.7M
|
379K
$15.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
18.8K+ 73.04% |
$735K - $763K
|
44.5K
$1.83M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
15KNew |
$587K - $609K
|
15K
$618K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
9.55KNew |
$374K - $389K
|
9.55K
$394K
|
|
|
Jan 27, 2025
Q4 2024
|
Berkshire Money Management, Inc.
|
BUY
|
- |
7.13KNew |
$279K - $290K
|
7.13K
$294K
|
|
|
Jan 23, 2025
Q4 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
5.13KNew |
$201K - $209K
|
5.13K
$211K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.83K+ 1.57% |
$71.5K - $74.3K
|
118K
$4.86M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.5K+ 8.24% |
$58.6K - $60.9K
|
19.7K
$811K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
451New |
$17.7K - $18.4K
|
451
$18.6K
|
|
|
Jan 27, 2025
Q4 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
166+ 1.26% |
$6.51K - $6.75K
|
13.3K
$548K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
10+ 0.34% |
$392 - $407
|
2.92K
$120K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 27, 2025
Q4 2024
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-1- 0.01% |
$39.2 - $40.7
|
16.7K
$690K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-2- 0.01% |
$78.4 - $81.4
|
15.1K
$625K
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-13- 0.11% |
$510 - $529
|
12.1K
$500K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-25- 0.19% |
$980 - $1.02K
|
13.4K
$552K
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
SELL
|
- |
-49- 0.5% |
$1.92K - $1.99K
|
9.75K
$402K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-124- 0.73% |
$4.86K - $5.05K
|
16.8K
$692K
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-126- 1.73% |
$4.94K - $5.13K
|
7.18K
$296K
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-175- 64.34% |
$6.86K - $7.12K
|
97
$4K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-500- 25.04% |
$19.6K - $20.3K
|
1.5K
$61.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-554- 1.9% |
$21.7K - $22.5K
|
28.6K
$1.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-578- 1.24% |
$22.7K - $23.5K
|
45.9K
$1.89M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-648- 2.44% |
$25.4K - $26.4K
|
25.9K
$1.07M
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-674- 1.04% |
$26.4K - $27.4K
|
64K
$2.64M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-722- 2.99% |
$28.3K - $29.4K
|
23.4K
$965K
|
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-727- 3.63% |
$28.5K - $29.6K
|
19.3K
$795K
|
|
|
Jan 16, 2025
Q4 2024
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-781- 5.27% |
$30.6K - $31.8K
|
14K
$579K
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-977- 5.36% |
$38.3K - $39.8K
|
17.2K
$711K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.08K- 3.7% |
$42.3K - $43.9K
|
28K
$1.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.19K- 7.41% |
$46.6K - $48.4K
|
14.9K
$613K
|
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-1.24K- 25.41% |
$48.6K - $50.5K
|
3.64K
$150K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.25K- 4.52% |
$49K - $50.8K
|
26.4K
$1.09M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-1.29K- 11.56% |
$50.7K - $52.6K
|
9.89K
$408K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.75K- 17.66% |
$68.4K - $71K
|
8.13K
$335K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.79K- 8.58% |
$70.3K - $73K
|
19.1K
$788K
|
|
|
Feb 10, 2025
Q4 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-2.63K- 1.17% |
$103K - $107K
|
222K
$9.16M
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-3.5K- 11.83% |
$137K - $142K
|
26.1K
$1.08M
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-4.03K- 20.93% |
$158K - $164K
|
15.2K
$628K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-4.45K- 10.97% |
$174K - $181K
|
36.1K
$1.49M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-4.99K- 29.05% |
$195K - $203K
|
12.2K
$502K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-6.96K- 11.03% |
$273K - $283K
|
56.2K
$2.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-7.87K- 32.51% |
$309K - $320K
|
16.3K
$674K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-11.6K- 61.47% |
$455K - $473K
|
7.28K
$300K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-29.6K- 22.52% |
$1.16M - $1.21M
|
102K
$4.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-31.9K- 28.6% |
$1.25M - $1.3M
|
79.6K
$3.28M
|