Purchases and Sales Made in Q4 2024 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 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 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-644- 4.7% |
$26.9K - $28.1K
|
13.1K
$570K
|
|
|
Feb 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-830- 9.05% |
$34.7K - $36.2K
|
8.35K
$365K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-847- 11.6% |
$35.4K - $37K
|
6.46K
$282K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-896- 1.36% |
$37.5K - $39.1K
|
64.9K
$2.84M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-960- 3.45% |
$40.1K - $41.9K
|
26.9K
$1.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.37K- 2.28% |
$57.4K - $60K
|
58.9K
$2.57M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.39K- 9.6% |
$57.9K - $60.5K
|
13.1K
$570K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.52K- 0.74% |
$63.6K - $66.4K
|
204K
$8.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-2.1K- 77.72% |
$87.8K - $91.7K
|
602
$26.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.44K- 6.37% |
$102K - $107K
|
35.9K
$1.57M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.72K- 2.3% |
$114K - $119K
|
116K
$5.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-2.74K- 28.35% |
$114K - $119K
|
6.91K
$302K
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-2.97K- 15.3% |
$124K - $130K
|
16.4K
$717K
|
|
|
Feb 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-3.07K- 22.76% |
$128K - $134K
|
10.4K
$456K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-3.3K- 20.4% |
$138K - $144K
|
12.9K
$563K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-3.34K- 2.03% |
$140K - $146K
|
161K
$7.03M
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-3.43K- 14.46% |
$143K - $150K
|
20.3K
$887K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-4.31K- 30.86% |
$180K - $188K
|
9.65K
$422K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-7.35K- 18.67% |
$307K - $321K
|
32K
$1.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-11.5K- 77.82% |
$483K - $504K
|
3.29K
$144K
|
|
|
Jan 27, 2025
Q4 2024
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-25.5K- 66.75% |
$1.06M - $1.11M
|
12.7K
$554K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-26.8K- 73.82% |
$1.12M - $1.17M
|
9.5K
$415K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-39.7K- 12.19% |
$1.66M - $1.74M
|
286K
$12.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-89.5K- 68.95% |
$3.74M - $3.91M
|
40.3K
$1.76M
|