Latest Institutional Transactions on Innovator U.S. Equity Buffer E (BAUG)
This table provides information on the latest institutional transactions involving Innovator U.S. Equity Buffer E (BAUG) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-873- 6.95% |
N/A
|
11.7K
$0
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-117- 2.3% |
N/A
|
4.97K
$0
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
1+ 0.02% |
N/A
|
5.4K
$0
|
|
|
Jan 23, 2025
Q4 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-460- 1.67% |
N/A
|
27.1K
$0
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-4.84K- 27.49% |
N/A
|
12.8K
$0
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
SELL
|
- |
-161- 0.93% |
N/A
|
17.2K
$0
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-18.9K- 61.96% |
N/A
|
11.6K
$0
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-120- 0.34% |
N/A
|
35.2K
$0
|
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-324- 2.68% |
N/A
|
11.8K
$0
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
85.5K+ 22.0% |
N/A
|
474K
$0
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-14.4K- 38.22% |
N/A
|
23.2K
$0
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
SELL
|
- |
-224- 1.31% |
N/A
|
16.9K
$0
|
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-1K- 9.58% |
N/A
|
9.44K
$0
|
|
| Q3 2024 | |||||||
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
488+ 7.59% |
N/A
|
6.92K
$0
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-860- 3.76% |
N/A
|
22K
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
4.94KNew |
N/A
|
4.94K
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
6.51KNew |
N/A
|
6.51K
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-33.4K- 86.94% |
N/A
|
5.01K
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
13.8K+ 62.45% |
N/A
|
36K
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-492- 9.28% |
N/A
|
4.81K
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-3.38K- 41.62% |
N/A
|
4.74K
$0
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-184- 31.35% |
N/A
|
403
$0
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.13K- 8.79% |
N/A
|
11.7K
$0
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1.71K+ 132.33% |
N/A
|
3K
$0
|
|
|
Nov 08, 2024
Q3 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-447- 8.27% |
N/A
|
4.96K
$0
|
|
|
Oct 31, 2024
Q3 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-175- 0.26% |
N/A
|
66.2K
$0
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-562- 2.07% |
N/A
|
26.6K
$0
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
800New |
N/A
|
800
$0
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-256- 2.46% |
N/A
|
10.2K
$0
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
8.18KNew |
N/A
|
8.18K
$0
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
4.5K+ 43.8% |
N/A
|
14.8K
$0
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1.03K+ 5.43% |
N/A
|
20.1K
$0
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
41.2K+ 289.91% |
N/A
|
55.4K
$0
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
6K+ 13.22% |
N/A
|
51.3K
$0
|
|
|
Oct 18, 2024
Q3 2024
|
Crosspoint Financial, LLC
Tustin, CA |
BUY
|
- |
8.86KNew |
N/A
|
8.86K
$0
|
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
595+ 6.21% |
N/A
|
10.2K
$0
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-559- 60.63% |
N/A
|
363
$0
|
|
|
Oct 15, 2024
Q3 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
4.89KNew |
N/A
|
4.89K
$0
|
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-1.8K- 11.11% |
N/A
|
14.4K
$0
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
4.95KNew |
N/A
|
4.95K
$0
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1.57KNew |
N/A
|
1.57K
$0
|
|
|
Oct 04, 2024
Q3 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
8.57KNew |
N/A
|
8.57K
$0
|
|
| Q2 2024 | |||||||
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.19K+ 182.34% |
N/A
|
4.94K
$0
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3.39K- 25.04% |
N/A
|
10.1K
$0
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-298- 2.03% |
N/A
|
14.4K
$0
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-300- 21.82% |
N/A
|
1.08K
$0
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-4.95K- 49.95% |
N/A
|
4.96K
$0
|
|
|
Aug 05, 2024
Q2 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-231- 1.6% |
N/A
|
14.2K
$0
|
|
|
Jul 30, 2024
Q2 2024
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-999- 4.01% |
N/A
|
23.9K
$0
|
|
|
Jul 30, 2024
Q2 2024
|
Integrity Financial Corp
|
SELL
|
- |
-313- 45.69% |
N/A
|
372
$0
|
|