Latest Institutional Purchases of Innovator U.S. Equity Buffer E (BJAN)
This list provides information on the latest institutional transactions involving Innovator U.S. Equity Buffer E (BJAN) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
624+ 10.64% |
$22.1K - $25.5K
|
6.49K
$309K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
348New |
$12.3K - $14.2K
|
348
$16.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
192New |
$6.8K - $7.85K
|
192
$9.15K
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
97New |
$3.43K - $3.97K
|
97
$4.62K
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
7.75KNew |
$270K - $292K
|
7.75K
$369K
|
|
| Q1 2023 | |||||||
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
212KNew |
$6.97M - $7.51M
|
212K
$10.1M
|
|
|
Apr 24, 2023
Q1 2023
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
5.89KNew |
$194K - $209K
|
5.89K
$281K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.16KNew |
$71K - $76.6K
|
2.16K
$103K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
182New |
$5.99K - $6.45K
|
182
$8.67K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
182New |
$5.99K - $6.45K
|
182
$8.67K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
100New |
$3.29K - $3.54K
|
100
$4.77K
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
10.1KNew |
$312K - $352K
|
10.1K
$480K
|
|
|
Sep 04, 2024
Q4 2022
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
7.35KNew |
$227K - $256K
|
7.35K
$350K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
768New |
$23.8K - $26.8K
|
768
$36.6K
|
|
|
Jan 10, 2023
Q4 2022
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
406New |
$12.6K - $14.2K
|
406
$19.3K
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
60New |
$1.86K - $2.09K
|
60
$2.86K
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
5New |
$155 - $174
|
5
$238
|
|
| Q3 2022 | |||||||
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
1+ 0.1% |
$31 - $35.3
|
1.03K
$49.1K
|
|
| Q2 2022 | |||||||
|
Jul 21, 2022
Q2 2022
|
Round Table Services, LLC
|
BUY
|
- |
6.5K+ 8.07% |
$203K - $236K
|
87K
$4.15M
|
|
|
Jul 13, 2022
Q2 2022
|
Parkside Investments, LLC
|
BUY
|
- |
6K+ 60.0% |
$188K - $218K
|
16K
$762K
|
|
| Q1 2022 | |||||||
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
214KNew |
$7.28M - $8.02M
|
214K
$10.2M
|
|
|
Apr 29, 2022
Q1 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
15.3K+ 28.02% |
$519K - $572K
|
69.7K
$3.32M
|
|
|
May 13, 2022
Q1 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
11.8KNew |
$400K - $441K
|
11.8K
$561K
|
|
|
May 10, 2022
Q1 2022
|
Marshall Financial Group LLC
|
BUY
|
- |
8.19KNew |
$278K - $307K
|
8.19K
$390K
|
|
|
May 06, 2022
Q1 2022
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
6.76KNew |
$230K - $253K
|
6.76K
$322K
|
|
|
May 10, 2022
Q1 2022
|
Alera Investment Advisors, LLC
|
BUY
|
- |
1.93K+ 11.51% |
$65.8K - $72.4K
|
18.7K
$893K
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
8.34KNew |
$270K - $285K
|
8.34K
$398K
|
|
| Q1 2020 | |||||||
|
Apr 06, 2020
Q1 2020
|
Global Trust Asset Management, LLC
|
BUY
|
- |
3.5KNew |
$77.1K - $105K
|
3.5K
$167K
|
|
| Q4 2019 | |||||||
|
Jan 28, 2020
Q4 2019
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
7.04KNew |
$201K - $212K
|
7.04K
$336K
|
|