Purchases and Sales Made in Q4 2023 in Innovator U.S. Equity Buffer E (BMAR)
This table provides information about the institutional ownership of Innovator U.S. Equity Buffer E (BMAR) during Q4 2023. 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 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
22.5K+ 17.26% |
$792K - $892K
|
153K
$7.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
9.09KNew |
$320K - $360K
|
9.09K
$424K
|
|
|
May 22, 2024
Q4 2023
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
7.13KNew |
$251K - $282K
|
7.13K
$333K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
5.77KNew |
$203K - $229K
|
5.77K
$270K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.72K+ 135.52% |
$201K - $227K
|
9.94K
$464K
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
5.51KNew |
$194K - $218K
|
5.51K
$257K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.44KNew |
$191K - $216K
|
5.44K
$254K
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.69K+ 78.4% |
$130K - $146K
|
8.4K
$392K
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
BUY
|
- |
3.59K+ 12.49% |
$126K - $142K
|
32.3K
$1.51M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
2.86KNew |
$101K - $113K
|
2.86K
$134K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
2.65K+ 24.57% |
$93.2K - $105K
|
13.4K
$627K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1.72KNew |
$60.6K - $68.2K
|
1.72K
$80.4K
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
675+ 4.71% |
$23.7K - $26.7K
|
15K
$700K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
215+ 0.4% |
$7.56K - $8.52K
|
53.4K
$2.49M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
176New |
$6.19K - $6.97K
|
176
$8.22K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
55New |
$1.93K - $2.18K
|
55
$2.57K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-65- 1.15% |
$2.29K - $2.58K
|
5.6K
$262K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-85- 0.74% |
$2.99K - $3.37K
|
11.4K
$533K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-143- 0.58% |
$5.03K - $5.67K
|
24.5K
$1.14M
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-169- 4.24% |
$5.94K - $6.7K
|
3.81K
$178K
|
|
|
Jan 12, 2024
Q4 2023
|
Lantz Financial LLC
|
SELL
|
- |
-199- 1.36% |
$7K - $7.88K
|
14.4K
$674K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-233- 34.47% |
$8.19K - $9.23K
|
443
$20.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-258- 1.01% |
$9.07K - $10.2K
|
25.2K
$1.18M
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-600- 2.9% |
$21.1K - $23.8K
|
20.1K
$937K
|
|
|
Feb 05, 2024
Q4 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-619- 6.65% |
$21.8K - $24.5K
|
8.68K
$405K
|
|
|
Feb 07, 2024
Q4 2023
|
Integrity Financial Corp
|
SELL
|
- |
-734- 12.4% |
$25.8K - $29.1K
|
5.18K
$242K
|
|
|
Jan 12, 2024
Q4 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-895- 5.93% |
$31.5K - $35.5K
|
14.2K
$663K
|
|
|
Feb 05, 2024
Q4 2023
|
Orion Capital Management LLC
|
SELL
|
- |
-1K- 8.5% |
$35.2K - $39.6K
|
10.8K
$502K
|
|
|
Jan 25, 2024
Q4 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-1.05K- 2.82% |
$36.8K - $41.4K
|
36K
$1.68M
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.1K- 8.7% |
$38.7K - $43.6K
|
11.6K
$540K
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.33K- 9.51% |
$46.8K - $52.7K
|
12.7K
$591K
|
|
|
Feb 14, 2024
Q4 2023
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-1.37K- 4.35% |
$48.3K - $54.4K
|
30.2K
$1.41M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.62K- 6.31% |
$57K - $64.2K
|
24.1K
$1.12M
|
|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-1.63K- 8.22% |
$57.3K - $64.6K
|
18.2K
$849K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.7K- 6.03% |
$59.8K - $67.4K
|
26.5K
$1.24M
|
|
|
Jan 12, 2024
Q4 2023
|
Retirement Planning Group
|
SELL
|
- |
-1.78K- 13.41% |
$62.5K - $70.4K
|
11.5K
$536K
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.85K- 12.44% |
$65.2K - $73.5K
|
13K
$609K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.94K- 44.21% |
$68.2K - $76.9K
|
2.45K
$114K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.51K- 5.83% |
$88.1K - $99.2K
|
40.5K
$1.89M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-2.86K- 18.83% |
$100K - $113K
|
12.3K
$575K
|
|
|
Feb 06, 2024
Q4 2023
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-3.41K- 3.79% |
$120K - $135K
|
86.4K
$4.04M
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-3.5K- 7.24% |
$123K - $139K
|
44.8K
$2.09M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
SELL
|
- |
-3.6K- 23.29% |
$126K - $142K
|
11.8K
$553K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-6.88K- 12.81% |
$242K - $272K
|
46.8K
$2.18M
|
|
|
Feb 14, 2024
Q4 2023
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-7.95K- 34.39% |
$280K - $315K
|
15.2K
$708K
|
|
|
Feb 14, 2024
Q4 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-11KClosed |
$387K - $436K
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-16.7K- 41.82% |
$586K - $660K
|
23.2K
$1.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-20.3K- 76.65% |
$713K - $804K
|
6.18K
$288K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-36.1K- 33.06% |
$1.27M - $1.43M
|
73K
$3.41M
|