Latest Institutional Transactions on Innovator U.S. Equity Buffer E (BMAY)
This table provides information on the latest institutional transactions involving Innovator U.S. Equity Buffer E (BMAY) 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 |
---|---|---|---|---|---|---|---|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
SELL
|
- |
-7.08K- 25.88% |
$277K - $288K
|
20.3K
$830K
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.08K- 3.7% |
$42.3K - $43.9K
|
28K
$1.15M
|
|
Feb 14, 2025
Q4 2024
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-578- 1.24% |
$22.7K - $23.5K
|
45.9K
$1.88M
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
18.8K+ 73.04% |
$735K - $763K
|
44.5K
$1.82M
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
451New |
$17.7K - $18.4K
|
451
$18.5K
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-11.6K- 61.47% |
$455K - $473K
|
7.28K
$298K
|
|
Feb 14, 2025
Q4 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-7.87K- 32.51% |
$309K - $320K
|
16.3K
$669K
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.75K- 17.66% |
$68.4K - $71K
|
8.13K
$333K
|
|
Feb 14, 2025
Q4 2024
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
1.3KNew |
$51K - $52.9K
|
1.3K
$53.2K
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-7.94K- 44.62% |
$311K - $323K
|
9.86K
$404K
|
|
Feb 13, 2025
Q4 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-175- 64.34% |
$6.86K - $7.12K
|
97
$3.97K
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-31.9K- 28.6% |
$1.25M - $1.3M
|
79.6K
$3.26M
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.19K- 7.41% |
$46.6K - $48.4K
|
14.9K
$609K
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-1.24K- 25.41% |
$48.6K - $50.5K
|
3.64K
$149K
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
9.55KNew |
$374K - $389K
|
9.55K
$391K
|
|
Feb 13, 2025
Q4 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
41.8K+ 12.41% |
$1.64M - $1.7M
|
379K
$15.5M
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.25K- 4.52% |
$49K - $50.8K
|
26.4K
$1.08M
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-4.45K- 10.97% |
$174K - $181K
|
36.1K
$1.48M
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-13- 0.11% |
$510 - $529
|
12.1K
$497K
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-4.03K- 20.93% |
$158K - $164K
|
15.2K
$624K
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-6.96K- 11.03% |
$273K - $283K
|
56.2K
$2.3M
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
15KNew |
$587K - $609K
|
15K
$613K
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.5K+ 8.24% |
$58.6K - $60.9K
|
19.7K
$805K
|
|
Feb 10, 2025
Q4 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-2.63K- 1.17% |
$103K - $107K
|
222K
$9.09M
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-554- 1.9% |
$21.7K - $22.5K
|
28.6K
$1.17M
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-29.6K- 22.52% |
$1.16M - $1.21M
|
102K
$4.17M
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.83K+ 1.57% |
$71.5K - $74.3K
|
118K
$4.83M
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-674- 1.04% |
$26.4K - $27.4K
|
64K
$2.62M
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
10+ 0.34% |
$392 - $407
|
2.92K
$120K
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
173KNew |
$6.78M - $7.04M
|
173K
$7.09M
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-25- 0.19% |
$980 - $1.02K
|
13.4K
$548K
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-500- 25.04% |
$19.6K - $20.3K
|
1.5K
$61.3K
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-4.99K- 29.05% |
$195K - $203K
|
12.2K
$499K
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-648- 2.44% |
$25.4K - $26.4K
|
25.9K
$1.06M
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-124- 0.73% |
$4.86K - $5.05K
|
16.8K
$687K
|
|
Jan 27, 2025
Q4 2024
|
Berkshire Money Management, Inc.
|
BUY
|
- |
7.13KNew |
$279K - $290K
|
7.13K
$292K
|
|
Jan 27, 2025
Q4 2024
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-1- 0.01% |
$39.2 - $40.7
|
16.7K
$685K
|
|
Jan 27, 2025
Q4 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
166+ 1.26% |
$6.51K - $6.75K
|
13.3K
$545K
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-3.5K- 11.83% |
$137K - $142K
|
26.1K
$1.07M
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-2- 0.01% |
$78.4 - $81.4
|
15.1K
$620K
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-722- 2.99% |
$28.3K - $29.4K
|
23.4K
$958K
|
|
Jan 23, 2025
Q4 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
5.13KNew |
$201K - $209K
|
5.13K
$210K
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.79K- 8.58% |
$70.3K - $73K
|
19.1K
$782K
|
|
Jan 16, 2025
Q4 2024
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-781- 5.27% |
$30.6K - $31.8K
|
14K
$575K
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-727- 3.63% |
$28.5K - $29.6K
|
19.3K
$790K
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-126- 1.73% |
$4.94K - $5.13K
|
7.18K
$294K
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-1.29K- 11.56% |
$50.7K - $52.6K
|
9.89K
$405K
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-977- 5.36% |
$38.3K - $39.8K
|
17.2K
$706K
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
SELL
|
- |
-49- 0.5% |
$1.92K - $1.99K
|
9.75K
$399K
|