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 |
---|---|---|---|---|---|---|---|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-2- 0.01% |
$78.4 - $81.4
|
15.1K
$622K
|
|
Jan 23, 2025
Q4 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
5.13KNew |
$201K - $209K
|
5.13K
$211K
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-722- 2.99% |
$28.3K - $29.4K
|
23.4K
$960K
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.79K- 8.58% |
$70.3K - $73K
|
19.1K
$784K
|
|
Jan 16, 2025
Q4 2024
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-781- 5.27% |
$30.6K - $31.8K
|
14K
$576K
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-727- 3.63% |
$28.5K - $29.6K
|
19.3K
$792K
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-126- 1.73% |
$4.94K - $5.13K
|
7.18K
$295K
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-1.29K- 11.56% |
$50.7K - $52.6K
|
9.89K
$406K
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-977- 5.36% |
$38.3K - $39.8K
|
17.2K
$708K
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
SELL
|
- |
-49- 0.5% |
$1.92K - $1.99K
|
9.75K
$400K
|
|
Q3 2024 | |||||||
Nov 25, 2024
Q3 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
13.1KNew |
$482K - $518K
|
13.1K
$539K
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
4.88KNew |
$179K - $193K
|
4.88K
$200K
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.35K+ 5.15% |
$49.7K - $53.4K
|
27.6K
$1.13M
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-26- 0.26% |
$954 - $1.03K
|
9.88K
$406K
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-7.44K- 15.99% |
$273K - $294K
|
39.1K
$1.61M
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
19.3KNew |
$707K - $760K
|
19.3K
$791K
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
83+ 319.23% |
$3.05K - $3.28K
|
109
$4.48K
|
|
Nov 14, 2024
Q3 2024
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-1.33K- 2.78% |
$48.8K - $52.5K
|
46.4K
$1.91M
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-544- 3.28% |
$20K - $21.5K
|
16.1K
$660K
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
175+ 180.41% |
$6.42K - $6.91K
|
272
$11.2K
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-7.55K- 90.96% |
$277K - $298K
|
750
$30.8K
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
17.5K+ 213.05% |
$642K - $690K
|
25.7K
$1.05M
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-15- 0.12% |
$551 - $592
|
12.1K
$499K
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
17.8KNew |
$653K - $702K
|
17.8K
$731K
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-32.2K- 85.1% |
$1.18M - $1.27M
|
5.65K
$232K
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.47K- 4.79% |
$53.9K - $57.9K
|
29.2K
$1.2M
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-542- 2.0% |
$19.9K - $21.4K
|
26.6K
$1.09M
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.52K- 3.75% |
$166K - $178K
|
116K
$4.77M
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-50- 0.66% |
$1.84K - $1.97K
|
7.56K
$310K
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-5.45K- 11.84% |
$200K - $215K
|
40.6K
$1.67M
|
|
Nov 12, 2024
Q3 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
69.8K+ 26.11% |
$2.56M - $2.75M
|
337K
$13.8M
|
|
Nov 12, 2024
Q3 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
777+ 3.32% |
$28.5K - $30.7K
|
24.2K
$994K
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
3.74K+ 3.48% |
$137K - $148K
|
111K
$4.58M
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
5.14KNew |
$189K - $203K
|
5.14K
$211K
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.55K- 7.59% |
$57K - $61.2K
|
18.9K
$776K
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.6K+ 16.7% |
$95.4K - $103K
|
18.2K
$746K
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
400New |
$14.7K - $15.8K
|
400
$16.4K
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-823- 1.29% |
$30.2K - $32.5K
|
63.1K
$2.59M
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-26- 0.19% |
$954 - $1.03K
|
13.4K
$550K
|
|
Nov 05, 2024
Q3 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-1.44K- 0.64% |
$52.8K - $56.8K
|
225K
$9.23M
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-515- 2.91% |
$18.9K - $20.3K
|
17.2K
$705K
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-4.1K- 11.02% |
$150K - $162K
|
33.1K
$1.36M
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-547- 0.84% |
$20.1K - $21.6K
|
64.7K
$2.66M
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-643- 2.16% |
$23.6K - $25.4K
|
29.1K
$1.2M
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-65- 0.3% |
$2.39K - $2.56K
|
21.7K
$892K
|
|
Oct 21, 2024
Q3 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
5.09KNew |
$187K - $201K
|
5.09K
$209K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.25K- 0.88% |
$46K - $49.5K
|
141K
$5.79M
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-10.3K- 7.26% |
$378K - $406K
|
132K
$5.4M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-405- 1.2% |
$14.9K - $16K
|
33.4K
$1.37M
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-31- 0.15% |
$1.14K - $1.22K
|
20.6K
$845K
|