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 |
|---|---|---|---|---|---|---|---|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-10- 28.57% |
$422 - $439
|
25
$1.1K
|
|
|
Oct 09, 2025
Q3 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-1.53K- 13.94% |
$64.3K - $66.9K
|
9.41K
$414K
|
|
|
Oct 09, 2025
Q3 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-69- 1.2% |
$2.91K - $3.03K
|
5.67K
$249K
|
|
| Q2 2025 | |||||||
|
Aug 18, 2025
Q2 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
7.83KNew |
$283K - $331K
|
7.83K
$345K
|
|
|
Aug 14, 2025
Q2 2025
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
2.09K+ 15.17% |
$75.2K - $88K
|
15.8K
$697K
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3.76K+ 55.68% |
$136K - $159K
|
10.5K
$463K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.76K- 13.13% |
$63.4K - $74.1K
|
11.6K
$511K
|
|
|
Aug 12, 2025
Q2 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
37+ 43.53% |
$1.34K - $1.56K
|
122
$5.37K
|
|
|
Aug 11, 2025
Q2 2025
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-984- 5.1% |
$35.5K - $41.5K
|
18.3K
$805K
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
2.27KNew |
$81.7K - $95.6K
|
2.27K
$99.7K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.99KNew |
$180K - $211K
|
4.99K
$220K
|
|
|
Aug 08, 2025
Q2 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-790- 1.91% |
$28.5K - $33.3K
|
40.5K
$1.78M
|
|
|
Aug 06, 2025
Q2 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
12.1K+ 86.52% |
$438K - $513K
|
26.2K
$1.15M
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
700New |
$25.3K - $29.5K
|
700
$30.8K
|
|
|
Aug 01, 2025
Q2 2025
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
5.47KNew |
$197K - $231K
|
5.47K
$241K
|
|
|
Jul 31, 2025
Q2 2025
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
4.95KNew |
$179K - $209K
|
4.95K
$218K
|
|
|
Jul 30, 2025
Q2 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
6.12KNew |
$221K - $258K
|
6.12K
$269K
|
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-4.93K- 18.92% |
$178K - $208K
|
21.1K
$930K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
918+ 83.68% |
$33.1K - $38.7K
|
2.02K
$88.7K
|
|
|
Jul 21, 2025
Q2 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
13.6KNew |
$489K - $572K
|
13.6K
$596K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Bullseye Investment Management, LLC
|
BUY
|
- |
7.48KNew |
$292K - $309K
|
7.48K
$329K
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
13.9KNew |
$543K - $574K
|
13.9K
$611K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
8New |
$313 - $331
|
8
$352
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-818- 28.02% |
$32K - $33.8K
|
2.1K
$92.4K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
175+ 180.41% |
$6.84K - $7.24K
|
272
$12K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-329- 0.99% |
$12.9K - $13.6K
|
32.8K
$1.44M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-6.96K- 41.46% |
$272K - $288K
|
9.83K
$432K
|
|
|
Apr 23, 2025
Q1 2025
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-2.6K- 27.63% |
$101K - $107K
|
6.8K
$299K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-7.87K- 32.51% |
$309K - $320K
|
16.3K
$719K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
451New |
$17.7K - $18.4K
|
451
$19.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
15KNew |
$587K - $609K
|
15K
$659K
|
|
|
Jan 27, 2025
Q4 2024
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-1- 0.01% |
$39.2 - $40.7
|
16.7K
$736K
|
|
|
Jan 27, 2025
Q4 2024
|
Berkshire Money Management, Inc.
|
BUY
|
- |
7.13KNew |
$279K - $290K
|
7.13K
$314K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-722- 2.99% |
$28.3K - $29.4K
|
23.4K
$1.03M
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-32.2K- 85.1% |
$1.18M - $1.27M
|
5.65K
$248K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-7.55K- 90.96% |
$277K - $298K
|
750
$33K
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
5.14KNew |
$189K - $203K
|
5.14K
$226K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
400New |
$14.7K - $15.8K
|
400
$17.6K
|
|
|
Oct 21, 2024
Q3 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
5.09KNew |
$187K - $201K
|
5.09K
$224K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-405- 1.2% |
$14.9K - $16K
|
33.4K
$1.47M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.25K- 0.88% |
$46K - $49.5K
|
141K
$6.21M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-31- 0.15% |
$1.14K - $1.22K
|
20.6K
$905K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
6.08KNew |
$215K - $231K
|
6.08K
$267K
|
|
|
Aug 13, 2024
Q2 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
6.1KNew |
$216K - $232K
|
6.1K
$268K
|
|
|
Aug 12, 2024
Q2 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-712- 9.8% |
$25.2K - $27.1K
|
6.56K
$289K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.54KNew |
$54.5K - $58.6K
|
1.54K
$67.8K
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
6.9KNew |
$244K - $262K
|
6.9K
$303K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-560- 37.58% |
$19.8K - $21.3K
|
930
$40.9K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.53K+ 36.88% |
$54K - $58K
|
5.67K
$249K
|
|