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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2024
Q2 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
5.5KNew |
$195K - $209K
|
5.5K
$242K
|
|
|
Jul 19, 2024
Q2 2024
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-61- 0.22% |
$2.16K - $2.32K
|
27.1K
$1.19M
|
|
|
Jul 11, 2024
Q2 2024
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
8.85KNew |
$313K - $336K
|
8.85K
$389K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-5.9K- 19.92% |
$198K - $210K
|
23.7K
$1.04M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
296+ 3.3% |
$9.92K - $10.5K
|
9.27K
$408K
|
|
|
May 13, 2024
Q1 2024
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
1KNew |
$33.5K - $35.6K
|
1K
$44K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
634New |
$21.2K - $22.6K
|
634
$27.9K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-5.9K- 15.08% |
$198K - $210K
|
33.2K
$1.46M
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.16K- 14.09% |
$38.7K - $41.1K
|
7.05K
$310K
|
|
| Q4 2023 | |||||||
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.96K- 31.34% |
$59.1K - $66.4K
|
4.29K
$189K
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-4.96K- 33.25% |
$149K - $168K
|
9.95K
$438K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
44KNew |
$1.33M - $1.49M
|
44K
$1.94M
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
65.7KNew |
$1.98M - $2.23M
|
65.7K
$2.89M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
64New |
$1.93K - $2.17K
|
64
$2.82K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1K- 57.14% |
$30.2K - $33.9K
|
750
$33K
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
8.29KNew |
$250K - $281K
|
8.29K
$365K
|
|
|
Jan 31, 2024
Q4 2023
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-100- 1.49% |
$3.02K - $3.39K
|
6.62K
$291K
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-401- 4.06% |
$12.1K - $13.6K
|
9.48K
$417K
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
3New |
$90.5 - $102
|
3
$132
|
|
| Q3 2023 | |||||||
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
SELL
|
- |
-4K- 31.5% |
$124K - $130K
|
8.7K
$383K
|
|
|
Nov 01, 2023
Q3 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-6.83K- 34.27% |
$211K - $221K
|
13.1K
$576K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
7.58KNew |
$235K - $245K
|
7.58K
$334K
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
100+ 3.94% |
$2.96K - $3.18K
|
2.64K
$116K
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
445New |
$13.2K - $14.1K
|
445
$19.6K
|
|
|
Aug 08, 2023
Q2 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
8.17KNew |
$242K - $260K
|
8.17K
$359K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
322New |
$9.54K - $10.2K
|
322
$14.2K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-675- 2.04% |
$20K - $21.5K
|
32.3K
$1.42M
|
|
|
Jul 19, 2023
Q2 2023
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
14.8KNew |
$440K - $471K
|
14.8K
$653K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
16.5KNew |
$489K - $524K
|
16.5K
$726K
|
|
| Q1 2023 | |||||||
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
400New |
$11.6K - $12.3K
|
400
$17.6K
|
|
|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-984- 8.09% |
$28.4K - $30.2K
|
11.2K
$492K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
329New |
$9.5K - $10.1K
|
329
$14.5K
|
|
|
May 11, 2023
Q1 2023
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
290KNew |
$8.37M - $8.89M
|
290K
$12.8M
|
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
828+ 6.3% |
$23.9K - $25.4K
|
14K
$614K
|
|
|
Apr 14, 2023
Q1 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
26New |
$751 - $797
|
26
$1.14K
|
|
| Q4 2022 | |||||||
|
Feb 15, 2023
Q4 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
33.1KNew |
$908K - $1M
|
33.1K
$1.46M
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
670New |
$18.4K - $20.2K
|
670
$29.5K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.89KNew |
$79.1K - $87.2K
|
2.89K
$127K
|
|
|
Feb 10, 2023
Q4 2022
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-140K- 7.4% |
$3.83M - $4.22M
|
1.75M
$76.9M
|
|
|
Feb 01, 2023
Q4 2022
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
13.1KNew |
$359K - $396K
|
13.1K
$577K
|
|
|
Jan 18, 2023
Q4 2022
|
Hudson Capital Management LLC
|
BUY
|
- |
6.4K+ 5.32% |
$175K - $193K
|
127K
$5.57M
|
|
| Q3 2022 | |||||||
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-3.3K- 10.77% |
$90.4K - $103K
|
27.3K
$1.2M
|
|
|
Nov 03, 2022
Q3 2022
|
Integrity Financial Corp
|
SELL
|
- |
-820- 33.48% |
$22.5K - $25.6K
|
1.63K
$71.7K
|
|
|
Nov 02, 2022
Q3 2022
|
Sageworth Trust CO
|
SELL
|
- |
-6.8K- 16.24% |
$186K - $213K
|
35.1K
$1.54M
|
|
|
Oct 26, 2022
Q3 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-350- 0.83% |
$9.6K - $10.9K
|
41.8K
$1.84M
|
|
|
Oct 25, 2022
Q3 2022
|
Round Table Services, LLC
|
BUY
|
- |
20.1K+ 75.71% |
$552K - $629K
|
46.7K
$2.06M
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
5.46KNew |
$150K - $171K
|
5.46K
$240K
|
|
| Q2 2022 | |||||||
|
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-3.18KClosed |
$87.8K - $105K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
658New |
$18.2K - $21.7K
|
658
$29K
|
|
|
Aug 12, 2022
Q2 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
7.28KNew |
$201K - $240K
|
7.28K
$320K
|
|