Purchases and Sales Made in Q1 2023 in Innovator U.S. Equity Buffer E (BMAY)
This table provides information about the institutional ownership of Innovator U.S. Equity Buffer E (BMAY) during Q1 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 |
---|---|---|---|---|---|---|---|
May 11, 2023
Q1 2023
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
290KNew |
$8.37M - $8.89M
|
290K
$11.9M
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
BUY
|
- |
141K+ 1545.68% |
$4.07M - $4.32M
|
150K
$6.16M
|
|
Apr 12, 2023
Q1 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
30.4KNew |
$878K - $932K
|
30.4K
$1.25M
|
|
May 12, 2023
Q1 2023
|
Berkshire Money Management, Inc.
|
BUY
|
- |
26.1K+ 6.48% |
$755K - $801K
|
429K
$17.6M
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
15.3KNew |
$442K - $470K
|
15.3K
$629K
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
BUY
|
- |
11.7KNew |
$337K - $358K
|
11.7K
$480K
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
10.3KNew |
$296K - $315K
|
10.3K
$421K
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
7.2KNew |
$208K - $221K
|
7.2K
$296K
|
|
Apr 28, 2023
Q1 2023
|
Pathway Financial Advisors LLC
|
BUY
|
- |
6.72KNew |
$194K - $206K
|
6.72K
$276K
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.33K+ 162.28% |
$154K - $163K
|
8.61K
$353K
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.16K+ 6.39% |
$91.1K - $96.8K
|
52.5K
$2.16M
|
|
Apr 27, 2023
Q1 2023
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
3.05K+ 26.02% |
$88.1K - $93.5K
|
14.8K
$606K
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
2.4K+ 8.03% |
$69.2K - $73.5K
|
32.2K
$1.32M
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.8K+ 7.41% |
$52K - $55.2K
|
26.1K
$1.07M
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.78K+ 17.59% |
$51.3K - $54.5K
|
11.9K
$488K
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.38K+ 3.85% |
$39.8K - $42.3K
|
37.2K
$1.53M
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
1.35K+ 13.11% |
$39K - $41.5K
|
11.7K
$479K
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
1.1K+ 43.47% |
$31.7K - $33.7K
|
3.63K
$149K
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
1.04K+ 3.19% |
$30.2K - $32K
|
33.8K
$1.39M
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
975+ 3.58% |
$28.2K - $29.9K
|
28.2K
$1.16M
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
828+ 6.3% |
$23.9K - $25.4K
|
14K
$573K
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
628+ 2.44% |
$18.1K - $19.3K
|
26.3K
$1.08M
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
400New |
$11.6K - $12.3K
|
400
$16.4K
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
329New |
$9.5K - $10.1K
|
329
$13.5K
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
61+ 0.56% |
$1.76K - $1.87K
|
11K
$452K
|
|
Apr 14, 2023
Q1 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
26New |
$751 - $797
|
26
$1.07K
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 18, 2023
Q1 2023
|
Retirement Guys Formula LLC
|
SELL
|
- |
-5- 0.03% |
$144 - $153
|
18.7K
$767K
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-7- 0.08% |
$202 - $215
|
9.24K
$379K
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-33- 0.09% |
$953 - $1.01K
|
36K
$1.48M
|
|
Apr 17, 2023
Q1 2023
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-50- 0.2% |
$1.44K - $1.53K
|
25.6K
$1.05M
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-112- 0.34% |
$3.23K - $3.44K
|
33K
$1.36M
|
|
May 15, 2023
Q1 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-336- 9.3% |
$9.7K - $10.3K
|
3.28K
$135K
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-600- 5.34% |
$17.3K - $18.4K
|
10.6K
$437K
|
|
May 02, 2023
Q1 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-627- 3.09% |
$18.1K - $19.2K
|
19.7K
$807K
|
|
Apr 19, 2023
Q1 2023
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-730- 1.56% |
$21.1K - $22.4K
|
46.1K
$1.89M
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-797- 1.81% |
$23K - $24.4K
|
43.2K
$1.77M
|
|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-984- 8.09% |
$28.4K - $30.2K
|
11.2K
$459K
|
|
Apr 26, 2023
Q1 2023
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-1K- 7.86% |
$28.9K - $30.7K
|
11.7K
$481K
|
|
Apr 19, 2023
Q1 2023
|
Retirement Planning Group
|
SELL
|
- |
-1.1K- 0.59% |
$31.8K - $33.7K
|
186K
$7.64M
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.2K- 49.98% |
$34.8K - $36.9K
|
1.21K
$49.5K
|
|
May 08, 2023
Q1 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-1.4K- 3.45% |
$40.4K - $42.9K
|
39.2K
$1.61M
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.5K- 9.63% |
$43.2K - $45.9K
|
14K
$576K
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2K- 1.27% |
$57.8K - $61.3K
|
155K
$6.37M
|
|
May 05, 2023
Q1 2023
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-2.35K- 0.57% |
$67.9K - $72.1K
|
410K
$16.9M
|
|
Apr 20, 2023
Q1 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-2.75K- 20.34% |
$79.3K - $84.2K
|
10.8K
$441K
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-3.5K- 4.03% |
$101K - $107K
|
83.4K
$3.43M
|
|
Apr 18, 2023
Q1 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-3.97K- 15.48% |
$115K - $122K
|
21.7K
$889K
|
|
Apr 10, 2023
Q1 2023
|
Bcs Wealth Management
|
SELL
|
- |
-5.13K- 24.02% |
$148K - $157K
|
16.2K
$666K
|
|
Apr 24, 2023
Q1 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-6.56K- 6.45% |
$190K - $201K
|
95.2K
$3.91M
|