Latest Institutional Purchases of Innovator U.S. Equity Buffer E (BOCT)
This list provides information on the latest institutional transactions involving Innovator U.S. Equity Buffer E (BOCT) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
123K+ 1400.54% |
$5.58M - $5.95M
|
132K
$6.39M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
42.1K+ 58.16% |
$1.91M - $2.04M
|
115K
$5.56M
|
|
|
Oct 31, 2025
Q3 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
41.6KNew |
$1.89M - $2.02M
|
41.6K
$2.02M
|
|
|
Nov 19, 2025
Q3 2025
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
30.1KNew |
$1.37M - $1.46M
|
30.1K
$1.46M
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
16.9KNew |
$767K - $818K
|
16.9K
$821K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
15.3KNew |
$694K - $741K
|
15.3K
$743K
|
|
|
Nov 05, 2025
Q3 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
14.7KNew |
$666K - $711K
|
14.7K
$713K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
9.74K+ 10.37% |
$442K - $471K
|
104K
$5.03M
|
|
|
Nov 12, 2025
Q3 2025
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
9.46KNew |
$429K - $458K
|
9.46K
$459K
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
7.65K+ 23.36% |
$347K - $370K
|
40.4K
$1.96M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.9K+ 10.84% |
$313K - $334K
|
70.6K
$3.43M
|
|
|
Nov 04, 2025
Q3 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
4.65K+ 1.21% |
$211K - $225K
|
389K
$18.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
4.48KNew |
$203K - $217K
|
4.48K
$218K
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
4.32KNew |
$196K - $209K
|
4.32K
$210K
|
|
|
Nov 10, 2025
Q3 2025
|
Weaver Consulting Group
|
BUY
|
- |
4.27K+ 33.08% |
$194K - $207K
|
17.2K
$833K
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
4.2KNew |
$191K - $203K
|
4.2K
$204K
|
|
|
Oct 06, 2025
Q3 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
3.56K+ 30.49% |
$162K - $172K
|
15.2K
$740K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.76KNew |
$125K - $134K
|
2.76K
$134K
|
|
|
Oct 22, 2025
Q3 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
2.23K+ 0.84% |
$101K - $108K
|
267K
$13M
|
|
|
Nov 13, 2025
Q3 2025
|
Diligent Investors, LLC
|
BUY
|
- |
2.05K+ 9.35% |
$93K - $99.3K
|
24K
$1.16M
|
|
|
Nov 12, 2025
Q3 2025
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
781+ 2.05% |
$35.4K - $37.8K
|
38.9K
$1.89M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
574+ 4.93% |
$26K - $27.8K
|
12.2K
$593K
|
|
|
Nov 14, 2025
Q3 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
400+ 4.9% |
$18.1K - $19.4K
|
8.56K
$416K
|
|
|
Nov 12, 2025
Q3 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
370New |
$16.8K - $17.9K
|
370
$18K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
362+ 0.94% |
$16.4K - $17.5K
|
38.9K
$1.89M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
351+ 14.33% |
$15.9K - $17K
|
2.8K
$136K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
290+ 4.38% |
$13.2K - $14K
|
6.92K
$336K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
215+ 0.59% |
$9.75K - $10.4K
|
36.4K
$1.77M
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
165+ 0.97% |
$7.49K - $7.99K
|
17.2K
$835K
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
156+ 2.34% |
$7.08K - $7.55K
|
6.82K
$331K
|
|
|
Nov 05, 2025
Q3 2025
|
Lantz Financial LLC
|
BUY
|
- |
57+ 0.3% |
$2.59K - $2.76K
|
18.9K
$917K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
13+ 0.04% |
$590 - $629
|
33.9K
$1.64M
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1+ 0.01% |
$45.4 - $48.4
|
15.3K
$742K
|
|
| Q2 2025 | |||||||
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
18.6K+ 85.9% |
$715K - $844K
|
40.2K
$1.95M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.96KNew |
$191K - $225K
|
4.96K
$241K
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
4.59KNew |
$177K - $209K
|
4.59K
$223K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
458+ 1.6% |
$17.6K - $20.8K
|
29.1K
$1.41M
|
|
|
Aug 13, 2025
Q2 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
264+ 7.67% |
$10.2K - $12K
|
3.71K
$180K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
170+ 26.52% |
$6.55K - $7.73K
|
811
$39.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 16, 2025
Q1 2025
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
1.78MNew |
$73.8M - $79.2M
|
1.78M
$86.3M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
20.5KNew |
$852K - $915K
|
20.5K
$997K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
8.31KNew |
$345K - $370K
|
8.31K
$403K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
5.84KNew |
$243K - $260K
|
5.84K
$284K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
264+ 12.69% |
$11K - $11.8K
|
2.34K
$114K
|
|
| Q4 2024 | |||||||
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
26.4KNew |
$1.11M - $1.16M
|
26.4K
$1.28M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
15.6KNew |
$655K - $686K
|
15.6K
$756K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
8.3K+ 1475.98% |
$349K - $365K
|
8.86K
$430K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
8.15KNew |
$342K - $359K
|
8.15K
$396K
|
|
|
Jan 24, 2025
Q4 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
7.64K+ 41.72% |
$321K - $336K
|
25.9K
$1.26M
|
|