Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-319K- 49.46% |
$13.4M - $14.1M
|
326K
$13.5M
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-19.6K- 15.33% |
$824K - $863K
|
108K
$4.5M
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-10.6K- 47.87% |
$445K - $466K
|
11.5K
$478K
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-6.47K- 25.45% |
$272K - $285K
|
19K
$787K
|
|
Jan 16, 2025
Q4 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-6.26K- 8.28% |
$263K - $276K
|
69.3K
$2.88M
|
|
Jan 27, 2025
Q4 2024
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-5.45K- 8.82% |
$229K - $240K
|
56.4K
$2.34M
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-3.48K- 42.36% |
$146K - $153K
|
4.74K
$197K
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.67K- 4.05% |
$112K - $117K
|
63.2K
$2.62M
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-2.1K- 15.33% |
$88.3K - $92.5K
|
11.6K
$482K
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.26K- 1.63% |
$53.1K - $55.6K
|
76K
$3.16M
|
|
Jan 23, 2025
Q4 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-951- 2.59% |
$40K - $41.9K
|
35.8K
$1.49M
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
SELL
|
- |
-319- 1.67% |
$13.4K - $14K
|
18.7K
$778K
|
|
Feb 13, 2025
Q4 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-177- 27.44% |
$7.44K - $7.8K
|
468
$19.4K
|
|
Feb 06, 2025
Q4 2024
|
Straight Path Wealth Management
|
SELL
|
- |
-55- 0.63% |
$2.31K - $2.42K
|
8.72K
$362K
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-54- 0.43% |
$2.27K - $2.38K
|
12.6K
$525K
|
|
Feb 10, 2025
Q4 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-10- 0.07% |
$420 - $440
|
13.6K
$566K
|
|
Feb 14, 2025
Q4 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-5- 0.02% |
$210 - $220
|
22.3K
$926K
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1- 0.05% |
$42 - $44
|
2.08K
$86.4K
|
|
Q3 2024 | |||||||
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-3.49K- 29.81% |
$142K - $148K
|
8.22K
$341K
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.34K- 26.45% |
$95.3K - $99.3K
|
6.51K
$270K
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-2K- 4.59% |
$81.4K - $84.9K
|
41.6K
$1.73M
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-750- 4.19% |
$30.5K - $31.8K
|
17.1K
$712K
|
|
Oct 09, 2024
Q3 2024
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-302- 1.25% |
$12.3K - $12.8K
|
23.8K
$990K
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-183- 72.05% |
$7.45K - $7.77K
|
71
$2.95K
|
|
Nov 08, 2024
Q3 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-151- 2.97% |
$6.15K - $6.41K
|
4.93K
$205K
|
|
Q2 2024 | |||||||
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-16.3K- 65.28% |
$645K - $676K
|
8.65K
$359K
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-655- 80.07% |
$26K - $27.2K
|
163
$6.77K
|
|
Q1 2024 | |||||||
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-4.2K- 6.1% |
$160K - $170K
|
64.7K
$2.69M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-3.53K- 20.39% |
$134K - $143K
|
13.8K
$572K
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-900- 44.1% |
$34.3K - $36.4K
|
1.14K
$47.4K
|
|
May 07, 2024
Q1 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-61- 0.37% |
$2.32K - $2.47K
|
16.4K
$681K
|
|
Q4 2023 | |||||||
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.01K- 12.61% |
$34.9K - $39K
|
7.02K
$291K
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-885- 1.25% |
$30.5K - $34.1K
|
70.1K
$2.91M
|
|
Jan 05, 2024
Q4 2023
|
Michael S. Ryan, Inc.
Albany, NY |
SELL
|
- |
-63- 0.07% |
$2.17K - $2.43K
|
89.8K
$3.73M
|
|
Q3 2023 | |||||||
Oct 16, 2023
Q3 2023
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-450- 7.36% |
$15.9K - $16.7K
|
5.67K
$235K
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-50- 6.25% |
$1.77K - $1.86K
|
750
$31.1K
|
|
Q2 2023 | |||||||
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.33K- 18.11% |
$44.6K - $48.4K
|
6.01K
$250K
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-950- 13.95% |
$31.9K - $34.6K
|
5.86K
$243K
|
|
Q1 2023 | |||||||
May 12, 2023
Q1 2023
|
Accuvest Global Advisors
Provo, UT |
SELL
|
- |
-30K- 50.0% |
$946K - $1.02M
|
30K
$1.25M
|
|
May 15, 2023
Q1 2023
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-2.27K- 13.27% |
$71.7K - $77.2K
|
14.9K
$617K
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-9- 0.13% |
$284 - $306
|
6.81K
$283K
|
|
Q4 2022 | |||||||
Jan 24, 2023
Q4 2022
|
Cra Financial Services, LLC
|
SELL
|
- |
-600- 8.26% |
$17.8K - $19.7K
|
6.66K
$277K
|
|
Q2 2022 | |||||||
Aug 16, 2022
Q2 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-41.9KClosed |
$1.24M - $1.43M
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Retirement Planning Group
|
SELL
|
- |
-20KClosed |
$593K - $684K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-8.46KClosed |
$251K - $290K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-5.34KClosed |
$159K - $183K
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Integrity Financial Corp
|
SELL
|
- |
-91Closed |
$2.7K - $3.12K
|
0
$0
|
|
Q1 2022 | |||||||
May 12, 2022
Q1 2022
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-28.1KClosed |
$903K - $975K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-5.94KClosed |
$191K - $206K
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-615- 7.07% |
$19.7K - $21.3K
|
8.09K
$336K
|