Purchases and Sales Made in Q4 2024 in Innovator U.S. Equity Buffer E (BOCT)
This table provides information about the institutional ownership of Innovator U.S. Equity Buffer E (BOCT) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
478K+ 9323.5% |
$20.1M - $21M
|
483K
$21.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
26.4KNew |
$1.11M - $1.16M
|
26.4K
$1.16M
|
|
|
Jan 24, 2025
Q4 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
7.64K+ 41.72% |
$321K - $336K
|
25.9K
$1.14M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
6.65K+ 50.02% |
$280K - $293K
|
19.9K
$880K
|
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
6.62KNew |
$278K - $291K
|
6.62K
$292K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.38K+ 17.67% |
$184K - $193K
|
29.2K
$1.29M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
3.32KNew |
$139K - $146K
|
3.32K
$146K
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
3.21K+ 4.4% |
$135K - $141K
|
76.1K
$3.36M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
2.53K+ 17.45% |
$106K - $112K
|
17K
$752K
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
2.44K+ 24.08% |
$102K - $107K
|
12.6K
$554K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
2.35KNew |
$98.9K - $104K
|
2.35K
$104K
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
BUY
|
- |
1.3K+ 7.33% |
$54.7K - $57.3K
|
19.1K
$842K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
982+ 15.81% |
$41.3K - $43.2K
|
7.19K
$317K
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
541+ 5.11% |
$22.7K - $23.8K
|
11.1K
$491K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
132New |
$5.55K - $5.81K
|
132
$5.82K
|
|
|
Jan 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
107+ 0.91% |
$4.5K - $4.71K
|
11.8K
$523K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
SELL
|
- |
-319- 1.67% |
$13.4K - $14K
|
18.7K
$826K
|
|
|
Jan 23, 2025
Q4 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-951- 2.59% |
$40K - $41.9K
|
35.8K
$1.58M
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-2.1K- 15.33% |
$88.3K - $92.5K
|
11.6K
$512K
|
|
|
Jan 27, 2025
Q4 2024
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-5.45K- 8.82% |
$229K - $240K
|
56.4K
$2.49M
|
|
|
Jan 16, 2025
Q4 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-6.26K- 8.28% |
$263K - $276K
|
69.3K
$3.06M
|