Latest Institutional Transactions on Innovator U.S. Equity Buffer E (BSEP)
This table provides information on the latest institutional transactions involving Innovator U.S. Equity Buffer E (BSEP) 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-2.74K- 28.35% |
$114K - $119K
|
6.91K
$334K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
1.06KNew |
$44.1K - $46.1K
|
1.06K
$51K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-25- 0.17% |
$1.05K - $1.09K
|
14.3K
$691K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
20+ 4.07% |
$836 - $873
|
511
$24.7K
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
6.29KNew |
$263K - $275K
|
6.29K
$304K
|
|
|
Jan 31, 2025
Q4 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-23- 0.17% |
$961 - $1K
|
13.6K
$660K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-847- 11.6% |
$35.4K - $37K
|
6.46K
$312K
|
|
|
Jan 27, 2025
Q4 2024
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-25.5K- 66.75% |
$1.06M - $1.11M
|
12.7K
$614K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-164- 3.12% |
$6.86K - $7.16K
|
5.09K
$246K
|
|
|
Jan 16, 2025
Q4 2024
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-195- 0.74% |
$8.15K - $8.52K
|
26.3K
$1.27M
|
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
4.75KNew |
$198K - $207K
|
4.75K
$230K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-159- 5.1% |
$6.65K - $6.94K
|
2.96K
$143K
|
|
| Q3 2024 | |||||||
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-33- 0.58% |
$1.3K - $1.39K
|
5.68K
$275K
|
|
|
Nov 14, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-5.2K- 24.47% |
$205K - $219K
|
16.1K
$776K
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
7.84KNew |
$309K - $330K
|
7.84K
$379K
|
|
|
Nov 08, 2024
Q3 2024
|
Bellwether Advisors, LLC
|
SELL
|
- |
-8.64K- 41.1% |
$341K - $364K
|
12.4K
$599K
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
181KNew |
$7.13M - $7.61M
|
181K
$8.74M
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
2.46KNew |
$97.1K - $104K
|
2.46K
$119K
|
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
2KNew |
$79K - $84.2K
|
2K
$96.8K
|
|
|
Oct 21, 2024
Q3 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
3.95K+ 21.67% |
$156K - $166K
|
22.2K
$1.07M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
31.5K+ 30.3% |
$1.24M - $1.33M
|
135K
$6.55M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
527+ 5.41% |
$20.8K - $22.2K
|
10.3K
$497K
|
|
|
Oct 17, 2024
Q3 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
5.52KNew |
$218K - $232K
|
5.52K
$267K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-957- 40.99% |
$37.8K - $40.3K
|
1.38K
$66.7K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-54.3K- 99.62% |
$2.06M - $2.21M
|
207
$10K
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
90New |
$3.42K - $3.66K
|
90
$4.35K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-800- 34.78% |
$30.4K - $32.5K
|
1.5K
$72.6K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.09KNew |
$79.4K - $85.1K
|
2.09K
$101K
|
|
|
Aug 02, 2024
Q2 2024
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-1.2K- 28.61% |
$45.7K - $49K
|
3K
$145K
|
|
|
Jul 31, 2024
Q2 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-1.16K- 16.37% |
$44K - $47.2K
|
5.92K
$287K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
859New |
$32.6K - $34.9K
|
859
$41.6K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-9.52K- 17.1% |
$345K - $374K
|
46.2K
$2.23M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-5.53K- 39.39% |
$200K - $217K
|
8.51K
$412K
|
|
|
May 14, 2024
Q1 2024
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
61.4KNew |
$2.22M - $2.41M
|
61.4K
$2.97M
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-8K- 53.98% |
$290K - $314K
|
6.82K
$330K
|
|
|
May 10, 2024
Q1 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
5.23KNew |
$190K - $206K
|
5.23K
$253K
|
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-704- 11.55% |
$25.5K - $27.7K
|
5.39K
$261K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-364- 0.71% |
$13.2K - $14.3K
|
50.9K
$2.46M
|
|
|
Apr 19, 2024
Q1 2024
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-622- 1.35% |
$22.5K - $24.4K
|
45.3K
$2.19M
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
6.2KNew |
$202K - $228K
|
6.2K
$300K
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
9.18KNew |
$299K - $337K
|
9.18K
$444K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2KNew |
$65.3K - $73.5K
|
2K
$96.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
59New |
$1.93K - $2.17K
|
59
$2.85K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Share Andrew L.
Manchester, NH |
BUY
|
- |
6.48KNew |
$217K - $230K
|
6.48K
$314K
|
|
|
Nov 13, 2023
Q3 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
7.61KNew |
$255K - $270K
|
7.61K
$368K
|
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
185+ 2.35% |
$6.2K - $6.56K
|
8.05K
$389K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
47.1K+ 1242.78% |
$1.5M - $1.62M
|
50.9K
$2.46M
|
|
|
Aug 03, 2023
Q2 2023
|
Delta Investment Management, LLC
|
SELL
|
- |
-205- 0.45% |
$6.51K - $7.06K
|
45.4K
$2.19M
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
9.85K+ 258.92% |
$313K - $339K
|
13.7K
$661K
|
|
| Q1 2023 | |||||||
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
2.14KNew |
$64.5K - $69.4K
|
2.14K
$103K
|
|