Latest Institutional Purchases of Innovator U.S. Equity Buffer E (BSEP)
This list provides information on the latest institutional transactions involving Innovator U.S. Equity Buffer E (BSEP) 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 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
387K+ 3510.19% |
$15.3M - $16.3M
|
398K
$16.7M
|
|
|
Oct 07, 2024
Q3 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
124KNew |
$4.91M - $5.24M
|
124K
$5.21M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
36.8K+ 156.34% |
$1.45M - $1.55M
|
60.3K
$2.53M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
31.5K+ 30.3% |
$1.24M - $1.33M
|
135K
$5.68M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
14.9K+ 4.8% |
$590K - $629K
|
326K
$13.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Lantz Financial LLC
|
BUY
|
- |
7.74K+ 13.86% |
$306K - $326K
|
63.6K
$2.67M
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
6.67KNew |
$263K - $281K
|
6.67K
$280K
|
|
|
Oct 22, 2024
Q3 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
6.34K+ 423.6% |
$250K - $267K
|
7.83K
$329K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
5.83K+ 56.22% |
$230K - $245K
|
16.2K
$679K
|
|
|
Oct 17, 2024
Q3 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
5.52KNew |
$218K - $232K
|
5.52K
$231K
|
|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
5.14K+ 27.66% |
$203K - $217K
|
23.7K
$995K
|
|
|
Oct 21, 2024
Q3 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
3.95K+ 21.67% |
$156K - $166K
|
22.2K
$930K
|
|
|
Oct 23, 2024
Q3 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
3.83K+ 25.25% |
$151K - $161K
|
19K
$797K
|
|
|
Oct 24, 2024
Q3 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
3.79K+ 12.31% |
$150K - $160K
|
34.6K
$1.45M
|
|
|
Oct 10, 2024
Q3 2024
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
3.05K+ 24.88% |
$120K - $128K
|
15.3K
$642K
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
2.71K+ 26.36% |
$107K - $114K
|
13K
$545K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
2.49K+ 62.3% |
$98.4K - $105K
|
6.49K
$272K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
2.46KNew |
$97.1K - $104K
|
2.46K
$103K
|
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
2.08K+ 22.44% |
$82.2K - $87.7K
|
11.4K
$477K
|
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
2KNew |
$79K - $84.2K
|
2K
$83.9K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
800+ 49.38% |
$31.6K - $33.7K
|
2.42K
$101K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
651+ 6.96% |
$25.7K - $27.4K
|
10K
$420K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
527+ 5.41% |
$20.8K - $22.2K
|
10.3K
$431K
|
|
|
Oct 16, 2024
Q3 2024
|
Berkshire Money Management, Inc.
|
BUY
|
- |
314+ 0.83% |
$12.4K - $13.2K
|
38.2K
$1.6M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
24.2K+ 17.54% |
$917K - $983K
|
162K
$6.79M
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
18.6K+ 8.2% |
$705K - $756K
|
245K
$10.3M
|
|
|
Aug 13, 2024
Q2 2024
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
5.53KNew |
$210K - $225K
|
5.53K
$232K
|
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
3.65K+ 14.74% |
$139K - $149K
|
28.4K
$1.19M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
2.21K+ 6.22% |
$84.1K - $90.1K
|
37.8K
$1.59M
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.09KNew |
$79.4K - $85.1K
|
2.09K
$87.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
1.1K+ 27375.0% |
$41.6K - $44.5K
|
1.1K
$46.1K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
859New |
$32.6K - $34.9K
|
859
$36K
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
90New |
$3.42K - $3.66K
|
90
$3.77K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
61.4KNew |
$2.22M - $2.41M
|
61.4K
$2.57M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
13.5K+ 82.75% |
$488K - $529K
|
29.7K
$1.25M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
9.12K+ 315.28% |
$330K - $358K
|
12K
$504K
|
|
|
May 10, 2024
Q1 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
5.23KNew |
$190K - $206K
|
5.23K
$219K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
229New |
$8.29K - $9K
|
229
$9.6K
|
|
| Q4 2023 | |||||||
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
258K+ 3658.95% |
$8.4M - $9.46M
|
265K
$11.1M
|
|
|
Jan 23, 2024
Q4 2023
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
9.21KNew |
$300K - $338K
|
9.21K
$386K
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
9.18KNew |
$299K - $337K
|
9.18K
$385K
|
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
6.2KNew |
$202K - $228K
|
6.2K
$260K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
6.07K+ 21.79% |
$198K - $223K
|
33.9K
$1.42M
|
|
|
Jan 26, 2024
Q4 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
5.72KNew |
$187K - $210K
|
5.72K
$240K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2KNew |
$65.3K - $73.5K
|
2K
$83.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
59New |
$1.93K - $2.17K
|
59
$2.47K
|
|
| Q3 2023 | |||||||
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
45.6KNew |
$1.53M - $1.62M
|
45.6K
$1.91M
|
|
|
Nov 14, 2023
Q3 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
9.18KNew |
$308K - $325K
|
9.18K
$385K
|
|
|
Nov 13, 2023
Q3 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
7.61KNew |
$255K - $270K
|
7.61K
$319K
|
|