Latest Institutional Sells 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 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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
SELL
|
- |
-221- 11.01% |
$8K - $8.68K
|
1.79K
$74.9K
|
|
| Q4 2023 | |||||||
|
Jan 12, 2024
Q4 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-402- 1.88% |
$13.1K - $14.8K
|
21K
$882K
|
|
| Q3 2023 | |||||||
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-656- 85.75% |
$22K - $23.3K
|
109
$4.57K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-320- 6.63% |
$10.7K - $11.3K
|
4.5K
$189K
|
|
| Q2 2023 | |||||||
|
Aug 23, 2023
Q2 2023
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-5.16K- 40.59% |
$164K - $178K
|
7.56K
$317K
|
|
|
Aug 03, 2023
Q2 2023
|
Delta Investment Management, LLC
|
SELL
|
- |
-205- 0.45% |
$6.51K - $7.06K
|
45.4K
$1.9M
|
|
| Q1 2023 | |||||||
|
May 05, 2023
Q1 2023
|
Steward Financial Group LLC
|
SELL
|
- |
-31.4K- 81.77% |
$947K - $1.02M
|
7K
$294K
|
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.16K- 6.31% |
$34.9K - $37.6K
|
17.2K
$722K
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-7- 0.08% |
$211 - $227
|
8.57K
$359K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-16.8K- 56.94% |
$481K - $534K
|
12.7K
$534K
|
|
|
Jan 12, 2023
Q4 2022
|
Transform Wealth, LLC
|
SELL
|
- |
-9.47K- 52.05% |
$271K - $300K
|
8.73K
$366K
|
|
|
Jan 20, 2023
Q4 2022
|
Diligent Investors, LLC
|
SELL
|
- |
-2.5K- 2.58% |
$71.5K - $79.3K
|
94.5K
$3.96M
|
|
| Q3 2022 | |||||||
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-380KClosed |
$10.9M - $12.1M
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-59.3KClosed |
$1.7M - $1.89M
|
0
$0
|
|
|
Oct 14, 2022
Q3 2022
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-8.28KClosed |
$237K - $264K
|
0
$0
|
|
| Q2 2022 | |||||||
|
Aug 31, 2022
Q2 2022
|
Acute Investment Advisory, LLC
Mesa, AZ |
SELL
|
- |
-150KClosed |
$4.27M - $4.91M
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Rovin Capital
|
SELL
|
- |
-114KClosed |
$3.25M - $3.74M
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-16KClosed |
$456K - $525K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Davenport & CO LLC
|
SELL
|
- |
-6.77KClosed |
$193K - $222K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-6.21KClosed |
$177K - $204K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-3.64KClosed |
$104K - $119K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.87KClosed |
$53.2K - $61.3K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Integrity Financial Corp
|
SELL
|
- |
-92- 42.79% |
$2.62K - $3.02K
|
123
$5.16K
|
|
| Q1 2022 | |||||||
|
May 02, 2022
Q1 2022
|
Advisory Alpha, LLC
|
SELL
|
- |
-61.9KClosed |
$1.9M - $2.08M
|
0
$0
|
|
|
Aug 11, 2022
Q1 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-2K- 11.1% |
$61.3K - $67.1K
|
16K
$672K
|
|
| Q4 2021 | |||||||
|
Feb 11, 2022
Q4 2021
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-369KClosed |
$11.5M - $12.4M
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
SELL
|
- |
-660Closed |
$20.6K - $21.3K
|
0
$0
|
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-80- 2.11% |
$2.5K - $2.59K
|
3.71K
$155K
|
|
| Q2 2021 | |||||||
|
Jul 28, 2021
Q2 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-13.6KClosed |
$416K - $433K
|
0
$0
|
|
|
Jul 08, 2021
Q2 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-307Closed |
$9.39K - $9.77K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 12, 2021
Q1 2021
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-15.2KClosed |
$439K - $463K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Oct 28, 2020
Q3 2020
|
Weaver Consulting Group
|
SELL
|
- |
-1.16KClosed |
$29.8K - $32.3K
|
0
$0
|
|