Purchases and Sales Made in Q2 2024 in Innovator U.S. Equity Buffer E (BSEP)
This table provides information about the institutional ownership of Innovator U.S. Equity Buffer E (BSEP) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-5.26K- 12.09% |
$200K - $214K
|
38.3K
$1.6M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-5.31K- 25.65% |
$202K - $216K
|
15.4K
$646K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-7.2K- 6.48% |
$273K - $293K
|
104K
$4.36M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-9.27K- 19.22% |
$352K - $377K
|
38.9K
$1.63M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-12K- 88.06% |
$454K - $486K
|
1.62K
$67.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-15.7K- 51.48% |
$596K - $639K
|
14.8K
$621K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-25.6K- 70.19% |
$973K - $1.04M
|
10.9K
$456K
|
|
|
Jul 18, 2024
Q2 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-34.1K- 69.24% |
$1.3M - $1.39M
|
15.2K
$636K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-54.3K- 99.62% |
$2.06M - $2.21M
|
207
$8.68K
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-65.7K- 74.32% |
$2.5M - $2.67M
|
22.7K
$953K
|
|
|
Aug 07, 2024
Q2 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-158K- 91.45% |
$6.01M - $6.44M
|
14.8K
$621K
|
|
|
Jul 10, 2024
Q2 2024
|
Lantz Financial LLC
|
SELL
|
- |
-246K- 81.5% |
$9.35M - $10M
|
55.9K
$2.34M
|