Purchases and Sales Made in Q3 2023 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 Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
BUY
|
- |
169KNew |
$5.67M - $5.99M
|
169K
$7.09M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
99.4K+ 842.7% |
$3.33M - $3.52M
|
111K
$4.66M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
99.2K+ 80.23% |
$3.33M - $3.52M
|
223K
$9.35M
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
85.8KNew |
$2.88M - $3.04M
|
85.8K
$3.6M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
68.7K+ 27.25% |
$2.3M - $2.44M
|
321K
$13.5M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
68.1K+ 32913.53% |
$2.29M - $2.42M
|
68.3K
$2.87M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
59.9K+ 1155.27% |
$2.01M - $2.12M
|
65.1K
$2.73M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
45.6KNew |
$1.53M - $1.62M
|
45.6K
$1.91M
|
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
42.7K+ 43.52% |
$1.43M - $1.52M
|
141K
$5.91M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
31.9K+ 127.63% |
$1.07M - $1.13M
|
56.9K
$2.38M
|
|
|
Oct 19, 2023
Q3 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
20.4KNew |
$685K - $724K
|
20.4K
$857K
|
|
|
Nov 06, 2023
Q3 2023
|
My Personal Cfo, LLC
|
BUY
|
- |
18.2KNew |
$611K - $646K
|
18.2K
$765K
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
16.5K+ 63.97% |
$552K - $583K
|
42.2K
$1.77M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
16.3KNew |
$546K - $577K
|
16.3K
$683K
|
|
|
Nov 08, 2023
Q3 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
16.2K+ 102.97% |
$543K - $574K
|
31.9K
$1.34M
|
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
14.5K+ 108.4% |
$486K - $514K
|
27.9K
$1.17M
|
|
|
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
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
BUY
|
- |
7.55K+ 99.41% |
$253K - $268K
|
15.1K
$635K
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
7.04KNew |
$236K - $249K
|
7.04K
$295K
|
|
|
Nov 13, 2023
Q3 2023
|
Share Andrew L.
Manchester, NH |
BUY
|
- |
6.48KNew |
$217K - $230K
|
6.48K
$272K
|
|
|
Oct 30, 2023
Q3 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
4.6K+ 13.8% |
$154K - $163K
|
37.9K
$1.59M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4.6K+ 9.31% |
$154K - $163K
|
53.9K
$2.26M
|
|
|
Oct 20, 2023
Q3 2023
|
Lantz Financial LLC
|
BUY
|
- |
4.44K+ 1.44% |
$149K - $157K
|
312K
$13.1M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.13K+ 21.71% |
$138K - $146K
|
23.1K
$971K
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.04K+ 51.31% |
$135K - $143K
|
11.9K
$500K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.23K+ 15.74% |
$108K - $115K
|
23.8K
$997K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
2.08K+ 51.95% |
$69.7K - $73.7K
|
6.08K
$255K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.75K+ 300.51% |
$58.8K - $62.1K
|
2.34K
$97.9K
|
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
BUY
|
- |
1.63KNew |
$54.7K - $57.8K
|
1.63K
$68.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1.43K+ 68.14% |
$48K - $50.7K
|
3.53K
$148K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.36K+ 13.56% |
$45.7K - $48.4K
|
11.4K
$479K
|
|
|
Oct 27, 2023
Q3 2023
|
Bellwether Advisors, LLC
|
BUY
|
- |
1.36K+ 6.75% |
$45.4K - $48K
|
21.4K
$899K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.33K+ 4.11% |
$44.5K - $47K
|
33.6K
$1.41M
|
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
900+ 7.38% |
$30.2K - $31.9K
|
13.1K
$549K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
896+ 12.68% |
$30.1K - $31.8K
|
7.96K
$334K
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
500+ 31.25% |
$16.8K - $17.7K
|
2.1K
$88.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
420+ 13.63% |
$14.1K - $14.9K
|
3.5K
$147K
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
375+ 2.13% |
$12.6K - $13.3K
|
18K
$754K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
360+ 3.01% |
$12.1K - $12.8K
|
12.3K
$516K
|
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
185+ 2.35% |
$6.2K - $6.56K
|
8.05K
$338K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
126+ 2.41% |
$4.23K - $4.47K
|
5.36K
$225K
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 01, 2023
Q3 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-154- 0.34% |
$5.17K - $5.46K
|
45.6K
$1.91M
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-240- 1.82% |
$8.05K - $8.51K
|
12.9K
$542K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-320- 6.63% |
$10.7K - $11.3K
|
4.5K
$189K
|
|
|
Nov 02, 2023
Q3 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-489- 5.98% |
$16.4K - $17.3K
|
7.69K
$323K
|
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-655- 3.66% |
$22K - $23.2K
|
17.3K
$724K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-656- 85.75% |
$22K - $23.3K
|
109
$4.57K
|