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 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-726- 7.3% |
$24.4K - $25.7K
|
9.22K
$387K
|
|
|
Oct 11, 2023
Q3 2023
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-750- 3.73% |
$25.2K - $26.6K
|
19.3K
$811K
|
|
|
Oct 31, 2023
Q3 2023
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-829- 1.73% |
$27.8K - $29.4K
|
47.1K
$1.97M
|
|
|
Oct 10, 2023
Q3 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-904- 1.75% |
$30.3K - $32K
|
50.9K
$2.13M
|
|
|
Oct 12, 2023
Q3 2023
|
Bcs Wealth Management
|
SELL
|
- |
-1.62K- 5.6% |
$54.2K - $57.3K
|
27.3K
$1.14M
|
|
|
Oct 25, 2023
Q3 2023
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-1.9K- 15.59% |
$63.7K - $67.4K
|
10.3K
$431K
|
|
|
Oct 24, 2023
Q3 2023
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-2.36K- 2.96% |
$79K - $83.5K
|
77.2K
$3.24M
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-4.46K- 9.13% |
$149K - $158K
|
44.4K
$1.86M
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
SELL
|
- |
-6.47K- 11.69% |
$217K - $229K
|
48.9K
$2.05M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-6.52K- 24.69% |
$219K - $231K
|
19.9K
$834K
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-7.44K- 18.36% |
$249K - $264K
|
33.1K
$1.39M
|
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-7.56K- 32.82% |
$254K - $268K
|
15.5K
$649K
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-7.92K- 31.58% |
$266K - $281K
|
17.2K
$720K
|
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-9.01K- 20.57% |
$302K - $319K
|
34.8K
$1.46M
|
|
|
Oct 10, 2023
Q3 2023
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-9.33K- 23.97% |
$313K - $331K
|
29.6K
$1.24M
|
|
|
Oct 17, 2023
Q3 2023
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-24.8K- 5.09% |
$831K - $879K
|
462K
$19.4M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-32.4K- 43.1% |
$1.09M - $1.15M
|
42.8K
$1.8M
|
|
|
Nov 02, 2023
Q3 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-34.3K- 13.29% |
$1.15M - $1.22M
|
224K
$9.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-41.9K- 48.37% |
$1.4M - $1.48M
|
44.7K
$1.87M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-49.5K- 74.41% |
$1.66M - $1.76M
|
17K
$714K
|
|
|
Oct 11, 2023
Q3 2023
|
Sageworth Trust CO
|
SELL
|
- |
-274K- 35.35% |
$9.21M - $9.73M
|
502K
$21.1M
|