Latest Institutional Transactions on Innovator Etfs Tr Laddered Fd (BUFB)
This table provides information on the latest institutional transactions involving Innovator Etfs Tr Laddered Fd (BUFB) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 16, 2025
Q4 2024
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
1.34K+ 1.58% |
$42.1K - $43.9K
|
86.4K
$2.74M
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
1.3K+ 0.9% |
$40.7K - $42.5K
|
146K
$4.62M
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
2.39K+ 2.71% |
$74.9K - $78.2K
|
90.4K
$2.87M
|
|
Q3 2024 | |||||||
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
8.88KNew |
$263K - $281K
|
8.88K
$282K
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-4.03K- 23.16% |
$119K - $127K
|
13.4K
$424K
|
|
Nov 13, 2024
Q3 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
12.4KNew |
$367K - $392K
|
12.4K
$393K
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
7.45KNew |
$220K - $236K
|
7.45K
$236K
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-878- 7.56% |
$26K - $27.8K
|
10.7K
$340K
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
3.88K+ 1224.29% |
$115K - $123K
|
4.2K
$133K
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
330+ 146.67% |
$9.76K - $10.4K
|
555
$17.6K
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-175- 5.93% |
$5.18K - $5.54K
|
2.78K
$88K
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.81K+ 15.67% |
$53.6K - $57.3K
|
13.4K
$424K
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
276+ 23.0% |
$8.17K - $8.73K
|
1.48K
$46.8K
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.4K+ 77.78% |
$41.4K - $44.3K
|
3.2K
$101K
|
|
Q2 2024 | |||||||
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-302- 4.33% |
$8.63K - $9.22K
|
6.68K
$212K
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
405New |
$11.6K - $12.4K
|
405
$12.8K
|
|
Aug 13, 2024
Q2 2024
|
Delta Investment Management, LLC
|
SELL
|
- |
-31.9K- 58.78% |
$911K - $973K
|
22.3K
$709K
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
826+ 0.5% |
$23.6K - $25.2K
|
166K
$5.26M
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-26- 2.49% |
$743 - $794
|
1.02K
$32.3K
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.3K- 10.12% |
$37.2K - $39.7K
|
11.5K
$366K
|
|
Q1 2024 | |||||||
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
10New |
$274 - $294
|
10
$317
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.55K+ 19.85% |
$70K - $75K
|
15.4K
$489K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
28.3KNew |
$775K - $830K
|
28.3K
$896K
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.43KNew |
$39.2K - $42K
|
1.43K
$45.3K
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1KNew |
$27.4K - $29.4K
|
1K
$31.7K
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
BUY
|
- |
539New |
$14.8K - $15.8K
|
539
$17.1K
|
|
Q4 2023 | |||||||
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-200- 7.58% |
$4.94K - $5.56K
|
2.44K
$77.3K
|
|
Q2 2023 | |||||||
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
156+ 171.43% |
$3.77K - $4.08K
|
247
$7.83K
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
13.5K+ 26.16% |
$326K - $352K
|
65K
$2.06M
|
|
Jul 26, 2023
Q2 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
8.11KNew |
$196K - $212K
|
8.11K
$257K
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.23KNew |
$51.1K - $54.9K
|
2.23K
$70.8K
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.3K- 21.1% |
$52.7K - $56.6K
|
8.6K
$273K
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
420New |
$9.08K - $10.1K
|
420
$13.3K
|
|
Q2 2022 | |||||||
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
805New |
$17.5K - $20.3K
|
805
$25.5K
|
|
Q1 2022 | |||||||
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
76.6KNew |
$1.81M - $1.94M
|
76.6K
$2.43M
|
|
Apr 20, 2022
Q1 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
1.62KNew |
$38.2K - $41.1K
|
1.62K
$51.3K
|