Purchases and Sales Made in Q4 2024 in Innovator Etfs Tr Laddered Fd (BUFB)
This table provides information about the institutional ownership of Innovator Etfs Tr Laddered Fd (BUFB) during Q4 2024. The information is specifically focused on institutions that hold shares of INNOVATOR ETFS TR LADDERED FD .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
117K+ 97.73% |
$3.67M - $3.84M
|
237K
$7.78M
|
|
|
Jan 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
67.5K+ 172.65% |
$2.12M - $2.21M
|
107K
$3.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
64.8K+ 15.62% |
$2.03M - $2.12M
|
480K
$15.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
60.2KNew |
$1.89M - $1.97M
|
60.2K
$1.98M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
59.9K+ 14.68% |
$1.88M - $1.96M
|
468K
$15.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Ofc Financial Planning, LLC
Short Hills, NJ |
BUY
|
- |
31.6KNew |
$992K - $1.04M
|
31.6K
$1.04M
|
|
|
Jan 21, 2025
Q4 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
17.3K+ 13.08% |
$544K - $568K
|
150K
$4.92M
|
|
|
Feb 04, 2025
Q4 2024
|
Mkd Wealth Coaches, LLC
Troy, MI |
BUY
|
- |
15.7KNew |
$494K - $515K
|
15.7K
$517K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
13.5KNew |
$424K - $443K
|
13.5K
$444K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
10.7K+ 33.2% |
$336K - $351K
|
43K
$1.41M
|
|
|
Jan 23, 2025
Q4 2024
|
4 J Wealth Management LLC
|
BUY
|
- |
8.39K+ 6.41% |
$263K - $275K
|
139K
$4.57M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
7.78K+ 4.29% |
$244K - $255K
|
189K
$6.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
7.04KNew |
$221K - $231K
|
7.04K
$231K
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
7.02K+ 17.28% |
$220K - $230K
|
47.7K
$1.57M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
6.57KNew |
$206K - $215K
|
6.57K
$216K
|
|
|
Jan 27, 2025
Q4 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
6.14K+ 10.38% |
$193K - $201K
|
65.3K
$2.14M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.58K+ 3.1% |
$81K - $84.6K
|
85.9K
$2.82M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.58K+ 14.33% |
$80.9K - $84.5K
|
20.6K
$676K
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
2.39K+ 2.71% |
$74.9K - $78.2K
|
90.4K
$2.97M
|
|
|
Jan 16, 2025
Q4 2024
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
1.34K+ 1.58% |
$42.1K - $43.9K
|
86.4K
$2.84M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
1.3K+ 0.9% |
$40.7K - $42.5K
|
146K
$4.78M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
910+ 5.89% |
$28.5K - $29.8K
|
16.4K
$537K
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
363+ 1.9% |
$11.4K - $11.9K
|
19.4K
$638K
|
|
|
Feb 06, 2025
Q4 2024
|
Acas, LLC
|
BUY
|
- |
100+ 0.56% |
$3.14K - $3.28K
|
18K
$591K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-26- 5.44% |
$815 - $852
|
452
$14.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-27- 0.26% |
$847 - $884
|
10.5K
$346K
|
|
|
Jan 17, 2025
Q4 2024
|
D.B. Root & Company, LLC
|
SELL
|
- |
-158- 1.98% |
$4.95K - $5.17K
|
7.82K
$257K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-832- 0.34% |
$26.1K - $27.2K
|
246K
$8.07M
|
|
|
Feb 04, 2025
Q4 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-1.09K- 4.71% |
$34.3K - $35.8K
|
22.1K
$726K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.37K- 6.02% |
$43.1K - $45K
|
21.4K
$704K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-61.8K- 77.75% |
$1.94M - $2.02M
|
17.7K
$580K
|