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Innovator U.S. Equity Buffer ETF - May (BMAY) Institutional Ownership

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$37.15
+0.03 (+0.08%)
(As of 05/17/2024 ET)
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Stock AnalysisChartHoldingsOwnership

Institutional Ownership Changes (13F Filings) for Innovator U.S. Equity Buffer ETF - May (BATS:BMAY)

Number of
Institutional Buyers
(last 12 months)
44
Total
Institutional Inflows
(last 12 months)
$23.46M
Number of
Institutional Sellers
(last 12 months)
38
Total
Institutional Outflows
(last 12 months)
$20.06M
Skip Chart & View Institutional Buying and Selling Data

BMAY Institutional Buying and Selling by Quarter

Innovator U.S. Equity Buffer ETF - May Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/15/2024 Beck Capital Management LLC52,467$1.87M0.5%-14.0%1.732%
5/8/2024 Berkshire Money Management Inc.7,335$261K0.0%N/A0.242%
5/1/2024 Janney Montgomery Scott LLC33,933$1.21M0.0%-29.4%1.113%
4/30/2024 Valtinson Bruner Financial Planning LLC228,213$8.12M3.5%-2.9%7.482%
4/29/2024Commonwealth Equity Services LLC113,002$4.02M0.0%-15.6%3.705%
4/24/2024 Pinnacle Wealth Management Group Inc.10,470$373K0.3%-22.3%0.343%
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4/24/2024 Blue Bell Private Wealth Management LLC66,713$2.38M0.5%-2.9%2.187%
4/23/2024 Nations Financial Group Inc. IA ADV7,045$251K0.0%-14.1%0.231%
4/23/2024 Bluesphere Advisors LLC9,391$334K0.2%-3.8%0.308%
4/23/2024 Strategic Blueprint LLC35,472$1.26M0.1%-3.6%1.163%
4/22/2024 Outlook Wealth Advisors LLC20,011$712K0.2%-7.6%0.656%
4/22/2024 Raymond James & Associates141,863$5.05M0.0%+0.6%4.651%
4/16/2024Kathmere Capital Management LLC8,982$320K0.0%-16.3%0.211%
4/15/2024 Brookstone Capital Management9,611$342K0.0%-22.7%0.226%
4/13/2024 Retirement Planning Group LLC30,211$1.08M0.1%-82.6%0.711%
4/12/2024 Central Valley Advisors LLC5,739$204K0.1%N/A0.135%
4/11/2024 DHJJ Financial Advisors Ltd.19,450$692K0.3%-3.4%0.458%
4/11/2024 RFG Advisory LLC10,583$377K0.0%N/A0.249%
4/10/2024 BCS Wealth Management10,667$380K0.1%-51.9%0.251%
4/10/2024 Lantz Financial LLC8,272$294K0.1%-3.9%0.195%
3/6/2024 SageView Advisory Group LLC65,702$2.23M0.1%N/A1.546%
2/23/2024 Chicago Partners Investment Group LLC37,190$1.28M0.1%-4.5%0.875%
2/12/2024Focus Financial Network Inc. ADV44,017$1.49M0.1%N/A1.036%
2/9/2024 SageView Advisory Group LLC65,702$2.23M0.1%N/A1.546%
2/8/2024 Kingsview Wealth Management LLC8,292$281K0.0%N/A0.195%
2/8/2024 Beacon Pointe Advisors LLC10,777$365K0.0%-18.5%0.254%
2/8/2024 Janney Montgomery Scott LLC48,087$1.63M0.0%N/A1.131%
2/7/2024 Avantax Advisory Services Inc.7,087$240K0.0%-18.7%0.167%
2/7/2024 Principal Securities Inc.4,140$140K0.0%N/A0.097%
2/6/2024 Valtinson Bruner Financial Planning LLC234,982$7.96M4.1%-2.6%5.529%
2/6/2024 SRS Capital Advisors Inc.11,909$403K0.0%-9.0%0.280%
2/2/2024 Truist Financial Corp31,084$1.05M0.0%-20.1%0.731%
2/1/2024 Sigma Planning Corp8,268$280K0.0%-50.0%0.195%
1/31/2024 KFG Wealth Management LLC27,131$919K0.4%-4.1%0.638%
1/30/2024 DHJJ Financial Advisors Ltd.20,137$682K0.3%-5.8%0.474%
1/26/2024 Cerity Partners LLC31,455$1.07M0.0%-31.0%0.740%
1/26/2024 Soltis Investment Advisors LLC7,269$246K0.0%-6.2%0.171%
1/25/2024 Strategic Blueprint LLC36,786$1.25M0.1%-11.4%0.866%
1/25/2024 Blue Bell Private Wealth Management LLC68,690$2.33M0.6%-1.1%1.616%
1/24/2024 Arkadios Wealth Advisors9,483$321K0.0%-4.1%0.223%
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1/18/2024 Maltin Wealth Management Inc.16,081$545K0.3%-65.9%0.378%
1/16/2024 Raymond James & Associates141,029$4.78M0.0%-6.8%3.318%
1/16/2024 Retirement Planning Group LLC173,244$5.87M0.5%-3.5%4.076%
1/16/2024CoreCap Advisors LLC18,270$619K0.0%+5.6%0.430%
1/11/2024 Brookstone Capital Management12,433$421K0.0%-18.4%0.293%
1/11/2024 BCS Wealth Management22,180$751K0.3%-19.5%0.522%
1/8/2024 Fragasso Group Inc.14,848$503K0.0%-4.3%0.349%
11/16/2023 Orion Capital Management LLC8,700$270K0.2%-31.5%0.205%
11/16/2023 Penserra Capital Management LLC150,768$4.69M0.1%+43.5%3.547%
11/13/2023 Kestra Advisory Services LLC19,585$609K0.0%-5.6%0.461%
11/8/2023 HighTower Advisors LLC47,590$1.48M0.0%+34.4%1.120%
11/6/2023 Sigma Planning Corp16,544$514K0.0%-6.2%0.389%
11/6/2023 Lincoln National Corp39,139$1.22M0.0%+11.7%0.921%
11/1/2023 Krilogy Financial LLC13,092$407K0.0%-34.3%0.308%
10/31/2023 Allworth Financial LP7,580$236K0.0%N/A0.178%
10/30/2023 Blue Bell Private Wealth Management LLC69,489$2.16M0.6%+58.5%1.635%
10/25/2023 Retirement Planning Group LLC179,512$5.58M0.6%-1.2%4.224%
10/24/2023 Valtinson Bruner Financial Planning LLC241,217$7.50M4.1%-0.5%5.676%
10/24/2023 Stratos Wealth Advisors LLC14,124$439K0.0%+54.2%0.332%
10/24/2023 Raymond James Financial Services Advisors Inc.28,843$896K0.0%-1.7%0.679%
10/24/2023 Raymond James & Associates151,379$4.70M0.0%-1.6%3.562%
10/24/2023 Cambridge Investment Research Advisors Inc.30,185$938K0.0%-1.9%0.710%
10/23/2023Commonwealth Equity Services LLC144,914$4.50M0.0%-12.7%3.410%
10/18/2023 Strategic Blueprint LLC41,534$1.29M0.1%+1.5%0.977%
10/17/2023 Berkshire Money Management Inc.435,799$13.54M2.1%+1.4%10.254%
10/16/2023 RFG Advisory LLC11,450$356K0.0%-5.9%0.269%
10/11/2023 Pinnacle Wealth Management Group Inc.13,470$419K0.4%-3.6%0.317%
10/11/2023 AE Wealth Management LLC40,393$1.26M0.0%+13.2%0.950%
10/11/2023 Maltin Wealth Management Inc.47,216$1.47M1.0%-0.8%1.111%
10/10/2023 DHJJ Financial Advisors Ltd.21,375$664K0.3%-4.4%0.503%
8/14/2023 Snowden Capital Advisors LLC18,228$579K0.0%N/A0.429%
8/14/2023 Cerity Partners LLC45,425$1.44M0.0%-45.5%1.069%
8/11/2023 Kestra Advisory Services LLC20,747$659K0.0%+61.7%0.488%
8/11/2023 Penserra Capital Management LLC105,030$3.34M0.1%+10.3%2.471%
8/10/2023 Integral Investment Advisors Inc.24,971$794K0.5%-2.4%0.588%
8/10/2023Commonwealth Equity Services LLC165,971$5.27M0.0%+7.7%3.905%
8/10/2023 Cetera Advisors LLC10,868$345K0.0%N/A0.256%
8/10/2023 Cetera Advisor Networks LLC31,977$1.02M0.0%+127.9%0.752%
8/10/2023 Cetera Investment Advisers6,950$221K0.0%N/A0.164%
8/9/2023 Spire Wealth Management9,950$316K0.0%+38.2%0.234%
8/9/2023 Soltis Investment Advisors LLC7,749$246K0.0%+8.8%0.182%
8/8/2023 Vantage Financial Partners LLC8,167$260K0.1%N/A0.192%
8/8/2023 Blue Bell Private Wealth Management LLC43,854$1.39M0.4%+12.0%1.032%
8/8/2023 Chicago Partners Investment Group LLC38,936$1.25M0.1%+8.0%0.916%
8/8/2023 Orion Capital Management LLC12,700$404K0.3%-19.1%0.299%
8/7/2023 Lincoln National Corp35,036$1.11M0.0%+24.1%0.824%
8/4/2023 Envestnet Asset Management Inc.96,923$3.08M0.0%+160.7%2.393%
8/3/2023 Maltin Wealth Management Inc.47,608$1.51M0.3%+3.3%1.176%
8/2/2023 Bank of Montreal Can1,750$56K0.0%N/A0.043%
8/2/2023 Sigma Planning Corp17,646$561K0.0%+72.0%0.436%
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8/1/2023 Truist Financial Corp39,561$1.26M0.0%+17.0%0.977%
7/31/2023 WealthPLAN Partners LLC32,342$1.03M0.1%-2.0%0.799%
7/28/2023 DHJJ Financial Advisors Ltd.22,360$711K0.4%+13.8%0.552%
7/26/2023 Janney Montgomery Scott LLC55,231$1.76M0.0%+5.1%1.364%
7/25/2023 Raymond James Financial Services Advisors Inc.29,337$932K0.0%-10.6%0.724%
7/25/2023 Raymond James & Associates153,779$4.89M0.0%-0.9%3.797%
7/24/2023 Valtinson Bruner Financial Planning LLC242,393$7.70M4.2%-40.9%5.985%
7/24/2023 Retirement Planning Group LLC181,614$5.77M0.6%-2.4%4.484%
7/21/2023 John W. Brooker & Co. CPAs9,020$287K0.2%N/A0.223%
7/19/2023 Gill Capital Partners LLC14,835$471K0.2%N/A0.366%
(Data available from 1/1/2016 forward)

BMAY Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BMAY shares?

During the previous two years, 74 institutional investors and hedge funds held shares of Innovator U.S. Equity Buffer ETF - May. The most heavily invested institutionals were Wealthquest Corp ($50.73M), Frisch Financial Group Inc. ($8.76M), Valtinson Bruner Financial Planning LLC ($8.12M), Retirement Planning Group ($5.63M), Raymond James & Associates ($5.05M), Penserra Capital Management LLC ($4.69M), and Advisor Group Holdings Inc. ($4.61M).Learn more on BMAY's institutional investors.

Which institutional investors have been buying Innovator U.S. Equity Buffer ETF - May stock?

Of the 52 institutional investors that purchased Innovator U.S. Equity Buffer ETF - May stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Frisch Financial Group Inc. ($289.84K), Brookstone Capital Management ($167.11K), SageView Advisory Group LLC ($131.40K), Penserra Capital Management LLC ($101.02K), Envestnet Asset Management Inc. ($61.42K), Janney Montgomery Scott LLC ($53.95K), and Focus Financial Network Inc. ADV ($44.02K).

How much institutional buying is happening at Innovator U.S. Equity Buffer ETF - May?

Institutional investors have bought a total of 1,356,952 shares in the last 24 months. This purchase volume represents approximately $42.51M in transactions.

Which Innovator U.S. Equity Buffer ETF - May major shareholders have been selling company stock?

Of the 45 institutional investors that sold Innovator U.S. Equity Buffer ETF - May stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Valtinson Bruner Financial Planning LLC ($185.46K), Retirement Planning Group LLC ($155.87K), Wealthquest Corp ($139.78K), Commonwealth Equity Services LLC ($66.51K), Cerity Partners LLC ($55.62K), Beck Capital Management LLC ($40.39K), and Maltin Wealth Management Inc. ($32.26K).

How much institutional selling is happening at Innovator U.S. Equity Buffer ETF - May?

Institutional investors have sold a total of 938,482 shares in the last 24 months. This volume of shares sold represents approximately $30.00M in transactions.


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This page (BATS:BMAY) was last updated on 5/19/2024 by MarketBeat.com Staff

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