Innovator U.S. Equity Buffer ETF - December (BDEC) Institutional Ownership

$39.93
-0.13 (-0.32%)
(As of 04/25/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
45
Total
Institutional Inflows
(last 12 months)
$26.33M
Number of
Institutional Sellers
(last 12 months)
33
Total
Institutional Outflows
(last 12 months)
$12.81M
Get BDEC Insider Trade Alerts

Want to know when executives and insiders are buying or selling Innovator U.S. Equity Buffer ETF - December stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

BDEC Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/25/2024 Cambridge Investment Research Advisors Inc.67,261$2.73M0.0%-3.6%1.818%
4/24/2024 Krilogy Financial LLC43,620$1.77M0.1%-27.7%1.179%
4/23/2024 Nations Financial Group Inc. IA ADV5,493$223K0.0%-45.6%0.148%
4/22/2024 Outlook Wealth Advisors LLC11,260$457K0.1%-11.3%0.304%
4/19/2024 KFG Wealth Management LLC11,715$476K0.2%-30.6%0.317%
4/17/2024 CRA Financial Services LLC13,100$532K0.1%-7.1%0.354%
4/16/2024Kathmere Capital Management LLC6,142$249K0.0%-19.5%0.166%
4/15/2024 Sunbelt Securities Inc.2,979$121K0.0%-55.4%0.099%
4/15/2024 Brookstone Capital Management235,504$9.56M0.2%+16.2%7.850%
4/11/2024 RFG Advisory LLC16,241$659K0.0%+85.8%0.541%
4/10/2024 BCS Wealth Management28,543$1.16M0.4%-3.6%0.951%
2/16/2024Wealthquest Corp205,186$7.85M0.9%-16.5%6.840%
2/16/2024PCA Investment Advisory Services Inc.17,618$674K0.4%+45.5%0.587%
2/16/2024Optimist Retirement Group LLC5,554$212K0.1%N/A0.185%
2/14/2024Personal CFO Solutions LLC12,366$473K0.1%N/A0.412%
2/12/2024Focus Financial Network Inc. ADV8,872$339K0.0%N/A0.296%
2/9/2024 Nations Financial Group Inc. IA ADV10,100$386K0.0%+4.2%0.337%
2/9/2024 Cambridge Investment Research Advisors Inc.69,788$2.67M0.0%+14.1%2.326%
2/8/2024Foundations Investment Advisors LLC15,885$622K0.0%-11.8%0.530%
2/8/2024Janney Montgomery Scott LLC34,926$1.34M0.0%+6.4%1.164%
2/7/2024Principal Securities Inc.4,614$176K0.0%N/A0.154%
2/6/2024Valtinson Bruner Financial Planning LLC14,434$552K0.3%+3.4%0.481%
2/6/2024Lincoln National Corp55,391$2.12M0.0%+45.5%1.846%
2/6/2024SRS Capital Advisors Inc.12,436$476K0.1%-3.4%0.415%
2/5/2024Vantage Financial Partners LLC30,893$1.18M0.3%+11.5%1.030%
2/1/2024Capital Investment Advisory Services LLC700$27K0.0%N/A0.023%
2/1/2024Sigma Planning Corp9,498$363K0.0%-29.8%0.317%
2/1/2024 CRA Financial Services LLC14,100$539K0.1%-15.1%0.470%
1/31/2024 KFG Wealth Management LLC16,883$646K0.3%-2.7%0.563%
1/30/2024Capital Analysts LLC2,808$107K0.0%+16.9%0.094%
1/30/2024 DHJJ Financial Advisors Ltd.17,188$657K0.3%+27.8%0.573%
1/29/2024 Outlook Wealth Advisors LLC12,701$486K0.2%+77.6%0.423%
1/26/2024Cerity Partners LLC40,726$1.56M0.0%N/A1.358%
1/26/2024 Krilogy Financial LLC60,370$2.31M0.2%-1.7%2.012%
1/25/2024 RFG Advisory LLC8,741$334K0.0%+13.1%0.291%
1/24/2024 Stratos Wealth Partners LTD.8,490$325K0.0%N/A0.283%
1/23/2024 Milestone Asset Management LLC17,558$672K0.2%-10.8%0.585%
1/23/2024Beacon Financial Advisory LLC15,297$585K0.3%N/A0.510%
1/23/2024 My Personal CFO LLC69,680$2.67M1.7%+32.4%2.323%
1/22/2024 Weaver Consulting Group6,234$238K0.1%-5.3%0.208%
Red Alert: Your Money's Disappearance Act - Banks' Greed Unleashed! (Ad)

Get your free information kit NOW, before it’s too late. Inside you’ll get the 3 secret strategies you can put in place starting today, so “they” don’t get your money tomorrow.

Click here for your free guide
1/19/2024 AdvisorNet Financial Inc1,867$71K0.0%-39.1%0.062%
1/18/2024 John W. Brooker & Co. CPAs7,950$304K0.2%N/A0.265%
1/16/2024 Raymond James Financial Services Advisors Inc.17,740$679K0.0%+53.1%0.591%
1/16/2024CoreCap Advisors LLC19,429$743K0.0%+15.3%0.648%
1/12/2024Mutual Advisors LLC46,290$1.77M0.1%N/A1.543%
1/12/2024 Lantz Financial LLC7,882$301K0.1%+3.5%0.263%
1/12/2024Bellwether Advisors LLC25,017$957K0.2%-50.1%0.834%
1/11/2024 Brookstone Capital Management202,648$7.75M0.2%N/A6.755%
1/11/2024 BCS Wealth Management29,621$1.13M0.4%+39.0%0.987%
1/10/2024 Sugarloaf Wealth Management LLC673$26K0.0%N/A0.022%
1/8/2024 Fragasso Group Inc.10,805$413K0.0%+20.0%0.360%
11/16/2023Orion Capital Management LLC5,000$175K0.1%N/A0.167%
11/16/2023Penserra Capital Management LLC133,869$4.68M0.1%+43.5%4.462%
11/14/2023Share Andrew L.7,500$262K0.1%N/A0.250%
11/14/2023 Milestone Asset Management LLC19,687$689K0.2%-11.7%0.656%
11/13/2023Kestra Advisory Services LLC8,931$312K0.0%-56.1%0.298%
11/8/2023HighTower Advisors LLC127,158$4.44M0.0%+13.8%4.239%
11/8/2023Janney Montgomery Scott LLC32,821$1.15M0.0%-12.4%1.094%
11/6/2023Sigma Planning Corp13,524$473K0.0%-4.5%0.451%
11/6/2023 My Personal CFO LLC52,640$1.84M1.5%-5.4%1.755%
11/6/2023Lincoln National Corp38,071$1.33M0.0%-2.6%1.269%
11/2/2023Vantage Financial Partners LLC27,718$969K0.4%-5.4%0.924%
11/1/2023 Krilogy Financial LLC61,420$2.15M0.2%-22.2%2.047%
10/24/2023 Raymond James Financial Services Advisors Inc.11,590$405K0.0%N/A0.386%
10/24/2023 Cambridge Investment Research Advisors Inc.61,159$2.14M0.0%-9.6%2.039%
10/23/2023Commonwealth Equity Services LLC143,017$5.00M0.0%-15.1%4.767%
10/17/2023 KFG Wealth Management LLC17,356$607K0.3%-25.8%0.579%
10/13/2023 CRA Financial Services LLC16,610$581K0.2%-27.6%0.554%
10/12/2023IFP Advisors Inc3,245$113K0.0%-17.7%0.108%
10/12/2023 BCS Wealth Management21,312$745K0.3%-11.7%0.710%
10/11/2023AE Wealth Management LLC25,773$901K0.0%+4.2%0.859%
10/10/2023 DHJJ Financial Advisors Ltd.13,451$470K0.2%-4.0%0.448%
10/10/2023 Outlook Wealth Advisors LLC7,151$250K0.1%-17.1%0.238%
10/5/2023Foundations Investment Advisors LLC18,020$630K0.0%N/A0.601%
8/11/2023Kestra Advisory Services LLC20,340$737K0.0%-4.3%0.678%
8/11/2023Penserra Capital Management LLC93,261$3.38M0.1%+5.7%3.109%
8/10/2023Osaic Holdings Inc.115,585$4.19M0.0%-16.7%3.853%
8/10/2023Integral Investment Advisors Inc.23,543$853K0.6%-4.7%0.785%
8/10/2023Commonwealth Equity Services LLC168,373$6.10M0.0%+0.6%5.612%
8/10/2023Cetera Advisors LLC70,289$2.55M0.0%-3.5%2.343%
8/10/2023Cetera Advisor Networks LLC43,312$1.57M0.0%-2.3%1.444%
8/9/2023Souders Financial Advisors7,525$273K0.1%-8.7%0.251%
8/8/2023Vantage Financial Partners LLC29,286$1.06M0.4%-1.9%0.976%
8/8/2023 Blue Bell Private Wealth Management LLC2,088$76K0.0%-59.4%0.070%
8/4/2023Envestnet Asset Management Inc.34,128$1.24M0.0%+25.6%1.138%
8/4/2023IFP Advisors Inc3,945$104K0.0%-8.1%0.123%
8/3/2023Larson Financial Group LLC3,744$136K0.0%-17.1%0.116%
8/3/2023Thoroughbred Financial Services LLC23,861$864K0.1%+19.5%0.741%
8/3/2023 RFG Advisory LLC7,734$280K0.0%N/A0.240%
8/2/2023Sigma Planning Corp14,168$513K0.0%-15.9%0.440%
Red Alert: Your Money's Disappearance Act - Banks' Greed Unleashed! (Ad)

Get your free information kit NOW, before it’s too late. Inside you’ll get the 3 secret strategies you can put in place starting today, so “they” don’t get your money tomorrow.

Click here for your free guide
7/26/2023Janney Montgomery Scott LLC37,456$1.36M0.0%-3.0%1.163%
7/19/2023 Krilogy Financial LLC78,995$2.86M0.3%-38.1%2.453%
7/19/2023 BCS Wealth Management24,134$874K0.6%-6.4%0.750%
7/18/2023 KFG Wealth Management LLC23,406$848K0.5%+83.6%0.727%
7/14/2023Ronald Blue Trust Inc.42,891$1.45M0.0%N/A1.332%
7/13/2023 Cambridge Investment Research Advisors Inc.67,644$2.45M0.0%-6.0%2.101%
7/12/2023 Lantz Financial LLC7,637$277K0.1%-5.0%0.237%
7/11/2023 CRA Financial Services LLC22,950$831K0.2%-3.8%0.713%
7/10/2023 Fragasso Group Inc.9,004$326K0.0%+5.3%0.280%
5/12/2023HighTower Advisors LLC113,757$3.85M0.0%+11.4%3.533%
(Data available from 1/1/2016 forward)

BDEC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BDEC shares?

During the previous two years, 70 institutional investors and hedge funds held shares of Innovator U.S. Equity Buffer ETF - December. The most heavily invested institutionals were Brookstone Capital Management ($9.56M), Wealthquest Corp ($7.85M), Commonwealth Equity Services LLC ($5.00M), Penserra Capital Management LLC ($4.68M), HighTower Advisors LLC ($4.44M), Osaic Holdings Inc. ($4.19M), and Advisor Group Holdings Inc. ($4.14M).Learn more on BDEC's institutional investors.

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

Of the 59 institutional investors that purchased Innovator U.S. Equity Buffer ETF - December stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Brookstone Capital Management ($241.75K), Wealthquest Corp ($99.12K), Commonwealth Equity Services LLC ($91.56K), Penserra Capital Management LLC ($86.51K), HighTower Advisors LLC ($78.79K), BCS Wealth Management ($75.33K), and My Personal CFO LLC ($72.68K).

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

Institutional investors have bought a total of 1,412,516 shares in the last 24 months. This purchase volume represents approximately $49.03M in transactions.

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

Of the 36 institutional investors that sold Innovator U.S. Equity Buffer ETF - December stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Bellwether Advisors LLC ($1.31M), Krilogy Financial LLC ($83.90K), Wealthquest Corp ($81.91K), BCS Wealth Management ($46.79K), Commonwealth Equity Services LLC ($27.20K), Osaic Holdings Inc. ($23.11K), and CRA Financial Services LLC ($14.30K).

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

Institutional investors have sold a total of 1,703,941 shares in the last 24 months. This volume of shares sold represents approximately $56.09M in transactions.


This page (BATS:BDEC) was last updated on 4/26/2024 by MarketBeat.com Staff

From Our Partners