Purchases and Sales Made in Q1 2022 in Innovator Etfs Tr (BALT)
This table provides information about the institutional ownership of Innovator Etfs Tr (BALT) during Q1 2022. The information is specifically focused on institutions that hold shares of INNOVATOR ETFS TR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 09, 2022
Q1 2022
|
Pillar Wealth Advisors, LLC
|
BUY
|
- |
220K+ 98.37% |
$5.62M - $5.71M
|
444K
$13.3M
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
78.1K+ 651.99% |
$1.99M - $2.03M
|
90.1K
$2.7M
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
54.4K+ 7769.0% |
$1.39M - $1.41M
|
55.1K
$1.65M
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
46.4KNew |
$1.19M - $1.2M
|
46.4K
$1.39M
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
27.1KNew |
$692K - $702K
|
27.1K
$813K
|
|
|
May 13, 2022
Q1 2022
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
24.5KNew |
$626K - $635K
|
24.5K
$735K
|
|
|
May 09, 2022
Q1 2022
|
Compass Advisory Group LLC
|
BUY
|
- |
23.6K+ 137.27% |
$603K - $612K
|
40.8K
$1.22M
|
|
|
May 11, 2022
Q1 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
19.4KNew |
$496K - $503K
|
19.4K
$582K
|
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
19.4K+ 23.98% |
$494K - $502K
|
100K
$3M
|
|
|
May 12, 2022
Q1 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
16.8KNew |
$428K - $435K
|
16.8K
$503K
|
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
BUY
|
- |
16.7KNew |
$425K - $432K
|
16.7K
$500K
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
15.9K+ 102.12% |
$406K - $412K
|
31.4K
$944K
|
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
15.6KNew |
$397K - $404K
|
15.6K
$467K
|
|
|
Apr 08, 2022
Q1 2022
|
Alaska Permanent Capital Management
|
BUY
|
- |
14.9KNew |
$380K - $386K
|
14.9K
$447K
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
13.6KNew |
$347K - $352K
|
13.6K
$407K
|
|
|
May 17, 2022
Q1 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
13KNew |
$332K - $337K
|
13K
$390K
|
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
12.7KNew |
$325K - $330K
|
12.7K
$382K
|
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
12.4KNew |
$316K - $321K
|
12.4K
$372K
|
|
|
May 04, 2022
Q1 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
12KNew |
$307K - $311K
|
12K
$360K
|
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
9.66K+ 35.68% |
$247K - $251K
|
36.7K
$1.1M
|
|
|
Apr 28, 2022
Q1 2022
|
Acas, LLC
|
BUY
|
- |
9.19KNew |
$235K - $239K
|
9.19K
$276K
|
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
8.75K+ 324.68% |
$224K - $227K
|
11.4K
$344K
|
|
|
Apr 28, 2022
Q1 2022
|
Bcs Wealth Management
|
BUY
|
- |
8.5K+ 38.21% |
$217K - $220K
|
30.7K
$923K
|
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.91K+ 18.08% |
$74.4K - $75.5K
|
19K
$571K
|
|
|
May 12, 2022
Q1 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.12KNew |
$28.5K - $29K
|
1.12K
$33.5K
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-720- 3.45% |
$18.4K - $18.7K
|
20.1K
$604K
|
|
|
May 16, 2022
Q1 2022
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-953- 0.59% |
$24.3K - $24.7K
|
160K
$4.79M
|
|
|
May 12, 2022
Q1 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.07K- 28.78% |
$27.2K - $27.6K
|
2.64K
$79.2K
|
|
|
May 16, 2022
Q1 2022
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-3KClosed |
$76.7K - $77.9K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-4.59K- 70.33% |
$117K - $119K
|
1.94K
$58.1K
|
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-18.9KClosed |
$483K - $490K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-46.2K- 56.47% |
$1.18M - $1.2M
|
35.6K
$1.07M
|
|
|
May 06, 2022
Q1 2022
|
Bouchey Financial Group LTD
|
SELL
|
- |
-279KClosed |
$7.12M - $7.24M
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
SELL
|
- |
-318KClosed |
$8.13M - $8.25M
|
0
$0
|
|
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.2M- 92.33% |
$30.7M - $31.2M
|
99.9K
$3M
|
|