Purchases and Sales Made in Q1 2024 in Innovator Etfs Tr (BALT)
This table provides information about the institutional ownership of Innovator Etfs Tr (BALT) during Q1 2024. 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, 2024
Q1 2024
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
1.09M+ 345.62% |
$31M - $31.9M
|
1.41M
$43.9M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
667KNew |
$19M - $19.5M
|
667K
$20.8M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
178K+ 458.46% |
$5.07M - $5.21M
|
217K
$6.79M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
147K+ 8.34% |
$4.18M - $4.29M
|
1.91M
$59.6M
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
132KNew |
$3.74M - $3.85M
|
132K
$4.11M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
126K+ 44.37% |
$3.58M - $3.68M
|
410K
$12.8M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
113KNew |
$3.21M - $3.3M
|
113K
$3.53M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
113KNew |
$3.21M - $3.3M
|
113K
$3.53M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
113KNew |
$3.21M - $3.3M
|
113K
$3.53M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
101K+ 41.07% |
$2.89M - $2.97M
|
348K
$10.9M
|
|
|
May 14, 2024
Q1 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
94.6K+ 281.66% |
$2.69M - $2.77M
|
128K
$4.01M
|
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
77.9KNew |
$2.22M - $2.28M
|
77.9K
$2.44M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
59.2K+ 15.24% |
$1.68M - $1.73M
|
447K
$14M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
55.4K+ 73.67% |
$1.58M - $1.62M
|
131K
$4.09M
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
54.7K+ 16.98% |
$1.56M - $1.6M
|
377K
$11.8M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
50.9K+ 100.7% |
$1.45M - $1.49M
|
102K
$3.17M
|
|
|
May 03, 2024
Q1 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
49.2K+ 13.99% |
$1.4M - $1.44M
|
401K
$12.5M
|
|
|
May 08, 2024
Q1 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
46.4K+ 80.94% |
$1.32M - $1.36M
|
104K
$3.24M
|
|
|
May 01, 2024
Q1 2024
|
Crown Wealth Group, LLC
|
BUY
|
- |
46.1K+ 11.15% |
$1.31M - $1.35M
|
459K
$14.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
38.8KNew |
$1.1M - $1.13M
|
38.8K
$1.21M
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
38.3K+ 86.38% |
$1.09M - $1.12M
|
82.6K
$2.58M
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
36.3KNew |
$1.03M - $1.06M
|
36.3K
$1.14M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
34.9K+ 50.47% |
$992K - $1.02M
|
104K
$3.25M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
30.2K+ 38.54% |
$860K - $884K
|
109K
$3.4M
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
27.2KNew |
$775K - $797K
|
27.2K
$851K
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
26K+ 6.95% |
$740K - $761K
|
400K
$12.5M
|
|
|
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
BUY
|
- |
24.9KNew |
$708K - $728K
|
24.9K
$778K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
20.7K+ 47.14% |
$588K - $604K
|
64.5K
$2.02M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
18.6KNew |
$529K - $544K
|
18.6K
$581K
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
18.3K+ 73.9% |
$520K - $534K
|
43K
$1.34M
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
18KNew |
$512K - $527K
|
18K
$563K
|
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
BUY
|
- |
17.7KNew |
$504K - $519K
|
17.7K
$554K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
17K+ 12.24% |
$484K - $497K
|
156K
$4.87M
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
16.2KNew |
$462K - $475K
|
16.2K
$508K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
15.5KNew |
$442K - $454K
|
15.5K
$485K
|
|
|
Apr 23, 2024
Q1 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
14.7KNew |
$418K - $430K
|
14.7K
$459K
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
14.6K+ 12.25% |
$416K - $427K
|
134K
$4.19M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
14.1K+ 44.06% |
$401K - $412K
|
46K
$1.44M
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
12.6KNew |
$359K - $369K
|
12.6K
$394K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
12.2K+ 60.08% |
$347K - $357K
|
32.5K
$1.02M
|
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
11.9K+ 15.37% |
$340K - $350K
|
89.7K
$2.8M
|
|
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
10.2KNew |
$289K - $297K
|
10.2K
$317K
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
9.45KNew |
$269K - $276K
|
9.45K
$295K
|
|
|
Apr 23, 2024
Q1 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
8.5K+ 16.85% |
$242K - $249K
|
59K
$1.84M
|
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
8.38KNew |
$238K - $245K
|
8.38K
$262K
|
|
|
May 15, 2024
Q1 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
8.2K+ 156.69% |
$233K - $240K
|
13.4K
$420K
|
|
|
May 13, 2024
Q1 2024
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
7.23K+ 18.59% |
$206K - $212K
|
46.1K
$1.44M
|
|
|
Apr 22, 2024
Q1 2024
|
Rovin Capital
|
BUY
|
- |
7.15K+ 10.55% |
$204K - $209K
|
74.9K
$2.34M
|
|
|
May 02, 2024
Q1 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
6.92K+ 45.71% |
$197K - $203K
|
22.1K
$690K
|
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
6.07K+ 50.87% |
$173K - $178K
|
18K
$563K
|