Purchases and Sales Made in Q1 2025 in Innovator Etfs Tr (BALT)
This table provides information about the institutional ownership of Innovator Etfs Tr (BALT) during Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2025
Q1 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
22.3K+ 313.04% |
$698K - $711K
|
29.4K
$939K
|
|
|
Apr 23, 2025
Q1 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
21.4KNew |
$670K - $682K
|
21.4K
$683K
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
20.4KNew |
$640K - $652K
|
20.4K
$653K
|
|
|
May 05, 2025
Q1 2025
|
Pachira Investments Inc.
|
BUY
|
- |
20.2K+ 138.23% |
$633K - $645K
|
34.8K
$1.11M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
20.2K+ 3180.28% |
$631K - $643K
|
20.8K
$664K
|
|
|
May 14, 2025
Q1 2025
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
20.1KNew |
$629K - $641K
|
20.1K
$641K
|
|
|
Apr 15, 2025
Q1 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
19.9K+ 6.84% |
$624K - $635K
|
311K
$9.94M
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
19.1KNew |
$598K - $610K
|
19.1K
$610K
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
18.3K+ 7.16% |
$572K - $583K
|
274K
$8.74M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
17.5K+ 16.81% |
$547K - $557K
|
121K
$3.88M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
16.6KNew |
$520K - $530K
|
16.6K
$530K
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
15.7K+ 129.41% |
$492K - $501K
|
27.9K
$890K
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
14.3K+ 6.56% |
$449K - $457K
|
233K
$7.43M
|
|
|
Apr 30, 2025
Q1 2025
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
13.2KNew |
$414K - $421K
|
13.2K
$422K
|
|
|
May 09, 2025
Q1 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
12.9KNew |
$404K - $412K
|
12.9K
$412K
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
12.7KNew |
$397K - $404K
|
12.7K
$404K
|
|
|
May 09, 2025
Q1 2025
|
Nbz Investment Advisors LLC
Knoxville, TN |
BUY
|
- |
12.7K+ 3.2% |
$396K - $404K
|
408K
$13M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
12.6KNew |
$395K - $403K
|
12.6K
$403K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
12.4K+ 2.07% |
$387K - $395K
|
610K
$19.5M
|
|
|
May 15, 2025
Q1 2025
|
Insight Wealth Partners, LLC
|
BUY
|
- |
12.4KNew |
$387K - $395K
|
12.4K
$395K
|
|
|
May 15, 2025
Q1 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
11.4K+ 15.01% |
$357K - $364K
|
87.4K
$2.79M
|
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
BUY
|
- |
11.2K+ 2.05% |
$352K - $358K
|
559K
$17.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
11.2KNew |
$351K - $357K
|
11.2K
$358K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
11.2K+ 2.74% |
$350K - $356K
|
419K
$13.4M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
11.1KNew |
$347K - $353K
|
11.1K
$353K
|
|
|
Apr 22, 2025
Q1 2025
|
Applied Capital LLC
|
BUY
|
- |
11K+ 109.21% |
$344K - $351K
|
21.1K
$672K
|
|
|
Apr 25, 2025
Q1 2025
|
Rovin Capital
|
BUY
|
- |
10.7K+ 14.98% |
$336K - $342K
|
82.3K
$2.63M
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
10.6K+ 62.02% |
$331K - $337K
|
27.6K
$881K
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
10.5KNew |
$328K - $334K
|
10.5K
$334K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
10.3K+ 19.66% |
$323K - $329K
|
62.8K
$2.01M
|
|
|
Apr 30, 2025
Q1 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
10.1K+ 54.1% |
$315K - $321K
|
28.7K
$916K
|
|
|
May 15, 2025
Q1 2025
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
9.56KNew |
$299K - $305K
|
9.56K
$305K
|
|
|
Apr 24, 2025
Q1 2025
|
Cambridge Advisors Inc.
|
BUY
|
- |
9.55KNew |
$299K - $305K
|
9.55K
$305K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
9.48K+ 4.4% |
$297K - $302K
|
225K
$7.19M
|
|
|
May 14, 2025
Q1 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
9.39K+ 93.58% |
$294K - $299K
|
19.4K
$620K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
9.17K+ 4.61% |
$287K - $292K
|
208K
$6.65M
|
|
|
May 02, 2025
Q1 2025
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
8.95KNew |
$280K - $285K
|
8.95K
$286K
|
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
8.71K+ 30.58% |
$273K - $278K
|
37.2K
$1.19M
|
|
|
May 09, 2025
Q1 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
8.43K+ 55.39% |
$264K - $269K
|
23.7K
$755K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
8.33K+ 101.79% |
$261K - $265K
|
16.5K
$527K
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
8.05K+ 75.64% |
$252K - $257K
|
18.7K
$597K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
7.73K+ 36.16% |
$242K - $247K
|
29.1K
$930K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
7.46KNew |
$234K - $238K
|
7.46K
$238K
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
7.3KNew |
$228K - $233K
|
7.3K
$233K
|
|
|
May 15, 2025
Q1 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
7.28KNew |
$228K - $232K
|
7.28K
$232K
|
|
|
May 15, 2025
Q1 2025
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
7.23KNew |
$226K - $230K
|
7.23K
$231K
|
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
7.21K+ 18.67% |
$226K - $230K
|
45.8K
$1.46M
|
|
|
May 01, 2025
Q1 2025
|
Nikulski Financial, Inc.
|
BUY
|
- |
6.98KNew |
$219K - $223K
|
6.98K
$223K
|
|
|
May 12, 2025
Q1 2025
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
6.93K+ 3.41% |
$217K - $221K
|
210K
$6.71M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6.92K+ 17.11% |
$217K - $221K
|
47.4K
$1.51M
|