Purchases and Sales Made in Q2 2023 in Innovator Etfs Tr (BALT)
This table provides information about the institutional ownership of Innovator Etfs Tr (BALT) during Q2 2023. 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 |
---|---|---|---|---|---|---|---|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
152K+ 282.09% |
$4.13M - $4.24M
|
206K
$6.55M
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
135K+ 106.26% |
$3.67M - $3.76M
|
262K
$8.32M
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
106K+ 57.47% |
$2.88M - $2.96M
|
291K
$9.24M
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
92.5K+ 8.97% |
$2.51M - $2.58M
|
1.12M
$35.7M
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
70.8K+ 159.25% |
$1.92M - $1.97M
|
115K
$3.66M
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
70.4K+ 12.15% |
$1.92M - $1.96M
|
650K
$20.7M
|
|
Aug 10, 2023
Q2 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
59.9K+ 26.69% |
$1.63M - $1.67M
|
284K
$9.04M
|
|
Jul 11, 2023
Q2 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
51.7K+ 50.26% |
$1.4M - $1.44M
|
154K
$4.91M
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
45.6K+ 315.85% |
$1.24M - $1.27M
|
60K
$1.91M
|
|
Aug 11, 2023
Q2 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
44.6KNew |
$1.21M - $1.24M
|
44.6K
$1.42M
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
38.4K+ 40.88% |
$1.04M - $1.07M
|
132K
$4.21M
|
|
Aug 08, 2023
Q2 2023
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
30.4K+ 86.34% |
$826K - $848K
|
65.6K
$2.09M
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
28.8K+ 240.0% |
$783K - $803K
|
40.8K
$1.3M
|
|
Aug 07, 2023
Q2 2023
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
26.5KNew |
$721K - $740K
|
26.5K
$843K
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
22.9KNew |
$623K - $639K
|
22.9K
$729K
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
18.9K+ 241.95% |
$514K - $527K
|
26.7K
$850K
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
17.2K+ 7.32% |
$469K - $481K
|
253K
$8.03M
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
14.1K+ 27.43% |
$383K - $393K
|
65.5K
$2.08M
|
|
Jul 25, 2023
Q2 2023
|
Crown Wealth Group, LLC
|
BUY
|
- |
11.9K+ 3.65% |
$322K - $331K
|
336K
$10.7M
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
11.6K+ 25.33% |
$315K - $323K
|
57.4K
$1.82M
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
11.1K+ 59.01% |
$303K - $311K
|
30K
$954K
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
9.91K+ 3.6% |
$269K - $276K
|
285K
$9.06M
|
|
Aug 08, 2023
Q2 2023
|
Rovin Capital
|
BUY
|
- |
9.3K+ 14.63% |
$253K - $259K
|
72.8K
$2.32M
|
|
Jul 17, 2023
Q2 2023
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
5.86K+ 4.57% |
$159K - $163K
|
134K
$4.26M
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
5.84K+ 58.91% |
$159K - $163K
|
15.8K
$501K
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.59K+ 2.3% |
$152K - $156K
|
249K
$7.91M
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.2K+ 53.12% |
$141K - $145K
|
15K
$477K
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
4K+ 28.57% |
$109K - $112K
|
18K
$572K
|
|
Jul 21, 2023
Q2 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
2.08K+ 4.27% |
$56.6K - $58.1K
|
50.8K
$1.62M
|
|
Jul 18, 2023
Q2 2023
|
D.B. Root & Company, LLC
|
BUY
|
- |
1.71K+ 14.43% |
$46.5K - $47.7K
|
13.6K
$431K
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.56K+ 4.49% |
$42.5K - $43.6K
|
36.4K
$1.16M
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.35K+ 3.23% |
$36.7K - $37.7K
|
43.1K
$1.37M
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
1.3K+ 11.32% |
$35.3K - $36.3K
|
12.8K
$406K
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.27K+ 9.39% |
$34.4K - $35.3K
|
14.7K
$469K
|
|
Jul 19, 2023
Q2 2023
|
Bcs Wealth Management
|
BUY
|
- |
1.05K+ 2.64% |
$28.5K - $29.2K
|
40.8K
$1.3M
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Advisors Inc.
|
BUY
|
- |
1.04K+ 7.08% |
$28.4K - $29.1K
|
15.8K
$501K
|
|
Aug 14, 2023
Q2 2023
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
804+ 0.78% |
$21.9K - $22.4K
|
104K
$3.31M
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
755+ 5.11% |
$20.5K - $21.1K
|
15.5K
$494K
|
|
Aug 11, 2023
Q2 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
718New |
$19.5K - $20K
|
718
$22.8K
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
524+ 0.22% |
$14.2K - $14.6K
|
243K
$7.72M
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
500+ 1.47% |
$13.6K - $13.9K
|
34.5K
$1.1M
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
276+ 1.97% |
$7.5K - $7.7K
|
14.3K
$455K
|
|
Aug 02, 2023
Q2 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
59+ 0.23% |
$1.6K - $1.65K
|
25.9K
$822K
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
28New |
$761 - $781
|
28
$890
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
27+ 20.0% |
$734 - $753
|
162
$5.15K
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-17- 8.76% |
$462 - $474
|
177
$5.63K
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-50- 8.33% |
$1.36K - $1.39K
|
550
$17.5K
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-164- 0.42% |
$4.46K - $4.57K
|
39.3K
$1.25M
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-250- 1.35% |
$6.8K - $6.97K
|
18.3K
$580K
|