Purchases and Sales Made in Q3 2022 in Innovator Etfs Tr (BALT)
This table provides information about the institutional ownership of Innovator Etfs Tr (BALT) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
468K+ 409.05% |
$12.1M - $12.3M
|
582K
$18.4M
|
|
|
Oct 21, 2022
Q3 2022
|
Crown Wealth Group, LLC
|
BUY
|
- |
312KNew |
$8.04M - $8.2M
|
312K
$9.86M
|
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
186KNew |
$4.81M - $4.9M
|
186K
$5.9M
|
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
171K+ 1054.86% |
$4.4M - $4.49M
|
187K
$5.92M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
142K+ 70.07% |
$3.66M - $3.73M
|
345K
$10.9M
|
|
|
Nov 04, 2022
Q3 2022
|
Pillar Wealth Advisors, LLC
|
BUY
|
- |
116K+ 20.07% |
$2.99M - $3.05M
|
695K
$22M
|
|
|
Nov 01, 2022
Q3 2022
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
98.9KNew |
$2.55M - $2.6M
|
98.9K
$3.13M
|
|
|
Oct 28, 2022
Q3 2022
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
98.3K+ 93.47% |
$2.53M - $2.58M
|
204K
$6.44M
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
81.9K+ 147.45% |
$2.11M - $2.15M
|
137K
$4.35M
|
|
|
Nov 14, 2022
Q3 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
78.8K+ 767.01% |
$2.03M - $2.07M
|
89K
$2.82M
|
|
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
BUY
|
- |
59.3K+ 18.34% |
$1.53M - $1.56M
|
382K
$12.1M
|
|
|
Oct 25, 2022
Q3 2022
|
Rovin Capital
|
BUY
|
- |
49.4KNew |
$1.27M - $1.3M
|
49.4K
$1.56M
|
|
|
Nov 14, 2022
Q3 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
35KNew |
$902K - $920K
|
35K
$1.11M
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
32.3KNew |
$833K - $849K
|
32.3K
$1.02M
|
|
|
Dec 12, 2022
Q3 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
19.5KNew |
$501K - $511K
|
19.5K
$615K
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
17.8K+ 95.41% |
$460K - $469K
|
36.5K
$1.16M
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
11.2KNew |
$289K - $294K
|
11.2K
$354K
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
10.9KNew |
$280K - $286K
|
10.9K
$344K
|
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
9.61KNew |
$248K - $252K
|
9.61K
$304K
|
|
|
Nov 14, 2022
Q3 2022
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
8.44K+ 23.59% |
$217K - $222K
|
44.2K
$1.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
8.25KNew |
$213K - $217K
|
8.25K
$261K
|
|
|
Nov 14, 2022
Q3 2022
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
7.77KNew |
$200K - $204K
|
7.77K
$246K
|
|
|
Nov 21, 2022
Q3 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
7.1K+ 4.55% |
$183K - $186K
|
163K
$5.16M
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
6.61K+ 15.65% |
$170K - $174K
|
48.9K
$1.55M
|
|
|
Oct 28, 2022
Q3 2022
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
6.48K+ 6.06% |
$167K - $170K
|
113K
$3.59M
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
BUY
|
- |
6.1K+ 47.53% |
$157K - $160K
|
18.9K
$599K
|
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
BUY
|
- |
5.43K+ 32.61% |
$140K - $143K
|
22.1K
$698K
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.49K+ 2.91% |
$90K - $91.8K
|
123K
$3.9M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.42K+ 16.89% |
$36.5K - $37.2K
|
9.8K
$310K
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
800+ 2.16% |
$20.6K - $21K
|
37.9K
$1.2M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
493+ 2.33% |
$12.7K - $13K
|
21.6K
$683K
|
|
|
Oct 07, 2022
Q3 2022
|
Bcs Wealth Management
|
BUY
|
- |
490+ 1.02% |
$12.6K - $12.9K
|
48.6K
$1.54M
|
|
|
Oct 20, 2022
Q3 2022
|
Compass Advisory Group LLC
|
SELL
|
- |
-28- 0.07% |
$722 - $736
|
42.7K
$1.35M
|
|
|
Nov 03, 2022
Q3 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-241- 55.4% |
$6.21K - $6.33K
|
194
$6.14K
|
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-268- 0.07% |
$6.91K - $7.04K
|
358K
$11.3M
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-775Closed |
$20K - $20.4K
|
0
$0
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-2K- 6.36% |
$51.6K - $52.6K
|
29.4K
$931K
|
|
|
Nov 14, 2022
Q3 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-4.04K- 19.52% |
$104K - $106K
|
16.6K
$526K
|
|
|
Nov 14, 2022
Q3 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-6K- 6.31% |
$155K - $158K
|
89.1K
$2.82M
|
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-358KClosed |
$9.23M - $9.41M
|
0
$0
|