Purchases and Sales Made in Q3 2024 in Innovator Etfs Tr (BALT)
This table provides information about the institutional ownership of Innovator Etfs Tr (BALT) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.44M+ 669.56% |
$42.8M - $44.3M
|
1.65M
$51.7M
|
|
|
Nov 21, 2024
Q3 2024
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
690K+ 50.37% |
$20.5M - $21.3M
|
2.06M
$64.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
458K+ 75.89% |
$13.6M - $14.1M
|
1.06M
$33.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Crown Wealth Group, LLC
|
BUY
|
- |
345K+ 125.14% |
$10.3M - $10.6M
|
620K
$19.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
290K+ 143.86% |
$8.64M - $8.95M
|
492K
$15.4M
|
|
|
Oct 23, 2024
Q3 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
201K+ 3346.26% |
$5.98M - $6.2M
|
207K
$6.47M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
168K+ 14.33% |
$5.01M - $5.19M
|
1.34M
$42M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
150K+ 58.47% |
$4.46M - $4.62M
|
406K
$12.7M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
135K+ 26096.12% |
$4.01M - $4.15M
|
135K
$4.23M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
126K+ 136.45% |
$3.76M - $3.9M
|
219K
$6.85M
|
|
|
Nov 14, 2024
Q3 2024
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
104KNew |
$3.09M - $3.2M
|
104K
$3.25M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
104KNew |
$3.09M - $3.2M
|
104K
$3.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
98.1KNew |
$2.92M - $3.02M
|
98.1K
$3.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Cannon Advisors, Inc.
Charlotte, NC |
BUY
|
- |
62.2KNew |
$1.85M - $1.92M
|
62.2K
$1.95M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
51.1KNew |
$1.52M - $1.58M
|
51.1K
$1.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
42K+ 17.79% |
$1.25M - $1.3M
|
278K
$8.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
41.7K+ 12.79% |
$1.24M - $1.29M
|
368K
$11.5M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
41.1K+ 38.95% |
$1.22M - $1.27M
|
147K
$4.59M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
35.1K+ 42290.36% |
$1.04M - $1.08M
|
35.2K
$1.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
34.2K+ 2.03% |
$1.02M - $1.05M
|
1.72M
$53.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
33.5K+ 5.94% |
$998K - $1.03M
|
598K
$18.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
24.9KNew |
$740K - $766K
|
24.9K
$777K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
20.3K+ 137.83% |
$603K - $625K
|
35K
$1.09M
|
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
20.2K+ 9.34% |
$600K - $622K
|
236K
$7.38M
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
16.5K+ 21.7% |
$490K - $508K
|
92.4K
$2.89M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
16.2K+ 16.88% |
$482K - $499K
|
112K
$3.5M
|
|
|
Oct 25, 2024
Q3 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
15.8K+ 17.99% |
$470K - $487K
|
104K
$3.24M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
15.7K+ 13.37% |
$468K - $485K
|
133K
$4.17M
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
13.8KNew |
$412K - $427K
|
13.8K
$433K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
13.7K+ 37.22% |
$407K - $422K
|
50.4K
$1.58M
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
13.5K+ 33.02% |
$403K - $417K
|
54.5K
$1.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Act Advisors, Llc.
|
BUY
|
- |
13.4KNew |
$398K - $413K
|
13.4K
$419K
|
|
|
Nov 14, 2024
Q3 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
13.3KNew |
$396K - $410K
|
13.3K
$416K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
13.3KNew |
$395K - $409K
|
13.3K
$415K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
12.9K+ 10.32% |
$385K - $399K
|
138K
$4.33M
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
10K+ 18.05% |
$298K - $308K
|
65.4K
$2.04M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
9.73K+ 57.18% |
$290K - $300K
|
26.7K
$836K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
9.64K+ 9.37% |
$287K - $297K
|
112K
$3.52M
|
|
|
Nov 13, 2024
Q3 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
9.58K+ 11.57% |
$285K - $295K
|
92.3K
$2.89M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.61K+ 5.46% |
$256K - $265K
|
166K
$5.2M
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
8.36K+ 52.98% |
$249K - $258K
|
24.1K
$754K
|
|
|
Oct 31, 2024
Q3 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
8.31K+ 13.8% |
$247K - $256K
|
68.5K
$2.14M
|
|
|
Nov 04, 2024
Q3 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
8.06KNew |
$240K - $248K
|
8.06K
$252K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.87K+ 19.05% |
$234K - $242K
|
49.2K
$1.54M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
7.79K+ 48.84% |
$232K - $240K
|
23.7K
$742K
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
7.6KNew |
$226K - $234K
|
7.6K
$238K
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
7.48KNew |
$223K - $231K
|
7.48K
$234K
|
|
|
Nov 07, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
6.6K+ 167.22% |
$196K - $204K
|
10.6K
$330K
|
|
|
Oct 18, 2024
Q3 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
6.5KNew |
$194K - $200K
|
6.5K
$203K
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
6.28K+ 63.45% |
$187K - $193K
|
16.2K
$505K
|