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 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
6.11K+ 2.01% |
$182K - $188K
|
310K
$9.66M
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
BUY
|
- |
6.05K+ 34.12% |
$180K - $186K
|
23.8K
$741K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
5.95KNew |
$177K - $184K
|
5.95K
$185K
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
5.78K+ 85.68% |
$172K - $178K
|
12.5K
$390K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
5.09K+ 31.62% |
$151K - $157K
|
21.2K
$660K
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
5.07K+ 42.31% |
$151K - $156K
|
17K
$531K
|
|
|
Oct 22, 2024
Q3 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
4.7K+ 7.13% |
$140K - $145K
|
70.6K
$2.2M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3.81K+ 5.52% |
$114K - $118K
|
72.9K
$2.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
3.81K+ 3.1% |
$113K - $117K
|
127K
$3.94M
|
|
|
Nov 14, 2024
Q3 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
3.48K+ 44.41% |
$104K - $107K
|
11.3K
$353K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.99K+ 57.47% |
$88.8K - $92K
|
8.18K
$255K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
2.67KNew |
$79.3K - $82.2K
|
2.67K
$83.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
2.67KNew |
$79.3K - $82.2K
|
2.67K
$83.1K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2.62KNew |
$77.9K - $80.7K
|
2.62K
$81.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.62K+ 50.07% |
$77.9K - $80.7K
|
7.85K
$245K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.42K+ 43.56% |
$71.9K - $74.5K
|
7.96K
$248K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.95K+ 9.52% |
$58.2K - $60.2K
|
22.5K
$700K
|
|
|
Oct 17, 2024
Q3 2024
|
Bcs Wealth Management
|
BUY
|
- |
1.62K+ 4.01% |
$48.3K - $50K
|
42.1K
$1.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.59K+ 3.48% |
$47.3K - $49K
|
47.2K
$1.47M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.51K+ 11.99% |
$45K - $46.6K
|
14.1K
$440K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1K+ 4.17% |
$29.8K - $30.8K
|
25K
$779K
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
932+ 7.85% |
$27.7K - $28.7K
|
12.8K
$399K
|
|
|
Oct 08, 2024
Q3 2024
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
922+ 5.38% |
$27.4K - $28.4K
|
18.1K
$563K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
881New |
$26.2K - $27.2K
|
881
$27.5K
|
|
|
Nov 08, 2024
Q3 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
846+ 3.83% |
$25.2K - $26.1K
|
22.9K
$714K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
642+ 5.58% |
$19.1K - $19.8K
|
12.1K
$378K
|
|
|
Nov 13, 2024
Q3 2024
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
640+ 4.89% |
$19K - $19.7K
|
13.7K
$428K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
557+ 0.15% |
$16.6K - $17.2K
|
382K
$11.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
470+ 1.39% |
$14K - $14.5K
|
34.3K
$1.07M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
424New |
$12.6K - $13.1K
|
424
$13.2K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
205+ 1.06% |
$6.1K - $6.32K
|
19.5K
$607K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
140New |
$4.17K - $4.32K
|
140
$4.36K
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
104+ 7.03% |
$3.1K - $3.21K
|
1.58K
$49.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-11- 0.15% |
$327 - $339
|
7.39K
$230K
|
|
|
Oct 23, 2024
Q3 2024
|
Compass Advisory Group LLC
|
SELL
|
- |
-45- 0.1% |
$1.34K - $1.39K
|
46.5K
$1.45M
|
|
|
Nov 12, 2024
Q3 2024
|
Long Island Wealth Management, Inc.
Melville, NY |
SELL
|
- |
-69- 0.15% |
$2.05K - $2.13K
|
45.8K
$1.43M
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-102- 0.7% |
$3.04K - $3.14K
|
14.6K
$453K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-117- 0.21% |
$3.48K - $3.61K
|
56.5K
$1.76M
|
|
|
Nov 13, 2024
Q3 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-130- 1.23% |
$3.87K - $4.01K
|
10.5K
$326K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-165- 23.71% |
$4.91K - $5.09K
|
531
$16.5K
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-302- 2.92% |
$8.99K - $9.31K
|
10.1K
$313K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-373- 3.6% |
$11.1K - $11.5K
|
9.98K
$311K
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-395- 4.15% |
$11.8K - $12.2K
|
9.13K
$284K
|
|
|
Oct 25, 2024
Q3 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-553- 0.66% |
$16.5K - $17K
|
82.9K
$2.58M
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-904- 3.65% |
$26.9K - $27.9K
|
23.9K
$744K
|
|
|
Nov 13, 2024
Q3 2024
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-990- 1.72% |
$29.5K - $30.5K
|
56.7K
$1.77M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.04K- 2.51% |
$30.8K - $31.9K
|
40.2K
$1.25M
|
|
|
Nov 01, 2024
Q3 2024
|
Rovin Capital
|
SELL
|
- |
-1.58K- 2.19% |
$46.9K - $48.6K
|
70.5K
$2.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.66K- 17.11% |
$49.4K - $51.2K
|
8.05K
$251K
|
|
|
Oct 22, 2024
Q3 2024
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-2.35K- 3.74% |
$69.8K - $72.3K
|
60.3K
$1.88M
|