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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q3 2024
|
Financial Designs Corp
Claremont, CA |
SELL
|
- |
-4.09K- 2.22% |
$122K - $126K
|
180K
$5.62M
|
|
|
Nov 13, 2024
Q3 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
SELL
|
- |
-4.59K- 20.8% |
$137K - $141K
|
17.5K
$544K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-6.41K- 19.71% |
$191K - $197K
|
26.1K
$813K
|
|
|
Oct 17, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-6.59K- 62.54% |
$196K - $203K
|
3.95K
$123K
|
|
|
Oct 03, 2024
Q3 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
SELL
|
- |
-7.78K- 3.71% |
$232K - $240K
|
202K
$6.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-8.98K- 15.76% |
$267K - $277K
|
48K
$1.5M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-13.5K- 2.11% |
$400K - $415K
|
624K
$19.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-23.3K- 39.21% |
$692K - $717K
|
36.1K
$1.12M
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-43.4K- 53.89% |
$1.29M - $1.34M
|
37.1K
$1.16M
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-75K- 12.29% |
$2.23M - $2.31M
|
535K
$16.7M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-102K- 29.53% |
$3.05M - $3.16M
|
244K
$7.62M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-111K- 62.53% |
$3.31M - $3.43M
|
66.7K
$2.08M
|