Purchases and Sales Made in Q4 2022 in Innovator Etfs Tr (BALT)
This table provides information about the institutional ownership of Innovator Etfs Tr (BALT) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.27M+ 923.25% |
$32.7M - $33.7M
|
1.41M
$43.9M
|
|
|
Jan 20, 2023
Q4 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
407KNew |
$10.5M - $10.8M
|
407K
$12.7M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
386K+ 111.93% |
$9.94M - $10.3M
|
731K
$22.8M
|
|
|
Jan 19, 2023
Q4 2022
|
Compass Advisory Group LLC
|
BUY
|
- |
356K+ 833.25% |
$9.17M - $9.46M
|
399K
$12.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
233KNew |
$6.01M - $6.2M
|
233K
$7.29M
|
|
|
Feb 13, 2023
Q4 2022
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
200KNew |
$5.16M - $5.33M
|
200K
$6.26M
|
|
|
Sep 04, 2024
Q4 2022
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
86KNew |
$2.21M - $2.29M
|
86K
$2.69M
|
|
|
Jan 24, 2023
Q4 2022
|
Cra Financial Services, LLC
|
BUY
|
- |
79.8KNew |
$2.06M - $2.12M
|
79.8K
$2.49M
|
|
|
Feb 14, 2023
Q4 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
67.8KNew |
$1.75M - $1.8M
|
67.8K
$2.12M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
67.5KNew |
$1.74M - $1.8M
|
67.5K
$2.11M
|
|
|
Feb 02, 2023
Q4 2022
|
Dfpg Investments, LLC
|
BUY
|
- |
63KNew |
$1.62M - $1.67M
|
63K
$1.97M
|
|
|
Feb 13, 2023
Q4 2022
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
61KNew |
$1.57M - $1.62M
|
61K
$1.91M
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
BUY
|
- |
54.1K+ 14.16% |
$1.39M - $1.44M
|
437K
$13.6M
|
|
|
Feb 10, 2023
Q4 2022
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
50.4K+ 214.99% |
$1.3M - $1.34M
|
73.9K
$2.31M
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
41.8K+ 435.09% |
$1.08M - $1.11M
|
51.4K
$1.61M
|
|
|
Jan 19, 2023
Q4 2022
|
Delta Investment Management, LLC
|
BUY
|
- |
39KNew |
$1M - $1.04M
|
39K
$1.22M
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
36.4KNew |
$938K - $968K
|
36.4K
$1.14M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
28.1K+ 130.22% |
$725K - $748K
|
49.7K
$1.56M
|
|
|
Feb 07, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
28.1KNew |
$724K - $747K
|
28.1K
$878K
|
|
|
Feb 02, 2023
Q4 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
27.6KNew |
$711K - $734K
|
27.6K
$863K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
20.6K+ 183.88% |
$531K - $548K
|
31.8K
$994K
|
|
|
Feb 16, 2023
Q4 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
19.5KNew |
$503K - $519K
|
19.5K
$611K
|
|
|
Feb 14, 2023
Q4 2022
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
16.2KNew |
$416K - $430K
|
16.2K
$505K
|
|
|
Feb 01, 2023
Q4 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
14.5KNew |
$374K - $386K
|
14.5K
$454K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
13.6K+ 37.14% |
$350K - $361K
|
50.1K
$1.57M
|
|
|
Feb 09, 2023
Q4 2022
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
12.6KNew |
$323K - $334K
|
12.6K
$393K
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
12.5KNew |
$321K - $331K
|
12.5K
$389K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
11.6KNew |
$299K - $308K
|
11.6K
$363K
|
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
11.5KNew |
$297K - $306K
|
11.5K
$360K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
11.3K+ 9.18% |
$292K - $301K
|
135K
$4.21M
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
11KNew |
$283K - $292K
|
11K
$344K
|
|
|
Feb 08, 2023
Q4 2022
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
10.8KNew |
$279K - $288K
|
10.8K
$338K
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
10.2K+ 388.47% |
$264K - $272K
|
12.9K
$403K
|
|
|
Feb 14, 2023
Q4 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
9.61KNew |
$248K - $256K
|
9.61K
$300K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
8.46K+ 4231.5% |
$218K - $225K
|
8.66K
$271K
|
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
7.57KNew |
$195K - $201K
|
7.57K
$237K
|
|
|
Jan 23, 2023
Q4 2022
|
Rovin Capital
|
BUY
|
- |
7.04K+ 14.26% |
$181K - $187K
|
56.4K
$1.76M
|
|
|
Feb 13, 2023
Q4 2022
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
6.32K+ 14.3% |
$163K - $168K
|
50.5K
$1.58M
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.9KNew |
$101K - $104K
|
3.9K
$122K
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.38K+ 40.93% |
$87K - $89.8K
|
11.6K
$363K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.87K+ 29.28% |
$73.9K - $76.3K
|
12.7K
$396K
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.75KNew |
$70.8K - $73.1K
|
2.75K
$86K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.8K+ 3.68% |
$46.3K - $47.8K
|
50.7K
$1.58M
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.65K+ 5.12% |
$42.6K - $44K
|
34K
$1.06M
|
|
|
Feb 13, 2023
Q4 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.27K+ 7.6% |
$32.6K - $33.6K
|
17.9K
$560K
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
615+ 0.33% |
$15.8K - $16.4K
|
187K
$5.85M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
400New |
$10.3K - $10.6K
|
400
$12.5K
|
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
386New |
$9.94K - $10.3K
|
386
$12.1K
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
176New |
$4.53K - $4.68K
|
176
$5.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
132New |
$3.4K - $3.51K
|
132
$4.13K
|