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 08, 2023
Q4 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
107+ 0.07% |
$2.76K - $2.85K
|
163K
$5.08M
|
|
|
Feb 15, 2023
Q4 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
82+ 0.42% |
$2.11K - $2.18K
|
19.5K
$609K
|
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
27New |
$696 - $718
|
27
$841
|
|
|
Feb 13, 2023
Q4 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-388- 16.7% |
$9.99K - $10.3K
|
1.94K
$60.3K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
SELL
|
- |
-449- 2.37% |
$11.6K - $11.9K
|
18.5K
$576K
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
SELL
|
- |
-561- 2.54% |
$14.5K - $14.9K
|
21.5K
$671K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2.21K- 6.32% |
$57K - $58.8K
|
32.8K
$1.02M
|
|
|
Jan 31, 2023
Q4 2022
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-2.69K- 1.32% |
$69.3K - $71.6K
|
201K
$6.26M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-4.6K- 15.63% |
$118K - $122K
|
24.8K
$774K
|
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-6.02K- 6.76% |
$155K - $160K
|
83K
$2.59M
|
|
|
Jan 10, 2023
Q4 2022
|
Bcs Wealth Management
|
SELL
|
- |
-10.5K- 21.65% |
$271K - $280K
|
38.1K
$1.19M
|
|
|
Jan 17, 2023
Q4 2022
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-12.3K- 10.81% |
$316K - $326K
|
101K
$3.15M
|
|
|
Feb 14, 2023
Q4 2022
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-12.9K- 13.06% |
$333K - $343K
|
86K
$2.68M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-14.1K- 21.52% |
$363K - $375K
|
51.4K
$1.6M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-27.5K- 72.42% |
$707K - $730K
|
10.5K
$326K
|
|
|
Feb 09, 2023
Q4 2022
|
Crown Wealth Group, LLC
|
SELL
|
- |
-31K- 9.95% |
$800K - $825K
|
281K
$8.75M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-31.2K- 16.7% |
$804K - $830K
|
156K
$4.85M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-56.8K- 9.77% |
$1.46M - $1.51M
|
525K
$16.4M
|
|
|
Feb 09, 2023
Q4 2022
|
Pillar Wealth Advisors, LLC
|
SELL
|
- |
-189K- 27.26% |
$4.88M - $5.03M
|
505K
$15.7M
|