Purchases and Sales Made in Q4 2024 in Innovator Etfs Tr (BALT)
This table provides information about the institutional ownership of Innovator Etfs Tr (BALT) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2025
Q4 2024
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
1.02M+ 49.63% |
$31.4M - $32.2M
|
3.08M
$97.8M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
643KNew |
$19.8M - $20.3M
|
643K
$20.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Compass Advisory Group LLC
|
BUY
|
- |
608K+ 1309.41% |
$18.7M - $19.2M
|
655K
$20.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
BUY
|
- |
548KNew |
$16.9M - $17.3M
|
548K
$17.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
291KNew |
$8.96M - $9.19M
|
291K
$9.25M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
218KNew |
$6.72M - $6.89M
|
218K
$6.93M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
194K+ 918.63% |
$5.98M - $6.13M
|
216K
$6.84M
|
|
|
Jan 28, 2025
Q4 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
95.3KNew |
$2.93M - $3.01M
|
95.3K
$3.03M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
61.4K+ 36.96% |
$1.89M - $1.94M
|
228K
$7.23M
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
58KNew |
$1.79M - $1.83M
|
58K
$1.84M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
26.3K+ 6.49% |
$810K - $831K
|
432K
$13.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
22.9K+ 117.74% |
$706K - $724K
|
42.4K
$1.35M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
21KNew |
$645K - $661K
|
21K
$665K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
19.7K+ 197.67% |
$607K - $622K
|
29.7K
$942K
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
19.4K+ 8.21% |
$596K - $611K
|
255K
$8.11M
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
BUY
|
- |
17.9KNew |
$550K - $564K
|
17.9K
$568K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
17.8K+ 50.83% |
$547K - $561K
|
52.8K
$1.67M
|
|
|
Jan 29, 2025
Q4 2024
|
Pachira Investments Inc.
|
BUY
|
- |
14.6KNew |
$450K - $461K
|
14.6K
$464K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
13.5K+ 111.45% |
$416K - $427K
|
25.7K
$815K
|
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
11.8KNew |
$363K - $372K
|
11.8K
$375K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
10.8K+ 14.83% |
$332K - $341K
|
83.7K
$2.66M
|
|
|
Jan 23, 2025
Q4 2024
|
Applied Capital LLC
|
BUY
|
- |
10.1KNew |
$310K - $318K
|
10.1K
$319K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
9.29K+ 14.2% |
$286K - $293K
|
74.7K
$2.37M
|
|
|
Jan 29, 2025
Q4 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
9.15KNew |
$282K - $289K
|
9.15K
$291K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
8.97KNew |
$276K - $283K
|
8.97K
$285K
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
7.83K+ 7.56% |
$241K - $247K
|
111K
$3.54M
|
|
|
Jan 24, 2025
Q4 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
7.48K+ 10.92% |
$230K - $236K
|
76K
$2.41M
|
|
|
Jan 17, 2025
Q4 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
7.36KNew |
$226K - $232K
|
7.36K
$234K
|
|
|
Jan 30, 2025
Q4 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
7.12KNew |
$219K - $225K
|
7.12K
$226K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
6.49K+ 61.47% |
$199K - $205K
|
17K
$541K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
6.08K+ 25.45% |
$187K - $192K
|
30K
$951K
|
|
|
Jan 21, 2025
Q4 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
3.91K+ 34.5% |
$120K - $123K
|
15.2K
$483K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
1.35K+ 2.63% |
$41.4K - $42.4K
|
52.5K
$1.67M
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.19K+ 8.61% |
$36.7K - $37.6K
|
15K
$477K
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
1.1K+ 2.62% |
$33.9K - $34.8K
|
43.2K
$1.37M
|
|
|
Jan 15, 2025
Q4 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
1.09K+ 0.54% |
$33.5K - $34.3K
|
203K
$6.45M
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
BUY
|
- |
1.05K+ 1.49% |
$32.3K - $33.2K
|
71.6K
$2.27M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
890+ 3.69% |
$27.4K - $28.1K
|
25K
$794K
|
|
|
Jan 06, 2025
Q4 2024
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
214+ 1.18% |
$6.58K - $6.75K
|
18.3K
$580K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
78+ 0.03% |
$2.4K - $2.46K
|
245K
$7.76M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
58+ 0.24% |
$1.78K - $1.83K
|
23.8K
$755K
|
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-126- 7.96% |
$3.88K - $3.98K
|
1.46K
$46.2K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.38K- 3.04% |
$42.4K - $43.4K
|
44K
$1.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-1.85K- 4.97% |
$56.8K - $58.2K
|
35.3K
$1.12M
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-1.89K- 15.07% |
$58.1K - $59.6K
|
10.6K
$338K
|
|
|
Jan 17, 2025
Q4 2024
|
Financial Designs Corp
Claremont, CA |
SELL
|
- |
-2.51K- 1.39% |
$77.3K - $79.3K
|
178K
$5.64M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-6.8K- 13.49% |
$209K - $215K
|
43.6K
$1.38M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-20K- 9.14% |
$616K - $632K
|
199K
$6.32M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-26.3K- 4.22% |
$809K - $830K
|
597K
$19M
|
|
|
Jan 16, 2025
Q4 2024
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-27.9K- 46.3% |
$860K - $882K
|
32.4K
$1.03M
|