Latest Institutional Transactions on Innovator Etfs Tr (BALT)
This table provides information on the latest institutional transactions involving Innovator Etfs Tr (BALT) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
667KNew |
$19M - $19.5M
|
667K
$20M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
55.4K+ 73.67% |
$1.58M - $1.62M
|
131K
$3.93M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-38.7K- 29.08% |
$1.1M - $1.13M
|
94.5K
$2.84M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
113KNew |
$3.21M - $3.3M
|
113K
$3.39M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.05K- 23.64% |
$29.8K - $30.6K
|
3.38K
$102K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
251New |
$7.14K - $7.34K
|
251
$7.54K
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
27.2KNew |
$775K - $797K
|
27.2K
$818K
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
38.3K+ 86.38% |
$1.09M - $1.12M
|
82.6K
$2.48M
|
|
|
May 15, 2024
Q1 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
8.2K+ 156.69% |
$233K - $240K
|
13.4K
$403K
|
|
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
10.2KNew |
$289K - $297K
|
10.2K
$305K
|
|
|
May 15, 2024
Q1 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
1.91K+ 9.47% |
$54.3K - $55.8K
|
22.1K
$662K
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
3.06K+ 27.46% |
$87K - $89.4K
|
14.2K
$426K
|
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
11.9K+ 15.37% |
$340K - $350K
|
89.7K
$2.69M
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
132KNew |
$3.74M - $3.85M
|
132K
$3.95M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
15.5KNew |
$442K - $454K
|
15.5K
$466K
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
26K+ 6.95% |
$740K - $761K
|
400K
$12M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
14.1K+ 44.06% |
$401K - $412K
|
46K
$1.38M
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-636- 1.04% |
$18.1K - $18.6K
|
60.8K
$1.83M
|
|
|
May 14, 2024
Q1 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
94.6K+ 281.66% |
$2.69M - $2.77M
|
128K
$3.85M
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
864+ 0.7% |
$24.6K - $25.3K
|
125K
$3.75M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
59.2K+ 15.24% |
$1.68M - $1.73M
|
447K
$13.4M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
178K+ 458.46% |
$5.07M - $5.21M
|
217K
$6.52M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-93.6K- 52.96% |
$2.66M - $2.74M
|
83.1K
$2.5M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
30.2K+ 38.54% |
$860K - $884K
|
109K
$3.26M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
147K+ 8.34% |
$4.18M - $4.29M
|
1.91M
$57.2M
|
|
|
May 13, 2024
Q1 2024
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
7.23K+ 18.59% |
$206K - $212K
|
46.1K
$1.39M
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-2.82M- 98.06% |
$80.2M - $82.4M
|
55.6K
$1.67M
|
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
2.25K+ 0.78% |
$63.9K - $65.7K
|
290K
$8.71M
|
|
|
May 13, 2024
Q1 2024
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-168K- 50.46% |
$4.79M - $4.92M
|
165K
$4.96M
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
190New |
$5.41K - $5.56K
|
190
$5.71K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.7K+ 24.55% |
$76.8K - $78.9K
|
13.7K
$411K
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
18.3K+ 73.9% |
$520K - $534K
|
43K
$1.29M
|
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
BUY
|
- |
17.7KNew |
$504K - $519K
|
17.7K
$532K
|
|
|
May 10, 2024
Q1 2024
|
Encompass More Asset Management
Danville, CA |
SELL
|
- |
-1.43K- 15.13% |
$40.7K - $41.8K
|
8.02K
$241K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
888+ 888.0% |
$25.3K - $26K
|
988
$29.7K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
772+ 0.11% |
$22K - $22.6K
|
726K
$21.8M
|
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
8.38KNew |
$238K - $245K
|
8.38K
$252K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
5.19KNew |
$148K - $152K
|
5.19K
$156K
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-2.27K- 7.71% |
$64.6K - $66.4K
|
27.2K
$816K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.08M- 82.9% |
$30.7M - $31.6M
|
223K
$6.69M
|
|
|
May 09, 2024
Q1 2024
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
1.09M+ 345.62% |
$31M - $31.9M
|
1.41M
$42.2M
|
|
|
May 08, 2024
Q1 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
46.4K+ 80.94% |
$1.32M - $1.36M
|
104K
$3.12M
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-3.88K- 33.65% |
$110K - $113K
|
7.64K
$229K
|
|
|
May 07, 2024
Q1 2024
|
Sfmg, LLC
|
SELL
|
- |
-910- 1.38% |
$25.9K - $26.6K
|
65.2K
$1.96M
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
16.2KNew |
$462K - $475K
|
16.2K
$488K
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
9.45KNew |
$269K - $276K
|
9.45K
$284K
|
|
|
May 03, 2024
Q1 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
49.2K+ 13.99% |
$1.4M - $1.44M
|
401K
$12M
|
|
|
May 02, 2024
Q1 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
6.92K+ 45.71% |
$197K - $203K
|
22.1K
$663K
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-37.6K- 76.3% |
$1.07M - $1.1M
|
11.7K
$351K
|
|
|
May 01, 2024
Q1 2024
|
Crown Wealth Group, LLC
|
BUY
|
- |
46.1K+ 11.15% |
$1.31M - $1.35M
|
459K
$13.8M
|
|