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 |
|---|---|---|---|---|---|---|---|
|
Dec 02, 2024
Q3 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
1.11K+ 6.65% |
$32.9K - $34.1K
|
17.7K
$556K
|
|
|
Nov 21, 2024
Q3 2024
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
690K+ 50.37% |
$20.5M - $21.3M
|
2.06M
$64.5M
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
557+ 0.15% |
$16.6K - $17.2K
|
382K
$12M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.99K+ 57.47% |
$88.8K - $92K
|
8.18K
$256K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
2.67KNew |
$79.3K - $82.2K
|
2.67K
$83.6K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.51K+ 11.99% |
$45K - $46.6K
|
14.1K
$442K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.87K+ 19.05% |
$234K - $242K
|
49.2K
$1.54M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-6.41K- 19.71% |
$191K - $197K
|
26.1K
$818K
|
|
|
Nov 14, 2024
Q3 2024
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
104KNew |
$3.09M - $3.2M
|
104K
$3.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
13.3KNew |
$396K - $410K
|
13.3K
$417K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.62K+ 50.07% |
$77.9K - $80.7K
|
7.85K
$246K
|
|
|
Nov 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
3.81K+ 3.1% |
$113K - $117K
|
127K
$3.97M
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
6.11K+ 2.01% |
$182K - $188K
|
310K
$9.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
16.2K+ 16.88% |
$482K - $499K
|
112K
$3.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
5.95KNew |
$177K - $184K
|
5.95K
$187K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
881New |
$26.2K - $27.2K
|
881
$27.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
2.67KNew |
$79.3K - $82.2K
|
2.67K
$83.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
98.1KNew |
$2.92M - $3.02M
|
98.1K
$3.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
3.48K+ 44.41% |
$104K - $107K
|
11.3K
$355K
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
104+ 7.03% |
$3.1K - $3.21K
|
1.58K
$49.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
24.9KNew |
$740K - $766K
|
24.9K
$779K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.59K+ 3.48% |
$47.3K - $49K
|
47.2K
$1.48M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
51.1KNew |
$1.52M - $1.58M
|
51.1K
$1.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Crown Wealth Group, LLC
|
BUY
|
- |
345K+ 125.14% |
$10.3M - $10.6M
|
620K
$19.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
SELL
|
- |
-4.59K- 20.8% |
$137K - $141K
|
17.5K
$547K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
42K+ 17.79% |
$1.25M - $1.3M
|
278K
$8.72M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
168K+ 14.33% |
$5.01M - $5.19M
|
1.34M
$42.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
9.58K+ 11.57% |
$285K - $295K
|
92.3K
$2.89M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-23.3K- 39.21% |
$692K - $717K
|
36.1K
$1.13M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-11- 0.15% |
$327 - $339
|
7.39K
$232K
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
104KNew |
$3.09M - $3.2M
|
104K
$3.25M
|
|
|
Nov 13, 2024
Q3 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-130- 1.23% |
$3.87K - $4.01K
|
10.5K
$328K
|
|
|
Nov 13, 2024
Q3 2024
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-990- 1.72% |
$29.5K - $30.5K
|
56.7K
$1.78M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-117- 0.21% |
$3.48K - $3.61K
|
56.5K
$1.77M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
33.5K+ 5.94% |
$998K - $1.03M
|
598K
$18.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
640+ 4.89% |
$19K - $19.7K
|
13.7K
$430K
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-395- 4.15% |
$11.8K - $12.2K
|
9.13K
$286K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
35.1K+ 42290.36% |
$1.04M - $1.08M
|
35.2K
$1.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Cannon Advisors, Inc.
Charlotte, NC |
BUY
|
- |
62.2KNew |
$1.85M - $1.92M
|
62.2K
$1.95M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.44M+ 669.56% |
$42.8M - $44.3M
|
1.65M
$51.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
9.64K+ 9.37% |
$287K - $297K
|
112K
$3.53M
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
932+ 7.85% |
$27.7K - $28.7K
|
12.8K
$401K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
41.7K+ 12.79% |
$1.24M - $1.29M
|
368K
$11.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Long Island Wealth Management, Inc.
Melville, NY |
SELL
|
- |
-69- 0.15% |
$2.05K - $2.13K
|
45.8K
$1.43M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.04K- 2.51% |
$30.8K - $31.9K
|
40.2K
$1.26M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.61K+ 5.46% |
$256K - $265K
|
166K
$5.21M
|
|
|
Nov 08, 2024
Q3 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
846+ 3.83% |
$25.2K - $26.1K
|
22.9K
$718K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
9.73K+ 57.18% |
$290K - $300K
|
26.7K
$838K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-165- 23.71% |
$4.91K - $5.09K
|
531
$16.6K
|
|
|
Nov 07, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
6.6K+ 167.22% |
$196K - $204K
|
10.6K
$331K
|