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 |
|---|---|---|---|---|---|---|---|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
39.3K+ 10.26% |
$1.21M - $1.24M
|
422K
$13.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
17.6K+ 19.09% |
$542K - $556K
|
110K
$3.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.88K- 3.92% |
$57.8K - $59.3K
|
46.1K
$1.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-392- 0.97% |
$12.1K - $12.4K
|
39.9K
$1.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
775New |
$23.8K - $24.5K
|
775
$24.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
15KNew |
$461K - $473K
|
15K
$477K
|
|
|
Feb 14, 2025
Q4 2024
|
Triumph Capital Management
|
BUY
|
- |
28.7K+ 104.39% |
$882K - $905K
|
56.2K
$1.79M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
286New |
$8.8K - $9.02K
|
286
$9.09K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
28.8KNew |
$887K - $910K
|
28.8K
$917K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
18.1K+ 27.13% |
$556K - $571K
|
84.8K
$2.69M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
5.02K+ 10.63% |
$154K - $158K
|
52.3K
$1.66M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-4.25K- 7.52% |
$131K - $134K
|
52.3K
$1.66M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.87KNew |
$211K - $217K
|
6.87K
$218K
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
79New |
$2.43K - $2.49K
|
79
$2.51K
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
5.92K+ 36.62% |
$182K - $187K
|
22.1K
$702K
|
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
56.2KNew |
$1.73M - $1.77M
|
56.2K
$1.79M
|
|
|
Feb 14, 2025
Q4 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
25.3K+ 190.52% |
$779K - $799K
|
38.6K
$1.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
BUY
|
- |
17.5K+ 73.48% |
$537K - $551K
|
41.2K
$1.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-536- 60.84% |
$16.5K - $16.9K
|
345
$11K
|
|
|
Feb 14, 2025
Q4 2024
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
109K+ 238.23% |
$3.35M - $3.44M
|
155K
$4.92M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-6.66K- 50.21% |
$205K - $210K
|
6.61K
$210K
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
96.2K+ 98.09% |
$2.96M - $3.04M
|
194K
$6.18M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.53K+ 19.18% |
$47K - $48.2K
|
9.49K
$302K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
62.2K+ 59.95% |
$1.91M - $1.96M
|
166K
$5.28M
|
|
|
Feb 13, 2025
Q4 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
SELL
|
- |
-250- 1.43% |
$7.69K - $7.89K
|
17.2K
$547K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
15.2KNew |
$468K - $480K
|
15.2K
$484K
|
|
|
Feb 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
4.55K+ 3.6% |
$140K - $144K
|
131K
$4.17M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
700+ 2.8% |
$21.5K - $22.1K
|
25.7K
$817K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
14.4K+ 55.03% |
$442K - $453K
|
40.4K
$1.29M
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-698- 7.65% |
$21.5K - $22K
|
8.43K
$268K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
46.4K+ 94.32% |
$1.43M - $1.46M
|
95.5K
$3.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
34.4K+ 33.1% |
$1.06M - $1.08M
|
138K
$4.39M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
169K+ 28.25% |
$5.2M - $5.33M
|
767K
$24.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
3.53K+ 3.14% |
$109K - $111K
|
116K
$3.69M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-9.48K- 26.3% |
$292K - $299K
|
26.6K
$845K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
103+ 19.4% |
$3.17K - $3.25K
|
634
$20.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.2KNew |
$36.9K - $37.9K
|
1.2K
$38.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
45.5K+ 322.28% |
$1.4M - $1.44M
|
59.6K
$1.89M
|
|
|
Feb 12, 2025
Q4 2024
|
Nbz Investment Advisors LLC
Knoxville, TN |
BUY
|
- |
395KNew |
$12.2M - $12.5M
|
395K
$12.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Cannon Advisors, Inc.
Charlotte, NC |
BUY
|
- |
5.81K+ 9.33% |
$179K - $183K
|
68K
$2.16M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-3.08K- 2.74% |
$94.6K - $97K
|
109K
$3.47M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
818New |
$25.2K - $25.8K
|
818
$26K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-133K- 7.72% |
$4.09M - $4.2M
|
1.59M
$50.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
3.47K+ 27.07% |
$107K - $109K
|
16.3K
$517K
|
|
|
Feb 11, 2025
Q4 2024
|
Sfmg, LLC
|
BUY
|
- |
17K+ 26.08% |
$524K - $537K
|
82.3K
$2.62M
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-4.24K- 7.78% |
$130K - $134K
|
50.3K
$1.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
77.3K+ 288.98% |
$2.38M - $2.44M
|
104K
$3.31M
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-5.71K- 41.56% |
$176K - $180K
|
8.03K
$255K
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
4.35K+ 25.5% |
$134K - $137K
|
21.4K
$680K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
32.6K+ 24.44% |
$1M - $1.03M
|
166K
$5.28M
|