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 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
4.35K+ 25.5% |
$134K - $137K
|
21.4K
$674K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
48.7K+ 4.59% |
$1.5M - $1.54M
|
1.11M
$35M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
41K+ 14.74% |
$1.26M - $1.29M
|
319K
$10.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-3.66K- 5.19% |
$113K - $116K
|
66.9K
$2.11M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
32.6K+ 24.44% |
$1M - $1.03M
|
166K
$5.23M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
1.18K+ 3.44% |
$36.3K - $37.2K
|
35.5K
$1.12M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-124K- 9.23% |
$3.81M - $3.91M
|
1.22M
$38.4M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.34K+ 3.91% |
$41.2K - $42.2K
|
35.5K
$1.12M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
29.8K+ 402.79% |
$915K - $939K
|
37.1K
$1.17M
|
|
|
Feb 07, 2025
Q4 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
1.39K+ 7.81% |
$42.6K - $43.7K
|
19.1K
$603K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
6.23K+ 79.44% |
$192K - $197K
|
14.1K
$444K
|
|
|
Feb 06, 2025
Q4 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
4.07K+ 27.95% |
$125K - $128K
|
18.6K
$587K
|
|
|
Feb 06, 2025
Q4 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
10KNew |
$309K - $316K
|
10K
$316K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
75+ 53.57% |
$2.31K - $2.37K
|
215
$6.78K
|
|
|
Feb 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
5.58K+ 24.37% |
$172K - $176K
|
28.5K
$898K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
795KNew |
$24.4M - $25.1M
|
795K
$25.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-4.66K- 20.72% |
$143K - $147K
|
17.8K
$562K
|
|
|
Feb 05, 2025
Q4 2024
|
Crown Wealth Group, LLC
|
BUY
|
- |
17.1K+ 2.76% |
$527K - $540K
|
637K
$20.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
15.7KNew |
$484K - $497K
|
15.7K
$496K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
7.51KNew |
$231K - $237K
|
7.51K
$237K
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
3.73K+ 37.06% |
$115K - $118K
|
13.8K
$434K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
645New |
$19.8K - $20.3K
|
645
$20.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
13.7KNew |
$421K - $431K
|
13.7K
$431K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-526- 20.09% |
$16.2K - $16.6K
|
2.09K
$65.9K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
83.7K+ 61.91% |
$2.57M - $2.64M
|
219K
$6.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
28.7KNew |
$882K - $905K
|
28.7K
$904K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
68.5KNew |
$2.11M - $2.16M
|
68.5K
$2.16M
|
|
|
Feb 03, 2025
Q4 2024
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-1.2K- 2.12% |
$37K - $38K
|
55.5K
$1.75M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
41.5K+ 28.31% |
$1.28M - $1.31M
|
188K
$5.94M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
8.97KNew |
$276K - $283K
|
8.97K
$283K
|
|
|
Jan 31, 2025
Q4 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-192K- 92.63% |
$5.9M - $6.05M
|
15.3K
$481K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
1.35K+ 2.63% |
$41.4K - $42.4K
|
52.5K
$1.65M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
61.4K+ 36.96% |
$1.89M - $1.94M
|
228K
$7.18M
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
19.4K+ 8.21% |
$596K - $611K
|
255K
$8.05M
|
|
|
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
$20.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
13.5K+ 111.45% |
$416K - $427K
|
25.7K
$809K
|
|
|
Jan 30, 2025
Q4 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
7.12KNew |
$219K - $225K
|
7.12K
$225K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
19.7K+ 197.67% |
$607K - $622K
|
29.7K
$936K
|
|
|
Jan 29, 2025
Q4 2024
|
Pachira Investments Inc.
|
BUY
|
- |
14.6KNew |
$450K - $461K
|
14.6K
$461K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
890+ 3.69% |
$27.4K - $28.1K
|
25K
$788K
|
|
|
Jan 29, 2025
Q4 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
9.15KNew |
$282K - $289K
|
9.15K
$289K
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
218KNew |
$6.72M - $6.89M
|
218K
$6.89M
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
BUY
|
- |
17.9KNew |
$550K - $564K
|
17.9K
$564K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
58KNew |
$1.79M - $1.83M
|
58K
$1.83M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.48M- 89.31% |
$45.4M - $46.6M
|
177K
$5.57M
|
|
|
Jan 28, 2025
Q4 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
95.3KNew |
$2.93M - $3.01M
|
95.3K
$3M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
22.9K+ 117.74% |
$706K - $724K
|
42.4K
$1.34M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
9.29K+ 14.2% |
$286K - $293K
|
74.7K
$2.35M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
6.08K+ 25.45% |
$187K - $192K
|
30K
$945K
|
|
|
Jan 24, 2025
Q4 2024
|
Compass Advisory Group LLC
|
BUY
|
- |
608K+ 1309.41% |
$18.7M - $19.2M
|
655K
$20.6M
|