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 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
15.7K+ 129.41% |
$492K - $501K
|
27.9K
$895K
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
4.53K+ 9.01% |
$142K - $144K
|
54.8K
$1.76M
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
400New |
$12.5K - $12.8K
|
400
$12.8K
|
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
7.21K+ 18.67% |
$226K - $230K
|
45.8K
$1.47M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
106+ 1.6% |
$3.32K - $3.38K
|
6.71K
$216K
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
11.1KNew |
$347K - $353K
|
11.1K
$355K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
12.6KNew |
$395K - $403K
|
12.6K
$405K
|
|
|
May 15, 2025
Q1 2025
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
25.9K+ 23.51% |
$810K - $825K
|
136K
$4.36M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
7.73K+ 36.16% |
$242K - $247K
|
29.1K
$935K
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
1.74K+ 20.65% |
$54.5K - $55.5K
|
10.2K
$327K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.35KNew |
$42.2K - $43K
|
1.35K
$43.3K
|
|
|
May 14, 2025
Q1 2025
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
SELL
|
- |
-270- 1.57% |
$8.45K - $8.61K
|
16.9K
$544K
|
|
|
May 14, 2025
Q1 2025
|
D.B. Root & Company, LLC
|
SELL
|
- |
-432- 5.87% |
$13.5K - $13.8K
|
6.93K
$222K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
29.6K+ 9.26% |
$926K - $943K
|
349K
$11.2M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-600- 1.15% |
$18.8K - $19.1K
|
51.7K
$1.66M
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
12.7KNew |
$397K - $404K
|
12.7K
$407K
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
29.9K+ 25.76% |
$936K - $953K
|
146K
$4.68M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
115K+ 120.1% |
$3.59M - $3.66M
|
210K
$6.75M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
33KNew |
$1.03M - $1.05M
|
33K
$1.06M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
573+ 7.63% |
$17.9K - $18.3K
|
8.09K
$260K
|
|
|
May 14, 2025
Q1 2025
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
20.1KNew |
$629K - $641K
|
20.1K
$645K
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
950+ 5.84% |
$29.7K - $30.3K
|
17.2K
$553K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
11.2K+ 2.74% |
$350K - $356K
|
419K
$13.5M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-9.49KClosed |
$297K - $303K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
9.39K+ 93.58% |
$294K - $299K
|
19.4K
$623K
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
7.3KNew |
$228K - $233K
|
7.3K
$234K
|
|
|
May 13, 2025
Q1 2025
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
58.9K+ 38.07% |
$1.85M - $1.88M
|
214K
$6.86M
|
|
|
May 13, 2025
Q1 2025
|
Compass Advisory Group LLC
|
BUY
|
- |
44.7K+ 6.83% |
$1.4M - $1.43M
|
700K
$22.5M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
178+ 0.34% |
$5.57K - $5.68K
|
52.4K
$1.68M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
748+ 2.13% |
$23.4K - $23.9K
|
35.9K
$1.15M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
36.6K+ 260.04% |
$1.15M - $1.17M
|
50.7K
$1.63M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.05M+ 131.62% |
$32.8M - $33.4M
|
1.84M
$59.1M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-636- 0.38% |
$19.9K - $20.3K
|
165K
$5.31M
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
10.6K+ 62.02% |
$331K - $337K
|
27.6K
$886K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
20.2K+ 3180.28% |
$631K - $643K
|
20.8K
$668K
|
|
|
May 12, 2025
Q1 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
5.2K+ 18.14% |
$163K - $166K
|
33.9K
$1.09M
|
|
|
May 12, 2025
Q1 2025
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
6.59KNew |
$206K - $210K
|
6.59K
$212K
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
151K+ 23.46% |
$4.72M - $4.81M
|
794K
$25.5M
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
30+ 0.22% |
$939 - $957
|
13.8K
$443K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.9K+ 13.8% |
$153K - $156K
|
40.4K
$1.3M
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
519New |
$16.2K - $16.6K
|
519
$16.7K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-50.7K- 4.57% |
$1.59M - $1.62M
|
1.06M
$34M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-2.23K- 5.6% |
$69.9K - $71.2K
|
37.6K
$1.21M
|
|
|
May 09, 2025
Q1 2025
|
Nbz Investment Advisors LLC
Knoxville, TN |
BUY
|
- |
12.7K+ 3.2% |
$396K - $404K
|
408K
$13.1M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
23.9K+ 10.51% |
$750K - $763K
|
252K
$8.08M
|
|
|
May 09, 2025
Q1 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
8.43K+ 55.39% |
$264K - $269K
|
23.7K
$760K
|
|
|
May 09, 2025
Q1 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
SELL
|
- |
-559- 0.96% |
$17.5K - $17.8K
|
57.5K
$1.85M
|
|
|
May 09, 2025
Q1 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
12.9KNew |
$404K - $412K
|
12.9K
$415K
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
4.97K+ 10.27% |
$156K - $158K
|
53.3K
$1.71M
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
58New |
$1.82K - $1.85K
|
58
$1.86K
|