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 01, 2024
Q1 2024
|
Crown Wealth Group, LLC
|
BUY
|
- |
46.1K+ 11.15% |
$1.31M - $1.35M
|
459K
$13.8M
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-772- 6.94% |
$22K - $22.6K
|
10.3K
$312K
|
|
May 01, 2024
Q1 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
3.75K+ 2.38% |
$107K - $110K
|
161K
$4.86M
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
101K+ 41.07% |
$2.89M - $2.97M
|
348K
$10.5M
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
14.6K+ 12.25% |
$416K - $427K
|
134K
$4.03M
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
36.3KNew |
$1.03M - $1.06M
|
36.3K
$1.09M
|
|
Apr 30, 2024
Q1 2024
|
Compass Advisory Group LLC
|
SELL
|
- |
-4.01K- 7.41% |
$114K - $117K
|
50.1K
$1.51M
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
6.07K+ 50.87% |
$173K - $178K
|
18K
$542K
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.62K+ 325.47% |
$74.6K - $76.7K
|
3.43K
$103K
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
38.8KNew |
$1.1M - $1.13M
|
38.8K
$1.17M
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
18KNew |
$512K - $527K
|
18K
$542K
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
126K+ 44.37% |
$3.58M - $3.68M
|
410K
$12.3M
|
|
Apr 29, 2024
Q1 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
1.22K+ 12.64% |
$34.7K - $35.7K
|
10.9K
$327K
|
|
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
BUY
|
- |
24.9KNew |
$708K - $728K
|
24.9K
$750K
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
77.9KNew |
$2.22M - $2.28M
|
77.9K
$2.35M
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
17K+ 12.24% |
$484K - $497K
|
156K
$4.69M
|
|
Apr 23, 2024
Q1 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
8.5K+ 16.85% |
$242K - $249K
|
59K
$1.78M
|
|
Apr 23, 2024
Q1 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
14.7KNew |
$418K - $430K
|
14.7K
$442K
|
|
Apr 23, 2024
Q1 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-2.49M- 85.34% |
$70.8M - $72.8M
|
427K
$12.9M
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
12.6KNew |
$359K - $369K
|
12.6K
$380K
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
50.9K+ 100.7% |
$1.45M - $1.49M
|
102K
$3.06M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
34.9K+ 50.47% |
$992K - $1.02M
|
104K
$3.13M
|
|
Apr 22, 2024
Q1 2024
|
Rovin Capital
|
BUY
|
- |
7.15K+ 10.55% |
$204K - $209K
|
74.9K
$2.26M
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
67+ 0.14% |
$1.91K - $1.96K
|
48.3K
$1.45M
|
|
Apr 19, 2024
Q1 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-2.12K- 2.08% |
$60.4K - $62.1K
|
100K
$3.01M
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-5.67K- 5.15% |
$161K - $166K
|
104K
$3.15M
|
|
Apr 18, 2024
Q1 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
3.83K+ 1.98% |
$109K - $112K
|
197K
$5.94M
|
|
Apr 17, 2024
Q1 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-12.1K- 5.46% |
$343K - $353K
|
209K
$6.28M
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
12.2K+ 60.08% |
$347K - $357K
|
32.5K
$980K
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
470+ 2.84% |
$13.4K - $13.8K
|
17K
$512K
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
18.6KNew |
$529K - $544K
|
18.6K
$560K
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-710- 0.29% |
$20.2K - $20.8K
|
245K
$7.39M
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-68.4K- 9.33% |
$1.95M - $2M
|
665K
$20M
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
54.7K+ 16.98% |
$1.56M - $1.6M
|
377K
$11.4M
|
|
Apr 15, 2024
Q1 2024
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-2.11K- 3.15% |
$60K - $61.7K
|
64.7K
$1.95M
|
|
Apr 12, 2024
Q1 2024
|
Financial Designs Corp
Claremont, CA |
BUY
|
- |
3.96K+ 2.1% |
$113K - $116K
|
193K
$5.81M
|
|
Apr 12, 2024
Q1 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-1.25K- 15.26% |
$35.5K - $36.5K
|
6.93K
$209K
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-175K- 73.47% |
$4.99M - $5.13M
|
63.3K
$1.91M
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
SELL
|
- |
-1.49K- 3.56% |
$42.5K - $43.7K
|
40.5K
$1.22M
|
|
Q4 2023 | |||||||
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1KNew |
$27.7K - $28.6K
|
1K
$30.1K
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
10.7K+ 32.21% |
$296K - $305K
|
43.8K
$1.32M
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
1.48KNew |
$41K - $42.3K
|
1.48K
$44.5K
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
599+ 8.27% |
$16.6K - $17.1K
|
7.85K
$236K
|
|
Feb 14, 2024
Q4 2023
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-15.7K- 59.41% |
$436K - $450K
|
10.8K
$324K
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
86.5K+ 108.95% |
$2.39M - $2.47M
|
166K
$5M
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
28.8KNew |
$797K - $822K
|
28.8K
$867K
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-18.8K- 63.63% |
$521K - $537K
|
10.8K
$324K
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
33.6KNew |
$930K - $960K
|
33.6K
$1.01M
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.25K+ 3.79% |
$34.5K - $35.6K
|
34.2K
$1.03M
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-60.6K- 99.72% |
$1.68M - $1.73M
|
172
$5.18K
|