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 |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2025
Q3 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
4.86K+ 7.92% |
$156K - $160K
|
66.3K
$2.19M
|
|
|
Nov 05, 2025
Q3 2025
|
D.B. Root & Company, LLC
|
BUY
|
- |
3.07K+ 37.56% |
$98.4K - $101K
|
11.2K
$370K
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-3.88K- 3.52% |
$124K - $127K
|
106K
$3.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-1.18K- 91.45% |
$37.8K - $38.6K
|
110
$3.63K
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-14.2K- 5.49% |
$456K - $466K
|
245K
$8.07M
|
|
|
Nov 04, 2025
Q3 2025
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
10.7K+ 8.05% |
$345K - $353K
|
144K
$4.76M
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-14.8K- 36.98% |
$475K - $485K
|
25.2K
$831K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
108K+ 6.27% |
$3.46M - $3.53M
|
1.83M
$60.2M
|
|
|
Nov 03, 2025
Q3 2025
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-967- 1.18% |
$31.1K - $31.7K
|
80.8K
$2.67M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-27.9K- 17.97% |
$896K - $916K
|
127K
$4.2M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
46.4K+ 9.39% |
$1.49M - $1.52M
|
541K
$17.8M
|
|
|
Nov 03, 2025
Q3 2025
|
Archer Investment Corp
|
BUY
|
- |
142KNew |
$4.57M - $4.67M
|
142K
$4.69M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
267K+ 99.44% |
$8.57M - $8.76M
|
535K
$17.7M
|
|
|
Nov 03, 2025
Q3 2025
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-1.45K- 4.68% |
$46.4K - $47.4K
|
29.4K
$971K
|
|
|
Nov 03, 2025
Q3 2025
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
158KNew |
$5.08M - $5.2M
|
158K
$5.22M
|
|
|
Oct 31, 2025
Q3 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
6.57KNew |
$211K - $216K
|
6.57K
$217K
|
|
|
Oct 31, 2025
Q3 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-3.17K- 2.34% |
$102K - $104K
|
132K
$4.37M
|
|
|
Oct 31, 2025
Q3 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
9.29K+ 57.99% |
$298K - $305K
|
25.3K
$835K
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
10.3K+ 4.16% |
$329K - $337K
|
257K
$8.47M
|
|
|
Oct 31, 2025
Q3 2025
|
Castle Wealth Management LLC
|
BUY
|
- |
8.27KNew |
$266K - $271K
|
8.27K
$273K
|
|
|
Oct 31, 2025
Q3 2025
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
6.91KNew |
$222K - $227K
|
6.91K
$228K
|
|
|
Oct 31, 2025
Q3 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
6.12KNew |
$196K - $201K
|
6.12K
$202K
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
172KNew |
$5.54M - $5.66M
|
172K
$5.69M
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
47K+ 134.11% |
$1.51M - $1.54M
|
82K
$2.71M
|
|
|
Oct 30, 2025
Q3 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-2.24K- 0.77% |
$71.9K - $73.5K
|
287K
$9.47M
|
|
|
Oct 30, 2025
Q3 2025
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
10.6KNew |
$339K - $347K
|
10.6K
$349K
|
|
|
Oct 30, 2025
Q3 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
12.7K+ 26.53% |
$408K - $417K
|
60.5K
$2M
|
|
|
Oct 29, 2025
Q3 2025
|
Blvd Private Wealth, LLC
Prospect, KY |
BUY
|
- |
9.47KNew |
$304K - $311K
|
9.47K
$312K
|
|
|
Oct 29, 2025
Q3 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
SELL
|
- |
-3.92K- 21.15% |
$126K - $129K
|
14.6K
$482K
|
|
|
Oct 29, 2025
Q3 2025
|
Rovin Capital
|
BUY
|
- |
1.1K+ 1.26% |
$35.2K - $35.9K
|
87.8K
$2.9M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.82K+ 25.15% |
$187K - $191K
|
28.9K
$955K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.5K+ 5.08% |
$48.3K - $49.4K
|
31.1K
$1.03M
|
|
|
Oct 29, 2025
Q3 2025
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
13.5KNew |
$433K - $443K
|
13.5K
$445K
|
|
|
Oct 28, 2025
Q3 2025
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
6.61K+ 39.51% |
$212K - $217K
|
23.3K
$770K
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
BUY
|
- |
2.59K+ 41.28% |
$83.2K - $85.1K
|
8.87K
$293K
|
|
|
Oct 27, 2025
Q3 2025
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
523+ 2.6% |
$16.8K - $17.2K
|
20.6K
$681K
|
|
|
Oct 27, 2025
Q3 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
9.9K+ 2.7% |
$318K - $325K
|
377K
$12.4M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
2.49K+ 8.92% |
$79.9K - $81.7K
|
30.4K
$1M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.9K+ 57.62% |
$125K - $128K
|
10.7K
$352K
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
2.9K+ 42.9% |
$93.2K - $95.2K
|
9.67K
$319K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.84K+ 34.07% |
$123K - $126K
|
15.1K
$498K
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
3.23K+ 12.73% |
$104K - $106K
|
28.6K
$942K
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
555+ 3.4% |
$17.8K - $18.2K
|
16.9K
$557K
|
|
|
Oct 27, 2025
Q3 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
6.31KNew |
$203K - $207K
|
6.31K
$208K
|
|
|
Oct 27, 2025
Q3 2025
|
Ptm Wealth Management, LLC
North Wales, X1 |
BUY
|
- |
16.9K+ 5.24% |
$541K - $553K
|
339K
$11.2M
|
|
|
Oct 24, 2025
Q3 2025
|
Sonoma Allocations LLC
Santa Rosa, CA |
BUY
|
- |
21KNew |
$676K - $691K
|
21K
$694K
|
|
|
Oct 24, 2025
Q3 2025
|
Cannon Advisors, Inc.
Charlotte, NC |
BUY
|
- |
9.07K+ 12.77% |
$291K - $298K
|
80.1K
$2.64M
|
|
|
Oct 24, 2025
Q3 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
10.3K+ 97.05% |
$332K - $340K
|
21K
$693K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-400- 0.91% |
$12.8K - $13.1K
|
43.5K
$1.44M
|
|
|
Oct 24, 2025
Q3 2025
|
Columbia Advisory Partners LLC
|
BUY
|
- |
15.1KNew |
$485K - $495K
|
15.1K
$498K
|
|