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 03, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-34.9K- 4.06% |
$1.06M - $1.12M
|
824K
$27.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
22.9KNew |
$693K - $734K
|
22.9K
$754K
|
|
|
Aug 14, 2025
Q2 2025
|
Nikulski Financial, Inc.
|
BUY
|
- |
720+ 10.32% |
$21.8K - $23.1K
|
7.7K
$254K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-14- 0.17% |
$425 - $449
|
8.07K
$266K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-3.85K- 33.65% |
$117K - $123K
|
7.58K
$250K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-181- 6.79% |
$5.49K - $5.81K
|
2.49K
$82K
|
|
|
Aug 06, 2025
Q2 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.05K+ 14.39% |
$31.8K - $33.7K
|
8.35K
$275K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
11.5KNew |
$347K - $368K
|
11.5K
$378K
|
|
|
Aug 01, 2025
Q2 2025
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-150- 1.17% |
$4.55K - $4.82K
|
12.7K
$417K
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-594- 5.84% |
$18K - $19.1K
|
9.58K
$316K
|
|
|
Jul 29, 2025
Q2 2025
|
Alaska Permanent Capital Management
|
BUY
|
- |
5.2KNew |
$158K - $167K
|
5.2K
$171K
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-580- 2.29% |
$17.6K - $18.6K
|
24.8K
$818K
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-13.6K- 38.61% |
$413K - $437K
|
21.7K
$714K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-73.6K- 29.26% |
$2.23M - $2.36M
|
178K
$5.87M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-380- 1.05% |
$11.5K - $12.2K
|
35.7K
$1.18M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-4.14K- 9.41% |
$126K - $133K
|
39.9K
$1.31M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
8.14K+ 2034.0% |
$247K - $261K
|
8.54K
$282K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
8.35K+ 7.52% |
$253K - $268K
|
119K
$3.94M
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
9.13K+ 9.13% |
$277K - $293K
|
109K
$3.6M
|
|
| Q1 2025 | |||||||
|
Nov 21, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.34KNew |
$136K - $138K
|
4.34K
$143K
|
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
5.6KNew |
$175K - $179K
|
5.6K
$185K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
533K+ 894.92% |
$16.7M - $17M
|
593K
$19.6M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
12.6KNew |
$395K - $403K
|
12.6K
$416K
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
11.1KNew |
$347K - $353K
|
11.1K
$365K
|
|
|
May 15, 2025
Q1 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
7.28KNew |
$228K - $232K
|
7.28K
$240K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
106+ 1.6% |
$3.32K - $3.38K
|
6.71K
$221K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
33KNew |
$1.03M - $1.05M
|
33K
$1.09M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.35KNew |
$42.2K - $43K
|
1.35K
$44.4K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-636- 0.38% |
$19.9K - $20.3K
|
165K
$5.46M
|
|
|
May 12, 2025
Q1 2025
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
6.59KNew |
$206K - $210K
|
6.59K
$217K
|
|
|
May 09, 2025
Q1 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
12.9KNew |
$404K - $412K
|
12.9K
$426K
|
|
|
May 08, 2025
Q1 2025
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
6.88KNew |
$215K - $219K
|
6.88K
$227K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
58New |
$1.82K - $1.85K
|
58
$1.91K
|
|
|
May 06, 2025
Q1 2025
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
473KNew |
$14.8M - $15.1M
|
473K
$15.6M
|
|
|
May 05, 2025
Q1 2025
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
241KNew |
$7.55M - $7.69M
|
241K
$7.95M
|
|
|
Apr 28, 2025
Q1 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
1.91K+ 7.67% |
$59.7K - $60.8K
|
26.8K
$883K
|
|
|
Apr 28, 2025
Q1 2025
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
11.2KNew |
$351K - $357K
|
11.2K
$369K
|
|
|
Apr 24, 2025
Q1 2025
|
Cambridge Advisors Inc.
|
BUY
|
- |
9.55KNew |
$299K - $305K
|
9.55K
$315K
|
|
|
Apr 23, 2025
Q1 2025
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
5.06K+ 26.47% |
$159K - $161K
|
24.2K
$798K
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
8.05K+ 75.64% |
$252K - $257K
|
18.7K
$616K
|
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
BUY
|
- |
11.2K+ 2.05% |
$352K - $358K
|
559K
$18.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
7.46KNew |
$234K - $238K
|
7.46K
$246K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
79New |
$2.43K - $2.49K
|
79
$2.61K
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
BUY
|
- |
17.5K+ 73.48% |
$537K - $551K
|
41.2K
$1.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
775New |
$23.8K - $24.5K
|
775
$25.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
15KNew |
$461K - $473K
|
15K
$495K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
286New |
$8.8K - $9.02K
|
286
$9.44K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.2KNew |
$36.9K - $37.9K
|
1.2K
$39.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
818New |
$25.2K - $25.8K
|
818
$27K
|
|