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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.66K- 17.11% |
$49.4K - $51.2K
|
8.05K
$258K
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
7.6KNew |
$226K - $234K
|
7.6K
$244K
|
|
|
Oct 18, 2024
Q3 2024
|
Act Advisors, Llc.
|
BUY
|
- |
13.4KNew |
$398K - $413K
|
13.4K
$430K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
290K+ 143.86% |
$8.64M - $8.95M
|
492K
$15.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
12.9K+ 10.32% |
$385K - $399K
|
138K
$4.44M
|
|
|
Oct 18, 2024
Q3 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
6.5KNew |
$194K - $200K
|
6.5K
$209K
|
|
| Q2 2024 | |||||||
|
Aug 28, 2024
Q2 2024
|
Souders Financial Advisors
|
BUY
|
- |
7.24KNew |
$210K - $218K
|
7.24K
$233K
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
3.41K+ 12.54% |
$98.9K - $103K
|
30.6K
$984K
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
19.7KNew |
$570K - $591K
|
19.7K
$632K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-3.45K- 24.34% |
$100K - $104K
|
10.7K
$345K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
17.3KNew |
$500K - $519K
|
17.3K
$554K
|
|
|
Aug 13, 2024
Q2 2024
|
Delta Investment Management, LLC
|
SELL
|
- |
-87.3K- 84.08% |
$2.53M - $2.62M
|
16.5K
$530K
|
|
|
Aug 13, 2024
Q2 2024
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
100New |
$2.9K - $3K
|
100
$3.21K
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
8.99KNew |
$260K - $270K
|
8.99K
$289K
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
7.7KNew |
$223K - $231K
|
7.7K
$247K
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-4.34K- 37.09% |
$126K - $130K
|
7.35K
$236K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.47K- 21.91% |
$42.6K - $44.2K
|
5.24K
$168K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
200+ 26.53% |
$5.79K - $6.01K
|
954
$30.6K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
385New |
$11.1K - $11.6K
|
385
$12.4K
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-4.1K- 10.58% |
$119K - $123K
|
34.7K
$1.11M
|
|
|
Jul 02, 2024
Q2 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
8KNew |
$232K - $240K
|
8K
$257K
|
|
| Q1 2024 | |||||||
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-108- 7.41% |
$3.07K - $3.16K
|
1.35K
$43.3K
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
94New |
$2.68K - $2.75K
|
94
$3.02K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
251New |
$7.14K - $7.34K
|
251
$8.06K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
59.2K+ 15.24% |
$1.68M - $1.73M
|
447K
$14.4M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
178K+ 458.46% |
$5.07M - $5.21M
|
217K
$6.97M
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
190New |
$5.41K - $5.56K
|
190
$6.1K
|
|
|
May 13, 2024
Q1 2024
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-168K- 50.46% |
$4.79M - $4.92M
|
165K
$5.3M
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-3.88K- 33.65% |
$110K - $113K
|
7.64K
$245K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
101K+ 41.07% |
$2.89M - $2.97M
|
348K
$11.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
18KNew |
$512K - $527K
|
18K
$578K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
12.2K+ 60.08% |
$347K - $357K
|
32.5K
$1.04M
|
|
| Q4 2023 | |||||||
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1KNew |
$27.7K - $28.6K
|
1K
$32.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-18.8K- 63.63% |
$521K - $537K
|
10.8K
$345K
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
33.6KNew |
$930K - $960K
|
33.6K
$1.08M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-60.6K- 99.72% |
$1.68M - $1.73M
|
172
$5.52K
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
7.16KNew |
$198K - $204K
|
7.16K
$230K
|
|
|
Jan 22, 2024
Q4 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-14.4K- 66.25% |
$398K - $411K
|
7.33K
$235K
|
|
|
Jan 12, 2024
Q4 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
9.44KNew |
$261K - $270K
|
9.44K
$303K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-65- 0.1% |
$1.8K - $1.86K
|
62.3K
$2M
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-849- 5.29% |
$23.5K - $24.3K
|
15.2K
$488K
|
|
| Q3 2023 | |||||||
|
Nov 15, 2023
Q3 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
8.54KNew |
$237K - $241K
|
8.54K
$274K
|
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-456- 63.51% |
$12.7K - $12.9K
|
262
$8.41K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
16KNew |
$446K - $453K
|
16K
$515K
|
|
|
Oct 17, 2023
Q3 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
2.51KNew |
$69.7K - $70.8K
|
2.51K
$80.5K
|
|
|
Oct 13, 2023
Q3 2023
|
Key Bridge Compliance, LLC
Covington, KY |
BUY
|
- |
10.6KNew |
$294K - $299K
|
10.6K
$340K
|
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
212New |
$5.89K - $5.98K
|
212
$6.81K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
40New |
$1.11K - $1.13K
|
40
$1.28K
|
|
| Q2 2023 | |||||||
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
27+ 20.0% |
$734 - $753
|
162
$5.2K
|
|
| Q1 2023 | |||||||
|
Sep 04, 2024
Q1 2023
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-24.2K- 28.19% |
$643K - $660K
|
61.7K
$1.98M
|
|