Latest Institutional Purchases of Innovator Etfs Tr (BALT)
This list provides information on the latest institutional transactions involving Innovator Etfs Tr (BALT) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 09, 2025
Q1 2025
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
584KNew |
$18.3M - $18.6M
|
584K
$18.3M
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
307K+ 724.2% |
$9.62M - $9.8M
|
350K
$11M
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
245K+ 111.76% |
$7.66M - $7.8M
|
463K
$14.6M
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
244K+ 15.34% |
$7.64M - $7.78M
|
1.83M
$57.6M
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
175K+ 98.8% |
$5.47M - $5.57M
|
351K
$11M
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
170KNew |
$5.33M - $5.43M
|
170K
$5.34M
|
|
Apr 22, 2025
Q1 2025
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
125K+ 131.4% |
$3.92M - $3.99M
|
221K
$6.93M
|
|
Apr 30, 2025
Q1 2025
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
84.7KNew |
$2.65M - $2.7M
|
84.7K
$2.66M
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
76.3KNew |
$2.39M - $2.43M
|
76.3K
$2.4M
|
|
Apr 25, 2025
Q1 2025
|
Crown Wealth Group, LLC
|
BUY
|
- |
75.4K+ 11.83% |
$2.36M - $2.4M
|
712K
$22.4M
|
|
Apr 28, 2025
Q1 2025
|
4 J Wealth Management LLC
|
BUY
|
- |
65.6KNew |
$2.05M - $2.09M
|
65.6K
$2.06M
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
58.9K+ 70.41% |
$1.84M - $1.88M
|
143K
$4.48M
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
BUY
|
- |
57K+ 318.44% |
$1.78M - $1.82M
|
74.8K
$2.35M
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
56.5K+ 107.14% |
$1.77M - $1.8M
|
109K
$3.43M
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
55.1KNew |
$1.73M - $1.76M
|
55.1K
$1.73M
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
50.9K+ 169.73% |
$1.59M - $1.62M
|
80.8K
$2.54M
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
49.4KNew |
$1.55M - $1.57M
|
49.4K
$1.55M
|
|
Apr 11, 2025
Q1 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
44KNew |
$1.38M - $1.4M
|
44K
$1.38M
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
38.2K+ 8.83% |
$1.2M - $1.22M
|
471K
$14.8M
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
34.9K+ 139.51% |
$1.09M - $1.11M
|
59.9K
$1.88M
|
|
Apr 30, 2025
Q1 2025
|
Cfo4 Life Group, LLC
|
BUY
|
- |
34.7KNew |
$1.09M - $1.11M
|
34.7K
$1.09M
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
33.5KNew |
$1.05M - $1.07M
|
33.5K
$1.05M
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
25.4KNew |
$794K - $809K
|
25.4K
$796K
|
|
Apr 22, 2025
Q1 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
22.3K+ 313.04% |
$698K - $711K
|
29.4K
$924K
|
|
Apr 23, 2025
Q1 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
21.4KNew |
$670K - $682K
|
21.4K
$672K
|
|
Apr 15, 2025
Q1 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
19.9K+ 6.84% |
$624K - $635K
|
311K
$9.78M
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
19.1KNew |
$598K - $610K
|
19.1K
$600K
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
18.3K+ 7.16% |
$572K - $583K
|
274K
$8.6M
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
16.6KNew |
$520K - $530K
|
16.6K
$522K
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
14.3K+ 6.56% |
$449K - $457K
|
233K
$7.31M
|
|
Apr 30, 2025
Q1 2025
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
13.2KNew |
$414K - $421K
|
13.2K
$415K
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
12.4K+ 2.07% |
$387K - $395K
|
610K
$19.1M
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
BUY
|
- |
11.2K+ 2.05% |
$352K - $358K
|
559K
$17.6M
|
|
Apr 28, 2025
Q1 2025
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
11.2KNew |
$351K - $357K
|
11.2K
$352K
|
|
Apr 22, 2025
Q1 2025
|
Applied Capital LLC
|
BUY
|
- |
11K+ 109.21% |
$344K - $351K
|
21.1K
$661K
|
|
Apr 25, 2025
Q1 2025
|
Rovin Capital
|
BUY
|
- |
10.7K+ 14.98% |
$336K - $342K
|
82.3K
$2.58M
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
10.5KNew |
$328K - $334K
|
10.5K
$329K
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
10.3K+ 19.66% |
$323K - $329K
|
62.8K
$1.97M
|
|
Apr 30, 2025
Q1 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
10.1K+ 54.1% |
$315K - $321K
|
28.7K
$901K
|
|
Apr 24, 2025
Q1 2025
|
Cambridge Advisors Inc.
|
BUY
|
- |
9.55KNew |
$299K - $305K
|
9.55K
$300K
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
9.48K+ 4.4% |
$297K - $302K
|
225K
$7.07M
|
|
May 02, 2025
Q1 2025
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
8.95KNew |
$280K - $285K
|
8.95K
$281K
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
8.33K+ 101.79% |
$261K - $265K
|
16.5K
$518K
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
8.05K+ 75.64% |
$252K - $257K
|
18.7K
$587K
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
7.46KNew |
$234K - $238K
|
7.46K
$234K
|
|
May 01, 2025
Q1 2025
|
Nikulski Financial, Inc.
|
BUY
|
- |
6.98KNew |
$219K - $223K
|
6.98K
$219K
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
6.61K+ 43.97% |
$207K - $211K
|
21.6K
$680K
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
6.37K+ 21.44% |
$199K - $203K
|
36.1K
$1.13M
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
6.29K+ 72.95% |
$197K - $201K
|
14.9K
$468K
|
|
Apr 22, 2025
Q1 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
6.01K+ 16.93% |
$188K - $192K
|
41.5K
$1.3M
|