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 |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2025
Q2 2025
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
122K+ 20.89% |
$3.7M - $3.91M
|
705K
$22.7M
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
47.9K+ 17.49% |
$1.45M - $1.54M
|
322K
$10.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
BUY
|
- |
34.9K+ 46.61% |
$1.06M - $1.12M
|
110K
$3.52M
|
|
|
Jul 08, 2025
Q2 2025
|
Ptm Wealth Management, LLC
North Wales, X1 |
BUY
|
- |
32.4K+ 11.17% |
$982K - $1.04M
|
322K
$10.3M
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
26.7K+ 123.42% |
$810K - $857K
|
48.4K
$1.55M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
23.6K+ 47.77% |
$715K - $757K
|
72.9K
$2.34M
|
|
|
Jul 14, 2025
Q2 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
15K+ 34.01% |
$454K - $480K
|
58.9K
$1.89M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
13.7K+ 5.9% |
$416K - $441K
|
247K
$7.92M
|
|
|
Jul 07, 2025
Q2 2025
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
13.2K+ 6.29% |
$401K - $425K
|
223K
$7.18M
|
|
|
Jul 15, 2025
Q2 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
13K+ 44.33% |
$396K - $419K
|
42.5K
$1.36M
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
9.13K+ 9.13% |
$277K - $293K
|
109K
$3.51M
|
|
|
Jul 08, 2025
Q2 2025
|
Range Financial Group LLC
|
BUY
|
- |
8.54KNew |
$259K - $274K
|
8.54K
$274K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
8.35K+ 7.52% |
$253K - $268K
|
119K
$3.84M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6.52K+ 39.23% |
$198K - $209K
|
23.1K
$743K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
6.28K+ 10.47% |
$190K - $201K
|
66.2K
$2.13M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.9K+ 3.58% |
$87.8K - $93K
|
83.7K
$2.69M
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
2.54K+ 13.26% |
$76.9K - $81.4K
|
21.6K
$695K
|
|
|
Jul 09, 2025
Q2 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
2.47K+ 0.79% |
$74.9K - $79.3K
|
314K
$10.1M
|
|
|
Jul 07, 2025
Q2 2025
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
478+ 2.43% |
$14.5K - $15.3K
|
20.1K
$646K
|
|
|
Jul 10, 2025
Q2 2025
|
Pachira Investments Inc.
|
BUY
|
- |
467+ 1.34% |
$14.2K - $15K
|
35.3K
$1.13M
|
|
| Q1 2025 | |||||||
|
May 08, 2025
Q1 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
3.44MNew |
$108M - $110M
|
3.44M
$111M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.05M+ 131.62% |
$32.8M - $33.4M
|
1.84M
$59.1M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
533K+ 894.92% |
$16.7M - $17M
|
593K
$19M
|
|
|
May 06, 2025
Q1 2025
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
473KNew |
$14.8M - $15.1M
|
473K
$15.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
307K+ 724.2% |
$9.62M - $9.8M
|
350K
$11.2M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
288K+ 173.71% |
$9.03M - $9.2M
|
455K
$14.6M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
245K+ 111.76% |
$7.66M - $7.8M
|
463K
$14.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
244K+ 15.34% |
$7.64M - $7.78M
|
1.83M
$58.9M
|
|
|
May 05, 2025
Q1 2025
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
241KNew |
$7.55M - $7.69M
|
241K
$7.74M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
175K+ 98.8% |
$5.47M - $5.57M
|
351K
$11.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
170KNew |
$5.33M - $5.43M
|
170K
$5.46M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
164K+ 1079.26% |
$5.14M - $5.24M
|
179K
$5.76M
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
151K+ 23.46% |
$4.72M - $4.81M
|
794K
$25.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
125K+ 131.4% |
$3.92M - $3.99M
|
221K
$7.08M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
115K+ 120.1% |
$3.59M - $3.66M
|
210K
$6.75M
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
96.4K+ 3617.67% |
$3.02M - $3.08M
|
99.1K
$3.18M
|
|
|
Apr 30, 2025
Q1 2025
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
84.7KNew |
$2.65M - $2.7M
|
84.7K
$2.72M
|
|
|
Apr 25, 2025
Q1 2025
|
Crown Wealth Group, LLC
|
BUY
|
- |
75.4K+ 11.83% |
$2.36M - $2.4M
|
712K
$22.9M
|
|
|
Apr 28, 2025
Q1 2025
|
4 J Wealth Management LLC
|
BUY
|
- |
65.6KNew |
$2.05M - $2.09M
|
65.6K
$2.11M
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
65.5K+ 33.7% |
$2.05M - $2.09M
|
260K
$8.34M
|
|
|
May 13, 2025
Q1 2025
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
58.9K+ 38.07% |
$1.85M - $1.88M
|
214K
$6.86M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
58.9K+ 70.41% |
$1.84M - $1.88M
|
143K
$4.58M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
56.5K+ 107.14% |
$1.77M - $1.8M
|
109K
$3.51M
|
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
55.1KNew |
$1.73M - $1.76M
|
55.1K
$1.77M
|
|
|
May 13, 2025
Q1 2025
|
Compass Advisory Group LLC
|
BUY
|
- |
44.7K+ 6.83% |
$1.4M - $1.43M
|
700K
$22.5M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
44.7KNew |
$1.4M - $1.43M
|
44.7K
$1.44M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
41.4KNew |
$1.3M - $1.32M
|
41.4K
$1.33M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
39.3KNew |
$1.23M - $1.25M
|
39.3K
$1.26M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
38.2K+ 8.83% |
$1.2M - $1.22M
|
471K
$15.1M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
36.6K+ 260.04% |
$1.15M - $1.17M
|
50.7K
$1.63M
|
|