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 |
---|---|---|---|---|---|---|---|
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
|
|
Apr 30, 2025
Q1 2025
|
Cfo4 Life Group, LLC
|
BUY
|
- |
34.7KNew |
$1.09M - $1.11M
|
34.7K
$1.11M
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
33KNew |
$1.03M - $1.05M
|
33K
$1.06M
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
30.8KNew |
$965K - $983K
|
30.8K
$989K
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
29.9K+ 25.76% |
$936K - $953K
|
146K
$4.68M
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
29.6K+ 9.26% |
$926K - $943K
|
349K
$11.2M
|
|
May 15, 2025
Q1 2025
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
25.9K+ 23.51% |
$810K - $825K
|
136K
$4.36M
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
25.4KNew |
$794K - $809K
|
25.4K
$814K
|
|
May 07, 2025
Q1 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
25.1KNew |
$786K - $800K
|
25.1K
$806K
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
23.9K+ 10.51% |
$750K - $763K
|
252K
$8.08M
|
|
Apr 23, 2025
Q1 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
21.4KNew |
$670K - $682K
|
21.4K
$687K
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
20.4KNew |
$640K - $652K
|
20.4K
$656K
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
20.2K+ 3180.28% |
$631K - $643K
|
20.8K
$668K
|
|
May 14, 2025
Q1 2025
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
20.1KNew |
$629K - $641K
|
20.1K
$645K
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
17.5K+ 16.81% |
$547K - $557K
|
121K
$3.9M
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
15.7K+ 129.41% |
$492K - $501K
|
27.9K
$895K
|
|
Apr 30, 2025
Q1 2025
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
13.2KNew |
$414K - $421K
|
13.2K
$424K
|
|
May 09, 2025
Q1 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
12.9KNew |
$404K - $412K
|
12.9K
$415K
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
12.7KNew |
$397K - $404K
|
12.7K
$407K
|
|
May 09, 2025
Q1 2025
|
Nbz Investment Advisors LLC
Knoxville, TN |
BUY
|
- |
12.7K+ 3.2% |
$396K - $404K
|
408K
$13.1M
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
12.6KNew |
$395K - $403K
|
12.6K
$405K
|
|
May 15, 2025
Q1 2025
|
Insight Wealth Partners, LLC
|
BUY
|
- |
12.4KNew |
$387K - $395K
|
12.4K
$397K
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
12.4K+ 2.07% |
$387K - $395K
|
610K
$19.6M
|
|
May 15, 2025
Q1 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
11.4K+ 15.01% |
$357K - $364K
|
87.4K
$2.81M
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
BUY
|
- |
11.2K+ 2.05% |
$352K - $358K
|
559K
$18M
|
|
Apr 28, 2025
Q1 2025
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
11.2KNew |
$351K - $357K
|
11.2K
$360K
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
11.2K+ 2.74% |
$350K - $356K
|
419K
$13.5M
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
11.1KNew |
$347K - $353K
|
11.1K
$355K
|
|
Apr 25, 2025
Q1 2025
|
Rovin Capital
|
BUY
|
- |
10.7K+ 14.98% |
$336K - $342K
|
82.3K
$2.64M
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
10.6K+ 62.02% |
$331K - $337K
|
27.6K
$886K
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
10.5KNew |
$328K - $334K
|
10.5K
$336K
|
|
May 15, 2025
Q1 2025
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
9.56KNew |
$299K - $305K
|
9.56K
$307K
|
|
Apr 24, 2025
Q1 2025
|
Cambridge Advisors Inc.
|
BUY
|
- |
9.55KNew |
$299K - $305K
|
9.55K
$307K
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
9.48K+ 4.4% |
$297K - $302K
|
225K
$7.23M
|
|
May 14, 2025
Q1 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
9.39K+ 93.58% |
$294K - $299K
|
19.4K
$623K
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
9.17K+ 4.61% |
$287K - $292K
|
208K
$6.69M
|
|
May 02, 2025
Q1 2025
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
8.95KNew |
$280K - $285K
|
8.95K
$287K
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
8.71K+ 30.58% |
$273K - $278K
|
37.2K
$1.19M
|
|
May 09, 2025
Q1 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
8.43K+ 55.39% |
$264K - $269K
|
23.7K
$760K
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
8.33K+ 101.79% |
$261K - $265K
|
16.5K
$530K
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
8.05K+ 75.64% |
$252K - $257K
|
18.7K
$600K
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
7.73K+ 36.16% |
$242K - $247K
|
29.1K
$935K
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
7.46KNew |
$234K - $238K
|
7.46K
$240K
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
7.3KNew |
$228K - $233K
|
7.3K
$234K
|
|
May 15, 2025
Q1 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
7.28KNew |
$228K - $232K
|
7.28K
$234K
|