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 15, 2025
Q1 2025
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
7.23KNew |
$226K - $230K
|
7.23K
$232K
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
7.21K+ 18.67% |
$226K - $230K
|
45.8K
$1.47M
|
|
May 01, 2025
Q1 2025
|
Nikulski Financial, Inc.
|
BUY
|
- |
6.98KNew |
$219K - $223K
|
6.98K
$224K
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6.92K+ 17.11% |
$217K - $221K
|
47.4K
$1.52M
|
|
May 08, 2025
Q1 2025
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
6.88KNew |
$215K - $219K
|
6.88K
$221K
|
|
May 12, 2025
Q1 2025
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
6.59KNew |
$206K - $210K
|
6.59K
$212K
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
6.49KNew |
$203K - $207K
|
6.49K
$208K
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
6.37K+ 21.44% |
$199K - $203K
|
36.1K
$1.16M
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
6.29K+ 72.95% |
$197K - $201K
|
14.9K
$479K
|
|
Apr 22, 2025
Q1 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
6.01K+ 16.93% |
$188K - $192K
|
41.5K
$1.33M
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.94K+ 7.0% |
$186K - $189K
|
90.7K
$2.91M
|
|
May 07, 2025
Q1 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
5.73K+ 37.54% |
$179K - $183K
|
21K
$674K
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
5.6KNew |
$175K - $179K
|
5.6K
$180K
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
5.48K+ 2.91% |
$171K - $175K
|
194K
$6.22M
|
|
May 12, 2025
Q1 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
5.2K+ 18.14% |
$163K - $166K
|
33.9K
$1.09M
|
|
Apr 23, 2025
Q1 2025
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
5.06K+ 26.47% |
$159K - $161K
|
24.2K
$777K
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
4.97K+ 10.27% |
$156K - $158K
|
53.3K
$1.71M
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.9K+ 13.8% |
$153K - $156K
|
40.4K
$1.3M
|
|
Apr 17, 2025
Q1 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
4.85K+ 35.46% |
$152K - $155K
|
18.5K
$595K
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
4.53K+ 9.01% |
$142K - $144K
|
54.8K
$1.76M
|
|
May 06, 2025
Q1 2025
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
4.07K+ 50.65% |
$127K - $130K
|
12.1K
$388K
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.94K+ 1.61% |
$123K - $126K
|
248K
$7.98M
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
3.25KNew |
$102K - $104K
|
3.25K
$104K
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.1K+ 12.06% |
$97.1K - $98.9K
|
28.8K
$925K
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.04K+ 880.58% |
$95.1K - $96.9K
|
3.38K
$109K
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
2.8K+ 17.79% |
$87.7K - $89.3K
|
18.5K
$595K
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
2.07K+ 11.6% |
$64.7K - $65.9K
|
19.9K
$638K
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
1.92KNew |
$60K - $61.1K
|
1.92K
$61.6K
|
|
Apr 28, 2025
Q1 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
1.91K+ 7.67% |
$59.7K - $60.8K
|
26.8K
$860K
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
1.74K+ 20.65% |
$54.5K - $55.5K
|
10.2K
$327K
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.35KNew |
$42.2K - $43K
|
1.35K
$43.3K
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1.03K+ 4.68% |
$32.3K - $32.9K
|
23.1K
$742K
|
|
May 05, 2025
Q1 2025
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
1K+ 8.47% |
$31.3K - $31.9K
|
12.8K
$411K
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
950+ 5.84% |
$29.7K - $30.3K
|
17.2K
$553K
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
760New |
$23.8K - $24.2K
|
760
$24.4K
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
748+ 2.13% |
$23.4K - $23.9K
|
35.9K
$1.15M
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
573+ 7.63% |
$17.9K - $18.3K
|
8.09K
$260K
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
519New |
$16.2K - $16.6K
|
519
$16.7K
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
400New |
$12.5K - $12.8K
|
400
$12.8K
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
178+ 0.34% |
$5.57K - $5.68K
|
52.4K
$1.68M
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
132+ 0.12% |
$4.13K - $4.21K
|
112K
$3.58M
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
106+ 1.6% |
$3.32K - $3.38K
|
6.71K
$216K
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
58New |
$1.82K - $1.85K
|
58
$1.86K
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
31+ 0.12% |
$971 - $989
|
25.7K
$825K
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
30+ 0.22% |
$939 - $957
|
13.8K
$443K
|
|
Q4 2024 | |||||||
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
28.8KNew |
$887K - $910K
|
28.8K
$926K
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
BUY
|
- |
17.5K+ 73.48% |
$537K - $551K
|
41.2K
$1.32M
|
|
Feb 11, 2025
Q4 2024
|
Sfmg, LLC
|
BUY
|
- |
17K+ 26.08% |
$524K - $537K
|
82.3K
$2.64M
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
15KNew |
$461K - $473K
|
15K
$482K
|
|
Jan 29, 2025
Q4 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
9.15KNew |
$282K - $289K
|
9.15K
$294K
|