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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
8.97KNew |
$276K - $283K
|
8.97K
$288K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.2KNew |
$36.9K - $37.9K
|
1.2K
$38.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
818New |
$25.2K - $25.8K
|
818
$26.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
775New |
$23.8K - $24.5K
|
775
$24.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
645New |
$19.8K - $20.3K
|
645
$20.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
286New |
$8.8K - $9.02K
|
286
$9.18K
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
79New |
$2.43K - $2.49K
|
79
$2.54K
|
|
| Q3 2024 | |||||||
|
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
|
Act Advisors, Llc.
|
BUY
|
- |
13.4KNew |
$398K - $413K
|
13.4K
$430K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
12.9K+ 10.32% |
$385K - $399K
|
138K
$4.44M
|
|
|
Nov 04, 2024
Q3 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
8.06KNew |
$240K - $248K
|
8.06K
$259K
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
7.6KNew |
$226K - $234K
|
7.6K
$244K
|
|
|
Apr 01, 2025
Q3 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
6.58KNew |
$196K - $203K
|
6.58K
$211K
|
|
|
Oct 18, 2024
Q3 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
6.5KNew |
$194K - $200K
|
6.5K
$209K
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
6.11K+ 2.01% |
$182K - $188K
|
310K
$9.95M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
5.95KNew |
$177K - $184K
|
5.95K
$191K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
2.67KNew |
$79.3K - $82.2K
|
2.67K
$85.6K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
424New |
$12.6K - $13.1K
|
424
$13.6K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
19.7KNew |
$570K - $591K
|
19.7K
$632K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
17.3KNew |
$500K - $519K
|
17.3K
$554K
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
8.99KNew |
$260K - $270K
|
8.99K
$289K
|
|
|
Jul 02, 2024
Q2 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
8KNew |
$232K - $240K
|
8K
$257K
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
7.7KNew |
$223K - $231K
|
7.7K
$247K
|
|
|
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
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
385New |
$11.1K - $11.6K
|
385
$12.4K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
200+ 26.53% |
$5.79K - $6.01K
|
954
$30.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
100New |
$2.9K - $3K
|
100
$3.21K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
178K+ 458.46% |
$5.07M - $5.21M
|
217K
$6.97M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
101K+ 41.07% |
$2.89M - $2.97M
|
348K
$11.2M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
59.2K+ 15.24% |
$1.68M - $1.73M
|
447K
$14.4M
|
|
|
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
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
251New |
$7.14K - $7.34K
|
251
$8.06K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
190New |
$5.41K - $5.56K
|
190
$6.1K
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
94New |
$2.68K - $2.75K
|
94
$3.02K
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
33.6KNew |
$930K - $960K
|
33.6K
$1.08M
|
|
|
Jan 12, 2024
Q4 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
9.44KNew |
$261K - $270K
|
9.44K
$303K
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
7.16KNew |
$198K - $204K
|
7.16K
$230K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1KNew |
$27.7K - $28.6K
|
1K
$32.1K
|
|
| Q3 2023 | |||||||
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
16KNew |
$446K - $453K
|
16K
$515K
|
|
|
Oct 13, 2023
Q3 2023
|
Key Bridge Compliance, LLC
Covington, KY |
BUY
|
- |
10.6KNew |
$294K - $299K
|
10.6K
$340K
|
|
|
Nov 15, 2023
Q3 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
8.54KNew |
$237K - $241K
|
8.54K
$274K
|
|
|
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
|
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 | |||||||
|
May 12, 2023
Q1 2023
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
93KNew |
$2.47M - $2.53M
|
93K
$2.99M
|
|
|
Apr 18, 2023
Q1 2023
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
14.8KNew |
$392K - $402K
|
14.8K
$474K
|
|
| Q4 2022 | |||||||
|
Feb 09, 2023
Q4 2022
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
12.6KNew |
$323K - $334K
|
12.6K
$403K
|
|