Latest Institutional Sells of Innovator Etfs Tr (BALT)
This list provides information on the latest institutional transactions involving Innovator Etfs Tr (BALT) stock that were sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-68.4K- 99.78% |
$2.14M - $2.18M
|
150
$4.71K
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-55.8K- 7.27% |
$1.75M - $1.78M
|
712K
$22.3M
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-50.7K- 4.57% |
$1.59M - $1.62M
|
1.06M
$33.3M
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-25.7K- 69.23% |
$805K - $820K
|
11.4K
$359K
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-9.49KClosed |
$297K - $303K
|
0
$0
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-9.22K- 44.02% |
$289K - $294K
|
11.7K
$368K
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-6.07K- 1.44% |
$190K - $194K
|
416K
$13.1M
|
|
May 07, 2025
Q1 2025
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-4.24K- 3.07% |
$133K - $135K
|
134K
$4.21M
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-3.7K- 3.39% |
$116K - $118K
|
105K
$3.31M
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-3.47K- 13.05% |
$109K - $111K
|
23.1K
$725K
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-2.72K- 2.07% |
$85K - $86.6K
|
128K
$4.03M
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.53K- 36.83% |
$79.2K - $80.7K
|
4.34K
$136K
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-2.23K- 5.6% |
$69.9K - $71.2K
|
37.6K
$1.18M
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-2K- 4.34% |
$62.6K - $63.8K
|
44.1K
$1.39M
|
|
Apr 15, 2025
Q1 2025
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-1.56K- 2.34% |
$49K - $49.9K
|
65.4K
$2.05M
|
|
May 06, 2025
Q1 2025
|
Triumph Capital Management
|
SELL
|
- |
-1.28K- 2.27% |
$40K - $40.7K
|
54.9K
$1.72M
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-636- 0.38% |
$19.9K - $20.3K
|
165K
$5.19M
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-600- 1.15% |
$18.8K - $19.1K
|
51.7K
$1.62M
|
|
May 09, 2025
Q1 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
SELL
|
- |
-559- 0.96% |
$17.5K - $17.8K
|
57.5K
$1.8M
|
|
Apr 17, 2025
Q1 2025
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-539- 1.66% |
$16.9K - $17.2K
|
31.9K
$1M
|
|
May 14, 2025
Q1 2025
|
D.B. Root & Company, LLC
|
SELL
|
- |
-432- 5.87% |
$13.5K - $13.8K
|
6.93K
$218K
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-422- 1.77% |
$13.2K - $13.5K
|
23.4K
$734K
|
|
Apr 28, 2025
Q1 2025
|
Cannon Advisors, Inc.
Charlotte, NC |
SELL
|
- |
-382- 0.56% |
$12K - $12.2K
|
67.7K
$2.12M
|
|
May 14, 2025
Q1 2025
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
SELL
|
- |
-270- 1.57% |
$8.45K - $8.61K
|
16.9K
$532K
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-75- 34.88% |
$2.35K - $2.39K
|
140
$4.4K
|
|
Q4 2024 | |||||||
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-6.8K- 13.49% |
$209K - $215K
|
43.6K
$1.37M
|
|
Mar 10, 2025
Q4 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-5.48K- 6.62% |
$169K - $173K
|
77.4K
$2.43M
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-1.85K- 4.97% |
$56.8K - $58.2K
|
35.3K
$1.11M
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.38K- 3.04% |
$42.4K - $43.4K
|
44K
$1.38M
|
|
Feb 03, 2025
Q4 2024
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-1.2K- 2.12% |
$37K - $38K
|
55.5K
$1.74M
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-526- 20.09% |
$16.2K - $16.6K
|
2.09K
$65.7K
|
|
Q3 2024 | |||||||
Apr 28, 2025
Q3 2024
|
Clark Asset Management, LLC
Stratham, NH |
SELL
|
- |
-9.52KClosed |
$283K - $293K
|
0
$0
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.66K- 17.11% |
$49.4K - $51.2K
|
8.05K
$253K
|
|
Nov 13, 2024
Q3 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-130- 1.23% |
$3.87K - $4.01K
|
10.5K
$329K
|
|
Q2 2024 | |||||||
Aug 13, 2024
Q2 2024
|
Delta Investment Management, LLC
|
SELL
|
- |
-87.3K- 84.08% |
$2.53M - $2.62M
|
16.5K
$519K
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-4.34K- 37.09% |
$126K - $130K
|
7.35K
$231K
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-4.1K- 10.58% |
$119K - $123K
|
34.7K
$1.09M
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-3.45K- 24.34% |
$100K - $104K
|
10.7K
$337K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.47K- 21.91% |
$42.6K - $44.2K
|
5.24K
$164K
|
|
Q1 2024 | |||||||
May 13, 2024
Q1 2024
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-168K- 50.46% |
$4.79M - $4.92M
|
165K
$5.19M
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-3.88K- 33.65% |
$110K - $113K
|
7.64K
$240K
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-108- 7.41% |
$3.07K - $3.16K
|
1.35K
$42.4K
|
|
Q4 2023 | |||||||
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-60.6K- 99.72% |
$1.68M - $1.73M
|
172
$5.4K
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-18.8K- 63.63% |
$521K - $537K
|
10.8K
$338K
|
|
Jan 22, 2024
Q4 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-14.4K- 66.25% |
$398K - $411K
|
7.33K
$230K
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-849- 5.29% |
$23.5K - $24.3K
|
15.2K
$477K
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-65- 0.1% |
$1.8K - $1.86K
|
62.3K
$1.96M
|
|
Q3 2023 | |||||||
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-456- 63.51% |
$12.7K - $12.9K
|
262
$8.23K
|
|
Q1 2023 | |||||||
Sep 04, 2024
Q1 2023
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-24.2K- 28.19% |
$643K - $660K
|
61.7K
$1.94M
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
SELL
|
- |
-17.8K- 96.4% |
$473K - $485K
|
665
$20.9K
|