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 |
---|---|---|---|---|---|---|---|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-2.82M- 98.06% |
$80.2M - $82.4M
|
55.6K
$1.67M
|
|
Apr 23, 2024
Q1 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-2.49M- 85.34% |
$70.8M - $72.8M
|
427K
$12.8M
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.08M- 82.9% |
$30.7M - $31.6M
|
223K
$6.69M
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-175K- 73.47% |
$4.99M - $5.13M
|
63.3K
$1.9M
|
|
May 13, 2024
Q1 2024
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-168K- 50.46% |
$4.79M - $4.92M
|
165K
$4.96M
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-93.6K- 52.96% |
$2.66M - $2.74M
|
83.1K
$2.49M
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-68.4K- 9.33% |
$1.95M - $2M
|
665K
$20M
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-38.7K- 29.08% |
$1.1M - $1.13M
|
94.5K
$2.84M
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-37.6K- 76.3% |
$1.07M - $1.1M
|
11.7K
$351K
|
|
Apr 17, 2024
Q1 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-12.1K- 5.46% |
$343K - $353K
|
209K
$6.26M
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-5.67K- 5.15% |
$161K - $166K
|
104K
$3.13M
|
|
Apr 30, 2024
Q1 2024
|
Compass Advisory Group LLC
|
SELL
|
- |
-4.01K- 7.41% |
$114K - $117K
|
50.1K
$1.5M
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-3.88K- 33.65% |
$110K - $113K
|
7.64K
$229K
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-2.27K- 7.71% |
$64.6K - $66.4K
|
27.2K
$816K
|
|
Apr 19, 2024
Q1 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-2.12K- 2.08% |
$60.4K - $62.1K
|
100K
$3M
|
|
Apr 15, 2024
Q1 2024
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-2.11K- 3.15% |
$60K - $61.7K
|
64.7K
$1.94M
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
SELL
|
- |
-1.49K- 3.56% |
$42.5K - $43.7K
|
40.5K
$1.21M
|
|
May 10, 2024
Q1 2024
|
Encompass More Asset Management
Danville, CA |
SELL
|
- |
-1.43K- 15.13% |
$40.7K - $41.8K
|
8.02K
$241K
|
|
Apr 12, 2024
Q1 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-1.25K- 15.26% |
$35.5K - $36.5K
|
6.93K
$208K
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.05K- 23.64% |
$29.8K - $30.6K
|
3.38K
$101K
|
|
May 07, 2024
Q1 2024
|
Sfmg, LLC
|
SELL
|
- |
-910- 1.38% |
$25.9K - $26.6K
|
65.2K
$1.96M
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-772- 6.94% |
$22K - $22.6K
|
10.3K
$311K
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-710- 0.29% |
$20.2K - $20.8K
|
245K
$7.36M
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-636- 1.04% |
$18.1K - $18.6K
|
60.8K
$1.82M
|
|
Q4 2023 | |||||||
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-60.6K- 99.72% |
$1.68M - $1.73M
|
172
$5.16K
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-27.8K- 80.57% |
$770K - $795K
|
6.71K
$201K
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-18.8K- 63.63% |
$521K - $537K
|
10.8K
$323K
|
|
Feb 14, 2024
Q4 2023
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-15.7K- 59.41% |
$436K - $450K
|
10.8K
$323K
|
|
Jan 22, 2024
Q4 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-14.4K- 66.25% |
$398K - $411K
|
7.33K
$220K
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-849- 5.29% |
$23.5K - $24.3K
|
15.2K
$456K
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-65- 0.1% |
$1.8K - $1.86K
|
62.3K
$1.87M
|
|
Q3 2023 | |||||||
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-456- 63.51% |
$12.7K - $12.9K
|
262
$7.86K
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-303- 2.37% |
$8.42K - $8.55K
|
12.5K
$375K
|
|
Q2 2023 | |||||||
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-915- 7.5% |
$24.9K - $25.5K
|
11.3K
$338K
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-17- 8.76% |
$462 - $474
|
177
$5.31K
|
|
Q1 2023 | |||||||
May 12, 2023
Q1 2023
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-24.2K- 28.19% |
$643K - $660K
|
61.7K
$1.85M
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
SELL
|
- |
-17.8K- 96.4% |
$473K - $485K
|
665
$20K
|
|
Apr 21, 2023
Q1 2023
|
Acas, LLC
|
SELL
|
- |
-466- 5.75% |
$12.4K - $12.7K
|
7.64K
$229K
|
|
Q4 2022 | |||||||
Feb 09, 2023
Q4 2022
|
Pillar Wealth Advisors, LLC
|
SELL
|
- |
-189K- 27.26% |
$4.94M - $5.03M
|
505K
$15.2M
|
|
Feb 13, 2023
Q4 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-388- 16.7% |
$10.1K - $10.3K
|
1.94K
$58.1K
|
|
Q3 2022 | |||||||
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-358KClosed |
$9.26M - $9.41M
|
0
$0
|
|
Q2 2022 | |||||||
Aug 05, 2022
Q2 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-20.1KClosed |
$511K - $520K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Alaska Permanent Capital Management
|
SELL
|
- |
-14.9KClosed |
$378K - $385K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-12.7KClosed |
$323K - $329K
|
0
$0
|
|
Q1 2022 | |||||||
May 06, 2022
Q1 2022
|
Bouchey Financial Group LTD
|
SELL
|
- |
-279KClosed |
$7.12M - $7.24M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-3KClosed |
$76.7K - $77.9K
|
0
$0
|