Purchases and Sales Made in Q1 2023 in Innovator Etfs Tr (BALT)

BALT Quotes by TradingView

This table provides information about the institutional ownership of Innovator Etfs Tr (BALT) during Q1 2023. The information is specifically focused on institutions that hold shares of INNOVATOR ETFS TR.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
May 11, 2023 Q1 2023
Envestnet Asset Management Inc

BUY
 -
399K
+ 28.36%
$10.6M - $10.9M
1.8M $57.3M
May 12, 2023 Q1 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
299K
+ 40.95%
$7.95M - $8.15M
1.03M $32.7M
May 09, 2023 Q1 2023
Personal Cfo Solutions, LLC

BUY
 -
225K
New
$5.96M - $6.11M
225K $7.13M
May 04, 2023 Q1 2023
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
168K
+ 248.63%
$4.46M - $4.57M
235K $7.47M
Apr 18, 2023 Q1 2023
Brookstone Capital Management

BUY
 -
143K
+ 32.76%
$3.8M - $3.89M
580K $18.4M
May 17, 2023 Q1 2023
Centaurus Financial, Inc.

BUY
 -
127K
New
$3.37M - $3.46M
127K $4.03M
May 17, 2023 Q1 2023
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
112K
+ 68.64%
$2.97M - $3.05M
275K $8.73M
May 12, 2023 Q1 2023
Accuvest Global Advisors

Provo, UT
BUY
 -
93K
New
$2.47M - $2.53M
93K $2.95M
May 15, 2023 Q1 2023
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
79.5K
+ 159.84%
$2.11M - $2.17M
129K $4.1M
May 01, 2023 Q1 2023
Sfmg, LLC

BUY
 -
76.1K
New
$2.02M - $2.07M
76.1K $2.41M
Apr 28, 2023 Q1 2023
Crown Wealth Group, LLC

BUY
 -
43.7K
+ 15.55%
$1.16M - $1.19M
324K $10.3M
May 15, 2023 Q1 2023
River Tree Advisors, LLC

Winter Park, FL
BUY
 -
35.2K
New
$935K - $958K
35.2K $1.12M
May 05, 2023 Q1 2023
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
32.9K
+ 255.56%
$874K - $896K
45.8K $1.45M
May 12, 2023 Q1 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
32.8K
+ 282.39%
$872K - $894K
44.4K $1.41M
May 05, 2023 Q1 2023
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors

Westlake, OH
BUY
 -
32.6K
+ 201.45%
$865K - $887K
48.7K $1.55M
May 04, 2023 Q1 2023
Wealthquest Corp

Cincinnati, OH
BUY
 -
29.4K
+ 39.87%
$782K - $802K
103K $3.28M
Apr 06, 2023 Q1 2023
Capstone Triton Financial Group, LLC

Oklahoma City, OK
BUY
 -
27K
+ 26.67%
$717K - $735K
128K $4.07M
May 15, 2023 Q1 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
24.4K
+ 192.84%
$648K - $665K
37.1K $1.18M
Apr 06, 2023 Q1 2023
Cra Financial Services, LLC

BUY
 -
23K
+ 28.78%
$610K - $626K
103K $3.26M
May 15, 2023 Q1 2023
Visionary Wealth Advisors

O'fallon, IL
BUY
 -
21.5K
+ 120.15%
$571K - $586K
39.4K $1.25M
Apr 18, 2023 Q1 2023
Richard P Slaughter Associates Inc

BUY
 -
14.8K
New
$392K - $402K
14.8K $468K
May 12, 2023 Q1 2023
Mariner, LLC

Overland Park, KS
BUY
 -
14.4K
New
$383K - $393K
14.4K $458K
Apr 20, 2023 Q1 2023
Main Street Financial Solutions, LLC

BUY
 -
13.7K
+ 48.61%
$363K - $372K
41.8K $1.33M
Apr 28, 2023 Q1 2023
Janney Montgomery Scott LLC

BUY
 -
12K
New
$319K - $327K
12K $381K
Apr 18, 2023 Q1 2023
D.B. Root & Company, LLC

BUY
 -
11.9K
New
$315K - $323K
11.9K $376K
May 15, 2023 Q1 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
10.2K
+ 117.92%
$271K - $278K
18.9K $599K
May 15, 2023 Q1 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
9.91K
New
$263K - $270K
9.91K $315K
May 12, 2023 Q1 2023
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
9.77K
New
$259K - $266K
9.77K $310K
May 10, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
9.55K
+ 18.57%
$253K - $260K
60.9K $1.93M
May 12, 2023 Q1 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
9.39K
+ 2347.25%
$249K - $256K
9.79K $311K
May 09, 2023 Q1 2023
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
9.11K
+ 3.91%
$242K - $248K
242K $7.69M
May 15, 2023 Q1 2023
Two Sigma Securities, LLC

New York, NY
BUY
 -
8.73K
New
$232K - $238K
8.73K $277K
May 15, 2023 Q1 2023
Pensionmark Financial Group, LLC

Santa Barbara, CA
BUY
 -
8.3K
+ 12.24%
$220K - $226K
76.1K $2.42M
May 12, 2023 Q1 2023
Ubs Group Ag

BUY
 -
8.14K
New
$216K - $222K
8.14K $258K
Apr 05, 2023 Q1 2023
Rovin Capital

BUY
 -
7.14K
+ 12.66%
$190K - $194K
63.5K $2.02M
Apr 13, 2023 Q1 2023
Cambridge Advisors Inc.

BUY
 -
4.73K
+ 47.25%
$125K - $129K
14.7K $467K
May 11, 2023 Q1 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
3.78K
+ 7.54%
$100K - $103K
53.9K $1.71M
May 08, 2023 Q1 2023
Vantage Financial Partners, LLC

Elm Grove, WI
BUY
 -
3.77K
+ 34.78%
$100K - $103K
14.6K $463K
May 10, 2023 Q1 2023
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
3K
+ 27.27%
$79.7K - $81.7K
14K $444K
May 12, 2023 Q1 2023
Kestra Advisory Services, LLC

BUY
 -
2.43K
+ 1.8%
$64.5K - $66.1K
137K $4.35M
May 12, 2023 Q1 2023
Kestra Private Wealth Services, LLC

BUY
 -
2.07K
+ 6.32%
$55K - $56.4K
34.8K $1.11M
Apr 14, 2023 Q1 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
1.88K
+ 16.16%
$49.8K - $51.1K
13.5K $428K
Apr 10, 2023 Q1 2023
Bcs Wealth Management

BUY
 -
1.62K
+ 4.24%
$43K - $44.1K
39.7K $1.26M
May 11, 2023 Q1 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
1.54K
New
$41K - $42K
1.54K $49K
Apr 04, 2023 Q1 2023
Cedar Brook Financial Partners, LLC

Cleveland, OH
BUY
 -
259
+ 1.78%
$6.88K - $7.05K
14.8K $469K
Apr 12, 2023 Q1 2023
Worth Asset Management, LLC

BUY
 -
135
New
$3.58K - $3.68K
135 $4.28K
May 15, 2023 Q1 2023
Eqis Capital Management, Inc.

San Rafael, CA
SELL
 -
-139
- 1.45%
$3.69K - $3.78K
9.47K $301K
May 05, 2023 Q1 2023
Truist Financial Corp

SELL
 -
-265
- 2.13%
$7.04K - $7.22K
12.2K $387K
Apr 21, 2023 Q1 2023
Acas, LLC

SELL
 -
-466
- 5.75%
$12.4K - $12.7K
7.64K $243K

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