Purchases and Sales Made in Q2 2024 in Innovator Etfs Tr (BALT)
This table provides information about the institutional ownership of Innovator Etfs Tr (BALT) during Q2 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
447K+ 61.6% |
$13M - $13.4M
|
1.17M
$37.3M
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
347KNew |
$10M - $10.4M
|
347K
$11M
|
|
|
Aug 02, 2024
Q2 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
209K+ 52.26% |
$6.06M - $6.29M
|
610K
$19.4M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
194K+ 47.29% |
$5.61M - $5.82M
|
603K
$19.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
106K+ 80.73% |
$3.06M - $3.17M
|
236K
$7.5M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
97.8K+ 94.14% |
$2.83M - $2.94M
|
202K
$6.4M
|
|
|
Aug 15, 2024
Q2 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
69.3K+ 516.54% |
$2.01M - $2.08M
|
82.8K
$2.63M
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
65.9KNew |
$1.91M - $1.98M
|
65.9K
$2.09M
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
53.2K+ 82.59% |
$1.54M - $1.6M
|
118K
$3.74M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
49K+ 45.12% |
$1.42M - $1.47M
|
158K
$5M
|
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
41KNew |
$1.19M - $1.23M
|
41K
$1.3M
|
|
|
Jul 17, 2024
Q2 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
38.1K+ 172.79% |
$1.1M - $1.15M
|
60.2K
$1.91M
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
37K+ 66.53% |
$1.07M - $1.11M
|
92.7K
$2.94M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
23.9K+ 23.54% |
$692K - $718K
|
125K
$3.98M
|
|
|
Aug 09, 2024
Q2 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
23K+ 211.3% |
$665K - $690K
|
33.8K
$1.07M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
22.2K+ 14.22% |
$642K - $666K
|
178K
$5.65M
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
20.2K+ 24.51% |
$586K - $608K
|
103K
$3.26M
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
19.7KNew |
$570K - $591K
|
19.7K
$625K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
17.3KNew |
$500K - $519K
|
17.3K
$548K
|
|
|
Aug 13, 2024
Q2 2024
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
17.2KNew |
$497K - $515K
|
17.2K
$544K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
17K+ 109.44% |
$492K - $510K
|
32.5K
$1.03M
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
15.8KNew |
$457K - $474K
|
15.8K
$501K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
14.7K+ 36667.5% |
$425K - $441K
|
14.7K
$467K
|
|
|
Aug 09, 2024
Q2 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
13.9K+ 4.8% |
$403K - $418K
|
304K
$9.64M
|
|
|
Aug 13, 2024
Q2 2024
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
13.1KNew |
$379K - $393K
|
13.1K
$416K
|
|
|
Jul 10, 2024
Q2 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
12.9K+ 6.54% |
$373K - $387K
|
210K
$6.67M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
12.6KNew |
$365K - $379K
|
12.6K
$400K
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
12.4K+ 28.92% |
$360K - $373K
|
55.4K
$1.76M
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
12K+ 41.21% |
$349K - $362K
|
41.3K
$1.31M
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
12KNew |
$347K - $360K
|
12K
$380K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
11.5KNew |
$333K - $345K
|
11.5K
$365K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
11K+ 4.47% |
$317K - $329K
|
256K
$8.13M
|
|
|
Jul 31, 2024
Q2 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
10.5KNew |
$305K - $317K
|
10.5K
$335K
|
|
|
Jul 16, 2024
Q2 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
10.4KNew |
$300K - $311K
|
10.4K
$329K
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
9.89KNew |
$286K - $297K
|
9.89K
$314K
|
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
9.52KNew |
$276K - $286K
|
9.52K
$302K
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
8.99KNew |
$260K - $270K
|
8.99K
$285K
|
|
|
Jul 02, 2024
Q2 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
8KNew |
$232K - $240K
|
8K
$254K
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
7.7KNew |
$223K - $231K
|
7.7K
$244K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.4KNew |
$214K - $222K
|
7.4K
$235K
|
|
|
Jul 11, 2024
Q2 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
7.36K+ 3.53% |
$213K - $221K
|
216K
$6.85M
|
|
|
Aug 28, 2024
Q2 2024
|
Souders Financial Advisors
|
BUY
|
- |
7.24KNew |
$210K - $218K
|
7.24K
$230K
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
6.22K+ 6.93% |
$180K - $187K
|
95.9K
$3.04M
|
|
|
Jul 31, 2024
Q2 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
6.01KNew |
$174K - $180K
|
6.01K
$191K
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
6K+ 33.33% |
$174K - $180K
|
24K
$762K
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
5.79K+ 9.15% |
$168K - $174K
|
69.1K
$2.19M
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
5K+ 1.33% |
$145K - $150K
|
382K
$12.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
3.5K+ 41.78% |
$101K - $105K
|
11.9K
$377K
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
3.47K+ 27.47% |
$100K - $104K
|
16.1K
$510K
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
3.41K+ 12.54% |
$98.9K - $103K
|
30.6K
$973K
|