Purchases and Sales Made in Q3 2023 in Innovator Etfs Tr (BALT)
This table provides information about the institutional ownership of Innovator Etfs Tr (BALT) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
832K+ 1068.49% |
$23.1M - $23.5M
|
909K
$28.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
205K+ 237.24% |
$5.71M - $5.79M
|
292K
$9.26M
|
|
|
Nov 02, 2023
Q3 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
198K+ 390.04% |
$5.51M - $5.59M
|
249K
$7.9M
|
|
|
Oct 25, 2023
Q3 2023
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
189KNew |
$5.25M - $5.33M
|
189K
$6M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
125K+ 27921.25% |
$3.47M - $3.52M
|
125K
$3.98M
|
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
122KNew |
$3.38M - $3.43M
|
122K
$3.86M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
115K+ 190.93% |
$3.19M - $3.23M
|
175K
$5.54M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
114K+ 6.5% |
$3.18M - $3.22M
|
1.87M
$59.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
85.3K+ 32.59% |
$2.37M - $2.41M
|
347K
$11M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
60.8KNew |
$1.69M - $1.72M
|
60.8K
$1.93M
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
43.1K+ 32.55% |
$1.2M - $1.22M
|
175K
$5.57M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
41.2K+ 35.79% |
$1.15M - $1.16M
|
156K
$4.97M
|
|
|
Oct 31, 2023
Q3 2023
|
Triumph Capital Management
|
BUY
|
- |
39.3KNew |
$1.09M - $1.11M
|
39.3K
$1.25M
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
37.1KNew |
$1.03M - $1.05M
|
37.1K
$1.18M
|
|
|
Oct 13, 2023
Q3 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
33.9K+ 21.97% |
$943K - $957K
|
188K
$5.98M
|
|
|
Oct 25, 2023
Q3 2023
|
Crown Wealth Group, LLC
|
BUY
|
- |
33.6K+ 10.0% |
$935K - $949K
|
370K
$11.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
31.1K+ 109.09% |
$864K - $877K
|
59.6K
$1.89M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
28.2K+ 49.12% |
$783K - $795K
|
85.6K
$2.72M
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
BUY
|
- |
26.1KNew |
$724K - $735K
|
26.1K
$827K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
22.7K+ 154.05% |
$631K - $641K
|
37.4K
$1.19M
|
|
|
Nov 01, 2023
Q3 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
21.7KNew |
$603K - $612K
|
21.7K
$689K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
17.4K+ 7.0% |
$484K - $491K
|
266K
$8.45M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
16KNew |
$446K - $453K
|
16K
$509K
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
15.9K+ 5.48% |
$443K - $449K
|
307K
$9.73M
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
14.6K+ 5.11% |
$405K - $411K
|
300K
$9.51M
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
BUY
|
- |
13.5K+ 2.07% |
$374K - $380K
|
663K
$21.1M
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
11.1KNew |
$309K - $314K
|
11.1K
$353K
|
|
|
Oct 13, 2023
Q3 2023
|
Key Bridge Compliance, LLC
Covington, KY |
BUY
|
- |
10.6KNew |
$294K - $299K
|
10.6K
$336K
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
9.95K+ 24.39% |
$277K - $281K
|
50.8K
$1.61M
|
|
|
Nov 15, 2023
Q3 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
8.54KNew |
$237K - $241K
|
8.54K
$271K
|
|
|
Oct 18, 2023
Q3 2023
|
Cambridge Advisors Inc.
|
BUY
|
- |
8.01K+ 50.77% |
$223K - $226K
|
23.8K
$755K
|
|
|
Nov 03, 2023
Q3 2023
|
D.B. Root & Company, LLC
|
BUY
|
- |
7.57K+ 55.8% |
$210K - $213K
|
21.1K
$671K
|
|
|
Nov 02, 2023
Q3 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
7.48K+ 51.25% |
$208K - $211K
|
22.1K
$700K
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
6.2K+ 23.19% |
$172K - $175K
|
32.9K
$1.05M
|
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
6.19K+ 15.77% |
$172K - $175K
|
45.4K
$1.44M
|
|
|
Nov 13, 2023
Q3 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
5.77K+ 2.03% |
$160K - $163K
|
290K
$9.21M
|
|
|
Oct 12, 2023
Q3 2023
|
Bcs Wealth Management
|
BUY
|
- |
5.34K+ 13.1% |
$148K - $151K
|
46.1K
$1.46M
|
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
5.1K+ 11.83% |
$142K - $144K
|
48.2K
$1.53M
|
|
|
Oct 17, 2023
Q3 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
4.53K+ 29.15% |
$126K - $128K
|
20.1K
$637K
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.01K+ 6.12% |
$111K - $113K
|
69.5K
$2.21M
|
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3.45K+ 15.05% |
$95.9K - $97.3K
|
26.4K
$837K
|
|
|
Oct 25, 2023
Q3 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
3.4K+ 1.78% |
$94.4K - $95.8K
|
194K
$6.15M
|
|
|
Oct 05, 2023
Q3 2023
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
3.23K+ 2.09% |
$89.7K - $91K
|
157K
$4.99M
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.12K+ 10.4% |
$86.8K - $88.1K
|
33.1K
$1.05M
|
|
|
Oct 17, 2023
Q3 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
2.51KNew |
$69.7K - $70.8K
|
2.51K
$79.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.2K+ 8.04% |
$61.2K - $62.1K
|
29.6K
$938K
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.99K+ 5.46% |
$55.3K - $56.1K
|
38.4K
$1.22M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.62K+ 10.25% |
$44.9K - $45.6K
|
17.4K
$551K
|
|
|
Nov 14, 2023
Q3 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.55K+ 2.04% |
$43.1K - $43.7K
|
77.7K
$2.46M
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
904+ 0.37% |
$25.1K - $25.5K
|
244K
$7.74M
|