Purchases and Sales Made in Q4 2024 in Innovator Etfs Tr (BALT)
This table provides information about the institutional ownership of Innovator Etfs Tr (BALT) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2025
Q4 2024
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
1.02M+ 49.63% |
$31.4M - $32.2M
|
3.08M
$97.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
795KNew |
$24.4M - $25.1M
|
795K
$25.3M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
643KNew |
$19.8M - $20.3M
|
643K
$20.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Compass Advisory Group LLC
|
BUY
|
- |
608K+ 1309.41% |
$18.7M - $19.2M
|
655K
$20.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
BUY
|
- |
548KNew |
$16.9M - $17.3M
|
548K
$17.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Nbz Investment Advisors LLC
Knoxville, TN |
BUY
|
- |
395KNew |
$12.2M - $12.5M
|
395K
$12.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
291KNew |
$8.96M - $9.19M
|
291K
$9.26M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
218KNew |
$6.72M - $6.89M
|
218K
$6.94M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
194K+ 918.63% |
$5.98M - $6.13M
|
216K
$6.85M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
169K+ 28.25% |
$5.2M - $5.33M
|
767K
$24.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
109K+ 238.23% |
$3.35M - $3.44M
|
155K
$4.92M
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
96.2K+ 98.09% |
$2.96M - $3.04M
|
194K
$6.18M
|
|
|
Jan 28, 2025
Q4 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
95.3KNew |
$2.93M - $3.01M
|
95.3K
$3.03M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
83.7K+ 61.91% |
$2.57M - $2.64M
|
219K
$6.96M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
77.3K+ 288.98% |
$2.38M - $2.44M
|
104K
$3.31M
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
68.5KNew |
$2.11M - $2.16M
|
68.5K
$2.18M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
62.2K+ 59.95% |
$1.91M - $1.96M
|
166K
$5.28M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
61.4K+ 36.96% |
$1.89M - $1.94M
|
228K
$7.24M
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
58KNew |
$1.79M - $1.83M
|
58K
$1.84M
|
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
56.2KNew |
$1.73M - $1.77M
|
56.2K
$1.79M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
48.7K+ 4.59% |
$1.5M - $1.54M
|
1.11M
$35.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
46.4K+ 94.32% |
$1.43M - $1.46M
|
95.5K
$3.04M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
45.5K+ 322.28% |
$1.4M - $1.44M
|
59.6K
$1.89M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
41.5K+ 28.31% |
$1.28M - $1.31M
|
188K
$5.99M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
41K+ 14.74% |
$1.26M - $1.29M
|
319K
$10.1M
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
39.3K+ 10.26% |
$1.21M - $1.24M
|
422K
$13.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
34.4K+ 33.1% |
$1.06M - $1.08M
|
138K
$4.39M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
32.6K+ 24.44% |
$1M - $1.03M
|
166K
$5.28M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
29.8K+ 402.79% |
$915K - $939K
|
37.1K
$1.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
28.8KNew |
$887K - $910K
|
28.8K
$917K
|
|
|
Feb 14, 2025
Q4 2024
|
Triumph Capital Management
|
BUY
|
- |
28.7K+ 104.39% |
$882K - $905K
|
56.2K
$1.79M
|
|
|
Feb 04, 2025
Q4 2024
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
28.7KNew |
$882K - $905K
|
28.7K
$912K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
26.3K+ 6.49% |
$810K - $831K
|
432K
$13.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
25.3K+ 190.52% |
$779K - $799K
|
38.6K
$1.23M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
22.9K+ 117.74% |
$706K - $724K
|
42.4K
$1.35M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
21KNew |
$645K - $661K
|
21K
$666K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
19.7K+ 197.67% |
$607K - $622K
|
29.7K
$944K
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
19.4K+ 8.21% |
$596K - $611K
|
255K
$8.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
18.1K+ 27.13% |
$556K - $571K
|
84.8K
$2.69M
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
BUY
|
- |
17.9KNew |
$550K - $564K
|
17.9K
$569K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
17.8K+ 50.83% |
$547K - $561K
|
52.8K
$1.68M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
17.6K+ 19.09% |
$542K - $556K
|
110K
$3.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
BUY
|
- |
17.5K+ 73.48% |
$537K - $551K
|
41.2K
$1.31M
|
|
|
Feb 05, 2025
Q4 2024
|
Crown Wealth Group, LLC
|
BUY
|
- |
17.1K+ 2.76% |
$527K - $540K
|
637K
$20.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Sfmg, LLC
|
BUY
|
- |
17K+ 26.08% |
$524K - $537K
|
82.3K
$2.62M
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
15.7KNew |
$484K - $497K
|
15.7K
$500K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
15.2KNew |
$468K - $480K
|
15.2K
$484K
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
15KNew |
$461K - $473K
|
15K
$477K
|
|
|
Jan 29, 2025
Q4 2024
|
Pachira Investments Inc.
|
BUY
|
- |
14.6KNew |
$450K - $461K
|
14.6K
$465K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
14.4K+ 55.03% |
$442K - $453K
|
40.4K
$1.29M
|