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 |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2025
Q4 2024
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
13.7KNew |
$421K - $431K
|
13.7K
$435K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
13.5K+ 111.45% |
$416K - $427K
|
25.7K
$816K
|
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
11.8KNew |
$363K - $372K
|
11.8K
$375K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
10.8K+ 14.83% |
$332K - $341K
|
83.7K
$2.66M
|
|
|
Jan 23, 2025
Q4 2024
|
Applied Capital LLC
|
BUY
|
- |
10.1KNew |
$310K - $318K
|
10.1K
$320K
|
|
|
Feb 06, 2025
Q4 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
10KNew |
$309K - $316K
|
10K
$319K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
9.29K+ 14.2% |
$286K - $293K
|
74.7K
$2.37M
|
|
|
Jan 29, 2025
Q4 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
9.15KNew |
$282K - $289K
|
9.15K
$291K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
8.97KNew |
$276K - $283K
|
8.97K
$285K
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
7.83K+ 7.56% |
$241K - $247K
|
111K
$3.54M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
7.51KNew |
$231K - $237K
|
7.51K
$239K
|
|
|
Jan 24, 2025
Q4 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
7.48K+ 10.92% |
$230K - $236K
|
76K
$2.42M
|
|
|
Jan 17, 2025
Q4 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
7.36KNew |
$226K - $232K
|
7.36K
$234K
|
|
|
Jan 30, 2025
Q4 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
7.12KNew |
$219K - $225K
|
7.12K
$226K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.87KNew |
$211K - $217K
|
6.87K
$218K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
6.49K+ 61.47% |
$199K - $205K
|
17K
$542K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
6.23K+ 79.44% |
$192K - $197K
|
14.1K
$448K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
6.08K+ 25.45% |
$187K - $192K
|
30K
$953K
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
5.92K+ 36.62% |
$182K - $187K
|
22.1K
$702K
|
|
|
Feb 12, 2025
Q4 2024
|
Cannon Advisors, Inc.
Charlotte, NC |
BUY
|
- |
5.81K+ 9.33% |
$179K - $183K
|
68K
$2.16M
|
|
|
Feb 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
5.58K+ 24.37% |
$172K - $176K
|
28.5K
$906K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
5.02K+ 10.63% |
$154K - $158K
|
52.3K
$1.66M
|
|
|
Feb 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
4.55K+ 3.6% |
$140K - $144K
|
131K
$4.17M
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
4.35K+ 25.5% |
$134K - $137K
|
21.4K
$680K
|
|
|
Feb 06, 2025
Q4 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
4.07K+ 27.95% |
$125K - $128K
|
18.6K
$592K
|
|
|
Jan 21, 2025
Q4 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
3.91K+ 34.5% |
$120K - $123K
|
15.2K
$484K
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
3.73K+ 37.06% |
$115K - $118K
|
13.8K
$438K
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
3.53K+ 3.14% |
$109K - $111K
|
116K
$3.69M
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
3.47K+ 27.07% |
$107K - $109K
|
16.3K
$517K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.53K+ 19.18% |
$47K - $48.2K
|
9.49K
$302K
|
|
|
Feb 07, 2025
Q4 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
1.39K+ 7.81% |
$42.6K - $43.7K
|
19.1K
$608K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
1.35K+ 2.63% |
$41.4K - $42.4K
|
52.5K
$1.67M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.34K+ 3.91% |
$41.2K - $42.2K
|
35.5K
$1.13M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.2KNew |
$36.9K - $37.9K
|
1.2K
$38.1K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.19K+ 8.61% |
$36.7K - $37.6K
|
15K
$478K
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
1.18K+ 3.44% |
$36.3K - $37.2K
|
35.5K
$1.13M
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
1.1K+ 2.62% |
$33.9K - $34.8K
|
43.2K
$1.37M
|
|
|
Jan 15, 2025
Q4 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
1.09K+ 0.54% |
$33.5K - $34.3K
|
203K
$6.46M
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
BUY
|
- |
1.05K+ 1.49% |
$32.3K - $33.2K
|
71.6K
$2.28M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
890+ 3.69% |
$27.4K - $28.1K
|
25K
$795K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
818New |
$25.2K - $25.8K
|
818
$26K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
775New |
$23.8K - $24.5K
|
775
$24.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
700+ 2.8% |
$21.5K - $22.1K
|
25.7K
$817K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
645New |
$19.8K - $20.3K
|
645
$20.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
286New |
$8.8K - $9.02K
|
286
$9.09K
|
|
|
Jan 06, 2025
Q4 2024
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
214+ 1.18% |
$6.58K - $6.75K
|
18.3K
$581K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
103+ 19.4% |
$3.17K - $3.25K
|
634
$20.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
79New |
$2.43K - $2.49K
|
79
$2.51K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
78+ 0.03% |
$2.4K - $2.46K
|
245K
$7.77M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
75+ 53.57% |
$2.31K - $2.37K
|
215
$6.83K
|