Latest Institutional Transactions on Innovator Etfs Tr (BALT)
This table provides information on the latest institutional transactions involving Innovator Etfs Tr (BALT) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2026
Q4 2025
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-2.22K- 11.56% |
$72.6K - $73.4K
|
17K
$560K
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
5.06K+ 4.7% |
$165K - $167K
|
113K
$3.72M
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-6.83K- 8.44% |
$223K - $226K
|
74.1K
$2.44M
|
|
|
Jan 12, 2026
Q4 2025
|
Wealth Management Partners, LLC
|
BUY
|
- |
11.5KNew |
$377K - $382K
|
11.5K
$381K
|
|
|
Jan 12, 2026
Q4 2025
|
Lee Johnson Capital Management, LLC
|
SELL
|
- |
-22.4K- 2.66% |
$734K - $742K
|
822K
$27.1M
|
|
|
Jan 12, 2026
Q4 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
3.74K+ 1.19% |
$122K - $124K
|
319K
$10.5M
|
|
|
Jan 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
5.44K+ 13.44% |
$178K - $180K
|
46K
$1.52M
|
|
|
Jan 09, 2026
Q4 2025
|
Ptm Wealth Management, LLC
North Wales, X1 |
BUY
|
- |
22.6K+ 6.66% |
$738K - $746K
|
361K
$11.9M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
10.9K+ 37.71% |
$357K - $361K
|
39.9K
$1.31M
|
|
|
Jan 08, 2026
Q4 2025
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-4.5K- 40.18% |
$147K - $149K
|
6.7K
$221K
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
7.8KNew |
$255K - $258K
|
7.8K
$257K
|
|
|
Jan 07, 2026
Q4 2025
|
Kure Advisory, LLC
Plymouth, MN |
SELL
|
- |
-46.1K- 6.27% |
$1.51M - $1.52M
|
688K
$22.7M
|
|
|
Jan 07, 2026
Q4 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
12.1KNew |
$397K - $401K
|
12.1K
$400K
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
29.8K+ 120.38% |
$976K - $987K
|
54.6K
$1.8M
|
|
|
Jan 05, 2026
Q4 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
14.5K+ 48.81% |
$476K - $481K
|
44.3K
$1.46M
|
|
|
Jan 05, 2026
Q4 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-200- 16.67% |
$6.54K - $6.61K
|
1K
$33K
|
|
|
Jan 05, 2026
Q4 2025
|
Holos Integrated Wealth LLC
Kennett Square, PA |
BUY
|
- |
9.29K+ 5.97% |
$304K - $307K
|
165K
$5.44M
|
|
| Q3 2025 | |||||||
|
Jan 06, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-8.17K- 46.79% |
$262K - $268K
|
9.29K
$306K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1.85K+ 24.01% |
$59.4K - $60.7K
|
9.56K
$315K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
3.21K+ 9.47% |
$103K - $105K
|
37.1K
$1.22M
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
34.7K+ 7.53% |
$1.11M - $1.14M
|
495K
$16.3M
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
6.59K+ 1.56% |
$212K - $216K
|
428K
$14.1M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
45.2KNew |
$1.45M - $1.48M
|
45.2K
$1.49M
|
|
|
Nov 19, 2025
Q3 2025
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
9.56KNew |
$307K - $314K
|
9.56K
$315K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-60- 0.3% |
$1.93K - $1.97K
|
20.1K
$663K
|
|
|
Nov 18, 2025
Q3 2025
|
Reliant Wealth Planning
|
BUY
|
- |
921K+ 2526.97% |
$29.6M - $30.2M
|
957K
$31.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-411- 40.94% |
$13.2K - $13.5K
|
593
$19.6K
|
|
|
Nov 14, 2025
Q3 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
23K+ 66.88% |
$739K - $755K
|
57.4K
$1.89M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
356+ 8.23% |
$11.4K - $11.7K
|
4.68K
$154K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.75KNew |
$56.2K - $57.5K
|
1.75K
$57.8K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
82K+ 43.01% |
$2.63M - $2.69M
|
273K
$8.99M
|
|
|
Nov 14, 2025
Q3 2025
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-143K- 88.08% |
$4.6M - $4.7M
|
19.4K
$640K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
23.6K+ 1.02% |
$757K - $774K
|
2.33M
$76.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-404- 0.78% |
$13K - $13.3K
|
51.5K
$1.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
174K+ 16.21% |
$5.58M - $5.71M
|
1.25M
$41.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
51.3KNew |
$1.65M - $1.68M
|
51.3K
$1.69M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-447- 2.99% |
$14.4K - $14.7K
|
14.5K
$479K
|
|
|
Nov 14, 2025
Q3 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
506+ 0.95% |
$16.2K - $16.6K
|
53.9K
$1.78M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
315K+ 324.21% |
$10.1M - $10.3M
|
412K
$13.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
22.5K+ 16.14% |
$722K - $738K
|
162K
$5.34M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
589+ 1.45% |
$18.9K - $19.3K
|
41.1K
$1.36M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
414K+ 24.48% |
$13.3M - $13.6M
|
2.1M
$69.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
50K+ 17.29% |
$1.6M - $1.64M
|
339K
$11.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
SELL
|
- |
-10.6K- 5.04% |
$339K - $347K
|
199K
$6.56M
|
|
|
Nov 14, 2025
Q3 2025
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
3.96K+ 39.09% |
$127K - $130K
|
14.1K
$465K
|
|
|
Nov 14, 2025
Q3 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-2.18K- 4.35% |
$69.9K - $71.4K
|
47.8K
$1.58M
|
|
|
Nov 14, 2025
Q3 2025
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-69.3K- 76.31% |
$2.23M - $2.27M
|
21.5K
$710K
|
|
|
Nov 13, 2025
Q3 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
8.48KNew |
$272K - $278K
|
8.48K
$280K
|
|
|
Nov 13, 2025
Q3 2025
|
Sfmg, LLC
|
BUY
|
- |
4.35K+ 5.28% |
$140K - $143K
|
86.6K
$2.86M
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-205- 0.88% |
$6.58K - $6.73K
|
23K
$759K
|
|