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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2025
Q3 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
9.9K+ 2.7% |
$318K - $325K
|
377K
$12.4M
|
|
|
Oct 27, 2025
Q3 2025
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
523+ 2.6% |
$16.8K - $17.2K
|
20.6K
$681K
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
2.9K+ 42.9% |
$93.2K - $95.2K
|
9.67K
$319K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.84K+ 34.07% |
$123K - $126K
|
15.1K
$498K
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
3.23K+ 12.73% |
$104K - $106K
|
28.6K
$942K
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
555+ 3.4% |
$17.8K - $18.2K
|
16.9K
$557K
|
|
|
Oct 27, 2025
Q3 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
6.31KNew |
$203K - $207K
|
6.31K
$208K
|
|
|
Oct 24, 2025
Q3 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
80.5KNew |
$2.59M - $2.64M
|
80.5K
$2.66M
|
|
|
Oct 24, 2025
Q3 2025
|
Columbia Advisory Partners LLC
|
BUY
|
- |
15.1KNew |
$485K - $495K
|
15.1K
$498K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-400- 0.91% |
$12.8K - $13.1K
|
43.5K
$1.44M
|
|
|
Oct 24, 2025
Q3 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
10.3K+ 97.05% |
$332K - $340K
|
21K
$693K
|
|
|
Oct 24, 2025
Q3 2025
|
Cannon Advisors, Inc.
Charlotte, NC |
BUY
|
- |
9.07K+ 12.77% |
$291K - $298K
|
80.1K
$2.64M
|
|
|
Oct 24, 2025
Q3 2025
|
Sonoma Allocations LLC
Santa Rosa, CA |
BUY
|
- |
21KNew |
$676K - $691K
|
21K
$694K
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
9.06K+ 3.75% |
$291K - $297K
|
251K
$8.27M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
248+ 0.74% |
$7.96K - $8.14K
|
33.9K
$1.12M
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
2.89K+ 21.61% |
$92.7K - $94.8K
|
16.3K
$536K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-66K- 6.09% |
$2.12M - $2.17M
|
1.02M
$33.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Crown Wealth Group, LLC
|
BUY
|
- |
116K+ 15.14% |
$3.72M - $3.8M
|
880K
$29M
|
|
|
Oct 22, 2025
Q3 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-1.52K- 8.16% |
$48.8K - $49.9K
|
17.1K
$564K
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1K- 13.16% |
$32.1K - $32.8K
|
6.6K
$218K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.75KNew |
$88.4K - $90.4K
|
2.75K
$90.9K
|
|
|
Oct 22, 2025
Q3 2025
|
Bcs Wealth Management
|
SELL
|
- |
-107- 0.3% |
$3.44K - $3.51K
|
35.8K
$1.18M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
79.9K+ 211.25% |
$2.57M - $2.62M
|
118K
$3.89M
|
|
|
Oct 22, 2025
Q3 2025
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
38K+ 40.68% |
$1.22M - $1.25M
|
131K
$4.34M
|
|
|
Oct 22, 2025
Q3 2025
|
Pachira Investments Inc.
|
BUY
|
- |
6.8K+ 19.25% |
$218K - $223K
|
42.1K
$1.39M
|
|
|
Oct 22, 2025
Q3 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
8.63KNew |
$277K - $283K
|
8.63K
$285K
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-11.9K- 17.8% |
$383K - $391K
|
55K
$1.82M
|
|
|
Oct 21, 2025
Q3 2025
|
Applied Capital LLC
|
BUY
|
- |
22.3K+ 61.44% |
$716K - $732K
|
58.6K
$1.93M
|
|
|
Oct 21, 2025
Q3 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
6.63K+ 18.44% |
$213K - $218K
|
42.6K
$1.41M
|
|
|
Oct 21, 2025
Q3 2025
|
4 J Wealth Management LLC
|
SELL
|
- |
-8.49K- 5.51% |
$272K - $278K
|
146K
$4.8M
|
|
|
Oct 20, 2025
Q3 2025
|
Balance Wealth, LLC
Delaware, OH |
SELL
|
- |
-3.06K- 11.94% |
$98.2K - $100K
|
22.5K
$744K
|
|
|
Oct 20, 2025
Q3 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
SELL
|
- |
-2.98K- 20.54% |
$95.6K - $97.7K
|
11.5K
$380K
|
|
|
Oct 20, 2025
Q3 2025
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-5.53K- 9.84% |
$178K - $181K
|
50.6K
$1.67M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-8.78K- 7.3% |
$282K - $288K
|
111K
$3.68M
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.07K+ 3.11% |
$34.3K - $35K
|
35.4K
$1.17M
|
|
|
Oct 17, 2025
Q3 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
51.7K+ 80.55% |
$1.66M - $1.7M
|
116K
$3.82M
|
|
|
Oct 17, 2025
Q3 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
7.63KNew |
$245K - $250K
|
7.63K
$252K
|
|
|
Oct 17, 2025
Q3 2025
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-4.26K- 35.75% |
$137K - $140K
|
7.66K
$253K
|
|
|
Oct 17, 2025
Q3 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
4.22K+ 13.5% |
$136K - $139K
|
35.5K
$1.17M
|
|
|
Oct 17, 2025
Q3 2025
|
Range Financial Group LLC
|
BUY
|
- |
286+ 3.35% |
$9.18K - $9.39K
|
8.82K
$291K
|
|
|
Oct 16, 2025
Q3 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
3.5K+ 3.97% |
$112K - $115K
|
91.5K
$3.02M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
13.4K+ 27.63% |
$429K - $438K
|
61.7K
$2.04M
|
|
|
Oct 16, 2025
Q3 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
67.8K+ 21.08% |
$2.18M - $2.23M
|
389K
$12.8M
|
|
|
Oct 16, 2025
Q3 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
13.9KNew |
$448K - $458K
|
13.9K
$460K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.29K- 1.13% |
$41.5K - $42.4K
|
114K
$3.75M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
131K+ 20.54% |
$4.22M - $4.32M
|
772K
$25.5M
|
|
|
Oct 15, 2025
Q3 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-1.44K- 1.31% |
$46.3K - $47.4K
|
109K
$3.58M
|
|
|
Oct 15, 2025
Q3 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
5.86K+ 72.75% |
$188K - $192K
|
13.9K
$459K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
10.1K+ 1.5% |
$323K - $330K
|
682K
$22.5M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
108K+ 148.32% |
$3.47M - $3.55M
|
181K
$5.97M
|
|