Latest Institutional Purchases of Innovator Etfs Tr (BALT)
This list provides information on the latest institutional transactions involving Innovator Etfs Tr (BALT) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
145K+ 18.79% |
$4.74M - $4.79M
|
917K
$30.2M
|
|
|
Jan 15, 2026
Q4 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
37.5K+ 9.62% |
$1.22M - $1.24M
|
427K
$14.1M
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
29.8K+ 120.38% |
$976K - $987K
|
54.6K
$1.8M
|
|
|
Jan 09, 2026
Q4 2025
|
Ptm Wealth Management, LLC
North Wales, X1 |
BUY
|
- |
22.6K+ 6.66% |
$738K - $746K
|
361K
$11.9M
|
|
|
Jan 14, 2026
Q4 2025
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
18.4K+ 62.58% |
$602K - $609K
|
47.9K
$1.58M
|
|
|
Jan 16, 2026
Q4 2025
|
Applied Capital LLC
|
BUY
|
- |
17.9K+ 30.48% |
$584K - $591K
|
76.5K
$2.52M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
15.1K+ 12.8% |
$493K - $499K
|
133K
$4.38M
|
|
|
Jan 05, 2026
Q4 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
14.5K+ 48.81% |
$476K - $481K
|
44.3K
$1.46M
|
|
|
Jan 14, 2026
Q4 2025
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
14.4K+ 61.94% |
$472K - $478K
|
37.8K
$1.25M
|
|
|
Jan 15, 2026
Q4 2025
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
12.2K+ 5.02% |
$400K - $404K
|
256K
$8.43M
|
|
|
Jan 07, 2026
Q4 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
12.1KNew |
$397K - $401K
|
12.1K
$400K
|
|
|
Jan 12, 2026
Q4 2025
|
Wealth Management Partners, LLC
|
BUY
|
- |
11.5KNew |
$377K - $382K
|
11.5K
$381K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
10.9K+ 37.71% |
$357K - $361K
|
39.9K
$1.31M
|
|
|
Jan 16, 2026
Q4 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
9.33K+ 30.69% |
$305K - $308K
|
39.7K
$1.31M
|
|
|
Jan 05, 2026
Q4 2025
|
Holos Integrated Wealth LLC
Kennett Square, PA |
BUY
|
- |
9.29K+ 5.97% |
$304K - $307K
|
165K
$5.44M
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
7.8KNew |
$255K - $258K
|
7.8K
$257K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
7.46K+ 1.52% |
$244K - $247K
|
499K
$16.5M
|
|
|
Jan 15, 2026
Q4 2025
|
Range Financial Group LLC
|
BUY
|
- |
6.17K+ 69.98% |
$202K - $204K
|
15K
$495K
|
|
|
Jan 13, 2026
Q4 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
6.13KNew |
$200K - $203K
|
6.13K
$202K
|
|
|
Jan 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
5.44K+ 13.44% |
$178K - $180K
|
46K
$1.52M
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
5.06K+ 4.7% |
$165K - $167K
|
113K
$3.72M
|
|
|
Jan 15, 2026
Q4 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
4.09K+ 3.53% |
$134K - $135K
|
120K
$3.96M
|
|
|
Jan 12, 2026
Q4 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
3.74K+ 1.19% |
$122K - $124K
|
319K
$10.5M
|
|
|
Jan 14, 2026
Q4 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
1.35K+ 17.64% |
$44K - $44.5K
|
8.98K
$296K
|
|
|
Jan 14, 2026
Q4 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
865+ 1.71% |
$28.3K - $28.6K
|
51.5K
$1.7M
|
|
| Q3 2025 | |||||||
|
Nov 18, 2025
Q3 2025
|
Reliant Wealth Planning
|
BUY
|
- |
921K+ 2526.97% |
$29.6M - $30.2M
|
957K
$31.6M
|
|
|
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
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
315K+ 324.21% |
$10.1M - $10.3M
|
412K
$13.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
312K+ 58.59% |
$10M - $10.3M
|
846K
$27.9M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
267K+ 99.44% |
$8.57M - $8.76M
|
535K
$17.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
199K+ 99.43% |
$6.38M - $6.52M
|
399K
$13.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
174K+ 16.21% |
$5.58M - $5.71M
|
1.25M
$41.1M
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
172KNew |
$5.54M - $5.66M
|
172K
$5.69M
|
|
|
Nov 03, 2025
Q3 2025
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
158KNew |
$5.08M - $5.2M
|
158K
$5.22M
|
|
|
Nov 13, 2025
Q3 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
153K+ 92.43% |
$4.9M - $5.01M
|
318K
$10.5M
|
|
|
Nov 03, 2025
Q3 2025
|
Archer Investment Corp
|
BUY
|
- |
142KNew |
$4.57M - $4.67M
|
142K
$4.69M
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
124K+ 14.73% |
$3.98M - $4.07M
|
966K
$31.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Crown Wealth Group, LLC
|
BUY
|
- |
116K+ 15.14% |
$3.72M - $3.8M
|
880K
$29M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
108K+ 148.32% |
$3.47M - $3.55M
|
181K
$5.97M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
108K+ 6.27% |
$3.46M - $3.53M
|
1.83M
$60.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Integrity Advisory Solutions, LLC
Dallas, TX |
BUY
|
- |
104KNew |
$3.33M - $3.4M
|
104K
$3.42M
|
|
|
Nov 12, 2025
Q3 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
104KNew |
$3.33M - $3.4M
|
104K
$3.42M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
82K+ 43.01% |
$2.63M - $2.69M
|
273K
$8.99M
|
|
|
Oct 24, 2025
Q3 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
80.5KNew |
$2.59M - $2.64M
|
80.5K
$2.66M
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
65.9KNew |
$2.12M - $2.16M
|
65.9K
$2.18M
|
|
|
Nov 06, 2025
Q3 2025
|
Compass Advisory Group LLC
|
BUY
|
- |
59.2K+ 8.52% |
$1.9M - $1.94M
|
754K
$24.9M
|
|
|
Nov 07, 2025
Q3 2025
|
Fiscal Wisdom Wealth Management, LLC
Canton, CT |
BUY
|
- |
58.1KNew |
$1.86M - $1.91M
|
58.1K
$1.92M
|
|
|
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
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
50K+ 17.29% |
$1.6M - $1.64M
|
339K
$11.2M
|
|
|
Oct 07, 2025
Q3 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
47.1K+ 79.92% |
$1.51M - $1.55M
|
106K
$3.5M
|
|