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 16, 2025
Q4 2024
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
1.02M+ 49.63% |
$31.4M - $32.2M
|
3.08M
$97.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
795KNew |
$24.4M - $25.1M
|
795K
$25.2M
|
|
|
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
$12.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
291KNew |
$8.96M - $9.19M
|
291K
$9.25M
|
|
|
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
|
|
|
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
$6.95M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
77.3K+ 288.98% |
$2.38M - $2.44M
|
104K
$3.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
68.5KNew |
$2.11M - $2.16M
|
68.5K
$2.18M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
61.4K+ 36.96% |
$1.89M - $1.94M
|
228K
$7.23M
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
58KNew |
$1.79M - $1.83M
|
58K
$1.84M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
48.7K+ 4.59% |
$1.5M - $1.54M
|
1.11M
$35.2M
|
|
|
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
$5.98M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
41K+ 14.74% |
$1.26M - $1.29M
|
319K
$10.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
32.6K+ 24.44% |
$1M - $1.03M
|
166K
$5.27M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
29.8K+ 402.79% |
$915K - $939K
|
37.1K
$1.18M
|
|
|
Feb 04, 2025
Q4 2024
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
28.7KNew |
$882K - $905K
|
28.7K
$910K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
26.3K+ 6.49% |
$810K - $831K
|
432K
$13.7M
|
|
|
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
$665K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
19.7K+ 197.67% |
$607K - $622K
|
29.7K
$943K
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
19.4K+ 8.21% |
$596K - $611K
|
255K
$8.11M
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
BUY
|
- |
17.9KNew |
$550K - $564K
|
17.9K
$568K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
17.8K+ 50.83% |
$547K - $561K
|
52.8K
$1.68M
|
|
|
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
$2.61M
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
15.7KNew |
$484K - $497K
|
15.7K
$500K
|
|
|
Jan 29, 2025
Q4 2024
|
Pachira Investments Inc.
|
BUY
|
- |
14.6KNew |
$450K - $461K
|
14.6K
$464K
|
|
|
Feb 04, 2025
Q4 2024
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
13.7KNew |
$421K - $431K
|
13.7K
$434K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
13.5K+ 111.45% |
$416K - $427K
|
25.7K
$815K
|
|
|
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
$318K
|
|
|
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
$2.41M
|
|
|
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
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
6.49K+ 61.47% |
$199K - $205K
|
17K
$541K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
6.23K+ 79.44% |
$192K - $197K
|
14.1K
$447K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
6.08K+ 25.45% |
$187K - $192K
|
30K
$951K
|