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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
2.67KNew |
$79.3K - $82.2K
|
2.67K
$84.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
2.67KNew |
$79.3K - $82.2K
|
2.67K
$84.6K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.42K+ 43.56% |
$71.9K - $74.5K
|
7.96K
$253K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.59K+ 3.48% |
$47.3K - $49K
|
47.2K
$1.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1K+ 4.17% |
$29.8K - $30.8K
|
25K
$794K
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
932+ 7.85% |
$27.7K - $28.7K
|
12.8K
$407K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
881New |
$26.2K - $27.2K
|
881
$28K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
557+ 0.15% |
$16.6K - $17.2K
|
382K
$12.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
424New |
$12.6K - $13.1K
|
424
$13.5K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
19.7KNew |
$570K - $591K
|
19.7K
$625K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
17.3KNew |
$500K - $519K
|
17.3K
$548K
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
8.99KNew |
$260K - $270K
|
8.99K
$285K
|
|
|
Jul 02, 2024
Q2 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
8KNew |
$232K - $240K
|
8K
$254K
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
7.7KNew |
$223K - $231K
|
7.7K
$244K
|
|
|
Aug 28, 2024
Q2 2024
|
Souders Financial Advisors
|
BUY
|
- |
7.24KNew |
$210K - $218K
|
7.24K
$230K
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
3.41K+ 12.54% |
$98.9K - $103K
|
30.6K
$973K
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3K+ 16.11% |
$86.8K - $90K
|
21.6K
$686K
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2K+ 19.7% |
$57.9K - $60.1K
|
12.2K
$386K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.08KNew |
$31.2K - $32.4K
|
1.08K
$34.2K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
385New |
$11.1K - $11.6K
|
385
$12.2K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
200+ 26.53% |
$5.79K - $6.01K
|
954
$30.3K
|
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
103+ 0.21% |
$2.98K - $3.09K
|
48.4K
$1.54M
|
|
|
Aug 13, 2024
Q2 2024
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
100New |
$2.9K - $3K
|
100
$3.18K
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Capital Management LLC
|
BUY
|
- |
79+ 32.11% |
$2.29K - $2.37K
|
325
$10.3K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
178K+ 458.46% |
$5.07M - $5.21M
|
217K
$6.89M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
101K+ 41.07% |
$2.89M - $2.97M
|
348K
$11.1M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
59.2K+ 15.24% |
$1.68M - $1.73M
|
447K
$14.2M
|
|
|
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
BUY
|
- |
24.9KNew |
$708K - $728K
|
24.9K
$790K
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
18KNew |
$512K - $527K
|
18K
$572K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
12.2K+ 60.08% |
$347K - $357K
|
32.5K
$1.03M
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
251New |
$7.14K - $7.34K
|
251
$7.97K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
190New |
$5.41K - $5.56K
|
190
$6.03K
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
94New |
$2.68K - $2.75K
|
94
$2.98K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
86.5K+ 108.95% |
$2.39M - $2.47M
|
166K
$5.27M
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
33.6KNew |
$930K - $960K
|
33.6K
$1.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
28.8KNew |
$797K - $822K
|
28.8K
$914K
|
|
|
Jan 12, 2024
Q4 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
9.44KNew |
$261K - $270K
|
9.44K
$300K
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
7.16KNew |
$198K - $204K
|
7.16K
$227K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1KNew |
$27.7K - $28.6K
|
1K
$31.8K
|
|
| Q3 2023 | |||||||
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
16KNew |
$446K - $453K
|
16K
$509K
|
|
|
Oct 13, 2023
Q3 2023
|
Key Bridge Compliance, LLC
Covington, KY |
BUY
|
- |
10.6KNew |
$294K - $299K
|
10.6K
$336K
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
9.95K+ 24.39% |
$277K - $281K
|
50.8K
$1.61M
|
|
|
Nov 15, 2023
Q3 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
8.54KNew |
$237K - $241K
|
8.54K
$271K
|
|
|
Oct 18, 2023
Q3 2023
|
Cambridge Advisors Inc.
|
BUY
|
- |
8.01K+ 50.77% |
$223K - $226K
|
23.8K
$755K
|
|
|
Oct 17, 2023
Q3 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
2.51KNew |
$69.7K - $70.8K
|
2.51K
$79.6K
|
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
212New |
$5.89K - $5.98K
|
212
$6.73K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
40New |
$1.11K - $1.13K
|
40
$1.27K
|
|
| Q2 2023 | |||||||
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
27+ 20.0% |
$734 - $753
|
162
$5.14K
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
93KNew |
$2.47M - $2.53M
|
93K
$2.95M
|
|
|
Apr 18, 2023
Q1 2023
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
14.8KNew |
$392K - $402K
|
14.8K
$469K
|
|