Latest Institutional Sells of Innovator Etfs Tr (BALT)
This list provides information on the latest institutional transactions involving Innovator Etfs Tr (BALT) stock that were sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.48M- 89.31% |
$45.4M - $46.6M
|
177K
$5.61M
|
|
|
Jan 31, 2025
Q4 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-192K- 92.63% |
$5.9M - $6.05M
|
15.3K
$484K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-124K- 9.23% |
$3.81M - $3.91M
|
1.22M
$38.7M
|
|
|
Jan 16, 2025
Q4 2024
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-27.9K- 46.3% |
$860K - $882K
|
32.4K
$1.03M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-26.3K- 4.22% |
$809K - $830K
|
597K
$19M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-20K- 9.14% |
$616K - $632K
|
199K
$6.32M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-6.8K- 13.49% |
$209K - $215K
|
43.6K
$1.39M
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-5.71K- 41.56% |
$176K - $180K
|
8.03K
$255K
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-4.66K- 20.72% |
$143K - $147K
|
17.8K
$566K
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-4.24K- 7.78% |
$130K - $134K
|
50.3K
$1.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-3.66K- 5.19% |
$113K - $116K
|
66.9K
$2.13M
|
|
|
Jan 17, 2025
Q4 2024
|
Financial Designs Corp
Claremont, CA |
SELL
|
- |
-2.51K- 1.39% |
$77.3K - $79.3K
|
178K
$5.65M
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-1.89K- 15.07% |
$58.1K - $59.6K
|
10.6K
$338K
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-1.85K- 4.97% |
$56.8K - $58.2K
|
35.3K
$1.12M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.38K- 3.04% |
$42.4K - $43.4K
|
44K
$1.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-1.2K- 2.12% |
$37K - $38K
|
55.5K
$1.76M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-526- 20.09% |
$16.2K - $16.6K
|
2.09K
$66.4K
|
|
| Q3 2024 | |||||||
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-111K- 62.53% |
$3.31M - $3.43M
|
66.7K
$2.12M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-23.3K- 39.21% |
$692K - $717K
|
36.1K
$1.14M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-8.98K- 15.76% |
$267K - $277K
|
48K
$1.52M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-6.41K- 19.71% |
$191K - $197K
|
26.1K
$828K
|
|
|
Nov 13, 2024
Q3 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
SELL
|
- |
-4.59K- 20.8% |
$137K - $141K
|
17.5K
$555K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.66K- 17.11% |
$49.4K - $51.2K
|
8.05K
$255K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.04K- 2.51% |
$30.8K - $31.9K
|
40.2K
$1.28M
|
|
|
Oct 25, 2024
Q3 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-553- 0.66% |
$16.5K - $17K
|
82.9K
$2.63M
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-395- 4.15% |
$11.8K - $12.2K
|
9.13K
$290K
|
|
|
Nov 13, 2024
Q3 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-130- 1.23% |
$3.87K - $4.01K
|
10.5K
$332K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-117- 0.21% |
$3.48K - $3.61K
|
56.5K
$1.79M
|
|
|
Nov 12, 2024
Q3 2024
|
Long Island Wealth Management, Inc.
Melville, NY |
SELL
|
- |
-69- 0.15% |
$2.05K - $2.13K
|
45.8K
$1.45M
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Delta Investment Management, LLC
|
SELL
|
- |
-87.3K- 84.08% |
$2.53M - $2.62M
|
16.5K
$525K
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-4.34K- 37.09% |
$126K - $130K
|
7.35K
$233K
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-4.1K- 10.58% |
$119K - $123K
|
34.7K
$1.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-3.45K- 24.34% |
$100K - $104K
|
10.7K
$341K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.47K- 21.91% |
$42.6K - $44.2K
|
5.24K
$166K
|
|
| Q1 2024 | |||||||
|
May 13, 2024
Q1 2024
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-168K- 50.46% |
$4.79M - $4.92M
|
165K
$5.25M
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-3.88K- 33.65% |
$110K - $113K
|
7.64K
$243K
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-108- 7.41% |
$3.07K - $3.16K
|
1.35K
$42.8K
|
|
| Q4 2023 | |||||||
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-60.6K- 99.72% |
$1.68M - $1.73M
|
172
$5.46K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-18.8K- 63.63% |
$521K - $537K
|
10.8K
$341K
|
|
|
Jan 22, 2024
Q4 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-14.4K- 66.25% |
$398K - $411K
|
7.33K
$233K
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-849- 5.29% |
$23.5K - $24.3K
|
15.2K
$483K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-65- 0.1% |
$1.8K - $1.86K
|
62.3K
$1.98M
|
|
| Q3 2023 | |||||||
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-456- 63.51% |
$12.7K - $12.9K
|
262
$8.32K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-303- 2.37% |
$8.42K - $8.55K
|
12.5K
$396K
|
|
| Q1 2023 | |||||||
|
Sep 04, 2024
Q1 2023
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-24.2K- 28.19% |
$643K - $660K
|
61.7K
$1.96M
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
SELL
|
- |
-17.8K- 96.4% |
$473K - $485K
|
665
$21.1K
|
|
|
Apr 21, 2023
Q1 2023
|
Acas, LLC
|
SELL
|
- |
-466- 5.75% |
$12.4K - $12.7K
|
7.64K
$243K
|
|
| Q4 2022 | |||||||
|
Feb 09, 2023
Q4 2022
|
Pillar Wealth Advisors, LLC
|
SELL
|
- |
-189K- 27.26% |
$4.88M - $5.03M
|
505K
$16M
|
|
|
Feb 13, 2023
Q4 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-388- 16.7% |
$9.99K - $10.3K
|
1.94K
$61.5K
|
|
| Q3 2022 | |||||||
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-358KClosed |
$9.23M - $9.41M
|
0
$0
|
|