Purchases and Sales Made in Q3 2023 in Innovator Etfs Tr (BALT)
This table provides information about the institutional ownership of Innovator Etfs Tr (BALT) during Q3 2023. The information is specifically focused on institutions that hold shares of INNOVATOR ETFS TR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
360New |
$10K - $10.2K
|
360
$11.4K
|
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
212New |
$5.89K - $5.98K
|
212
$6.73K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
53+ 0.15% |
$1.47K - $1.5K
|
34.5K
$1.1M
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
40New |
$1.11K - $1.13K
|
40
$1.27K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
40New |
$1.11K - $1.13K
|
40
$1.27K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-303- 2.37% |
$8.42K - $8.55K
|
12.5K
$396K
|
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-456- 63.51% |
$12.7K - $12.9K
|
262
$8.32K
|
|
|
Oct 13, 2023
Q3 2023
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-476- 0.73% |
$13.2K - $13.4K
|
65.1K
$2.07M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-520- 3.63% |
$14.5K - $14.7K
|
13.8K
$438K
|
|
|
Oct 18, 2023
Q3 2023
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
SELL
|
- |
-827- 0.42% |
$23K - $23.3K
|
196K
$6.22M
|
|
|
Oct 25, 2023
Q3 2023
|
Rovin Capital
|
SELL
|
- |
-921- 1.26% |
$25.6K - $26K
|
71.9K
$2.28M
|
|
|
Oct 24, 2023
Q3 2023
|
Compass Advisory Group LLC
|
SELL
|
- |
-1.08K- 1.69% |
$30.1K - $30.6K
|
63.1K
$2M
|
|
|
Oct 11, 2023
Q3 2023
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-1.74K- 1.3% |
$48.4K - $49.1K
|
132K
$4.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.8K- 19.92% |
$50.1K - $50.9K
|
7.25K
$230K
|
|
|
Nov 13, 2023
Q3 2023
|
Delta Investment Management, LLC
|
SELL
|
- |
-1.82K- 4.95% |
$50.7K - $51.4K
|
35K
$1.11M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.95K- 0.77% |
$54.2K - $55K
|
251K
$7.96M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2K- 13.34% |
$55.6K - $56.4K
|
13K
$412K
|
|
|
Nov 01, 2023
Q3 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-2.21K- 12.08% |
$61.3K - $62.2K
|
16K
$509K
|
|
|
Nov 06, 2023
Q3 2023
|
Sfmg, LLC
|
SELL
|
- |
-9.34K- 12.28% |
$260K - $264K
|
66.7K
$2.12M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-11.8K- 12.95% |
$328K - $333K
|
79.4K
$2.52M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-15.5K- 18.28% |
$431K - $438K
|
69.4K
$2.2M
|
|
|
Feb 07, 2024
Q3 2023
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-15.9K- 60.09% |
$443K - $450K
|
10.6K
$336K
|
|
|
Nov 14, 2023
Q3 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-17.5K- 40.32% |
$486K - $494K
|
25.9K
$822K
|
|
|
Nov 15, 2023
Q3 2023
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-20.2K- 19.44% |
$563K - $571K
|
83.9K
$2.66M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-74.4K- 6.63% |
$2.07M - $2.1M
|
1.05M
$33.3M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-131K- 63.7% |
$3.65M - $3.7M
|
74.7K
$2.37M
|