Purchases and Sales Made in Q4 2023 in Ark ETF Tr Fintech Innovation (ARKF)
This table provides information about the institutional ownership of Ark ETF Tr Fintech Innovation (ARKF) during Q4 2023. The information is specifically focused on institutions that hold shares of ARK ETF TR FINTECH INNOVATION .
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
1.44K+ 6876.19% |
$25.1K - $40.9K
|
1.47K
$55.9K
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.44K+ 5.03% |
$25K - $40.8K
|
30K
$1.14M
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.17K+ 283.57% |
$20.4K - $33.3K
|
1.59K
$60.6K
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.15K+ 2.18% |
$19.9K - $32.4K
|
53.6K
$2.04M
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
1KNew |
$17.4K - $28.3K
|
1K
$38.1K
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
893New |
$15.5K - $25.3K
|
893
$34.1K
|
|
Feb 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
669+ 35.81% |
$11.6K - $19K
|
2.54K
$96.7K
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
620New |
$10.8K - $17.6K
|
620
$23.6K
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
606+ 106.32% |
$10.5K - $17.2K
|
1.18K
$44.8K
|
|
Feb 13, 2024
Q4 2023
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
600New |
$10.4K - $17K
|
600
$22.9K
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
600New |
$10.4K - $17K
|
600
$22.9K
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
560+ 2.1% |
$9.74K - $15.9K
|
27.2K
$1.04M
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
431+ 12.15% |
$7.5K - $12.2K
|
3.98K
$152K
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
364New |
$6.33K - $10.3K
|
364
$13.9K
|
|
May 16, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
360New |
$6.26K - $10.2K
|
360
$13.7K
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
350New |
$6.09K - $9.92K
|
350
$13.3K
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
300+ 139.53% |
$5.22K - $8.5K
|
515
$19.6K
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
150New |
$2.61K - $4.25K
|
150
$5.72K
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
112New |
$1.95K - $3.17K
|
112
$4.27K
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
BUY
|
- |
100New |
$1.74K - $2.83K
|
100
$3.81K
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
100New |
$1.74K - $2.83K
|
100
$3.81K
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
86+ 7.05% |
$1.5K - $2.44K
|
1.31K
$49.8K
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
40New |
$696 - $1.13K
|
40
$1.53K
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
32New |
$556 - $907
|
32
$1.22K
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
25New |
$435 - $709
|
25
$953
|
|
Feb 16, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
21New |
$365 - $595
|
21
$801
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
13New |
$226 - $368
|
13
$496
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
1New |
$17.4 - $28.3
|
1
$38.1
|
|
Feb 01, 2024
Q4 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-1- 0.02% |
$17.4 - $28.3
|
5.36K
$204K
|
|
Feb 02, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-4- 1.1% |
$69.6 - $113
|
360
$13.7K
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-20- 15.63% |
$348 - $567
|
108
$4.12K
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-25- 0.17% |
$435 - $709
|
14.7K
$560K
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-38- 9.27% |
$661 - $1.08K
|
372
$14.2K
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-41- 0.9% |
$713 - $1.16K
|
4.5K
$172K
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-115- 1.13% |
$2K - $3.26K
|
10K
$382K
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-123- 38.08% |
$2.14K - $3.49K
|
200
$7.63K
|
|
Jan 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-150- 1.24% |
$2.61K - $4.25K
|
11.9K
$455K
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-220- 93.62% |
$3.83K - $6.23K
|
15
$572
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-331- 17.85% |
$5.76K - $9.38K
|
1.52K
$58.1K
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-333- 29.39% |
$5.79K - $9.44K
|
800
$30.5K
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-381- 15.18% |
$6.63K - $10.8K
|
2.13K
$81.2K
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-400- 3.5% |
$6.96K - $11.3K
|
11K
$421K
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-428- 0.87% |
$7.44K - $12.1K
|
48.8K
$1.86M
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-468- 3.35% |
$8.14K - $13.3K
|
13.5K
$515K
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-482- 2.04% |
$8.38K - $13.7K
|
23.2K
$883K
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-510- 4.53% |
$8.87K - $14.5K
|
10.7K
$409K
|
|
Feb 12, 2024
Q4 2023
|
Stone X Group Inc.
|
SELL
|
- |
-542- 4.77% |
$9.43K - $15.4K
|
10.8K
$413K
|
|
Jan 23, 2024
Q4 2023
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-561- 5.52% |
$9.76K - $15.9K
|
9.6K
$366K
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-572- 66.43% |
$9.95K - $16.2K
|
289
$11K
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
SELL
|
- |
-760- 4.9% |
$13.2K - $21.5K
|
14.7K
$562K
|