Purchases and Sales Made in Q1 2023 in Ark Genomic Revolution ETF (De (ARKG)
This table provides information about the institutional ownership of Ark Genomic Revolution ETF (De (ARKG) during Q1 2023. The information is specifically focused on institutions that hold shares of ARK GENOMIC REVOLUTION ETF (DE.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
39+ 0.42% |
$1.07K - $1.42K
|
9.28K
$251K
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
31New |
$851 - $1.13K
|
31
$837
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
30New |
$824 - $1.09K
|
30
$810
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
25New |
$687 - $912
|
25
$675
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
24+ 2.38% |
$659 - $876
|
1.03K
$27.8K
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
23New |
$632 - $839
|
23
$621
|
|
May 12, 2023
Q1 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
20+ 1.82% |
$549 - $730
|
1.12K
$30.2K
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
BUY
|
- |
18+ 0.16% |
$494 - $657
|
10.9K
$295K
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
7+ 1.19% |
$192 - $255
|
597
$16.1K
|
|
May 15, 2023
Q1 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-2- 11.76% |
$54.9 - $73
|
15
$405
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-3- 15.0% |
$82.4 - $109
|
17
$459
|
|
Apr 24, 2023
Q1 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-3- 0.37% |
$82.4 - $109
|
812
$21.9K
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-10- 7.69% |
$275 - $365
|
120
$3.24K
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-11- 0.97% |
$302 - $401
|
1.13K
$30.4K
|
|
May 11, 2023
Q1 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-12- 0.17% |
$330 - $438
|
7.13K
$192K
|
|
Apr 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-15- 0.35% |
$412 - $547
|
4.3K
$116K
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-18- 2.35% |
$494 - $657
|
748
$20.2K
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
SELL
|
- |
-18- 0.09% |
$494 - $657
|
19.5K
$525K
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-24- 0.21% |
$659 - $876
|
11.3K
$305K
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-30- 20.0% |
$824 - $1.09K
|
120
$3.24K
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-40- 66.67% |
$1.1K - $1.46K
|
20
$540
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-51- 4.62% |
$1.4K - $1.86K
|
1.05K
$28.4K
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-70- 16.99% |
$1.92K - $2.55K
|
342
$9.23K
|
|
May 03, 2023
Q1 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-100- 0.62% |
$2.75K - $3.65K
|
16K
$433K
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-100- 33.33% |
$2.75K - $3.65K
|
200
$5.4K
|
|
Apr 21, 2023
Q1 2023
|
Tsfg, LLC
|
SELL
|
- |
-114- 10.89% |
$3.13K - $4.16K
|
933
$25.2K
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
SELL
|
- |
-115- 7.69% |
$3.16K - $4.2K
|
1.38K
$37.2K
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-117- 18.31% |
$3.21K - $4.27K
|
522
$14.1K
|
|
May 10, 2023
Q1 2023
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-160- 0.72% |
$4.39K - $5.84K
|
22.2K
$598K
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-178- 5.24% |
$4.89K - $6.5K
|
3.22K
$86.9K
|
|
May 02, 2023
Q1 2023
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-204- 1.56% |
$5.6K - $7.44K
|
12.9K
$347K
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-222- 1.05% |
$6.1K - $8.1K
|
21K
$567K
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-228- 46.06% |
$6.26K - $8.32K
|
267
$7.21K
|
|
May 15, 2023
Q1 2023
|
Family Management Corp
New York, NY |
SELL
|
- |
-236- 13.7% |
$6.48K - $8.61K
|
1.49K
$40.1K
|
|
May 04, 2023
Q1 2023
|
Elite Wealth Management, Inc.
|
SELL
|
- |
-259- 1.68% |
$7.11K - $9.45K
|
15.2K
$410K
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-271- 8.98% |
$7.44K - $9.89K
|
2.75K
$74.1K
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
SELL
|
- |
-275- 2.63% |
$7.55K - $10K
|
10.2K
$274K
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-298- 5.07% |
$8.18K - $10.9K
|
5.58K
$151K
|
|
May 15, 2023
Q1 2023
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
SELL
|
- |
-300- 54.55% |
$8.24K - $10.9K
|
250
$6.75K
|
|
Apr 25, 2023
Q1 2023
|
Hartford Financial Management Inc.
|
SELL
|
- |
-358- 41.63% |
$9.83K - $13.1K
|
502
$13.5K
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-400- 3.46% |
$11K - $14.6K
|
11.2K
$301K
|
|
May 04, 2023
Q1 2023
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-441- 1.98% |
$12.1K - $16.1K
|
21.8K
$588K
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-457- 33.55% |
$12.5K - $16.7K
|
905
$24.4K
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-465- 5.1% |
$12.8K - $17K
|
8.64K
$233K
|
|
May 10, 2023
Q1 2023
|
Purus Wealth Management, LLC
|
SELL
|
- |
-475- 0.5% |
$13K - $17.3K
|
95.5K
$2.58M
|
|
May 11, 2023
Q1 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-505- 3.76% |
$13.9K - $18.4K
|
12.9K
$349K
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-510- 0.76% |
$14K - $18.6K
|
66.9K
$1.81M
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-534- 3.11% |
$14.7K - $19.5K
|
16.6K
$449K
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-798- 53.67% |
$21.9K - $29.1K
|
689
$18.6K
|
|
May 08, 2023
Q1 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-932- 2.11% |
$25.6K - $34K
|
43.2K
$1.17M
|