Purchases and Sales Made in Q4 2023 in Ark Genomic Revolution ETF (De (ARKG)
This table provides information about the institutional ownership of Ark Genomic Revolution ETF (De (ARKG) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2024
Q4 2023
|
Cathie Wood
Ark Investment Management LLC | St. Petersburg, Fl
|
BUY
|
- |
5.16K+ 128.11% |
$115K - $177K
|
9.18K
$248K
|
|
|
Feb 14, 2024
Q4 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
4.72K+ 13.41% |
$105K - $162K
|
40K
$1.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.68K+ 242.74% |
$104K - $160K
|
6.61K
$178K
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
4.58K+ 58.64% |
$102K - $157K
|
12.4K
$334K
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
4.09K+ 10.07% |
$90.9K - $140K
|
44.7K
$1.21M
|
|
|
Jan 12, 2024
Q4 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
3.41K+ 42.11% |
$75.8K - $117K
|
11.5K
$310K
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.38K+ 12.9% |
$75.2K - $116K
|
29.6K
$798K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.2K+ 6.47% |
$71.2K - $110K
|
52.7K
$1.42M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
3.18KNew |
$70.6K - $109K
|
3.18K
$85.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
3.16K+ 60.86% |
$70.2K - $108K
|
8.34K
$225K
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.93K+ 10.09% |
$65.2K - $100K
|
32K
$863K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.58K+ 14.62% |
$57.5K - $88.5K
|
20.3K
$547K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.58K+ 19.76% |
$57.4K - $88.5K
|
15.7K
$423K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
2.54K+ 107.82% |
$56.4K - $86.9K
|
4.89K
$132K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
2.37KNew |
$52.7K - $81.1K
|
2.37K
$63.9K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
2.35K+ 4.65% |
$52.3K - $80.5K
|
52.9K
$1.43M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.17K+ 3.28% |
$48.2K - $74.2K
|
68.3K
$1.84M
|
|
|
Jan 30, 2024
Q4 2023
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
2.08K+ 18.22% |
$46.2K - $71.2K
|
13.5K
$364K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
2.02KNew |
$45K - $69.3K
|
2.02K
$54.6K
|
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
1.94KNew |
$43K - $66.3K
|
1.94K
$52.2K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.68K+ 20.83% |
$37.3K - $57.4K
|
9.73K
$263K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1.47KNew |
$32.8K - $50.5K
|
1.47K
$39.8K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1.43KNew |
$31.7K - $48.8K
|
1.43K
$38.5K
|
|
|
Oct 31, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
1.22K+ 11.68% |
$27.1K - $41.8K
|
11.7K
$315K
|
|
|
Jan 18, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
1.22K+ 11.68% |
$27.1K - $41.8K
|
11.7K
$315K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.04K+ 34.42% |
$23.2K - $35.7K
|
4.07K
$110K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
982New |
$21.8K - $33.6K
|
982
$26.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
853New |
$19K - $29.2K
|
853
$23K
|
|
|
Feb 14, 2024
Q4 2023
|
Family Management Corp
New York, NY |
BUY
|
- |
780+ 52.49% |
$17.3K - $26.7K
|
2.27K
$61.2K
|
|
|
Feb 13, 2024
Q4 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
654New |
$14.5K - $22.4K
|
654
$17.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
477New |
$10.6K - $16.3K
|
477
$12.9K
|
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
BUY
|
- |
477New |
$10.6K - $16.3K
|
477
$12.9K
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
466+ 3.36% |
$10.4K - $16K
|
14.3K
$387K
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
433+ 6.0% |
$9.63K - $14.8K
|
7.65K
$207K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
423+ 13.64% |
$9.41K - $14.5K
|
3.53K
$95.1K
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
BUY
|
- |
393New |
$8.74K - $13.5K
|
393
$10.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
370New |
$8.23K - $12.7K
|
370
$9.99K
|
|
|
Jan 16, 2024
Q4 2023
|
Cooper Financial Group
|
BUY
|
- |
340+ 4.69% |
$7.56K - $11.6K
|
7.59K
$205K
|
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
337+ 4.49% |
$7.49K - $11.5K
|
7.84K
$212K
|
|
|
Jan 16, 2024
Q4 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
300New |
$6.67K - $10.3K
|
300
$8.1K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
278New |
$6.18K - $9.52K
|
278
$7.5K
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
272+ 52.31% |
$6.05K - $9.32K
|
792
$21.4K
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
250New |
$5.56K - $8.56K
|
250
$6.75K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
244+ 2.48% |
$5.43K - $8.36K
|
10.1K
$272K
|
|
|
May 16, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
220New |
$4.89K - $7.54K
|
220
$5.94K
|
|
|
Jan 19, 2024
Q4 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
215+ 4.39% |
$4.78K - $7.36K
|
5.11K
$138K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
203+ 2.02% |
$4.51K - $6.95K
|
10.2K
$276K
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
BUY
|
- |
200+ 1.03% |
$4.45K - $6.85K
|
19.6K
$530K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
193+ 20.17% |
$4.29K - $6.61K
|
1.15K
$31K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
190New |
$4.23K - $6.51K
|
190
$5.13K
|