Purchases and Sales Made in Q2 2023 in Ark ETF Tr Innovation ETF (De) (ARKK)
This table provides information about the institutional ownership of Ark ETF Tr Innovation ETF (De) (ARKK) during Q2 2023. The information is specifically focused on institutions that hold shares of ARK ETF TR INNOVATION ETF (DE).
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2023
Q2 2023
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
538+ 10.57% |
$18.7K - $24K
|
5.63K
$343K
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
531+ 38.23% |
$18.5K - $23.7K
|
1.92K
$117K
|
|
|
Jul 13, 2023
Q2 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
521+ 3.29% |
$18.1K - $23.2K
|
16.4K
$997K
|
|
|
Jan 09, 2024
Q2 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
496+ 9.55% |
$17.2K - $22.1K
|
5.69K
$347K
|
|
|
Jul 17, 2023
Q2 2023
|
Mcdonald Partners LLC
|
BUY
|
- |
473+ 2.22% |
$16.4K - $21.1K
|
21.8K
$1.33M
|
|
|
Jul 24, 2023
Q2 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
472+ 2.2% |
$16.4K - $21K
|
22K
$1.34M
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
BUY
|
- |
454+ 8.38% |
$15.8K - $20.2K
|
5.87K
$358K
|
|
|
Jul 13, 2023
Q2 2023
|
City Holding CO
|
BUY
|
- |
450+ 31.47% |
$15.6K - $20K
|
1.88K
$115K
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
440+ 13.48% |
$15.3K - $19.6K
|
3.7K
$226K
|
|
|
Jul 20, 2023
Q2 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
431+ 4.37% |
$15K - $19.2K
|
10.3K
$628K
|
|
|
Jul 18, 2023
Q2 2023
|
Wealth Effects LLC
|
BUY
|
- |
377+ 2.87% |
$13.1K - $16.8K
|
13.5K
$824K
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
324+ 3.49% |
$11.3K - $14.4K
|
9.6K
$585K
|
|
|
Jul 11, 2023
Q2 2023
|
Curran Financial Partners, LLC
|
BUY
|
- |
323+ 4.3% |
$11.2K - $14.4K
|
7.83K
$477K
|
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
319+ 3.57% |
$11.1K - $14.2K
|
9.25K
$564K
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
315+ 11.76% |
$10.9K - $14K
|
2.99K
$183K
|
|
|
Jul 25, 2023
Q2 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
300New |
$10.4K - $13.4K
|
300
$18.3K
|
|
|
Jul 17, 2023
Q2 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
265+ 4.05% |
$9.21K - $11.8K
|
6.8K
$415K
|
|
|
Aug 09, 2023
Q2 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
250+ 16.67% |
$8.69K - $11.1K
|
1.75K
$107K
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
243+ 18.51% |
$8.45K - $10.8K
|
1.56K
$94.9K
|
|
|
Nov 04, 2024
Q2 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
239New |
$8.31K - $10.6K
|
239
$14.6K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
234+ 2.57% |
$8.13K - $10.4K
|
9.34K
$569K
|
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
229+ 2.37% |
$7.96K - $10.2K
|
9.91K
$604K
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
223+ 176.98% |
$7.75K - $9.93K
|
349
$21.3K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
221+ 5.06% |
$7.68K - $9.84K
|
4.59K
$280K
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
215+ 0.22% |
$7.47K - $9.58K
|
98.7K
$6.02M
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
212+ 0.7% |
$7.37K - $9.44K
|
30.6K
$1.86M
|
|
|
Jul 31, 2023
Q2 2023
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
201+ 1.61% |
$6.99K - $8.95K
|
12.7K
$772K
|
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
200New |
$6.95K - $8.91K
|
200
$12.2K
|
|
|
Jul 31, 2023
Q2 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
198+ 1.08% |
$6.88K - $8.82K
|
18.5K
$1.13M
|
|
|
Aug 02, 2023
Q2 2023
|
St. Louis Trust CO
|
BUY
|
- |
195+ 2.32% |
$6.78K - $8.69K
|
8.62K
$525K
|
|
|
Aug 15, 2023
Q2 2023
|
Retirement Group, LLC
|
BUY
|
- |
192+ 91.87% |
$6.67K - $8.55K
|
401
$24.4K
|
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
BUY
|
- |
176New |
$6.12K - $7.84K
|
176
$10.7K
|
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
BUY
|
- |
172+ 2.03% |
$5.98K - $7.66K
|
8.64K
$527K
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
158New |
$5.49K - $7.04K
|
158
$9.63K
|
|
|
Jul 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
145+ 1.69% |
$5.04K - $6.46K
|
8.73K
$532K
|
|
|
Jul 25, 2023
Q2 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
144+ 9.68% |
$5.01K - $6.41K
|
1.63K
$99.5K
|
|
|
Jul 26, 2023
Q2 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
139+ 2.14% |
$4.83K - $6.19K
|
6.64K
$405K
|
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
128+ 13.97% |
$4.45K - $5.7K
|
1.04K
$63.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Banco Santander, S.A.
|
BUY
|
- |
118+ 0.73% |
$4.1K - $5.26K
|
16.3K
$995K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
116+ 0.4% |
$4.03K - $5.17K
|
29.3K
$1.79M
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
116+ 0.4% |
$4.03K - $5.17K
|
29.3K
$1.79M
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
105New |
$3.65K - $4.68K
|
105
$6.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
103+ 0.14% |
$3.58K - $4.59K
|
73.6K
$4.49M
|
|
|
Jul 17, 2023
Q2 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
95+ 9.51% |
$3.3K - $4.23K
|
1.09K
$66.7K
|
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
94New |
$3.27K - $4.19K
|
94
$5.73K
|
|
|
Jul 12, 2023
Q2 2023
|
Signal Point Asset Management, LLC
|
BUY
|
- |
88+ 0.87% |
$3.06K - $3.92K
|
10.2K
$624K
|
|
|
Aug 07, 2023
Q2 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
80+ 0.99% |
$2.78K - $3.56K
|
8.16K
$497K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
78+ 0.14% |
$2.71K - $3.47K
|
57.6K
$3.51M
|
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
77New |
$2.68K - $3.43K
|
77
$4.69K
|
|
|
Aug 07, 2023
Q2 2023
|
Leeward Financial Partners, LLC
|
BUY
|
- |
73+ 1.28% |
$2.54K - $3.25K
|
5.77K
$352K
|