Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
699+ 1.88% |
$23.8K - $37.9K
|
37.8K
$2.31M
|
|
|
Jan 18, 2024
Q4 2023
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
680+ 7.1% |
$23.2K - $36.9K
|
10.3K
$625K
|
|
|
May 15, 2024
Q4 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
650+ 52.33% |
$22.2K - $35.3K
|
1.89K
$115K
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
BUY
|
- |
649+ 2.99% |
$22.1K - $35.2K
|
22.3K
$1.36M
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
642+ 6.3% |
$21.9K - $34.8K
|
10.8K
$660K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
628+ 4.98% |
$21.4K - $34.1K
|
13.2K
$807K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
560+ 4.53% |
$19.1K - $30.4K
|
12.9K
$787K
|
|
|
Feb 13, 2024
Q4 2023
|
American Money Management, LLC
|
BUY
|
- |
557+ 4.52% |
$19K - $30.2K
|
12.9K
$785K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
545+ 6.26% |
$18.6K - $29.6K
|
9.25K
$564K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
524+ 2.86% |
$17.9K - $28.4K
|
18.8K
$1.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
522New |
$17.8K - $28.3K
|
522
$31.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
502+ 0.85% |
$17.1K - $27.2K
|
59.8K
$3.65M
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
500New |
$17.1K - $27.1K
|
500
$30.5K
|
|
|
Feb 15, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
495+ 8.99% |
$16.9K - $26.9K
|
6K
$366K
|
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
475+ 7.65% |
$16.2K - $25.8K
|
6.69K
$408K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
457+ 13.08% |
$15.6K - $24.8K
|
3.95K
$241K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
442New |
$15.1K - $24K
|
442
$26.9K
|
|
|
Jan 12, 2024
Q4 2023
|
Sky Oak Wealth, LLC
|
BUY
|
- |
437+ 0.4% |
$14.9K - $23.7K
|
109K
$6.64M
|
|
|
Jan 18, 2024
Q4 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
424+ 2.51% |
$14.5K - $23K
|
17.3K
$1.05M
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
400+ 21.41% |
$13.6K - $21.7K
|
2.27K
$138K
|
|
|
Jan 16, 2024
Q4 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
400New |
$13.6K - $21.7K
|
400
$24.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
397+ 5.15% |
$13.5K - $21.5K
|
8.11K
$494K
|
|
|
Feb 08, 2024
Q4 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
393+ 10.33% |
$13.4K - $21.3K
|
4.2K
$256K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
392+ 3.76% |
$13.4K - $21.3K
|
10.8K
$659K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
391New |
$13.3K - $21.2K
|
391
$23.8K
|
|
|
Feb 06, 2024
Q4 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
378+ 3.55% |
$12.9K - $20.5K
|
11K
$673K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
365New |
$12.4K - $19.8K
|
365
$22.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
356+ 0.66% |
$12.1K - $19.3K
|
54.4K
$3.32M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
346+ 3.98% |
$11.8K - $18.8K
|
9.05K
$552K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
342+ 2.92% |
$11.7K - $18.6K
|
12.1K
$736K
|
|
|
Feb 13, 2024
Q4 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
332New |
$11.3K - $18K
|
332
$20.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
329+ 632.69% |
$11.2K - $17.9K
|
381
$23.2K
|
|
|
Jan 23, 2024
Q4 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
328+ 3.08% |
$11.2K - $17.8K
|
11K
$670K
|
|
|
Feb 12, 2024
Q4 2023
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
319New |
$10.9K - $17.3K
|
319
$19.4K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
318+ 10.15% |
$10.8K - $17.3K
|
3.45K
$210K
|
|
|
Jan 10, 2024
Q4 2023
|
Diligent Investors, LLC
|
BUY
|
- |
305+ 3.49% |
$10.4K - $16.5K
|
9.05K
$552K
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
293+ 31.85% |
$9.99K - $15.9K
|
1.21K
$73.9K
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
293+ 31.85% |
$9.99K - $15.9K
|
1.21K
$73.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
285+ 87.16% |
$9.72K - $15.5K
|
612
$37.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
283+ 9.79% |
$9.65K - $15.4K
|
3.17K
$193K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
281+ 75.54% |
$9.58K - $15.2K
|
653
$39.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
256New |
$8.73K - $13.9K
|
256
$15.6K
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
250New |
$8.53K - $13.6K
|
250
$15.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
244New |
$8.32K - $13.2K
|
244
$14.9K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
242New |
$8.25K - $13.1K
|
242
$14.8K
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
229+ 1.66% |
$7.81K - $12.4K
|
14K
$856K
|
|
|
Feb 05, 2024
Q4 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
200+ 240.96% |
$6.82K - $10.9K
|
283
$17.3K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
200New |
$6.82K - $10.9K
|
200
$12.2K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
198+ 94.29% |
$6.75K - $10.7K
|
408
$24.9K
|
|
|
Feb 02, 2024
Q4 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
180+ 151.26% |
$6.14K - $9.77K
|
299
$18.2K
|