Purchases and Sales Made in Q1 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 Q1 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 |
---|---|---|---|---|---|---|---|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
6.52K+ 19.89% |
$198K - $289K
|
39.3K
$2.1M
|
|
May 15, 2023
Q1 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
6.5KNew |
$198K - $289K
|
6.5K
$348K
|
|
May 03, 2023
Q1 2023
|
Ascension Capital Advisors, Inc.
Houston, TX |
BUY
|
- |
6.45K+ 2.98% |
$196K - $286K
|
223K
$11.9M
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
6.36KNew |
$194K - $282K
|
6.36K
$340K
|
|
May 11, 2023
Q1 2023
|
True Private Wealth Advisors
|
BUY
|
- |
6.34KNew |
$193K - $281K
|
6.34K
$339K
|
|
May 11, 2023
Q1 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
6.31KNew |
$192K - $280K
|
6.31K
$337K
|
|
May 03, 2023
Q1 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
6.23KNew |
$190K - $277K
|
6.23K
$333K
|
|
May 15, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
6.21KNew |
$189K - $276K
|
6.21K
$332K
|
|
Apr 10, 2023
Q1 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
6.2K+ 64.39% |
$189K - $275K
|
15.8K
$847K
|
|
May 10, 2023
Q1 2023
|
Cooper Financial Group
|
BUY
|
- |
6.13KNew |
$187K - $272K
|
6.13K
$328K
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
6.1K+ 9.05% |
$186K - $271K
|
73.5K
$3.93M
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
6.08KNew |
$185K - $270K
|
6.08K
$325K
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
5.97KNew |
$182K - $265K
|
5.97K
$319K
|
|
May 12, 2023
Q1 2023
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
5.92KNew |
$180K - $263K
|
5.92K
$317K
|
|
May 09, 2023
Q1 2023
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
5.89KNew |
$179K - $261K
|
5.89K
$315K
|
|
Apr 25, 2023
Q1 2023
|
Advisor Resource Council
|
BUY
|
- |
5.84KNew |
$178K - $259K
|
5.84K
$312K
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
5.75K+ 14.55% |
$175K - $255K
|
45.2K
$2.42M
|
|
Apr 24, 2023
Q1 2023
|
Qcm Cayman, Ltd.
|
BUY
|
- |
5.72KNew |
$174K - $254K
|
5.72K
$306K
|
|
Apr 25, 2023
Q1 2023
|
Leeward Financial Partners, LLC
|
BUY
|
- |
5.7KNew |
$174K - $253K
|
5.7K
$305K
|
|
May 15, 2023
Q1 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
5.7KNew |
$174K - $253K
|
5.7K
$305K
|
|
Apr 24, 2023
Q1 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
5.68KNew |
$173K - $252K
|
5.68K
$304K
|
|
May 15, 2023
Q1 2023
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
5.64KNew |
$172K - $250K
|
5.64K
$301K
|
|
Apr 12, 2023
Q1 2023
|
Greenfield Savings Bank
|
BUY
|
- |
5.6KNew |
$170K - $249K
|
5.6K
$299K
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
BUY
|
- |
5.59KNew |
$170K - $248K
|
5.59K
$299K
|
|
Apr 04, 2023
Q1 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
5.55KNew |
$169K - $246K
|
5.55K
$297K
|
|
Apr 13, 2023
Q1 2023
|
Joule Financial, LLC
|
BUY
|
- |
5.52K+ 16.7% |
$168K - $245K
|
38.6K
$2.06M
|
|
May 15, 2023
Q1 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
5.5K+ 33.7% |
$168K - $244K
|
21.8K
$1.17M
|
|
Apr 24, 2023
Q1 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
5.46KNew |
$166K - $242K
|
5.46K
$292K
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
5.37KNew |
$164K - $239K
|
5.37K
$287K
|
|
May 01, 2023
Q1 2023
|
United Bank
Vienna, VA |
BUY
|
- |
5.36KNew |
$163K - $238K
|
5.36K
$287K
|
|
May 15, 2023
Q1 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
5.32KNew |
$162K - $236K
|
5.32K
$284K
|
|
May 15, 2023
Q1 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
5.29KNew |
$161K - $235K
|
5.29K
$283K
|
|
May 09, 2023
Q1 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
5.29KNew |
$161K - $235K
|
5.29K
$283K
|
|
Apr 24, 2023
Q1 2023
|
Mc Adam, LLC
|
BUY
|
- |
5.29KNew |
$161K - $235K
|
5.29K
$283K
|
|
May 11, 2023
Q1 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
5.26KNew |
$160K - $234K
|
5.26K
$281K
|
|
May 15, 2023
Q1 2023
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
5.25KNew |
$160K - $233K
|
5.25K
$281K
|
|
Apr 17, 2023
Q1 2023
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
5.22KNew |
$159K - $232K
|
5.22K
$279K
|
|
May 15, 2023
Q1 2023
|
Parkwood LLC
Cleveland, OH |
BUY
|
- |
5.2K+ 38.81% |
$158K - $231K
|
18.6K
$994K
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
5.14K+ 11.52% |
$157K - $228K
|
49.8K
$2.66M
|
|
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
5.11KNew |
$156K - $227K
|
5.11K
$273K
|
|
Apr 27, 2023
Q1 2023
|
Sunesis Advisors, LLC
|
BUY
|
- |
5.11KNew |
$156K - $227K
|
5.11K
$273K
|
|
Apr 21, 2023
Q1 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
5.1KNew |
$155K - $227K
|
5.1K
$273K
|
|
May 11, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
5.05KNew |
$154K - $224K
|
5.05K
$270K
|
|
Nov 21, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
5.05KNew |
$154K - $224K
|
5.05K
$270K
|
|
May 11, 2023
Q1 2023
|
Forte Capital LLC
|
BUY
|
- |
5KNew |
$152K - $222K
|
5K
$267K
|
|
Apr 13, 2023
Q1 2023
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
5KNew |
$152K - $222K
|
5K
$267K
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
4.98KNew |
$152K - $221K
|
4.98K
$266K
|
|
May 11, 2023
Q1 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
4.53K+ 7.18% |
$138K - $201K
|
67.5K
$3.61M
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
4.4K+ 279.54% |
$134K - $195K
|
5.97K
$319K
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
4.05K+ 72.3% |
$123K - $180K
|
9.66K
$516K
|