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 15, 2023
Q1 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
4KNew |
$122K - $178K
|
4K
$214K
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
3.68K+ 43.89% |
$112K - $164K
|
12.1K
$645K
|
|
Apr 17, 2023
Q1 2023
|
Winthrop Advisory Group LLC
|
BUY
|
- |
3.2K+ 6.8% |
$97.4K - $142K
|
50.2K
$2.69M
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
3.15K+ 13.86% |
$96K - $140K
|
25.9K
$1.38M
|
|
Apr 20, 2023
Q1 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
3.02KNew |
$91.9K - $134K
|
3.02K
$161K
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.9K+ 1.69% |
$88.3K - $129K
|
174K
$9.31M
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.72K+ 0.37% |
$82.7K - $121K
|
737K
$39.4M
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.53K+ 3.64% |
$77.1K - $112K
|
72K
$3.85M
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.51K+ 11.79% |
$76.5K - $112K
|
23.8K
$1.27M
|
|
May 01, 2023
Q1 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
2.5KNew |
$76.2K - $111K
|
2.5K
$134K
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.43K+ 26.39% |
$74K - $108K
|
11.6K
$622K
|
|
Apr 10, 2023
Q1 2023
|
Clarus Wealth Advisors
|
BUY
|
- |
2.42K+ 19.29% |
$73.6K - $107K
|
14.9K
$798K
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
2.38K+ 20.15% |
$72.5K - $106K
|
14.2K
$758K
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.26K+ 21.97% |
$68.8K - $100K
|
12.5K
$670K
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.23K+ 0.5% |
$68K - $99.1K
|
445K
$23.8M
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2.22KNew |
$67.7K - $98.7K
|
2.22K
$119K
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.19K+ 5.58% |
$66.8K - $97.4K
|
41.5K
$2.22M
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
BUY
|
- |
2.16K+ 6.04% |
$65.9K - $96K
|
38K
$2.03M
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
2.08K+ 29.55% |
$63.3K - $92.2K
|
9.11K
$487K
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.99K+ 8.42% |
$60.5K - $88.2K
|
25.6K
$1.37M
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.93K+ 19.79% |
$58.6K - $85.5K
|
11.7K
$623K
|
|
May 12, 2023
Q1 2023
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
1.9KNew |
$57.8K - $84.3K
|
1.9K
$101K
|
|
May 15, 2023
Q1 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
1.9K+ 9.23% |
$57.8K - $84.2K
|
22.4K
$1.2M
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1.76K+ 6.42% |
$53.6K - $78.2K
|
29.2K
$1.56M
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.54K+ 54.46% |
$46.9K - $68.4K
|
4.37K
$234K
|
|
Apr 20, 2023
Q1 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
1.5KNew |
$45.7K - $66.6K
|
1.5K
$80.2K
|
|
May 10, 2023
Q1 2023
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
1.44K+ 11.06% |
$44K - $64.1K
|
14.5K
$775K
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.32K+ 10.78% |
$40.1K - $58.4K
|
13.5K
$722K
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.31KNew |
$40K - $58.3K
|
1.31K
$70.2K
|
|
May 04, 2023
Q1 2023
|
Wealth Effects LLC
|
BUY
|
- |
1.28K+ 10.79% |
$39K - $56.8K
|
13.1K
$702K
|
|
Apr 20, 2023
Q1 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
1.27K+ 2.19% |
$38.7K - $56.4K
|
59.4K
$3.18M
|
|
May 08, 2023
Q1 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
1.26K+ 16.9% |
$38.4K - $56K
|
8.73K
$467K
|
|
May 10, 2023
Q1 2023
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
1.2K+ 1.14% |
$36.6K - $53.3K
|
107K
$5.72M
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1.18K+ 94.04% |
$36.1K - $52.6K
|
2.44K
$131K
|
|
Aug 08, 2023
Q1 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
1.18K+ 17.9% |
$36.1K - $52.6K
|
7.8K
$417K
|
|
May 09, 2023
Q1 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
1.1K+ 10.26% |
$33.5K - $48.8K
|
11.8K
$632K
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.08K+ 4.56% |
$32.9K - $48K
|
24.8K
$1.32M
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.01K+ 0.17% |
$30.8K - $44.9K
|
595K
$31.8M
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
893+ 8.93% |
$27.2K - $39.7K
|
10.9K
$582K
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
892+ 11.64% |
$27.2K - $39.6K
|
8.56K
$458K
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
890+ 13.06% |
$27.1K - $39.5K
|
7.71K
$412K
|
|
May 12, 2023
Q1 2023
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
873+ 7.7% |
$26.6K - $38.8K
|
12.2K
$653K
|
|
Nov 04, 2024
Q1 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
848New |
$25.8K - $37.7K
|
848
$45.3K
|
|
Apr 18, 2023
Q1 2023
|
Rodgers & Associates, LTD
|
BUY
|
- |
815+ 5.71% |
$24.8K - $36.2K
|
15.1K
$806K
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
BUY
|
- |
781+ 5.97% |
$23.8K - $34.7K
|
13.9K
$742K
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
750+ 375.0% |
$22.8K - $33.3K
|
950
$50.8K
|
|
Jul 06, 2023
Q1 2023
|
Ballew Advisors, Inc
|
BUY
|
- |
736+ 9.65% |
$22.4K - $32.7K
|
8.37K
$447K
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
732+ 5.97% |
$22.3K - $32.5K
|
13K
$694K
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
703+ 108.99% |
$21.4K - $31.2K
|
1.35K
$72.1K
|
|
Apr 21, 2023
Q1 2023
|
Chiron Capital Management, LLC
|
BUY
|
- |
700+ 5.26% |
$21.3K - $31.1K
|
14K
$750K
|