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 |
---|---|---|---|---|---|---|---|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
670+ 106.52% |
$20.4K - $29.8K
|
1.3K
$69.4K
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
650+ 220.34% |
$19.8K - $28.9K
|
945
$50.5K
|
|
May 03, 2023
Q1 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
638+ 0.49% |
$19.4K - $28.3K
|
130K
$6.95M
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
624+ 9.1% |
$19K - $27.7K
|
7.48K
$400K
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
620+ 8.57% |
$18.9K - $27.5K
|
7.86K
$420K
|
|
May 15, 2023
Q1 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
610New |
$18.6K - $27.1K
|
610
$32.6K
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
605+ 10.16% |
$18.4K - $26.9K
|
6.56K
$351K
|
|
May 02, 2023
Q1 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
585+ 2.75% |
$17.8K - $26K
|
21.8K
$1.17M
|
|
Oct 23, 2024
Q1 2023
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
578+ 5.94% |
$17.6K - $25.7K
|
10.3K
$551K
|
|
May 12, 2023
Q1 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
575+ 11500.0% |
$17.5K - $25.5K
|
580
$31K
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
558+ 4.3% |
$17K - $24.8K
|
13.5K
$724K
|
|
Apr 24, 2023
Q1 2023
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
519+ 6.79% |
$15.8K - $23K
|
8.17K
$437K
|
|
May 15, 2023
Q1 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
512+ 4.5% |
$15.6K - $22.7K
|
11.9K
$636K
|
|
May 15, 2023
Q1 2023
|
Atom Investors LP
Austin, TX |
BUY
|
- |
500+ 2.27% |
$15.2K - $22.2K
|
22.5K
$1.2M
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
457+ 32.9% |
$13.9K - $20.3K
|
1.85K
$98.7K
|
|
May 10, 2023
Q1 2023
|
Banco Santander, S.A.
|
BUY
|
- |
454+ 2.88% |
$13.8K - $20.2K
|
16.2K
$866K
|
|
May 15, 2023
Q1 2023
|
Xml Financial, LLC
|
BUY
|
- |
450+ 4.84% |
$13.7K - $20K
|
9.76K
$522K
|
|
May 09, 2023
Q1 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
445+ 5.78% |
$13.6K - $19.8K
|
8.14K
$435K
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
442New |
$13.5K - $19.6K
|
442
$23.6K
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
436New |
$13.3K - $19.4K
|
436
$23.3K
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
427New |
$13K - $19K
|
427
$22.8K
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
419+ 1.4% |
$12.8K - $18.6K
|
30.4K
$1.62M
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
402New |
$12.2K - $17.9K
|
402
$21.5K
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
400+ 106.67% |
$12.2K - $17.8K
|
775
$41.4K
|
|
Apr 17, 2023
Q1 2023
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
400+ 0.48% |
$12.2K - $17.8K
|
83.3K
$4.45M
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
398+ 2341.18% |
$12.1K - $17.7K
|
415
$22.2K
|
|
May 10, 2023
Q1 2023
|
Diligent Investors, LLC
|
BUY
|
- |
387+ 5.66% |
$11.8K - $17.2K
|
7.23K
$386K
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
379New |
$11.5K - $16.8K
|
379
$20.3K
|
|
May 15, 2023
Q1 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
376+ 5.16% |
$11.5K - $16.7K
|
7.67K
$410K
|
|
Apr 25, 2023
Q1 2023
|
Hartford Financial Management Inc.
|
BUY
|
- |
372+ 30.9% |
$11.3K - $16.5K
|
1.58K
$84.3K
|
|
May 12, 2023
Q1 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
350New |
$10.7K - $15.5K
|
350
$18.7K
|
|
Apr 26, 2023
Q1 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
345+ 3.62% |
$10.5K - $15.3K
|
9.87K
$527K
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
325+ 3.26% |
$9.9K - $14.4K
|
10.3K
$551K
|
|
Apr 24, 2023
Q1 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
300+ 25.25% |
$9.14K - $13.3K
|
1.49K
$79.5K
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
300+ 24.96% |
$9.14K - $13.3K
|
1.5K
$80.3K
|
|
May 16, 2023
Q1 2023
|
Hollencrest Capital Management
|
BUY
|
- |
298+ 74.5% |
$9.08K - $13.2K
|
698
$37.3K
|
|
May 01, 2023
Q1 2023
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
279+ 0.67% |
$8.5K - $12.4K
|
41.6K
$2.23M
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
278+ 1.74% |
$8.47K - $12.3K
|
16.3K
$869K
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
257+ 14.28% |
$7.83K - $11.4K
|
2.06K
$110K
|
|
May 11, 2023
Q1 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
255+ 1.64% |
$7.77K - $11.3K
|
15.8K
$844K
|
|
Jun 28, 2024
Q1 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
250+ 23.36% |
$7.62K - $11.1K
|
1.32K
$70.6K
|
|
May 09, 2023
Q1 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
250+ 37.54% |
$7.62K - $11.1K
|
916
$49K
|
|
May 12, 2023
Q1 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
244New |
$7.43K - $10.8K
|
244
$13K
|
|
May 05, 2023
Q1 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
229+ 1.19% |
$6.98K - $10.2K
|
19.5K
$1.04M
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
210New |
$6.4K - $9.33K
|
210
$11.2K
|
|
May 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
BUY
|
- |
191+ 57.01% |
$5.82K - $8.48K
|
526
$28.1K
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
169+ 248.53% |
$5.15K - $7.51K
|
237
$12.7K
|
|
May 15, 2023
Q1 2023
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
BUY
|
- |
153+ 0.41% |
$4.66K - $6.79K
|
37.1K
$1.98M
|
|
May 05, 2023
Q1 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
150New |
$4.57K - $6.66K
|
150
$8.02K
|
|
Apr 18, 2023
Q1 2023
|
Financial Guidance Group, Inc.
|
BUY
|
- |
150+ 0.48% |
$4.57K - $6.66K
|
31.2K
$1.67M
|