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
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
150New |
$4.57K - $6.66K
|
150
$8.02K
|
|
|
Apr 19, 2023
Q1 2023
|
Mcdonald Partners LLC
|
BUY
|
- |
146+ 0.69% |
$4.45K - $6.48K
|
21.3K
$1.14M
|
|
|
May 12, 2023
Q1 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
144+ 1.37% |
$4.39K - $6.4K
|
10.6K
$569K
|
|
|
Apr 20, 2023
Q1 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
143New |
$4.36K - $6.35K
|
143
$7.64K
|
|
|
Apr 26, 2023
Q1 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
140+ 5.89% |
$4.26K - $6.22K
|
2.52K
$135K
|
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
132+ 1.5% |
$4.02K - $5.86K
|
8.93K
$477K
|
|
|
May 04, 2023
Q1 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
119+ 10.98% |
$3.62K - $5.28K
|
1.2K
$64.3K
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
119New |
$3.62K - $5.28K
|
119
$6.36K
|
|
|
May 11, 2023
Q1 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
108+ 94.74% |
$3.29K - $4.8K
|
222
$11.9K
|
|
|
Apr 25, 2023
Q1 2023
|
American National Bank
|
BUY
|
- |
100New |
$3.05K - $4.44K
|
100
$5.35K
|
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
BUY
|
- |
100+ 11.76% |
$3.05K - $4.44K
|
950
$50.8K
|
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
100New |
$3.05K - $4.44K
|
100
$5.35K
|
|
|
May 09, 2023
Q1 2023
|
Archer Investment Corp
|
BUY
|
- |
100+ 66.67% |
$3.05K - $4.44K
|
250
$13.4K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
100+ 23.09% |
$3.05K - $4.44K
|
533
$28.5K
|
|
|
May 11, 2023
Q1 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
100+ 0.49% |
$3.05K - $4.44K
|
20.6K
$1.1M
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
96New |
$2.92K - $4.26K
|
96
$5.13K
|
|
|
Apr 22, 2024
Q1 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
94New |
$2.86K - $4.17K
|
94
$5.03K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
92+ 0.32% |
$2.8K - $4.09K
|
28.6K
$1.53M
|
|
|
May 12, 2023
Q1 2023
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
83New |
$2.53K - $3.69K
|
83
$4.44K
|
|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
81+ 1.01% |
$2.47K - $3.6K
|
8.07K
$431K
|
|
|
Apr 27, 2023
Q1 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
80+ 62.5% |
$2.44K - $3.55K
|
208
$11.1K
|
|
|
May 12, 2023
Q1 2023
|
Capital Market Strategies LLC
|
BUY
|
- |
64+ 0.63% |
$1.95K - $2.84K
|
10.2K
$544K
|
|
|
May 30, 2023
Q1 2023
|
Gilfoyle Management LLC
New Fairfield, CT |
BUY
|
- |
63New |
$1.92K - $2.8K
|
63
$3.37K
|
|
|
Apr 03, 2023
Q1 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
57+ 6.05% |
$1.74K - $2.53K
|
999
$53.4K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
51+ 14.74% |
$1.55K - $2.26K
|
397
$21.2K
|
|
|
May 04, 2023
Q1 2023
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
50New |
$1.52K - $2.22K
|
50
$2.67K
|
|
|
May 12, 2023
Q1 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
47+ 1.82% |
$1.43K - $2.09K
|
2.64K
$141K
|
|
|
Jan 09, 2024
Q1 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
47+ 0.91% |
$1.43K - $2.09K
|
5.2K
$278K
|
|
|
May 10, 2023
Q1 2023
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
45+ 0.13% |
$1.37K - $2K
|
35.1K
$1.88M
|
|
|
May 11, 2023
Q1 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
44+ 88.0% |
$1.34K - $1.95K
|
94
$5.03K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
40+ 19.23% |
$1.22K - $1.78K
|
248
$13.3K
|
|
|
Apr 27, 2023
Q1 2023
|
Strategic Advisors LLC
|
BUY
|
- |
36+ 0.1% |
$1.1K - $1.6K
|
37.7K
$2.01M
|
|
|
May 01, 2023
Q1 2023
|
Marquette Asset Management, LLC
|
BUY
|
- |
30New |
$914 - $1.33K
|
30
$1.6K
|
|
|
Apr 12, 2023
Q1 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
25New |
$762 - $1.11K
|
25
$1.34K
|
|
|
Apr 18, 2023
Q1 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
25+ 7.69% |
$762 - $1.11K
|
350
$18.7K
|
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
24+ 0.36% |
$731 - $1.07K
|
6.7K
$358K
|
|
|
Apr 12, 2023
Q1 2023
|
Bridgewater Advisors Inc.
|
BUY
|
- |
23+ 0.21% |
$701 - $1.02K
|
11.1K
$595K
|
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
BUY
|
- |
23+ 38.33% |
$701 - $1.02K
|
83
$4.44K
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
20+ 0.53% |
$609 - $888
|
3.77K
$202K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
20+ 1.7% |
$609 - $888
|
1.2K
$64K
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
15+ 300.0% |
$457 - $666
|
20
$1.07K
|
|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
13+ 0.07% |
$396 - $577
|
18.2K
$973K
|
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
12+ 0.08% |
$366 - $533
|
15K
$804K
|
|
|
Apr 10, 2023
Q1 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
12+ 120.0% |
$366 - $533
|
22
$1.18K
|
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
10+ 0.03% |
$305 - $444
|
38.7K
$2.07M
|
|
|
Jan 02, 2024
Q1 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
8+ 36.36% |
$244 - $355
|
30
$1.6K
|
|
|
May 11, 2023
Q1 2023
|
Horizon Wealth Management, LLC
|
BUY
|
- |
7+ 0.08% |
$213 - $311
|
8.38K
$448K
|
|
|
May 11, 2023
Q1 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
4+ 1.33% |
$122 - $178
|
304
$16.3K
|
|
|
May 10, 2023
Q1 2023
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
2New |
$60.9 - $88.8
|
2
$107
|
|
|
Apr 20, 2023
Q1 2023
|
Compass Advisory Group LLC
|
BUY
|
- |
2+ 0.03% |
$60.9 - $88.8
|
6.3K
$337K
|