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 08, 2023
Q1 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-1- 0.86% |
$30.5 - $44.4
|
115
$6.15K
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-2- 0.5% |
$60.9 - $88.8
|
400
$21.4K
|
|
Apr 14, 2023
Q1 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-3- 0.03% |
$91.4 - $133
|
10.2K
$543K
|
|
May 11, 2023
Q1 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-5- 0.04% |
$152 - $222
|
11.5K
$617K
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-7- 2.28% |
$213 - $311
|
300
$16K
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-15- 1.53% |
$457 - $666
|
964
$51.5K
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
SELL
|
- |
-15- 0.07% |
$457 - $666
|
20.7K
$1.11M
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-17- 17.35% |
$518 - $755
|
81
$4.33K
|
|
May 10, 2023
Q1 2023
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-18- 0.19% |
$548 - $799
|
9.48K
$507K
|
|
May 08, 2023
Q1 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-22- 3.54% |
$670 - $977
|
600
$32.1K
|
|
May 10, 2023
Q1 2023
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-27- 0.81% |
$822 - $1.2K
|
3.31K
$177K
|
|
Nov 30, 2023
Q1 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-30- 13.89% |
$914 - $1.33K
|
186
$9.94K
|
|
May 11, 2023
Q1 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-30- -0.0% |
$914 - $1.33K
|
707K
$37.8M
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-31- 4.96% |
$944 - $1.38K
|
594
$31.8K
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-39- 0.02% |
$1.19K - $1.73K
|
210K
$11.2M
|
|
Apr 17, 2023
Q1 2023
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-43- 0.45% |
$1.31K - $1.91K
|
9.61K
$514K
|
|
May 04, 2023
Q1 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-46- 0.13% |
$1.4K - $2.04K
|
34.2K
$1.83M
|
|
May 11, 2023
Q1 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-50- 6.78% |
$1.52K - $2.22K
|
688
$36.8K
|
|
May 05, 2023
Q1 2023
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-52- 0.6% |
$1.58K - $2.31K
|
8.62K
$461K
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-54- 0.44% |
$1.64K - $2.4K
|
12.3K
$657K
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-70- 28.0% |
$2.13K - $3.11K
|
180
$9.62K
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-77- 0.72% |
$2.35K - $3.42K
|
10.6K
$565K
|
|
Apr 20, 2023
Q1 2023
|
Antonetti Capital Management LLC
|
SELL
|
- |
-80- 2.33% |
$2.44K - $3.55K
|
3.35K
$179K
|
|
Apr 07, 2023
Q1 2023
|
Trust CO
|
SELL
|
- |
-86- 0.98% |
$2.62K - $3.82K
|
8.72K
$466K
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-90- 3.25% |
$2.74K - $4K
|
2.68K
$143K
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-92- 17.76% |
$2.8K - $4.09K
|
426
$22.8K
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-96- 1.92% |
$2.92K - $4.26K
|
4.91K
$263K
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-100- 33.33% |
$3.05K - $4.44K
|
200
$10.7K
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-100- 10.85% |
$3.05K - $4.44K
|
822
$43.9K
|
|
Apr 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-100- 20.83% |
$3.05K - $4.44K
|
380
$20.3K
|
|
May 15, 2023
Q1 2023
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-103- 1.22% |
$3.14K - $4.57K
|
8.35K
$446K
|
|
May 03, 2023
Q1 2023
|
Commonwealth Retirement Investments LLC
Richmond, VA |
SELL
|
- |
-113- 0.83% |
$3.44K - $5.02K
|
13.6K
$725K
|
|
Apr 17, 2023
Q1 2023
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-119- 5.55% |
$3.62K - $5.28K
|
2.03K
$108K
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-125- 0.97% |
$3.81K - $5.55K
|
12.8K
$683K
|
|
May 12, 2023
Q1 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-127- 1.43% |
$3.87K - $5.64K
|
8.73K
$467K
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-129- 2.23% |
$3.93K - $5.73K
|
5.65K
$302K
|
|
Apr 10, 2023
Q1 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-150- 42.86% |
$4.57K - $6.66K
|
200
$10.7K
|
|
Apr 17, 2023
Q1 2023
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-159- 0.17% |
$4.84K - $7.06K
|
92K
$4.92M
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-159- 0.08% |
$4.84K - $7.06K
|
192K
$10.3M
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-181- 13.88% |
$5.51K - $8.04K
|
1.12K
$60K
|
|
May 04, 2023
Q1 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-184- 1.79% |
$5.6K - $8.17K
|
10.1K
$540K
|
|
May 01, 2023
Q1 2023
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-190- 2.61% |
$5.79K - $8.44K
|
7.1K
$379K
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-200- 5.39% |
$6.09K - $8.88K
|
3.51K
$188K
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-200Closed |
$6.09K - $8.88K
|
0
$0
|
|
Apr 17, 2023
Q1 2023
|
Byrne Asset Management LLC
|
SELL
|
- |
-215- 71.67% |
$6.55K - $9.55K
|
85
$4.54K
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-229- 0.45% |
$6.98K - $10.2K
|
50.3K
$2.69M
|
|
May 01, 2023
Q1 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-238- 1.84% |
$7.25K - $10.6K
|
12.7K
$679K
|
|
Apr 28, 2023
Q1 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-247- 0.96% |
$7.52K - $11K
|
25.4K
$1.36M
|
|
May 15, 2023
Q1 2023
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
SELL
|
- |
-256- 56.14% |
$7.8K - $11.4K
|
200
$10.7K
|