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
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-1.58K- 9.62% |
$48.2K - $70.3K
|
14.9K
$796K
|
|
May 15, 2023
Q1 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-1.6K- 5.52% |
$48.6K - $70.9K
|
27.3K
$1.46M
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.75K- 7.56% |
$53.2K - $77.6K
|
21.4K
$1.14M
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.76K- 4.6% |
$53.7K - $78.3K
|
36.6K
$1.96M
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
SELL
|
- |
-1.88K- 7.72% |
$57.3K - $83.6K
|
22.5K
$1.2M
|
|
Apr 26, 2023
Q1 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-1.95K- 24.69% |
$59.3K - $86.5K
|
5.94K
$318K
|
|
May 02, 2023
Q1 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-1.95K- 4.17% |
$59.5K - $86.7K
|
44.8K
$2.4M
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.98K- 20.95% |
$60.4K - $88K
|
7.48K
$400K
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-2.01K- 27.07% |
$61.3K - $89.3K
|
5.42K
$290K
|
|
Apr 05, 2023
Q1 2023
|
Avondale Wealth Management
|
SELL
|
- |
-2.1K- 75.65% |
$64K - $93.3K
|
676
$36.1K
|
|
May 15, 2023
Q1 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-2.11K- 8.54% |
$64.3K - $93.7K
|
22.6K
$1.21M
|
|
May 15, 2023
Q1 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-2.13K- 19.05% |
$64.9K - $94.6K
|
9.05K
$484K
|
|
May 01, 2023
Q1 2023
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-2.16K- 89.69% |
$65.7K - $95.8K
|
248
$13.3K
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-2.26K- 37.51% |
$68.9K - $100K
|
3.77K
$201K
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-2.28K- 8.38% |
$69.5K - $101K
|
25K
$1.33M
|
|
Apr 17, 2023
Q1 2023
|
City Holding CO
|
SELL
|
- |
-2.3K- 61.66% |
$70.1K - $102K
|
1.43K
$76.4K
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-2.46K- 7.17% |
$75K - $109K
|
31.9K
$1.7M
|
|
May 12, 2023
Q1 2023
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-2.5K- 65.79% |
$76.2K - $111K
|
1.3K
$69.5K
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-2.6K- 4.71% |
$79.3K - $116K
|
52.6K
$2.81M
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-2.76K- 7.16% |
$84K - $122K
|
35.7K
$1.91M
|
|
May 05, 2023
Q1 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.81K- 30.15% |
$85.4K - $125K
|
6.5K
$347K
|
|
May 15, 2023
Q1 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-2.86K- 3.51% |
$87.1K - $127K
|
78.7K
$4.21M
|
|
May 04, 2023
Q1 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-2.87K- 3.52% |
$87.5K - $128K
|
78.8K
$4.21M
|
|
Apr 19, 2023
Q1 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-3.04K- 8.39% |
$92.7K - $135K
|
33.2K
$1.78M
|
|
May 11, 2023
Q1 2023
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-3.17K- 3.82% |
$96.7K - $141K
|
79.9K
$4.27M
|
|
May 02, 2023
Q1 2023
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-3.38K- 39.9% |
$103K - $150K
|
5.09K
$272K
|
|
Apr 12, 2023
Q1 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-3.47K- 4.03% |
$106K - $154K
|
82.6K
$4.41M
|
|
May 11, 2023
Q1 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-3.5K- 37.49% |
$107K - $155K
|
5.84K
$312K
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-3.6K- 11.39% |
$110K - $160K
|
28K
$1.5M
|
|
Apr 18, 2023
Q1 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-3.94K- 10.53% |
$120K - $175K
|
33.5K
$1.79M
|
|
May 02, 2023
Q1 2023
|
Graypoint LLC
|
SELL
|
- |
-4.01K- 97.16% |
$122K - $178K
|
117
$6.25K
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-4.42K- 6.23% |
$135K - $196K
|
66.6K
$3.56M
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-4.43K- 4.39% |
$135K - $197K
|
96.4K
$5.15M
|
|
Apr 10, 2023
Q1 2023
|
Royal Fund Management, LLC
|
SELL
|
- |
-4.49K- 9.0% |
$137K - $199K
|
45.4K
$2.43M
|
|
May 12, 2023
Q1 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-4.54K- 64.68% |
$138K - $201K
|
2.48K
$132K
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-4.56K- 38.01% |
$139K - $203K
|
7.44K
$398K
|
|
May 15, 2023
Q1 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-4.64K- 3.02% |
$141K - $206K
|
149K
$7.96M
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-4.72K- 7.59% |
$144K - $210K
|
57.5K
$3.07M
|
|
Apr 17, 2023
Q1 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-4.88K- 18.5% |
$149K - $217K
|
21.5K
$1.15M
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-4.89K- 17.33% |
$149K - $217K
|
23.3K
$1.25M
|
|
May 10, 2023
Q1 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-4.94K- 38.47% |
$150K - $219K
|
7.9K
$422K
|
|
May 11, 2023
Q1 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-4.95K- 6.67% |
$151K - $220K
|
69.3K
$3.7M
|
|
May 04, 2023
Q1 2023
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-4.96K- 8.14% |
$151K - $220K
|
56K
$2.99M
|
|
Apr 11, 2023
Q1 2023
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-4.98K- 7.54% |
$152K - $221K
|
61K
$3.26M
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-5.43K- 9.77% |
$165K - $241K
|
50.1K
$2.68M
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-5.71K- 10.69% |
$174K - $254K
|
47.7K
$2.55M
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-5.95K- 5.69% |
$181K - $264K
|
98.5K
$5.27M
|
|
May 02, 2023
Q1 2023
|
Easterly Investment Partners LLC
|
SELL
|
- |
-6K- 33.33% |
$183K - $266K
|
12K
$642K
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-6.1K- 7.07% |
$186K - $271K
|
80.2K
$4.29M
|
|
Apr 20, 2023
Q1 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-6.23K- 35.03% |
$190K - $277K
|
11.6K
$618K
|