Purchases and Sales Made in Q4 2022 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 Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2023
Q4 2022
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
182+ 11.49% |
$5.39K - $7.42K
|
1.77K
$94.4K
|
|
|
Mar 15, 2023
Q4 2022
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
150New |
$4.45K - $6.12K
|
150
$8.02K
|
|
|
Feb 09, 2023
Q4 2022
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
145+ 27.83% |
$4.3K - $5.91K
|
666
$35.6K
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
139+ 4.04% |
$4.12K - $5.67K
|
3.58K
$191K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
121+ 20.83% |
$3.59K - $4.94K
|
702
$37.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Vontobel Holding Ltd.
|
BUY
|
- |
117+ 0.9% |
$3.47K - $4.77K
|
13.1K
$700K
|
|
|
Jan 23, 2023
Q4 2022
|
Caprock Group, Inc.
|
BUY
|
- |
117+ 1.51% |
$3.47K - $4.77K
|
7.89K
$422K
|
|
|
Feb 10, 2023
Q4 2022
|
Dividend Assets Capital, LLC
|
BUY
|
- |
113New |
$3.35K - $4.61K
|
113
$6.04K
|
|
|
Feb 13, 2023
Q4 2022
|
Steward Financial Group LLC
|
BUY
|
- |
112New |
$3.32K - $4.57K
|
112
$5.99K
|
|
|
Jan 26, 2023
Q4 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
110+ 0.74% |
$3.26K - $4.49K
|
15K
$803K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
100New |
$2.96K - $4.08K
|
100
$5.35K
|
|
|
Jan 18, 2023
Q4 2022
|
Hanson & Doremus Investment Management
|
BUY
|
- |
100New |
$2.96K - $4.08K
|
100
$5.35K
|
|
|
Jul 19, 2024
Q4 2022
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
98New |
$2.9K - $4K
|
98
$5.24K
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
96+ 18.39% |
$2.85K - $3.92K
|
618
$33K
|
|
|
Jan 19, 2023
Q4 2022
|
Psi Advisors, LLC
|
BUY
|
- |
95+ 12.58% |
$2.82K - $3.88K
|
850
$45.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
88+ 12.02% |
$2.61K - $3.59K
|
820
$43.8K
|
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
88New |
$2.61K - $3.59K
|
88
$4.7K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
79New |
$2.34K - $3.22K
|
79
$4.22K
|
|
|
Jan 19, 2023
Q4 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
73New |
$2.16K - $2.98K
|
73
$3.9K
|
|
|
Jan 31, 2023
Q4 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
65New |
$1.93K - $2.65K
|
65
$3.47K
|
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
BUY
|
- |
60New |
$1.78K - $2.45K
|
60
$3.21K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
50+ 0.2% |
$1.48K - $2.04K
|
24.7K
$1.32M
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
50+ 31.45% |
$1.48K - $2.04K
|
209
$11.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
42New |
$1.24K - $1.71K
|
42
$2.25K
|
|
|
Feb 09, 2023
Q4 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
41New |
$1.22K - $1.67K
|
41
$2.19K
|
|
|
Feb 06, 2023
Q4 2022
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
25+ 0.07% |
$741 - $1.02K
|
35K
$1.87M
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
21+ 116.67% |
$622 - $857
|
39
$2.08K
|
|
|
Jan 30, 2023
Q4 2022
|
James Investment Research Inc
|
BUY
|
- |
21New |
$622 - $857
|
21
$1.12K
|
|
|
Feb 09, 2023
Q4 2022
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
20New |
$593 - $816
|
20
$1.07K
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
11New |
$326 - $449
|
11
$588
|
|
|
Feb 09, 2023
Q4 2022
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
10New |
$296 - $408
|
10
$535
|
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
10New |
$296 - $408
|
10
$535
|
|
|
Feb 13, 2023
Q4 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
10+ 2.15% |
$296 - $408
|
475
$25.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
10New |
$296 - $408
|
10
$535
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
5New |
$148 - $204
|
5
$267
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
4New |
$119 - $163
|
4
$214
|
|
|
Oct 29, 2024
Q4 2022
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
3New |
$88.9 - $122
|
3
$160
|
|
|
Feb 08, 2023
Q4 2022
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 06, 2023
Q4 2022
|
Column Capital Advisors, LLC
|
SELL
|
- |
-2- 1.69% |
$59.3 - $81.6
|
116
$6.2K
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-6- 0.51% |
$178 - $245
|
1.18K
$62.9K
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-7- 1.33% |
$207 - $286
|
518
$27.7K
|
|
|
Feb 06, 2023
Q4 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-15- 1.36% |
$445 - $612
|
1.08K
$58K
|
|
|
Feb 10, 2023
Q4 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-15- 0.18% |
$445 - $612
|
8.33K
$445K
|
|
|
Feb 13, 2023
Q4 2022
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-20- 0.21% |
$593 - $816
|
9.5K
$508K
|
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
SELL
|
- |
-21- 80.77% |
$622 - $857
|
5
$267
|
|
|
Jan 09, 2023
Q4 2022
|
Trust CO
|
SELL
|
- |
-22- 0.25% |
$652 - $897
|
8.81K
$471K
|
|
|
Jan 18, 2023
Q4 2022
|
Jtc Employer Solutions Trustee LTD
|
SELL
|
- |
-25- 0.08% |
$741 - $1.02K
|
32.9K
$1.76M
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-26- 2.74% |
$771 - $1.06K
|
922
$49.3K
|
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
SELL
|
- |
-30- 19.23% |
$889 - $1.22K
|
126
$6.74K
|
|
|
Feb 15, 2023
Q4 2022
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-31- 6.44% |
$919 - $1.26K
|
450
$24.1K
|