Purchases and Sales Made in Q1 2024 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 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.64K+ 12.4% |
$73.9K - $84.5K
|
14.8K
$946K
|
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.63K+ 21.36% |
$73.5K - $83.9K
|
9.23K
$589K
|
|
|
May 01, 2024
Q1 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.56K+ 36.38% |
$70.6K - $80.7K
|
5.86K
$374K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.5K+ 2.66% |
$67.7K - $77.4K
|
57.8K
$3.69M
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
1.49KNew |
$67.3K - $76.9K
|
1.49K
$95K
|
|
|
Apr 23, 2024
Q1 2024
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
1.46K+ 3.28% |
$65.8K - $75.1K
|
45.8K
$2.92M
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
1.43K+ 18.5% |
$64.4K - $73.6K
|
9.13K
$582K
|
|
|
May 10, 2024
Q1 2024
|
Banco Santander, S.A.
|
BUY
|
- |
1.29K+ 8.47% |
$58.3K - $66.6K
|
16.5K
$1.05M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.23K+ 1.79% |
$55.6K - $63.6K
|
69.9K
$4.46M
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1.21K+ 13.42% |
$54.7K - $62.5K
|
10.2K
$652K
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
1.2K+ 71.86% |
$54.2K - $62K
|
2.87K
$183K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.2K+ 9.51% |
$54.1K - $61.9K
|
13.8K
$880K
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.11K+ 0.51% |
$50.2K - $57.4K
|
221K
$14.1M
|
|
|
May 07, 2024
Q1 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1.05K+ 25.12% |
$47.6K - $54.4K
|
5.25K
$335K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
948+ 107.48% |
$42.8K - $49K
|
1.83K
$117K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
907+ 1.32% |
$41K - $46.8K
|
69.6K
$4.44M
|
|
|
May 07, 2024
Q1 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
902+ 11.36% |
$40.8K - $46.6K
|
8.84K
$564K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
853+ 6.69% |
$38.6K - $44K
|
13.6K
$867K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
848+ 15.24% |
$38.3K - $43.8K
|
6.41K
$409K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
782+ 6.48% |
$35.3K - $40.4K
|
12.8K
$820K
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
769+ 2.76% |
$34.8K - $39.7K
|
28.7K
$1.83M
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
732New |
$33.1K - $37.8K
|
732
$46.7K
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
725+ 5.62% |
$32.8K - $37.4K
|
13.6K
$870K
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
650+ 28.66% |
$29.4K - $33.6K
|
2.92K
$186K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
647+ 15.34% |
$29.2K - $33.4K
|
4.87K
$310K
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
617+ 2.6% |
$27.9K - $31.9K
|
24.3K
$1.55M
|
|
|
Apr 19, 2024
Q1 2024
|
Leeward Financial Partners, LLC
|
BUY
|
- |
558+ 9.92% |
$25.2K - $28.8K
|
6.18K
$395K
|
|
|
May 02, 2024
Q1 2024
|
Gilbert & Cook, Inc.
|
BUY
|
- |
538+ 14.06% |
$24.3K - $27.8K
|
4.36K
$278K
|
|
|
May 07, 2024
Q1 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
514+ 2.96% |
$23.2K - $26.5K
|
17.9K
$1.14M
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
474+ 10.85% |
$21.4K - $24.5K
|
4.84K
$309K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
434+ 2.28% |
$19.6K - $22.4K
|
19.5K
$1.24M
|
|
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
422+ 2.43% |
$19.1K - $21.8K
|
17.8K
$1.14M
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
417New |
$18.8K - $21.5K
|
417
$26.6K
|
|
|
May 14, 2024
Q1 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
406+ 0.33% |
$18.4K - $21K
|
125K
$8M
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
405New |
$18.3K - $20.9K
|
405
$25.8K
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
404New |
$18.3K - $20.9K
|
404
$25.8K
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
400New |
$18.1K - $20.7K
|
400
$25.5K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
399+ 79.8% |
$18K - $20.6K
|
899
$57.4K
|
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
372+ 124.83% |
$16.8K - $19.2K
|
670
$42.8K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
342+ 9.91% |
$15.5K - $17.7K
|
3.79K
$242K
|
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
315+ 3.57% |
$14.2K - $16.3K
|
9.14K
$583K
|
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
300+ 107.14% |
$13.6K - $15.5K
|
580
$37K
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
294+ 1.38% |
$13.3K - $15.2K
|
21.6K
$1.38M
|
|
|
Apr 18, 2024
Q1 2024
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
285+ 1.35% |
$12.9K - $14.7K
|
21.4K
$1.36M
|
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
277+ 1.95% |
$12.5K - $14.3K
|
14.5K
$925K
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
260+ 1.47% |
$11.8K - $13.4K
|
17.9K
$1.14M
|
|
|
Apr 19, 2024
Q1 2024
|
Santori & Peters, Inc.
|
BUY
|
- |
258+ 5.24% |
$11.7K - $13.3K
|
5.18K
$331K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
251+ 2.65% |
$11.3K - $13K
|
9.73K
$621K
|
|
|
Apr 19, 2024
Q1 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
249+ 5.47% |
$11.3K - $12.9K
|
4.8K
$306K
|
|
|
Apr 30, 2024
Q1 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
233+ 4.97% |
$10.5K - $12K
|
4.92K
$314K
|