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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
214New |
$9.67K - $11.1K
|
214
$13.7K
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
212+ 1.77% |
$9.58K - $10.9K
|
12.2K
$779K
|
|
|
Apr 17, 2024
Q1 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
200+ 1.0% |
$9.04K - $10.3K
|
20.2K
$1.29M
|
|
|
May 15, 2024
Q1 2024
|
Xml Financial, LLC
|
BUY
|
- |
199+ 2.07% |
$8.99K - $10.3K
|
9.83K
$627K
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
193+ 2.32% |
$8.72K - $9.97K
|
8.52K
$543K
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
186+ 43.06% |
$8.41K - $9.61K
|
618
$39.4K
|
|
|
May 15, 2024
Q1 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
183+ 11.69% |
$8.27K - $9.45K
|
1.75K
$112K
|
|
|
May 15, 2024
Q1 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
164New |
$7.41K - $8.47K
|
164
$10.5K
|
|
|
May 01, 2024
Q1 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
161+ 3.27% |
$7.28K - $8.31K
|
5.09K
$325K
|
|
|
Apr 30, 2024
Q1 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
151+ 4.61% |
$6.83K - $7.8K
|
3.43K
$219K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
151New |
$6.83K - $7.8K
|
151
$9.64K
|
|
|
Apr 19, 2024
Q1 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
150+ 2.92% |
$6.78K - $7.75K
|
5.29K
$338K
|
|
|
May 03, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
145+ 2416.67% |
$6.55K - $7.49K
|
151
$9.64K
|
|
|
Apr 29, 2024
Q1 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
144+ 0.13% |
$6.51K - $7.44K
|
109K
$6.96M
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
144+ 60.25% |
$6.51K - $7.44K
|
383
$24.4K
|
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
142+ 1.01% |
$6.42K - $7.33K
|
14.2K
$905K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
128+ 0.08% |
$5.79K - $6.61K
|
159K
$10.2M
|
|
|
Sep 11, 2024
Q1 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
126+ 2.39% |
$5.7K - $6.51K
|
5.4K
$344K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
124+ 1.45% |
$5.6K - $6.4K
|
8.69K
$555K
|
|
|
Apr 23, 2024
Q1 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
120New |
$5.42K - $6.2K
|
120
$7.66K
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
120+ 18.38% |
$5.42K - $6.2K
|
773
$49.3K
|
|
|
May 02, 2024
Q1 2024
|
Graypoint LLC
|
BUY
|
- |
118New |
$5.33K - $6.09K
|
118
$7.53K
|
|
|
Apr 17, 2024
Q1 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
113+ 0.19% |
$5.11K - $5.84K
|
59.7K
$3.81M
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
109+ 12.12% |
$4.93K - $5.63K
|
1.01K
$64.3K
|
|
|
Apr 18, 2024
Q1 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
107+ 1.69% |
$4.84K - $5.53K
|
6.45K
$411K
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
104+ 1.23% |
$4.7K - $5.37K
|
8.54K
$545K
|
|
|
Apr 22, 2024
Q1 2024
|
Simpli Fi, Inc.
|
BUY
|
- |
100+ 1.75% |
$4.52K - $5.16K
|
5.81K
$370K
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
- |
100+ 0.45% |
$4.52K - $5.16K
|
22.4K
$1.43M
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
100+ 1250.0% |
$4.52K - $5.16K
|
108
$6.89K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
88+ 2.38% |
$3.98K - $4.54K
|
3.78K
$241K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
84+ 1.55% |
$3.8K - $4.34K
|
5.49K
$350K
|
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
78+ 12.54% |
$3.53K - $4.03K
|
700
$44.7K
|
|
|
Apr 22, 2024
Q1 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
75+ 0.83% |
$3.39K - $3.87K
|
9.07K
$579K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
73+ 0.75% |
$3.3K - $3.77K
|
9.75K
$622K
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
68New |
$3.07K - $3.51K
|
68
$4.34K
|
|
|
May 20, 2024
Q1 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
64+ 0.95% |
$2.89K - $3.3K
|
6.83K
$436K
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
58+ 18.3% |
$2.62K - $3K
|
375
$23.9K
|
|
|
Apr 18, 2024
Q1 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
46+ 255.56% |
$2.08K - $2.38K
|
64
$4.08K
|
|
|
May 15, 2024
Q1 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
46+ 2.43% |
$2.08K - $2.38K
|
1.94K
$124K
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
40+ 4000.0% |
$1.81K - $2.07K
|
41
$2.62K
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
40+ 6.5% |
$1.81K - $2.07K
|
655
$41.8K
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
37+ 1850.0% |
$1.67K - $1.91K
|
39
$2.49K
|
|
|
May 13, 2024
Q1 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
37+ 16.67% |
$1.67K - $1.91K
|
259
$16.5K
|
|
|
May 15, 2024
Q1 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
36+ 0.37% |
$1.63K - $1.86K
|
9.66K
$616K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
36+ 0.21% |
$1.63K - $1.86K
|
17.3K
$1.11M
|
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
30+ 17.86% |
$1.36K - $1.55K
|
198
$12.6K
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
27New |
$1.22K - $1.39K
|
27
$1.72K
|
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
25New |
$1.13K - $1.29K
|
25
$1.6K
|
|
|
May 14, 2024
Q1 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
25+ 8.83% |
$1.13K - $1.29K
|
308
$19.7K
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
23+ 1.42% |
$1.04K - $1.19K
|
1.64K
$105K
|