Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2023
Q2 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
69+ 0.79% |
$2.4K - $3.07K
|
8.8K
$536K
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
66+ 68.75% |
$2.29K - $2.94K
|
162
$9.88K
|
|
|
Jul 13, 2023
Q2 2023
|
American Financial Advisors, LLC
|
BUY
|
- |
66+ 0.03% |
$2.29K - $2.94K
|
198K
$12.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
64+ 41.83% |
$2.22K - $2.85K
|
217
$13.2K
|
|
|
Aug 08, 2023
Q2 2023
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
58+ 0.78% |
$2.02K - $2.58K
|
7.53K
$459K
|
|
|
Jul 26, 2023
Q2 2023
|
Close Asset Management LTD
|
BUY
|
- |
57+ 18.51% |
$1.98K - $2.54K
|
365
$22.3K
|
|
|
Jul 24, 2023
Q2 2023
|
Diligent Investors, LLC
|
BUY
|
- |
50+ 0.69% |
$1.74K - $2.23K
|
7.28K
$444K
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
42+ 2.37% |
$1.46K - $1.87K
|
1.81K
$110K
|
|
|
Aug 15, 2023
Q2 2023
|
Gilfoyle Management LLC
New Fairfield, CT |
BUY
|
- |
35+ 53.85% |
$1.22K - $1.56K
|
100
$6.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
33New |
$1.15K - $1.47K
|
33
$2.01K
|
|
|
Aug 04, 2023
Q2 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
32+ 40.0% |
$1.11K - $1.43K
|
112
$6.83K
|
|
|
Nov 30, 2023
Q2 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
30+ 16.13% |
$1.04K - $1.34K
|
216
$13.2K
|
|
|
Aug 03, 2023
Q2 2023
|
New Square Capital LLC
|
BUY
|
- |
25+ 30.12% |
$869 - $1.11K
|
108
$6.58K
|
|
|
Jul 18, 2023
Q2 2023
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
25New |
$869 - $1.11K
|
25
$1.52K
|
|
|
Jul 21, 2023
Q2 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
25+ 29.41% |
$869 - $1.11K
|
110
$6.71K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
17New |
$591 - $757
|
17
$1.04K
|
|
|
Jul 12, 2023
Q2 2023
|
Ewg Elevate Inc.
|
BUY
|
- |
14+ 0.1% |
$487 - $624
|
14.4K
$878K
|
|
|
Jul 28, 2023
Q2 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
13+ 0.25% |
$452 - $579
|
5.31K
$324K
|
|
|
Jul 31, 2023
Q2 2023
|
Horizon Wealth Management, LLC
|
BUY
|
- |
12+ 0.14% |
$417 - $534
|
8.39K
$511K
|
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
10New |
$348 - $445
|
10
$610
|
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
7+ 35.0% |
$243 - $312
|
27
$1.65K
|
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
2New |
$69.5 - $89.1
|
2
$122
|
|
|
Jun 30, 2023
Q2 2023
|
Gilfoyle Management LLC
New Fairfield, CT |
BUY
|
- |
2+ 3.17% |
$69.5 - $89.1
|
65
$3.96K
|
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1+ 0.24% |
$34.8 - $44.5
|
420
$25.6K
|
|
|
Aug 04, 2023
Q2 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1+ 0.03% |
$34.8 - $44.5
|
3.31K
$202K
|
|
|
Jul 24, 2023
Q2 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1New |
$34.8 - $44.5
|
1
$61
|
|
|
Aug 09, 2023
Q2 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-1- 0.24% |
$34.8 - $44.5
|
414
$25.2K
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-4- 0.92% |
$139 - $178
|
432
$26.3K
|
|
|
Aug 16, 2023
Q2 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-4- 1.32% |
$139 - $178
|
300
$18.3K
|
|
|
Jul 31, 2023
Q2 2023
|
Antonetti Capital Management LLC
|
SELL
|
- |
-11- 0.33% |
$382 - $490
|
3.34K
$203K
|
|
|
Jul 20, 2023
Q2 2023
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-12- 54.55% |
$417 - $534
|
10
$610
|
|
|
Aug 11, 2023
Q2 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-14- 0.22% |
$487 - $624
|
6.32K
$385K
|
|
|
Aug 14, 2023
Q2 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-15- 13.04% |
$521 - $668
|
100
$6.1K
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-20- 5.22% |
$695 - $891
|
363
$22.1K
|
|
|
Aug 08, 2023
Q2 2023
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-25- 0.79% |
$869 - $1.11K
|
3.12K
$190K
|
|
|
Jul 26, 2023
Q2 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-35- 18.92% |
$1.22K - $1.56K
|
150
$9.14K
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Adam, LLC
|
SELL
|
- |
-40- 0.76% |
$1.39K - $1.78K
|
5.25K
$320K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
SELL
|
- |
-40- 16.13% |
$1.39K - $1.78K
|
208
$12.7K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-47- 0.83% |
$1.63K - $2.09K
|
5.6K
$341K
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-50- 25.0% |
$1.74K - $2.23K
|
150
$9.14K
|
|
|
Jul 07, 2023
Q2 2023
|
Greenfield Savings Bank
|
SELL
|
- |
-50- 0.89% |
$1.74K - $2.23K
|
5.55K
$338K
|
|
|
Aug 10, 2023
Q2 2023
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-50- 8.62% |
$1.74K - $2.23K
|
530
$32.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-58- 9.76% |
$2.02K - $2.58K
|
536
$32.7K
|
|
|
Aug 03, 2023
Q2 2023
|
Emfo, LLC
|
SELL
|
- |
-60- 14.15% |
$2.09K - $2.67K
|
364
$22.2K
|
|
|
Aug 11, 2023
Q2 2023
|
Stevard, LLC
Chicago, IL |
SELL
|
- |
-67- 0.8% |
$2.33K - $2.98K
|
8.34K
$509K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-67- 18.26% |
$2.33K - $2.98K
|
300
$18.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-70- 1.11% |
$2.43K - $3.12K
|
6.24K
$380K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-85- 8.82% |
$2.95K - $3.79K
|
879
$53.6K
|
|
|
Jul 07, 2023
Q2 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-88- 5.91% |
$3.06K - $3.92K
|
1.4K
$85.3K
|