Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
Get Institutions for : 
Ark Etf Trust (ARKW)  
$75.96 1.07 (1.43%) as of 4:30 Tue 5/14


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 206    7
Total shares held : 
4,550,959  
% of shares held : 
16.31%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -24  
Amount of shares held : 
434,216  
% of shares held change : 
  1.56%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$54.02  
Last Quarter's Ending Price : 
$75.90  
Last Quarter's Average Price
$62.29  
Change from last quarter's     
avg. price to the last closing  : 
13.67 (21.95%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
13
 176,392
 3.88%
 
Increased Positions :
50
 710,702
 15.62%
 
Unchanged Positions :
76
 291,029
 6.39%
 
Decreased Positions :
67
-338,864
-7.45%
 
Closed Positions :
20
-114,014
-2.51%
 
Guru Positions :
0
 0%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results



            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   BANK OF AMERICA CORP /DE/ 1748 - 2023-12-31 282,806 $21,465,000 -24,466
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 969 - 2024-03-31 81,699 $6,806,000 -9,754
   CITADEL ADVISORS LLC 1391 - 2023-12-31 89,165 $6,768,000 -34,138
   RAYMOND JAMES & ASSOCIATES 1403 - 2024-03-31 78,066 $6,503,000 -3,227
   Advisor Group Holdings Inc. 892 - 2024-03-31 76,799 $6,400,000 -22,642
   STATE OF WISCONSIN INVESTMENT BOARD 904 - 2023-12-31 77,180 $5,858,000 -25,800
   Relyea Zuckerberg Hanson LLC 19 - 2024-03-31 69,419 $5,783,000 -3,136
   CWM LLC 461 - 2024-03-31 46,757 $3,895,000 -5,152
   Financial Guidance Group Inc. 15 - 2024-03-31 46,733 $3,893,000 -555
   Crescent Grove Advisors LLC 49 - 2024-03-31 44,622 $3,717,000 -2,050
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 921 - 2024-03-31 43,818 $3,650,000 -2,765
   Mutual Advisors LLC 195 - 2024-03-31 36,694 $3,057,000 -13,455
   FINANCIAL NETWORK 806 - 2023-12-31 38,318 $2,908,000 -6,009
   Purus Wealth Management LLC 19 - 2024-03-31 33,751 $2,811,000 -482
   JANE STREET GROUP LLC 2078 - 2023-12-31 36,107 $2,741,000 -19,594
   MARINER WEALTH ADVISORS, LLC 952 - 2023-12-31 33,088 $2,511,000 -737
   Private Advisor Group LLC 740 - 2024-03-31 27,976 $2,330,000 -1,124
   Kovack Advisors Inc. 88 - 2024-03-31 23,638 $1,969,000 -19,863
   Smith Anglin Financial LLC 54 - 2024-03-31 19,173 $1,597,000 -446
   Sterling Investment Counsel LLC 29 - 2024-03-31 18,881 $1,573,000 -2,093
   Betterment LLC 170 - 2024-03-31 18,605 $1,550,000 -773
   Strong Tower Advisory Services 35 - 2024-03-31 18,392 $1,510,000 -220
   Atria Wealth Solutions Inc. 696 - 2023-12-31 19,694 $1,495,000 -49
   Ameritas Advisory Services LLC 218 - 2023-12-31 19,521 $1,482,000 -4,356
   HIGHTOWER ADVISORS, LLC 1610 - 2024-03-31 16,294 $1,342,000 -2,087
   BNP PARIBAS ARBITRAGE SA 1765 - 2024-03-31 12,454 $1,037,000 -3,584
   KESTRA PRIVATE WEALTH SERVICES LLC 546 - 2024-03-31 12,435 $1,036,000 -17,269
   Stratos Wealth Partners LTD. 642 - 2024-03-31 11,851 $987,000 -1,062
   BURNS WEALTH MANAGEMENT, INC. 282 - 2024-03-31 11,224 $935,000 -252
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 317 - 2024-03-31 9,002 $750,000 -3,802
   White Knight Strategic Wealth Advisors LLC 28 - 2023-12-31 9,879 $750,000 -2,364
   AE Wealth Management LLC 1264 - 2023-12-31 10,428 $730,000 -1,052
   PACIFIC SUN FINANCIAL CORP 73 - 2024-03-31 8,542 $712,000 -300
   HRT FINANCIAL LLC 1092 - 2023-12-31 9,082 $689,000 -44,803
   Cetera Investment Advisers 1365 - 2023-12-31 8,337 $633,000 -5,207
   Western Wealth Management LLC 386 - 2024-03-31 5,514 $459,000 -40
   Intrua Financial LLC 201 - 2023-03-31 8,849 $429,000 -2,591
   Laurel Wealth Advisors Inc. 426 - 2022-12-31 9,992 $385,000 -4,800
   Insight Advisors LLC/ PA 196 - 2024-03-31 4,547 $379,000 -518
   Strategic Blueprint LLC 440 - 2024-03-31 4,322 $360,000 -2,417
   Integrated Wealth Concepts LLC 1192 - 2023-12-31 4,429 $336,000 -274
   SeaCrest Wealth Management LLC 419 - 2024-03-31 3,827 $319,000 -63
   INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC 511 - 2024-03-31 3,880 $319,000 -1,485
   Financial Perspectives Inc 103 - 2024-03-31 3,783 $315,000 -43
   Safeguard Investment Advisory Group LLC - 2023-12-31 3,756 $285,000 -2,408
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1949 - 2024-03-31 3,359 $280,000 -330
   BANK OF MONTREAL /CAN/ 2431 - 2023-12-31 3,467 $271,000 -22,335
   Envestnet Portfolio Solutions Inc. 1413 - 2024-03-31 3,256 $271,000 -3,090
   Csenge Advisory Group 580 - 2024-03-31 3,231 $269,000 -1,036
   Echo Wealth Management LLC 40 - 2024-03-31 2,974 $248,000 -92
   PFG Advisors 572 - 2024-03-31 2,938 $245,000 -393
   Quadcap Wealth Management LLC 292 - 2024-03-31 2,829 $236,000 -753
   CAPTRUST FINANCIAL ADVISORS 2285 - 2023-12-31 3,013 $229,000 -1,177
   Sequoia Financial Advisors LLC 1023 - 2024-03-31 2,574 $214,000 -125
   UBS Group AG 4534 - 2023-12-31 2,744 $208,000 -18,014
   PRINCIPAL SECURITIES INC. 1328 - 2024-03-31 1,036 $86,000 -25
   Global Retirement Partners LLC 1195 - 2024-03-31 904 $75,000 -170
   CITIGROUP INC 3545 - 2024-03-31 835 $70,000 -5
   Westside Investment Management Inc. 356 - 2024-03-31 570 $47,000 -25
   FINANCIAL MANAGEMENT PROFESSIONALS, INC. 326 - 2024-03-31 426 $35,000 -200
   NBC SECURITIES INC. 1264 - 2024-03-31 406 $33,000 -250
   WETZEL INVESTMENT ADVISORS INC. 299 - 2024-03-31 410 $31,000 -90
   NATIONAL BANK OF CANADA /FI/ 1768 - 2023-12-31 361 $26,000 -986
   WELLS FARGO & CO/MN 4953 - 2024-03-31 260 $22,000 -791
   Qube Research & Technologies Ltd 3051 - 2023-12-31 280 $21,000 -875
   COMERICA BANK 2932 - 2023-12-31 273 $21,000 -315
   PROEQUITIES INC. 1503 - 2024-03-31 242 $20,000 -224
   PRIVATE TRUST CO NA 1483 - 2024-03-31 200 $17,000 -1,270
   Cutler Group LP 545 - 2024-03-31 200 $16,000 -836
   Strategic Investment Solutions Inc. /IL 396 - 2023-12-31 184 $14,000 -11,408
   Geneos Wealth Management Inc. 1469 - 2024-03-31 173 $14,000 -69
   BARCLAYS PLC 3916 - 2023-12-31 67 $5,000 -2,770
   CREATIVE FINANCIAL DESIGNS INC /ADV 1348 - 2024-03-31 50 $4,000 -40
   Venturi Wealth Management LLC 1258 - 2024-03-31 25 $2,000 -19
   TSFG LLC 736 - 2024-03-31 15 $1,000 -427

  75 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results