Purchases and Sales Made in Q1 2025 in Engine No 1 ETF Tr (VOTE)
This table provides information about the institutional ownership of Engine No 1 ETF Tr (VOTE) during Q1 2025. The information is specifically focused on institutions that hold shares of ENGINE NO 1 ETF TR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
9.41K+ 11.18% |
$608K - $679K
|
93.5K
$5.89M
|
|
|
Apr 22, 2025
Q1 2025
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
1.08K+ 31.82% |
$69.4K - $77.5K
|
4.45K
$280K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
709+ 3.39% |
$45.8K - $51.1K
|
21.6K
$1.36M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
142+ 20.49% |
$9.17K - $10.2K
|
835
$52.6K
|
|
|
Apr 17, 2025
Q1 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
43+ 0.38% |
$2.78K - $3.1K
|
11.4K
$717K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
5New |
$323 - $361
|
5
$315
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
2New |
$129 - $144
|
2
$126
|
|
|
Apr 23, 2025
Q1 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
1+ 3.85% |
$64.6 - $72.1
|
27
$1.7K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-18- 0.31% |
$1.16K - $1.3K
|
5.71K
$359K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.16K- 5.33% |
$269K - $300K
|
73.9K
$4.65M
|