Purchases and Sales Made in Q4 2021 in Engine No 1 ETF Tr (VOTE)
This table provides information about the institutional ownership of Engine No 1 ETF Tr (VOTE) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q4 2021
|
Silicon Valley Community Foundation
Mountain View, CA |
BUY
|
- |
755KNew |
$38.4M - $42.6M
|
755K
$51.9M
|
|
|
Feb 15, 2022
Q4 2021
|
Betterment LLC
New York, NY |
BUY
|
- |
226K+ 81.02% |
$11.5M - $12.7M
|
504K
$34.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
35.1KNew |
$1.79M - $1.98M
|
35.1K
$2.41M
|
|
|
Feb 10, 2022
Q4 2021
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
34.1K+ 35.36% |
$1.73M - $1.92M
|
130K
$8.96M
|
|
|
Feb 11, 2022
Q4 2021
|
Phoenix Wealth Advisors
|
BUY
|
- |
28.8K+ 9611.67% |
$1.47M - $1.62M
|
29.1K
$2M
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
16.4K+ 17.85% |
$832K - $923K
|
108K
$7.43M
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
8.15KNew |
$414K - $459K
|
8.15K
$560K
|
|
|
Jan 19, 2023
Q4 2021
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
4.38KNew |
$222K - $247K
|
4.38K
$301K
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
1.99K+ 90.17% |
$101K - $112K
|
4.2K
$288K
|
|
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
923New |
$46.9K - $52K
|
923
$63.4K
|
|
|
Feb 08, 2022
Q4 2021
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
600New |
$30.5K - $33.8K
|
600
$41.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
260New |
$13.2K - $14.6K
|
260
$17.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
206New |
$10.5K - $11.6K
|
206
$14.1K
|
|
|
May 04, 2022
Q4 2021
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
193New |
$9.81K - $10.9K
|
193
$13.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
100+ 33.33% |
$5.08K - $5.63K
|
400
$27.5K
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
57New |
$2.9K - $3.21K
|
57
$3.91K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 31, 2023
Q4 2021
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-84- 0.94% |
$4.27K - $4.73K
|
8.85K
$608K
|
|
|
Feb 03, 2022
Q4 2021
|
Jnba Financial Advisors
|
SELL
|
- |
-100Closed |
$5.08K - $5.63K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-51.2K- 22.57% |
$2.6M - $2.88M
|
176K
$12.1M
|
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-55.8KClosed |
$2.83M - $3.14M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Jordan Park Group LLC
|
SELL
|
- |
-796K- 39.57% |
$40.4M - $44.8M
|
1.22M
$83.5M
|