Purchases and Sales Made in Q4 2022 in Engine No 1 ETF Tr (VOTE)
This table provides information about the institutional ownership of Engine No 1 ETF Tr (VOTE) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
14.6M+ 96363.98% |
$604M - $689M
|
14.6M
$1.02B
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
828KNew |
$34.3M - $39.1M
|
828K
$58.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
93.9K+ 11.66% |
$3.89M - $4.44M
|
899K
$63.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
43.4K+ 70.61% |
$1.8M - $2.05M
|
105K
$7.37M
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
42.4K+ 10.32% |
$1.76M - $2M
|
453K
$31.8M
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
29.9K+ 46.31% |
$1.24M - $1.41M
|
94.4K
$6.63M
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
28.3K+ 28337.0% |
$1.17M - $1.34M
|
28.4K
$2M
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Insights, Inc.
|
BUY
|
- |
5.57K+ 27.36% |
$231K - $263K
|
25.9K
$1.82M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.71KNew |
$195K - $223K
|
4.71K
$331K
|
|
|
Jan 17, 2023
Q4 2022
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
4.66K+ 2.35% |
$193K - $220K
|
202K
$14.2M
|
|
|
Jan 23, 2023
Q4 2022
|
Caprock Group, Inc.
|
BUY
|
- |
4.62KNew |
$192K - $218K
|
4.62K
$325K
|
|
|
Feb 13, 2023
Q4 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
4.55KNew |
$189K - $215K
|
4.55K
$320K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
3.39KNew |
$140K - $160K
|
3.39K
$238K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.28K+ 3251.43% |
$94.3K - $108K
|
2.35K
$165K
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
720+ 131.63% |
$29.8K - $34K
|
1.27K
$89K
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
625+ 29.76% |
$25.9K - $29.5K
|
2.73K
$191K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
500New |
$20.7K - $23.6K
|
500
$35.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
474+ 3.3% |
$19.6K - $22.4K
|
14.8K
$1.04M
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
300New |
$12.4K - $14.2K
|
300
$21.1K
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
251+ 34.96% |
$10.4K - $11.9K
|
969
$68.1K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
41+ 16.02% |
$1.7K - $1.94K
|
297
$20.9K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
5New |
$207 - $236
|
5
$351
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-265- 2.22% |
$11K - $12.5K
|
11.7K
$819K
|
|
|
Jan 19, 2023
Q4 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-284- 3.58% |
$11.8K - $13.4K
|
7.64K
$536K
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.12K- 0.69% |
$46.4K - $52.9K
|
162K
$11.3M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.79K- 1.9% |
$74.2K - $84.7K
|
92.7K
$6.51M
|
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-1.9K- 13.05% |
$78.9K - $90K
|
12.7K
$891K
|
|
|
Feb 06, 2023
Q4 2022
|
Phoenix Wealth Advisors
|
SELL
|
- |
-3.05K- 8.98% |
$126K - $144K
|
30.9K
$2.17M
|
|
|
Feb 08, 2023
Q4 2022
|
Jordan Park Group LLC
|
SELL
|
- |
-5.87K- 0.45% |
$243K - $277K
|
1.3M
$91M
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-21.1K- 48.99% |
$874K - $997K
|
22K
$1.54M
|
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-14.6M- 99.9% |
$604M - $689M
|
14.6K
$1.02M
|