Purchases and Sales Made in Q4 2023 in Engine No 1 ETF Tr (VOTE)
This table provides information about the institutional ownership of Engine No 1 ETF Tr (VOTE) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.05M+ 163.13% |
$50M - $58.2M
|
1.69M
$136M
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
447K+ 78.69% |
$21.4M - $24.9M
|
1.01M
$81.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
246K+ 57.98% |
$11.8M - $13.7M
|
670K
$53.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
199K+ 131.14% |
$9.51M - $11.1M
|
350K
$28.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
128K+ 27.99% |
$6.12M - $7.12M
|
584K
$46.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
115KNew |
$5.49M - $6.39M
|
115K
$9.21M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
47.9K+ 2.92% |
$2.29M - $2.67M
|
1.69M
$136M
|
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
37.9K+ 33.15% |
$1.82M - $2.11M
|
152K
$12.2M
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Insights, Inc.
|
BUY
|
- |
28.8K+ 64.02% |
$1.38M - $1.61M
|
73.9K
$5.94M
|
|
|
Jan 30, 2024
Q4 2023
|
Phoenix Wealth Advisors
|
BUY
|
- |
23.9K+ 78.5% |
$1.15M - $1.33M
|
54.4K
$4.37M
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
21.1KNew |
$1.01M - $1.18M
|
21.1K
$1.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
20.9KNew |
$999K - $1.16M
|
20.9K
$1.68M
|
|
|
Feb 01, 2024
Q4 2023
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
9.43KNew |
$451K - $525K
|
9.43K
$758K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
9.25KNew |
$443K - $515K
|
9.25K
$744K
|
|
|
Feb 01, 2024
Q4 2023
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
4.98KNew |
$239K - $278K
|
4.98K
$401K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.87KNew |
$233K - $271K
|
4.87K
$391K
|
|
|
May 07, 2024
Q4 2023
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
4.74KNew |
$227K - $264K
|
4.74K
$381K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.64K+ 51.09% |
$222K - $259K
|
13.7K
$1.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
4.2KNew |
$201K - $234K
|
4.2K
$338K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.19KNew |
$200K - $233K
|
4.19K
$336K
|
|
|
Jan 19, 2024
Q4 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
4.18KNew |
$200K - $233K
|
4.18K
$336K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
3.71KNew |
$177K - $207K
|
3.71K
$298K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.02K+ 35.96% |
$96.6K - $112K
|
7.63K
$613K
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.84K+ 25.46% |
$88.2K - $103K
|
9.08K
$730K
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.22K+ 5.23% |
$58.4K - $67.9K
|
24.5K
$1.97M
|
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
1.06K+ 15.09% |
$50.5K - $58.8K
|
8.05K
$647K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
29+ 8.5% |
$1.39K - $1.62K
|
370
$29.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
20New |
$958 - $1.11K
|
20
$1.61K
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
BUY
|
- |
2New |
$95.8 - $111
|
2
$161
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1+ 0.05% |
$47.9 - $55.7
|
1.99K
$160K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 01, 2024
Q4 2023
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-3- 0.05% |
$144 - $167
|
5.84K
$469K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-546- 10.9% |
$26.1K - $30.4K
|
4.47K
$359K
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-976- 0.1% |
$46.7K - $54.4K
|
965K
$77.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.8K- 0.99% |
$86.2K - $100K
|
181K
$14.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.02K- 80.53% |
$96.7K - $113K
|
488
$39.2K
|
|
|
Jan 31, 2024
Q4 2023
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-2.42K- 1.28% |
$116K - $135K
|
187K
$15M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.5K- 20.33% |
$168K - $195K
|
13.7K
$1.1M
|
|
|
Jul 31, 2025
Q4 2023
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-4.27KClosed |
$204K - $238K
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-4.86K- 45.51% |
$233K - $271K
|
5.82K
$467K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-6.99K- 8.11% |
$335K - $389K
|
79.2K
$6.36M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-9.06K- 17.71% |
$434K - $505K
|
42.1K
$3.38M
|
|
|
Jan 18, 2024
Q4 2023
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-9.14K- 8.91% |
$438K - $509K
|
93.4K
$7.51M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-10.3K- 71.96% |
$491K - $572K
|
4K
$321K
|
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-19.8K- 64.48% |
$947K - $1.1M
|
10.9K
$876K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-39.7K- 32.23% |
$1.9M - $2.21M
|
83.5K
$6.72M
|
|
|
Feb 08, 2024
Q4 2023
|
Jordan Park Group LLC
|
SELL
|
- |
-73.5K- 5.74% |
$3.52M - $4.09M
|
1.21M
$97M
|