Latest Institutional Transactions on Engine No 1 ETF Tr Transform C (NETZ)
This table provides information on the latest institutional transactions involving Engine No 1 ETF Tr Transform C (NETZ) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.51K+ 457.19% |
N/A
|
3.06K
$228K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
199+ 19.49% |
N/A
|
1.22K
$90.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
10+ 1.0% |
N/A
|
1.01K
$75.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Becker Capital Management Inc
|
SELL
|
- |
-850- 9.63% |
N/A
|
7.98K
$594K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.03KNew |
N/A
|
7.03K
$523K
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
61.7K+ 519.63% |
N/A
|
73.5K
$5.48M
|
|
|
Aug 14, 2025
Q2 2025
|
Tcw Group Inc
|
SELL
|
- |
-70- 0.69% |
N/A
|
10K
$746K
|
|
|
Aug 14, 2025
Q2 2025
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
67.7KNew |
N/A
|
67.7K
$5.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
10.1K+ 68.76% |
N/A
|
24.7K
$1.84M
|
|
|
Aug 14, 2025
Q2 2025
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
2.51K+ 39.45% |
N/A
|
8.87K
$661K
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-4.67K- 30.94% |
N/A
|
10.4K
$776K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
140New |
N/A
|
140
$10.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
159KNew |
N/A
|
159K
$11.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
16.8KNew |
N/A
|
16.8K
$1.25M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
770New |
N/A
|
770
$57.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
201+ 1.94% |
N/A
|
10.6K
$788K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.17K+ 1643.66% |
N/A
|
1.24K
$92.2K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
86.9K+ 262.62% |
N/A
|
120K
$8.93M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-217- 2.34% |
N/A
|
9.04K
$673K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
4.53K+ 58.29% |
N/A
|
12.3K
$915K
|
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
236New |
N/A
|
236
$17.6K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
275New |
N/A
|
275
$20.5K
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
8.54K+ 127.56% |
N/A
|
15.2K
$1.13M
|
|
|
Aug 07, 2025
Q2 2025
|
Financially Speaking Inc
Greenwood Village, CO |
BUY
|
- |
587New |
N/A
|
587
$43.7K
|
|
|
Aug 07, 2025
Q2 2025
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-377- 0.65% |
N/A
|
58K
$4.32M
|
|
|
Aug 06, 2025
Q2 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
626KNew |
N/A
|
626K
$46.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.4KNew |
N/A
|
2.4K
$178K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
3KNew |
N/A
|
3K
$223K
|
|
|
Aug 05, 2025
Q2 2025
|
Tsfg, LLC
|
BUY
|
- |
46.3KNew |
N/A
|
46.3K
$3.45M
|
|
|
Aug 05, 2025
Q2 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-1.84M- 43.75% |
N/A
|
2.36M
$176M
|
|
|
Aug 04, 2025
Q2 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-3.64K- 30.13% |
N/A
|
8.44K
$628K
|
|
|
Aug 04, 2025
Q2 2025
|
Redw Wealth LLC
|
SELL
|
- |
-466- 10.15% |
N/A
|
4.12K
$307K
|
|
|
Jul 31, 2025
Q2 2025
|
3 Edge Asset Management, LP
|
SELL
|
- |
-3.32K- 12.18% |
N/A
|
24K
$1.78M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-9.83K- 11.12% |
N/A
|
78.6K
$5.85M
|
|
|
Jul 31, 2025
Q2 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
6.63KNew |
N/A
|
6.63K
$494K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-230- 4.98% |
N/A
|
4.38K
$326K
|
|
|
Jul 30, 2025
Q2 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
7.69KNew |
N/A
|
7.69K
$573K
|
|
|
Jul 30, 2025
Q2 2025
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
2.04K+ 15.32% |
N/A
|
15.3K
$1.14M
|
|
|
Jul 29, 2025
Q2 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
1.71K+ 12.3% |
N/A
|
15.6K
$1.16M
|
|
|
Jul 29, 2025
Q2 2025
|
Aspiriant, LLC
|
BUY
|
- |
2.92K+ 2.11% |
N/A
|
142K
$10.5M
|
|
|
Jul 29, 2025
Q2 2025
|
Tfc Financial Management
|
SELL
|
- |
-305- 1.73% |
N/A
|
17.3K
$1.29M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
340New |
N/A
|
340
$25.3K
|
|
|
Jul 28, 2025
Q2 2025
|
Wj Wealth Management, LLC
|
BUY
|
- |
83.7KNew |
N/A
|
83.7K
$6.23M
|
|
|
Jul 28, 2025
Q2 2025
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-723- 2.77% |
N/A
|
25.4K
$1.89M
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
82.5K+ 3.82% |
N/A
|
2.24M
$167M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.04K+ 31.52% |
N/A
|
8.52K
$635K
|
|
|
Jul 24, 2025
Q2 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
61New |
N/A
|
61
$4.54K
|
|
|
Jul 24, 2025
Q2 2025
|
Rebel Financial LLC
Groveport, OH |
BUY
|
- |
6.18KNew |
N/A
|
6.18K
$460K
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.43K+ 2.75% |
N/A
|
53.2K
$3.96M
|