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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
10.4K+ 356.43% |
$759K - $863K
|
13.3K
$989K
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-793- 6.16% |
$58K - $65.9K
|
12.1K
$899K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-6.21K- 43.92% |
$455K - $517K
|
7.93K
$591K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
338K+ 16.79% |
$24.7M - $28.1M
|
2.35M
$175M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-6.07K- 48.37% |
$444K - $505K
|
6.48K
$483K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
549New |
$40.2K - $45.7K
|
549
$40.9K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
19.1K+ 136.02% |
$1.39M - $1.59M
|
33.1K
$2.46M
|
|
|
May 07, 2025
Q1 2025
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
8.45K+ 16.91% |
$618K - $703K
|
58.4K
$4.35M
|
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
4.2KNew |
$307K - $349K
|
4.2K
$313K
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
SELL
|
- |
-347- 3.23% |
$25.4K - $28.9K
|
10.4K
$773K
|
|
|
May 02, 2025
Q1 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
1.54M+ 57.75% |
$113M - $128M
|
4.2M
$313M
|
|
|
May 01, 2025
Q1 2025
|
3 Edge Asset Management, LP
|
SELL
|
- |
-33.2K- 54.86% |
$2.43M - $2.76M
|
27.3K
$2.03M
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
852+ 6.53% |
$62.3K - $70.9K
|
13.9K
$1.03M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-653K- 88.08% |
$47.8M - $54.3M
|
88.4K
$6.58M
|
|
|
Apr 29, 2025
Q1 2025
|
Redw Wealth LLC
|
BUY
|
- |
245+ 5.64% |
$17.9K - $20.4K
|
4.59K
$342K
|
|
|
Apr 28, 2025
Q1 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
3.89K+ 18.61% |
$285K - $324K
|
24.8K
$1.85M
|
|
|
Apr 25, 2025
Q1 2025
|
Albion Financial Group
|
BUY
|
- |
1.14K+ 1.78% |
$83.5K - $95K
|
65.4K
$4.87M
|
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
SELL
|
- |
-1.58K- 8.24% |
$116K - $131K
|
17.6K
$1.31M
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
379+ 98.44% |
$27.7K - $31.5K
|
764
$56.9K
|
|
|
Apr 24, 2025
Q1 2025
|
Centerline Wealth Advisors, LLC
Louisville, KY |
BUY
|
- |
125+ 0.18% |
$9.15K - $10.4K
|
69K
$5.14M
|
|
|
Apr 24, 2025
Q1 2025
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
474+ 1.85% |
$34.7K - $39.4K
|
26.1K
$1.94M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-31- 0.67% |
$2.27K - $2.58K
|
4.61K
$344K
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
7.11K+ 5.41% |
$520K - $591K
|
139K
$10.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
551+ 10.89% |
$40.3K - $45.8K
|
5.61K
$418K
|
|
|
Apr 18, 2025
Q1 2025
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
1.56K+ 26.46% |
$114K - $130K
|
7.46K
$555K
|
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
1.85K+ 18.51% |
$135K - $154K
|
11.9K
$883K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
2.89K+ 5.92% |
$212K - $240K
|
51.8K
$3.85M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
256K+ 13.43% |
$18.7M - $21.3M
|
2.16M
$161M
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-5.9K- 43.17% |
$431K - $490K
|
7.76K
$578K
|
|
|
Apr 11, 2025
Q1 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
67.7K+ 117.22% |
$4.95M - $5.63M
|
125K
$9.34M
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
16.4K+ 16.2% |
$1.2M - $1.36M
|
118K
$8.75M
|
|
| Q4 2024 | |||||||
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-56K- 75.57% |
$4.05M - $4.39M
|
18.1K
$1.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Becker Capital Management Inc
|
BUY
|
- |
360+ 3.69% |
$26K - $28.2K
|
10.1K
$752K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1- 0.24% |
$72.3 - $78.4
|
420
$31.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
275+ 4.07% |
$19.9K - $21.6K
|
7.03K
$524K
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
15.4KNew |
$1.12M - $1.21M
|
15.4K
$1.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
3.11KNew |
$225K - $244K
|
3.11K
$232K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-656- 4.33% |
$47.4K - $51.4K
|
14.5K
$1.08M
|
|
|
Feb 11, 2025
Q4 2024
|
Financially Speaking Inc
Greenwood Village, CO |
BUY
|
- |
606New |
$43.8K - $47.5K
|
606
$45.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
3KNew |
$217K - $235K
|
3K
$223K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-75- 5.91% |
$5.42K - $5.88K
|
1.19K
$88.9K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
6.47K+ 515.46% |
$468K - $507K
|
7.72K
$575K
|
|
|
Feb 06, 2025
Q4 2024
|
Signify Wealth
|
BUY
|
- |
4.85K+ 5.62% |
$350K - $380K
|
91K
$6.78M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
12.8KNew |
$925K - $1M
|
12.8K
$953K
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-649- 17.91% |
$46.9K - $50.9K
|
2.97K
$221K
|
|
|
Feb 03, 2025
Q4 2024
|
Tcw Group Inc
|
BUY
|
- |
10.1KNew |
$729K - $791K
|
10.1K
$751K
|
|
|
Jan 30, 2025
Q4 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
149+ 3.72% |
$10.8K - $11.7K
|
4.16K
$309K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-1.36K- 26.5% |
$87.4K - $101K
|
3.77K
$281K
|
|
|
Nov 01, 2024
Q3 2024
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-298- 99.67% |
$19.1K - $22.1K
|
1
$74.5
|
|