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 |
|---|---|---|---|---|---|---|---|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-56K- 75.57% |
$4.05M - $4.39M
|
18.1K
$1.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Becker Capital Management Inc
|
BUY
|
- |
360+ 3.69% |
$26K - $28.2K
|
10.1K
$802K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1- 0.24% |
$72.3 - $78.4
|
420
$33.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
275+ 4.07% |
$19.9K - $21.6K
|
7.03K
$558K
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
15.4KNew |
$1.12M - $1.21M
|
15.4K
$1.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-450- 3.46% |
$32.5K - $35.3K
|
12.6K
$997K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
3.11KNew |
$225K - $244K
|
3.11K
$247K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.46K- 23.94% |
$106K - $115K
|
4.65K
$369K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
504+ 3.69% |
$36.4K - $39.5K
|
14.1K
$1.12M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
1.91MNew |
$138M - $149M
|
1.91M
$151M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
9.85K+ 1.35% |
$712K - $773K
|
741K
$58.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-656- 4.33% |
$47.4K - $51.4K
|
14.5K
$1.15M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.92M+ 2033.31% |
$138M - $150M
|
2.01M
$160M
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
3KNew |
$217K - $235K
|
3K
$238K
|
|
|
Feb 11, 2025
Q4 2024
|
Financially Speaking Inc
Greenwood Village, CO |
BUY
|
- |
606New |
$43.8K - $47.5K
|
606
$48.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
10.7KNew |
$775K - $841K
|
10.7K
$852K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.29K+ 30.62% |
$237K - $258K
|
14K
$1.11M
|
|
|
Feb 07, 2025
Q4 2024
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
13.9K+ 119.06% |
$1.01M - $1.09M
|
25.6K
$2.03M
|
|
|
Feb 07, 2025
Q4 2024
|
Redw Wealth LLC
|
SELL
|
- |
-2.8K- 39.21% |
$203K - $220K
|
4.35K
$345K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-75- 5.91% |
$5.42K - $5.88K
|
1.19K
$94.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
6.47K+ 515.46% |
$468K - $507K
|
7.72K
$613K
|
|
|
Feb 06, 2025
Q4 2024
|
Signify Wealth
|
BUY
|
- |
4.85K+ 5.62% |
$350K - $380K
|
91K
$7.23M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
12.8KNew |
$925K - $1M
|
12.8K
$1.02M
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
127+ 0.61% |
$9.18K - $9.96K
|
20.9K
$1.66M
|
|
|
Feb 05, 2025
Q4 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
1.93M+ 264.49% |
$140M - $152M
|
2.66M
$211M
|
|
|
Feb 04, 2025
Q4 2024
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
3.61K+ 7.8% |
$261K - $283K
|
50K
$3.97M
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-649- 17.91% |
$46.9K - $50.9K
|
2.97K
$236K
|
|
|
Feb 03, 2025
Q4 2024
|
Tcw Group Inc
|
BUY
|
- |
10.1KNew |
$729K - $791K
|
10.1K
$801K
|
|
|
Jan 31, 2025
Q4 2024
|
3 Edge Asset Management, LP
|
SELL
|
- |
-8.34K- 12.13% |
$603K - $654K
|
60.5K
$4.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
5.06KNew |
$366K - $397K
|
5.06K
$402K
|
|
|
Jan 30, 2025
Q4 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
149+ 3.72% |
$10.8K - $11.7K
|
4.16K
$330K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
SELL
|
- |
-81- 0.42% |
$5.85K - $6.35K
|
19.2K
$1.52M
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
2.98K+ 30.16% |
$216K - $234K
|
12.9K
$1.02M
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
4.62K+ 54.92% |
$334K - $363K
|
13K
$1.04M
|
|
|
Jan 28, 2025
Q4 2024
|
Centerline Wealth Advisors, LLC
Louisville, KY |
BUY
|
- |
68.8KNew |
$4.98M - $5.4M
|
68.8K
$5.47M
|
|
|
Jan 28, 2025
Q4 2024
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
10KNew |
$723K - $784K
|
10K
$794K
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
163+ 73.42% |
$11.8K - $12.8K
|
385
$30.6K
|
|
|
Jan 24, 2025
Q4 2024
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
2.91KNew |
$210K - $228K
|
2.91K
$231K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-1.18K- 2.36% |
$85.2K - $92.5K
|
48.9K
$3.88M
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
24.7K+ 62.68% |
$1.79M - $1.94M
|
64.2K
$5.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
5.9KNew |
$426K - $462K
|
5.9K
$468K
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
104K+ 380.76% |
$7.53M - $8.17M
|
131K
$10.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-370- 2.86% |
$26.7K - $29K
|
12.6K
$997K
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
48.9K+ 93.64% |
$3.54M - $3.84M
|
101K
$8.03M
|
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
25.2K+ 77.47% |
$1.82M - $1.98M
|
57.8K
$4.59M
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-1.36K- 26.5% |
$87.4K - $101K
|
3.77K
$300K
|
|
|
Nov 01, 2024
Q3 2024
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-298- 99.67% |
$19.1K - $22.1K
|
1
$79.4
|
|
|
Oct 18, 2024
Q3 2024
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-476- 12.13% |
$30.6K - $35.3K
|
3.45K
$274K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-1.16K- 19.89% |
$76.8K - $83.6K
|
4.69K
$372K
|
|