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 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 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
3KNew |
N/A
|
3K
$223K
|
|
|
Aug 06, 2025
Q2 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
626KNew |
N/A
|
626K
$46.6M
|
|
|
Aug 05, 2025
Q2 2025
|
Tsfg, LLC
|
BUY
|
- |
46.3KNew |
N/A
|
46.3K
$3.45M
|
|
|
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
|
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 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 24, 2025
Q2 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
61New |
N/A
|
61
$4.54K
|
|
|
Jul 23, 2025
Q2 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-43- 0.17% |
N/A
|
24.8K
$1.84M
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Insights, Inc.
|
BUY
|
- |
8.08KNew |
N/A
|
8.08K
$602K
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
126New |
N/A
|
126
$9.38K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.62K- 18.07% |
$192K - $218K
|
11.9K
$884K
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
3.07KNew |
$225K - $256K
|
3.07K
$229K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
17.3KNew |
$1.27M - $1.44M
|
17.3K
$1.29M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
1.05KNew |
$76.7K - $87.2K
|
1.05K
$78K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
24New |
$1.76K - $2K
|
24
$1.79K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
338K+ 16.79% |
$24.7M - $28.1M
|
2.35M
$175M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-6.21K- 43.92% |
$455K - $517K
|
7.93K
$591K
|
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
4.2KNew |
$307K - $349K
|
4.2K
$313K
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
379+ 98.44% |
$27.7K - $31.5K
|
764
$56.9K
|
|
| Q4 2024 | |||||||
|
Aug 13, 2025
Q4 2024
|
Argyle Capital Partners, LLC
Los Angeles, CA |
BUY
|
- |
3.2KNew |
$231K - $251K
|
3.2K
$238K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
3.11KNew |
$225K - $244K
|
3.11K
$232K
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
3KNew |
$217K - $235K
|
3K
$223K
|
|
|
Feb 06, 2025
Q4 2024
|
Signify Wealth
|
BUY
|
- |
4.85K+ 5.62% |
$350K - $380K
|
91K
$6.78M
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-649- 17.91% |
$46.9K - $50.9K
|
2.97K
$221K
|
|
| Q3 2024 | |||||||
|
Nov 01, 2024
Q3 2024
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-298- 99.67% |
$19.1K - $22.1K
|
1
$74.5
|
|
|
Oct 18, 2024
Q3 2024
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-476- 12.13% |
$30.6K - $35.3K
|
3.45K
$257K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
75+ 3750.0% |
$4.95K - $5.39K
|
77
$5.73K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
196New |
$12.9K - $14.1K
|
196
$14.6K
|
|
| Q1 2024 | |||||||
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-192- 46.94% |
$10.7K - $13.1K
|
217
$16.2K
|
|
|
Apr 17, 2024
Q1 2024
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
4.54KNew |
$253K - $311K
|
4.54K
$338K
|
|
| Q4 2023 | |||||||
|
Feb 08, 2024
Q4 2023
|
Jordan Park Group LLC
|
SELL
|
- |
-47.7K- 11.17% |
$2.37M - $2.72M
|
380K
$28.3M
|
|
| Q3 2023 | |||||||
|
Oct 17, 2023
Q3 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
4.54KNew |
$230K - $245K
|
4.54K
$338K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
168New |
$8.51K - $9.04K
|
168
$12.5K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
4.53KNew |
$218K - $237K
|
4.53K
$338K
|
|
| Q4 2022 | |||||||
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
7.05KNew |
$317K - $366K
|
7.05K
$525K
|
|
| Q3 2022 | |||||||
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
7.7KNew |
$328K - $412K
|
7.7K
$573K
|
|
| Q2 2022 | |||||||
|
Jul 26, 2022
Q2 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
275New |
$11.9K - $14.9K
|
275
$20.5K
|
|
| Q1 2022 | |||||||
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
1.43KNew |
$67.9K - $77.5K
|
1.43K
$106K
|
|
|
Apr 22, 2022
Q1 2022
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
295KNew |
$14.1M - $16M
|
295K
$22M
|
|