Latest Institutional Purchases of Engine No 1 ETF Tr Transform C (NETZ)
This list provides information on the latest institutional transactions involving Engine No 1 ETF Tr Transform C (NETZ) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2025
Q2 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
626KNew |
N/A
|
626K
$46.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
159KNew |
N/A
|
159K
$11.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
86.9K+ 262.62% |
N/A
|
120K
$8.93M
|
|
|
Jul 28, 2025
Q2 2025
|
Wj Wealth Management, LLC
|
BUY
|
- |
83.7KNew |
N/A
|
83.7K
$6.23M
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
82.5K+ 3.82% |
N/A
|
2.24M
$167M
|
|
|
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
|
Brinker Capital Investments, LLC
|
BUY
|
- |
61.7K+ 519.63% |
N/A
|
73.5K
$5.48M
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
60.2KNew |
N/A
|
60.2K
$4.49M
|
|
|
Aug 05, 2025
Q2 2025
|
Tsfg, LLC
|
BUY
|
- |
46.3KNew |
N/A
|
46.3K
$3.45M
|
|
|
Jul 22, 2025
Q2 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
30.3K+ 24.13% |
N/A
|
156K
$11.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
16.8KNew |
N/A
|
16.8K
$1.25M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
10.1K+ 68.76% |
N/A
|
24.7K
$1.84M
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
8.54K+ 127.56% |
N/A
|
15.2K
$1.13M
|
|
|
Jul 17, 2025
Q2 2025
|
Albion Financial Group
|
BUY
|
- |
8.43K+ 12.89% |
N/A
|
73.8K
$5.49M
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Insights, Inc.
|
BUY
|
- |
8.08KNew |
N/A
|
8.08K
$602K
|
|
|
Jul 30, 2025
Q2 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
7.69KNew |
N/A
|
7.69K
$573K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.03KNew |
N/A
|
7.03K
$523K
|
|
|
Jul 31, 2025
Q2 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
6.63KNew |
N/A
|
6.63K
$494K
|
|
|
Jul 24, 2025
Q2 2025
|
Rebel Financial LLC
Groveport, OH |
BUY
|
- |
6.18KNew |
N/A
|
6.18K
$460K
|
|
|
Aug 11, 2025
Q2 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
4.53K+ 58.29% |
N/A
|
12.3K
$915K
|
|
|
Jul 22, 2025
Q2 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
3.79K+ 67.52% |
N/A
|
9.4K
$700K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
3KNew |
N/A
|
3K
$223K
|
|
|
Jul 29, 2025
Q2 2025
|
Aspiriant, LLC
|
BUY
|
- |
2.92K+ 2.11% |
N/A
|
142K
$10.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
2.88K+ 38.58% |
N/A
|
10.3K
$769K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.51K+ 457.19% |
N/A
|
3.06K
$228K
|
|
|
Aug 14, 2025
Q2 2025
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
2.51K+ 39.45% |
N/A
|
8.87K
$661K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.4KNew |
N/A
|
2.4K
$178K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.04K+ 31.52% |
N/A
|
8.52K
$635K
|
|
|
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 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.43K+ 2.75% |
N/A
|
53.2K
$3.96M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.17K+ 1643.66% |
N/A
|
1.24K
$92.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
770New |
N/A
|
770
$57.3K
|
|
|
Aug 07, 2025
Q2 2025
|
Financially Speaking Inc
Greenwood Village, CO |
BUY
|
- |
587New |
N/A
|
587
$43.7K
|
|
|
Jul 15, 2025
Q2 2025
|
Centerline Wealth Advisors, LLC
Louisville, KY |
BUY
|
- |
492+ 0.71% |
N/A
|
69.5K
$5.17M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
340New |
N/A
|
340
$25.3K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
275New |
N/A
|
275
$20.5K
|
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
236New |
N/A
|
236
$17.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
201+ 1.94% |
N/A
|
10.6K
$788K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
199+ 19.49% |
N/A
|
1.22K
$90.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
140New |
N/A
|
140
$10.4K
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
126New |
N/A
|
126
$9.38K
|
|
|
Jul 24, 2025
Q2 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
61New |
N/A
|
61
$4.54K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
10+ 1.0% |
N/A
|
1.01K
$75.1K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
338K+ 16.79% |
$24.7M - $28.1M
|
2.35M
$175M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
17.3KNew |
$1.27M - $1.44M
|
17.3K
$1.29M
|
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
4.2KNew |
$307K - $349K
|
4.2K
$313K
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
3.07KNew |
$225K - $256K
|
3.07K
$229K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
1.05KNew |
$76.7K - $87.2K
|
1.05K
$78K
|
|