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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2025
Q1 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
1.54M+ 57.75% |
$113M - $128M
|
4.2M
$313M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
338K+ 16.79% |
$24.7M - $28.1M
|
2.35M
$175M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
256K+ 13.43% |
$18.7M - $21.3M
|
2.16M
$161M
|
|
|
Apr 11, 2025
Q1 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
67.7K+ 117.22% |
$4.95M - $5.63M
|
125K
$9.34M
|
|
|
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 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
17.3KNew |
$1.27M - $1.44M
|
17.3K
$1.29M
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
16.4K+ 16.2% |
$1.2M - $1.36M
|
118K
$8.75M
|
|
|
May 12, 2025
Q1 2025
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
10.4K+ 356.43% |
$759K - $863K
|
13.3K
$989K
|
|
|
May 07, 2025
Q1 2025
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
8.45K+ 16.91% |
$618K - $703K
|
58.4K
$4.35M
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
7.11K+ 5.41% |
$520K - $591K
|
139K
$10.3M
|
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
4.2KNew |
$307K - $349K
|
4.2K
$313K
|
|
|
Apr 28, 2025
Q1 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
3.89K+ 18.61% |
$285K - $324K
|
24.8K
$1.85M
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
3.07KNew |
$225K - $256K
|
3.07K
$229K
|
|
|
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
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
1.85K+ 18.51% |
$135K - $154K
|
11.9K
$883K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.85K+ 14.42% |
$135K - $154K
|
14.6K
$1.09M
|
|
|
Apr 18, 2025
Q1 2025
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
1.56K+ 26.46% |
$114K - $130K
|
7.46K
$555K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.53K+ 19.81% |
$112K - $127K
|
9.25K
$689K
|
|
|
Apr 25, 2025
Q1 2025
|
Albion Financial Group
|
BUY
|
- |
1.14K+ 1.78% |
$83.5K - $95K
|
65.4K
$4.87M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
1.05KNew |
$76.7K - $87.2K
|
1.05K
$78K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
999New |
$73.1K - $83.1K
|
999
$74.4K
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
852+ 6.53% |
$62.3K - $70.9K
|
13.9K
$1.03M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
601+ 143.1% |
$44K - $50K
|
1.02K
$76K
|
|
|
Apr 21, 2025
Q1 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
551+ 10.89% |
$40.3K - $45.8K
|
5.61K
$418K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
549New |
$40.2K - $45.7K
|
549
$40.9K
|
|
|
Apr 24, 2025
Q1 2025
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
474+ 1.85% |
$34.7K - $39.4K
|
26.1K
$1.94M
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
379+ 98.44% |
$27.7K - $31.5K
|
764
$56.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Redw Wealth LLC
|
BUY
|
- |
245+ 5.64% |
$17.9K - $20.4K
|
4.59K
$342K
|
|
|
Apr 24, 2025
Q1 2025
|
Centerline Wealth Advisors, LLC
Louisville, KY |
BUY
|
- |
125+ 0.18% |
$9.15K - $10.4K
|
69K
$5.14M
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
24New |
$1.76K - $2K
|
24
$1.79K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Feb 03, 2025
Q4 2024
|
Tcw Group Inc
|
BUY
|
- |
10.1KNew |
$729K - $791K
|
10.1K
$751K
|
|
|
Feb 06, 2025
Q4 2024
|
Signify Wealth
|
BUY
|
- |
4.85K+ 5.62% |
$350K - $380K
|
91K
$6.78M
|
|
|
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 11, 2025
Q4 2024
|
Financially Speaking Inc
Greenwood Village, CO |
BUY
|
- |
606New |
$43.8K - $47.5K
|
606
$45.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
149+ 3.72% |
$10.8K - $11.7K
|
4.16K
$309K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
196New |
$12.9K - $14.1K
|
196
$14.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
75+ 3750.0% |
$4.95K - $5.39K
|
77
$5.73K
|
|
| Q1 2024 | |||||||
|
Apr 17, 2024
Q1 2024
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
4.54KNew |
$253K - $311K
|
4.54K
$338K
|
|
| 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
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
160+ 0.96% |
$7.2K - $8.3K
|
16.8K
$1.25M
|
|
| 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 22, 2022
Q1 2022
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
295KNew |
$14.1M - $16M
|
295K
$22M
|
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
1.43KNew |
$67.9K - $77.5K
|
1.43K
$106K
|
|