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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
1.93M+ 264.49% |
$140M - $152M
|
2.66M
$211M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.92M+ 2033.31% |
$138M - $150M
|
2.01M
$160M
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
1.91MNew |
$138M - $149M
|
1.91M
$151M
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
104K+ 380.76% |
$7.53M - $8.17M
|
131K
$10.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Centerline Wealth Advisors, LLC
Louisville, KY |
BUY
|
- |
68.8KNew |
$4.98M - $5.4M
|
68.8K
$5.47M
|
|
|
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
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
24.7K+ 62.68% |
$1.79M - $1.94M
|
64.2K
$5.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
15.4KNew |
$1.12M - $1.21M
|
15.4K
$1.23M
|
|
|
Feb 07, 2025
Q4 2024
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
13.9K+ 119.06% |
$1.01M - $1.09M
|
25.6K
$2.03M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
12.8KNew |
$925K - $1M
|
12.8K
$1.02M
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
10.7KNew |
$775K - $841K
|
10.7K
$852K
|
|
|
Feb 03, 2025
Q4 2024
|
Tcw Group Inc
|
BUY
|
- |
10.1KNew |
$729K - $791K
|
10.1K
$801K
|
|
|
Jan 28, 2025
Q4 2024
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
10KNew |
$723K - $784K
|
10K
$794K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
9.85K+ 1.35% |
$712K - $773K
|
741K
$58.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
6.47K+ 515.46% |
$468K - $507K
|
7.72K
$613K
|
|
|
Jan 16, 2025
Q4 2024
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
5.9KNew |
$426K - $462K
|
5.9K
$468K
|
|
|
Jan 30, 2025
Q4 2024
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
5.06KNew |
$366K - $397K
|
5.06K
$402K
|
|
|
Feb 06, 2025
Q4 2024
|
Signify Wealth
|
BUY
|
- |
4.85K+ 5.62% |
$350K - $380K
|
91K
$7.23M
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
4.62K+ 54.92% |
$334K - $363K
|
13K
$1.04M
|
|
|
Feb 04, 2025
Q4 2024
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
3.61K+ 7.8% |
$261K - $283K
|
50K
$3.97M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.29K+ 30.62% |
$237K - $258K
|
14K
$1.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
3.11KNew |
$225K - $244K
|
3.11K
$247K
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
3KNew |
$217K - $235K
|
3K
$238K
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
2.98K+ 30.16% |
$216K - $234K
|
12.9K
$1.02M
|
|
|
Jan 24, 2025
Q4 2024
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
2.91KNew |
$210K - $228K
|
2.91K
$231K
|
|
|
Feb 11, 2025
Q4 2024
|
Financially Speaking Inc
Greenwood Village, CO |
BUY
|
- |
606New |
$43.8K - $47.5K
|
606
$48.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
504+ 3.69% |
$36.4K - $39.5K
|
14.1K
$1.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Becker Capital Management Inc
|
BUY
|
- |
360+ 3.69% |
$26K - $28.2K
|
10.1K
$802K
|
|
|
Feb 14, 2025
Q4 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
275+ 4.07% |
$19.9K - $21.6K
|
7.03K
$558K
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
163+ 73.42% |
$11.8K - $12.8K
|
385
$30.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
149+ 3.72% |
$10.8K - $11.7K
|
4.16K
$330K
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
127+ 0.61% |
$9.18K - $9.96K
|
20.9K
$1.66M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
196New |
$12.9K - $14.1K
|
196
$15.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
75+ 3750.0% |
$4.95K - $5.39K
|
77
$6.11K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
50New |
$3.3K - $3.59K
|
50
$3.97K
|
|
| Q1 2024 | |||||||
|
Apr 17, 2024
Q1 2024
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
4.54KNew |
$253K - $311K
|
4.54K
$361K
|
|
| Q3 2023 | |||||||
|
Oct 17, 2023
Q3 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
4.54KNew |
$230K - $245K
|
4.54K
$361K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
168New |
$8.51K - $9.04K
|
168
$13.3K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
4.53KNew |
$218K - $237K
|
4.53K
$360K
|
|
| Q4 2022 | |||||||
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
7.05KNew |
$317K - $366K
|
7.05K
$560K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
160+ 0.96% |
$7.2K - $8.3K
|
16.8K
$1.34M
|
|
| Q3 2022 | |||||||
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
7.7KNew |
$328K - $412K
|
7.7K
$611K
|
|
| Q2 2022 | |||||||
|
Jul 26, 2022
Q2 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
275New |
$11.9K - $14.9K
|
275
$21.8K
|
|
| Q1 2022 | |||||||
|
Apr 22, 2022
Q1 2022
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
295KNew |
$14.1M - $16M
|
295K
$23.4M
|
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
1.43KNew |
$67.9K - $77.5K
|
1.43K
$113K
|
|