Latest Institutional Transactions on Engine No 1 ETF Tr (VOTE)
This table provides information on the latest institutional transactions involving Engine No 1 ETF Tr (VOTE) 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 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
6New |
$349 - $436
|
6
$454
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
100K+ 643.7% |
$5.82M - $7.28M
|
116K
$8.75M
|
|
|
Aug 14, 2025
Q2 2025
|
Premier Financial Group
Eureka, CA |
BUY
|
- |
8.05KNew |
$469K - $586K
|
8.05K
$610K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
50+ 0.56% |
$2.91K - $3.64K
|
8.94K
$677K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
887+ 21.08% |
$51.6K - $64.5K
|
5.09K
$386K
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
22.7KNew |
$1.32M - $1.65M
|
22.7K
$1.72M
|
|
|
Aug 14, 2025
Q2 2025
|
Advisor Os, LLC
|
BUY
|
- |
909+ 12.11% |
$52.9K - $66.1K
|
8.42K
$637K
|
|
|
Aug 14, 2025
Q2 2025
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
383+ 2.32% |
$22.3K - $27.9K
|
16.9K
$1.28M
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
200K+ 15.15% |
$11.6M - $14.6M
|
1.52M
$115M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
25.5K+ 6.78% |
$1.49M - $1.86M
|
402K
$30.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-13.5K- 7.46% |
$784K - $980K
|
167K
$12.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-18.6K- 99.09% |
$1.08M - $1.35M
|
171
$12.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
6.09K+ 35.33% |
$354K - $443K
|
23.3K
$1.77M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.03K+ 38.05% |
$234K - $293K
|
14.6K
$1.11M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.42KNew |
$141K - $176K
|
2.42K
$183K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
8K+ 178.83% |
$466K - $582K
|
12.5K
$945K
|
|
|
Aug 14, 2025
Q2 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-12.7K- 48.12% |
$740K - $925K
|
13.7K
$1.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
61.5K+ 81.53% |
$3.58M - $4.47M
|
137K
$10.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
661+ 132.2% |
$38.5K - $48.1K
|
1.16K
$87.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
73+ 61.34% |
$4.25K - $5.31K
|
192
$14.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3+ 0.3% |
$175 - $218
|
996
$75.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
8.83K+ 1608.2% |
$514K - $642K
|
9.38K
$710K
|
|
|
Aug 13, 2025
Q2 2025
|
Portland Global Advisors LLC
|
SELL
|
- |
-175- 3.74% |
$10.2K - $12.7K
|
4.5K
$341K
|
|
|
Aug 13, 2025
Q2 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-227- 3.66% |
$13.2K - $16.5K
|
5.97K
$452K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
92New |
$5.35K - $6.69K
|
92
$6.97K
|
|
|
Aug 13, 2025
Q2 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
34KNew |
$1.98M - $2.47M
|
34K
$2.57M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
11.9K+ 162.08% |
$690K - $862K
|
19.2K
$1.45M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
5.34KNew |
$311K - $388K
|
5.34K
$404K
|
|
|
Aug 11, 2025
Q2 2025
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
193K+ 22.35% |
$11.2M - $14M
|
1.05M
$79.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Plum Street Advisors, LLC
New Orleans, LA |
BUY
|
- |
349+ 1.42% |
$20.3K - $25.4K
|
24.8K
$1.88M
|
|
|
Aug 11, 2025
Q2 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
2.35K+ 1.29% |
$137K - $171K
|
185K
$14M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
173K+ 20.46% |
$10.1M - $12.6M
|
1.02M
$77M
|
|
|
Aug 08, 2025
Q2 2025
|
Phoenix Wealth Advisors
|
SELL
|
- |
-26.9K- 44.22% |
$1.56M - $1.96M
|
33.9K
$2.57M
|
|
|
Aug 08, 2025
Q2 2025
|
Mjp Associates Inc
|
BUY
|
- |
909+ 12.11% |
$52.9K - $66.1K
|
8.42K
$637K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
265+ 2.16% |
$15.4K - $19.3K
|
12.5K
$948K
|
|
|
Aug 06, 2025
Q2 2025
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-87- 0.81% |
$5.06K - $6.33K
|
10.7K
$807K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
312New |
$18.2K - $22.7K
|
312
$23.6K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.97K+ 70.04% |
$347K - $434K
|
14.5K
$1.1M
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
22New |
$1.28K - $1.6K
|
22
$1.67K
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
BUY
|
- |
39+ 0.18% |
$2.27K - $2.84K
|
21.7K
$1.64M
|
|
|
Jul 31, 2025
Q2 2025
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
2.97KNew |
$173K - $216K
|
2.97K
$225K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
841+ 1.14% |
$48.9K - $61.2K
|
74.8K
$5.66M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
30+ 0.61% |
$1.75K - $2.18K
|
4.93K
$373K
|
|
|
Jul 30, 2025
Q2 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
81.5K+ 41.39% |
$4.75M - $5.93M
|
279K
$21.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Aspiriant, LLC
|
BUY
|
- |
8.7K+ 9.3% |
$507K - $633K
|
102K
$7.74M
|
|
|
Jul 28, 2025
Q2 2025
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
1.27K+ 123.0% |
$74.1K - $92.6K
|
2.31K
$175K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.9K- 2.28% |
$169K - $211K
|
124K
$9.41M
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
17+ 0.3% |
$989 - $1.24K
|
5.72K
$433K
|
|
|
Jul 24, 2025
Q2 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
2.03K+ 24.81% |
$118K - $148K
|
10.2K
$775K
|