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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Ethic Inc.
New York, NY |
BUY
|
- |
49.8KNew |
$3.31M - $3.57M
|
49.8K
$3.59M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3+ 0.3% |
$199 - $215
|
990
$71.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.64K- 6.73% |
$374K - $404K
|
78.1K
$5.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-7.34K- 34.7% |
$487K - $525K
|
13.8K
$996K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
131+ 0.08% |
$8.69K - $9.38K
|
165K
$11.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
1.97KNew |
$131K - $141K
|
1.97K
$142K
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
45.2K+ 3.67% |
$3M - $3.23M
|
1.27M
$91.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-3.8K- 47.57% |
$252K - $272K
|
4.19K
$302K
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-1.18K- 1.03% |
$78K - $84.1K
|
113K
$8.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.25K- 18.66% |
$216K - $233K
|
14.2K
$1.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
6.38K+ 110.8% |
$424K - $457K
|
12.1K
$876K
|
|
|
Feb 14, 2025
Q4 2024
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
54.4K+ 452.92% |
$3.61M - $3.89M
|
66.4K
$4.79M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
28KNew |
$1.86M - $2M
|
28K
$2.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
375+ 4.66% |
$24.9K - $26.8K
|
8.42K
$607K
|
|
|
Feb 13, 2025
Q4 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
5+ 23.81% |
$332 - $358
|
26
$1.88K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
959+ 8.59% |
$63.6K - $68.6K
|
12.1K
$875K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-122- 0.93% |
$8.1K - $8.73K
|
13K
$937K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
414+ 4.89% |
$27.5K - $29.6K
|
8.88K
$640K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.28K- 22.39% |
$85K - $91.7K
|
4.44K
$320K
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-1.95K- 23.95% |
$129K - $140K
|
6.2K
$447K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
5.62K+ 8.44% |
$373K - $402K
|
72.2K
$5.21M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-37.6K- 5.88% |
$2.5M - $2.69M
|
603K
$43.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.17K- 21.98% |
$77.7K - $83.7K
|
4.15K
$299K
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
17.6KNew |
$1.17M - $1.26M
|
17.6K
$1.27M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-2.39K- 0.64% |
$158K - $171K
|
372K
$26.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
1+ 0.32% |
$66.4 - $71.6
|
310
$22.4K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
2.06KNew |
$136K - $147K
|
2.06K
$148K
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
146+ 0.6% |
$9.69K - $10.5K
|
24.4K
$1.76M
|
|
|
Feb 11, 2025
Q4 2024
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
255K+ 49.86% |
$16.9M - $18.2M
|
765K
$55.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-77- 97.47% |
$5.11K - $5.51K
|
2
$144
|
|
|
Feb 11, 2025
Q4 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
163+ 3.9% |
$10.8K - $11.7K
|
4.34K
$313K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.69K+ 120.98% |
$311K - $336K
|
8.56K
$618K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
8.6K+ 1.08% |
$570K - $615K
|
803K
$57.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
926+ 18.9% |
$61.5K - $66.3K
|
5.83K
$420K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-279- 2.55% |
$18.5K - $20K
|
10.7K
$769K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.05K- 17.47% |
$136K - $147K
|
9.7K
$699K
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-2.39K- 1.29% |
$158K - $171K
|
183K
$13.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
70.2K+ 9.44% |
$4.66M - $5.02M
|
813K
$58.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
3.69KNew |
$245K - $264K
|
3.69K
$266K
|
|
|
Feb 05, 2025
Q4 2024
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
1.21K+ 12.7% |
$80.4K - $86.7K
|
10.7K
$775K
|
|
|
Feb 05, 2025
Q4 2024
|
A&I Financial Services, LLC
Lone Tree, CO |
BUY
|
- |
38.8KNew |
$2.58M - $2.78M
|
38.8K
$2.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
6.09KNew |
$404K - $436K
|
6.09K
$439K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.12K- 20.69% |
$207K - $224K
|
12K
$863K
|
|
|
Jan 29, 2025
Q4 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
1+ 1.45% |
$66.4 - $71.6
|
70
$5.05K
|
|
|
Jan 29, 2025
Q4 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
2.26K+ 2.36% |
$150K - $161K
|
97.8K
$7.06M
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-119- 2.04% |
$7.9K - $8.52K
|
5.73K
$413K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
4New |
$265 - $286
|
4
$288
|
|
|
Jan 23, 2025
Q4 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
5.56K+ 2.94% |
$369K - $398K
|
195K
$14.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-161- 3.4% |
$10.7K - $11.5K
|
4.58K
$330K
|