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 |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
140+ 16.77% |
$8.15K - $10.2K
|
975
$70.9K
|
|
|
Jul 14, 2025
Q2 2025
|
A&I Financial Services, LLC
Lone Tree, CO |
BUY
|
- |
1.96K+ 4.75% |
$114K - $143K
|
43.3K
$3.14M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.2KNew |
$69.7K - $87.1K
|
1.2K
$87K
|
|
| Q1 2025 | |||||||
|
May 29, 2025
Q1 2025
|
Plum Street Advisors, LLC
New Orleans, LA |
BUY
|
- |
16.9K+ 221.35% |
$1.09M - $1.22M
|
24.5K
$1.78M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
5+ 0.25% |
$323 - $361
|
1.97K
$143K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
15.9K+ 9.64% |
$1.03M - $1.15M
|
181K
$13.1M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.21K+ 4.45% |
$208K - $232K
|
75.4K
$5.48M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.36K+ 9.62% |
$88.1K - $98.4K
|
15.5K
$1.13M
|
|
|
May 15, 2025
Q1 2025
|
Centric Wealth Management
|
BUY
|
- |
4.84KNew |
$313K - $349K
|
4.84K
$352K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
5.8K+ 44.67% |
$375K - $419K
|
18.8K
$1.37M
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
14+ 0.31% |
$904 - $1.01K
|
4.59K
$334K
|
|
|
May 15, 2025
Q1 2025
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
96.5K+ 12.6% |
$6.23M - $6.96M
|
862K
$62.7M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
110+ 0.91% |
$7.11K - $7.93K
|
12.3K
$890K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
4.47KNew |
$289K - $323K
|
4.47K
$325K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
707+ 16.88% |
$45.7K - $51K
|
4.9K
$356K
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
46.3K+ 3.63% |
$2.99M - $3.34M
|
1.32M
$96M
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
2.07K+ 8.51% |
$134K - $150K
|
26.4K
$1.92M
|
|
|
May 15, 2025
Q1 2025
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
300+ 0.45% |
$19.4K - $21.6K
|
66.7K
$4.84M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3+ 0.3% |
$194 - $216
|
993
$72.2K
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-372- 0.2% |
$24K - $26.8K
|
183K
$13.3M
|
|
|
May 14, 2025
Q1 2025
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
444+ 3.66% |
$28.7K - $32K
|
12.6K
$914K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-78- 0.73% |
$5.04K - $5.63K
|
10.6K
$770K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
117+ 5850.0% |
$7.56K - $8.44K
|
119
$8.65K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-9.6K- 69.53% |
$620K - $692K
|
4.21K
$306K
|
|
|
May 14, 2025
Q1 2025
|
Phoenix Wealth Advisors
|
SELL
|
- |
-2.15K- 3.41% |
$139K - $155K
|
60.8K
$4.42M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-488- 32.8% |
$31.5K - $35.2K
|
1K
$72.7K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
147K+ 295.48% |
$9.51M - $10.6M
|
197K
$14.3M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
15+ 0.17% |
$969 - $1.08K
|
8.89K
$646K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
713New |
$46.1K - $51.4K
|
713
$51.8K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
1+ 0.32% |
$64.6 - $72.1
|
311
$22.6K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-16.1K- 2.66% |
$1.04M - $1.16M
|
587K
$42.7M
|
|
|
May 12, 2025
Q1 2025
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
562+ 3.52% |
$36.3K - $40.5K
|
16.5K
$1.2M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
30.6K+ 3.77% |
$1.98M - $2.21M
|
844K
$61.3M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.69K+ 46.19% |
$174K - $194K
|
8.52K
$619K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
58+ 0.48% |
$3.75K - $4.18K
|
12K
$875K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
3.84K+ 1.03% |
$248K - $277K
|
376K
$27.4M
|
|
|
May 07, 2025
Q1 2025
|
Portland Global Advisors LLC
|
SELL
|
- |
-2.6K- 35.69% |
$168K - $187K
|
4.68K
$340K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.25K- 14.57% |
$80.6K - $90K
|
7.32K
$532K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.16K- 26.19% |
$75.1K - $83.9K
|
3.28K
$238K
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
7.51KNew |
$485K - $541K
|
7.51K
$546K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
30New |
$1.94K - $2.16K
|
30
$2.18K
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
8+ 0.39% |
$517 - $577
|
2.06K
$150K
|
|
|
May 02, 2025
Q1 2025
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
2.24K+ 1.15% |
$145K - $162K
|
197K
$14.3M
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
83New |
$5.36K - $5.99K
|
83
$6.03K
|
|
|
Apr 30, 2025
Q1 2025
|
Mjp Associates Inc
|
BUY
|
- |
7.51KNew |
$485K - $541K
|
7.51K
$546K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-499- 4.87% |
$32.2K - $36K
|
9.76K
$709K
|
|
|
Apr 28, 2025
Q1 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
668+ 0.68% |
$43.2K - $48.2K
|
98.5K
$7.16M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
13.4K+ 11.77% |
$865K - $966K
|
127K
$9.25M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
497New |
$32.1K - $35.8K
|
497
$36.1K
|
|