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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
3+ 0.06% |
$218 - $236
|
5.1K
$402K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.08K+ 64.59% |
$442K - $478K
|
15.5K
$1.22M
|
|
|
Nov 14, 2025
Q3 2025
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
112New |
$8.14K - $8.81K
|
112
$8.84K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.23KNew |
$89.6K - $96.9K
|
1.23K
$97.3K
|
|
|
Nov 14, 2025
Q3 2025
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
95+ 0.14% |
$6.91K - $7.47K
|
66.7K
$5.27M
|
|
|
Nov 14, 2025
Q3 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
20K+ 146.18% |
$1.46M - $1.58M
|
33.8K
$2.66M
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-10.2K- 2.54% |
$742K - $803K
|
392K
$30.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
649+ 0.39% |
$47.2K - $51.1K
|
168K
$13.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
6.07K+ 5.25% |
$442K - $478K
|
122K
$9.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
2.59KNew |
$188K - $204K
|
2.59K
$204K
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1- 0.01% |
$72.7 - $78.7
|
12.5K
$988K
|
|
|
Nov 14, 2025
Q3 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
159K+ 2984.96% |
$11.6M - $12.5M
|
165K
$13M
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3+ 0.3% |
$218 - $236
|
999
$78.9K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
4.03KNew |
$293K - $317K
|
4.03K
$318K
|
|
|
Nov 13, 2025
Q3 2025
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
4New |
$291 - $315
|
4
$316
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
26+ 5.94% |
$1.89K - $2.05K
|
464
$36.6K
|
|
|
Nov 13, 2025
Q3 2025
|
Plum Street Advisors, LLC
New Orleans, LA |
BUY
|
- |
564+ 2.27% |
$41K - $44.4K
|
25.4K
$2.01M
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
35.4K+ 2.33% |
$2.57M - $2.78M
|
1.56M
$123M
|
|
|
Nov 13, 2025
Q3 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-1.83K- 1.61% |
$133K - $144K
|
112K
$8.81M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.49K+ 10.17% |
$108K - $117K
|
16.1K
$1.27M
|
|
|
Nov 13, 2025
Q3 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
3.27K+ 1.77% |
$238K - $257K
|
188K
$14.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Maseco LLP
London, |
BUY
|
- |
181New |
$13.2K - $14.2K
|
181
$14.3K
|
|
|
Nov 12, 2025
Q3 2025
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
3.33K+ 26.46% |
$242K - $262K
|
15.9K
$1.25M
|
|
|
Nov 12, 2025
Q3 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1K+ 4.3% |
$72.9K - $78.9K
|
24.3K
$1.92M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.27K+ 3.03% |
$165K - $179K
|
77.1K
$6.08M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.65K+ 24.27% |
$338K - $366K
|
23.8K
$1.88M
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.08K+ 21.82% |
$78.1K - $84.6K
|
6K
$474K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-39- 0.44% |
$2.83K - $3.07K
|
8.9K
$703K
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
14K+ 10.23% |
$1.02M - $1.1M
|
151K
$11.9M
|
|
|
Nov 10, 2025
Q3 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
611+ 122.94% |
$44.4K - $48.1K
|
1.11K
$87.5K
|
|
|
Nov 10, 2025
Q3 2025
|
Advisor Os, LLC
|
SELL
|
- |
-451- 5.36% |
$32.8K - $35.5K
|
7.97K
$629K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
11+ 0.56% |
$800 - $865
|
1.98K
$157K
|
|
|
Nov 10, 2025
Q3 2025
|
Portland Global Advisors LLC
|
SELL
|
- |
-277- 6.16% |
$20.1K - $21.8K
|
4.22K
$333K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
72.5K+ 7.13% |
$5.27M - $5.7M
|
1.09M
$86M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-16.8K- 2.86% |
$1.22M - $1.32M
|
570K
$45M
|
|
|
Nov 07, 2025
Q3 2025
|
Mjp Associates Inc
|
SELL
|
- |
-451- 5.36% |
$32.8K - $35.5K
|
7.97K
$629K
|
|
|
Nov 06, 2025
Q3 2025
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-325K- 30.82% |
$23.6M - $25.6M
|
730K
$57.6M
|
|
|
Nov 06, 2025
Q3 2025
|
Caprock Group, Inc.
|
BUY
|
- |
12+ 0.26% |
$872 - $944
|
4.6K
$363K
|
|
|
Nov 06, 2025
Q3 2025
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-165- 1.55% |
$12K - $13K
|
10.5K
$828K
|
|
|
Nov 05, 2025
Q3 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
13.6K+ 40.15% |
$991K - $1.07M
|
47.6K
$3.76M
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
790KNew |
$57.4M - $62.2M
|
790K
$62.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.61K+ 1.3% |
$117K - $127K
|
126K
$9.94M
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
163+ 0.98% |
$11.8K - $12.8K
|
16.8K
$1.33M
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
1+ 0.32% |
$72.7 - $78.7
|
313
$24.7K
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
6.09KNew |
$443K - $479K
|
6.09K
$481K
|
|
|
Nov 03, 2025
Q3 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
197+ 0.67% |
$14.3K - $15.5K
|
29.8K
$2.35M
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.31K- 13.38% |
$94.9K - $103K
|
8.45K
$667K
|
|
|
Oct 31, 2025
Q3 2025
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-11.9K- 12.0% |
$867K - $938K
|
87.4K
$6.9M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
400New |
$29.1K - $31.5K
|
400
$31.6K
|
|
|
Oct 28, 2025
Q3 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
1.55KNew |
$113K - $122K
|
1.55K
$122K
|
|