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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2025
Q1 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
2.09K+ 34.19% |
$135K - $151K
|
8.2K
$596K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1- 50.0% |
$64.6 - $72.1
|
1
$72.7
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Insights, Inc.
|
SELL
|
- |
-9.49K- 8.22% |
$613K - $684K
|
106K
$7.71M
|
|
|
Apr 23, 2025
Q1 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
1+ 3.85% |
$64.6 - $72.1
|
27
$1.96K
|
|
|
Apr 22, 2025
Q1 2025
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
1.08K+ 31.82% |
$69.4K - $77.5K
|
4.45K
$324K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.16K- 5.33% |
$269K - $300K
|
73.9K
$5.37M
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
9.41K+ 11.18% |
$608K - $679K
|
93.5K
$6.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
5New |
$323 - $361
|
5
$363
|
|
|
Apr 17, 2025
Q1 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
43+ 0.38% |
$2.78K - $3.1K
|
11.4K
$828K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-18- 0.31% |
$1.16K - $1.3K
|
5.71K
$415K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
709+ 3.39% |
$45.8K - $51.1K
|
21.6K
$1.57M
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
9.43K+ 1717.49% |
$626K - $675K
|
9.98K
$725K
|
|
|
May 30, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
24+ 0.14% |
$1.59K - $1.72K
|
17.3K
$1.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-1.18K- 1.03% |
$78K - $84.1K
|
113K
$8.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
28KNew |
$1.86M - $2M
|
28K
$2.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
375+ 4.66% |
$24.9K - $26.8K
|
8.42K
$612K
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-1.95K- 23.95% |
$129K - $140K
|
6.2K
$450K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.17K- 21.98% |
$77.7K - $83.7K
|
4.15K
$302K
|
|
|
Feb 11, 2025
Q4 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
163+ 3.9% |
$10.8K - $11.7K
|
4.34K
$316K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
8.6K+ 1.08% |
$570K - $615K
|
803K
$58.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
3.69KNew |
$245K - $264K
|
3.69K
$268K
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
6.09KNew |
$404K - $436K
|
6.09K
$443K
|
|
|
Feb 05, 2025
Q4 2024
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
1.21K+ 12.7% |
$80.4K - $86.7K
|
10.7K
$781K
|
|
|
Jan 29, 2025
Q4 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
1+ 1.45% |
$66.4 - $71.6
|
70
$5.09K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
4New |
$265 - $286
|
4
$291
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
4.79K+ 100.21% |
$318K - $343K
|
9.58K
$696K
|
|
| Q3 2024 | |||||||
|
Feb 03, 2025
Q3 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
2New |
$121 - $134
|
2
$145
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-489- 49.44% |
$29.5K - $32.8K
|
500
$36.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
7.73KNew |
$466K - $518K
|
7.73K
$562K
|
|
|
Nov 14, 2024
Q3 2024
|
Jordan Park Group LLC
|
BUY
|
- |
12.8KNew |
$775K - $861K
|
12.8K
$933K
|
|
|
Nov 14, 2024
Q3 2024
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
16.1KNew |
$970K - $1.08M
|
16.1K
$1.17M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-38.3K- 88.54% |
$2.31M - $2.57M
|
4.96K
$361K
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
336+ 329.41% |
$20.3K - $22.5K
|
438
$31.8K
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
100New |
$6.04K - $6.7K
|
100
$7.27K
|
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
2.32K+ 8.48% |
$140K - $155K
|
29.6K
$2.15M
|
|
|
Oct 22, 2024
Q3 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
313+ 43.35% |
$18.9K - $21K
|
1.04K
$75.2K
|
|
|
Oct 22, 2024
Q3 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
50+ 1.04% |
$3.02K - $3.35K
|
4.84K
$352K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
6.41K+ 61.89% |
$371K - $411K
|
16.8K
$1.22M
|
|
| Q1 2024 | |||||||
|
Apr 23, 2024
Q1 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
4.13KNew |
$226K - $253K
|
4.13K
$301K
|
|
|
Apr 11, 2024
Q1 2024
|
Trust CO
|
BUY
|
- |
7New |
$382 - $429
|
7
$509
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
200New |
$10.9K - $12.3K
|
200
$14.5K
|
|
| Q3 2023 | |||||||
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
25New |
$1.24K - $1.33K
|
25
$1.82K
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
103KNew |
$5.12M - $5.5M
|
103K
$7.5M
|
|
|
Oct 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
16.7KNew |
$828K - $889K
|
16.7K
$1.21M
|
|
| Q2 2023 | |||||||
|
Aug 10, 2023
Q2 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
12New |
$564 - $619
|
12
$872
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-7.55K- 7.19% |
$354K - $389K
|
97.4K
$7.08M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
1New |
$47 - $51.6
|
1
$72.7
|
|
|
Jul 25, 2023
Q2 2023
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
74+ 0.83% |
$3.48K - $3.82K
|
9.01K
$655K
|
|
| Q1 2023 | |||||||
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1- 0.05% |
$43.9 - $48.4
|
1.99K
$145K
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
10.8KNew |
$472K - $520K
|
10.8K
$782K
|
|