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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
BUY
|
- |
4.78KNew |
$289K - $321K
|
4.78K
$340K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-120- 2.04% |
$6.95K - $7.69K
|
5.76K
$409K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
6.95KNew |
$402K - $445K
|
6.95K
$494K
|
|
|
Aug 14, 2024
Q2 2024
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
12KNew |
$695K - $769K
|
12K
$853K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
6.41K+ 61.89% |
$371K - $411K
|
16.8K
$1.19M
|
|
|
Aug 13, 2024
Q2 2024
|
Portland Global Advisors LLC
|
SELL
|
- |
-1.61K- 18.08% |
$92.9K - $103K
|
7.27K
$517K
|
|
|
Aug 08, 2024
Q2 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
49+ 0.45% |
$2.84K - $3.14K
|
10.8K
$769K
|
|
|
Aug 06, 2024
Q2 2024
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-1.94K- 16.91% |
$112K - $124K
|
9.54K
$678K
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
BUY
|
- |
309New |
$17.9K - $19.8K
|
309
$22K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
SELL
|
- |
-1- 1.43% |
$57.9 - $64.1
|
69
$4.9K
|
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
3+ 16.67% |
$174 - $192
|
21
$1.49K
|
|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-93- 0.9% |
$5.38K - $5.96K
|
10.3K
$729K
|
|
| Q1 2024 | |||||||
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-11Closed |
$601 - $674
|
0
$0
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.49KNew |
$81.2K - $91.1K
|
1.49K
$106K
|
|
|
Apr 23, 2024
Q1 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
4.13KNew |
$226K - $253K
|
4.13K
$294K
|
|
|
Apr 11, 2024
Q1 2024
|
Trust CO
|
BUY
|
- |
7New |
$382 - $429
|
7
$497
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
200New |
$10.9K - $12.3K
|
200
$14.2K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
4.2KNew |
$201K - $234K
|
4.2K
$298K
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
115KNew |
$5.49M - $6.39M
|
115K
$8.15M
|
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
1.06K+ 15.09% |
$50.5K - $58.8K
|
8.05K
$572K
|
|
|
Jan 19, 2024
Q4 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
4.18KNew |
$200K - $233K
|
4.18K
$297K
|
|
| Q3 2023 | |||||||
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
25New |
$1.24K - $1.33K
|
25
$1.78K
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
103KNew |
$5.12M - $5.5M
|
103K
$7.33M
|
|
|
Nov 07, 2023
Q3 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-2.21K- 12.15% |
$110K - $118K
|
16K
$1.13M
|
|
|
Oct 23, 2023
Q3 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-435- 6.67% |
$21.6K - $23.2K
|
6.09K
$433K
|
|
|
Oct 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
16.7KNew |
$828K - $889K
|
16.7K
$1.19M
|
|
| Q2 2023 | |||||||
|
Aug 10, 2023
Q2 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
12New |
$564 - $619
|
12
$853
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-7.55K- 7.19% |
$354K - $389K
|
97.4K
$6.92M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
1New |
$47 - $51.6
|
1
$71.1
|
|
|
Jul 25, 2023
Q2 2023
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
74+ 0.83% |
$3.48K - $3.82K
|
9.01K
$640K
|
|
| Q1 2023 | |||||||
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1- 0.05% |
$43.9 - $48.4
|
1.99K
$142K
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
10.8KNew |
$472K - $520K
|
10.8K
$764K
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
126New |
$5.53K - $6.1K
|
126
$8.95K
|
|
|
Apr 17, 2023
Q1 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
723New |
$31.7K - $35K
|
723
$51.4K
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
39New |
$1.71K - $1.89K
|
39
$2.77K
|
|
| Q4 2022 | |||||||
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
300New |
$12.4K - $14.2K
|
300
$21.3K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
500New |
$20.7K - $23.6K
|
500
$35.5K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
5New |
$207 - $236
|
5
$355
|
|
| Q3 2022 | |||||||
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.72KNew |
$71.7K - $86.3K
|
1.72K
$123K
|
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-7- 2.27% |
$291 - $350
|
301
$21.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
6New |
$250 - $300
|
6
$426
|
|
|
Nov 14, 2022
Q3 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-100Closed |
$4.16K - $5K
|
0
$0
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
1+ 1.05% |
$42.5 - $53.5
|
96
$6.82K
|
|
|
Aug 08, 2022
Q2 2022
|
Allen Investment Management LLC
|
SELL
|
- |
-99.5KClosed |
$4.23M - $5.32M
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
16New |
$680 - $856
|
16
$1.14K
|
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
SELL
|
- |
-100- 50.0% |
$4.25K - $5.35K
|
100
$7.11K
|
|
|
Jul 18, 2022
Q2 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
50New |
$2.13K - $2.68K
|
50
$3.55K
|
|
|
Jul 11, 2022
Q2 2022
|
Foresight Capital Management Advisors, Inc.
|
SELL
|
- |
-193Closed |
$8.2K - $10.3K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Nov 14, 2023
Q1 2022
|
Silicon Valley Community Foundation
Mountain View, CA |
SELL
|
- |
-755KClosed |
$36.7M - $42.5M
|
0
$0
|
|