Latest Institutional Purchases of Engine No 1 ETF Tr (VOTE)
This list provides information on the latest institutional transactions involving Engine No 1 ETF Tr (VOTE) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
255K+ 49.86% |
$16.9M - $18.2M
|
765K
$50M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
70.2K+ 9.44% |
$4.66M - $5.02M
|
813K
$53.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
54.4K+ 452.92% |
$3.61M - $3.89M
|
66.4K
$4.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Ethic Inc.
New York, NY |
BUY
|
- |
49.8KNew |
$3.31M - $3.57M
|
49.8K
$3.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
45.2K+ 3.67% |
$3M - $3.23M
|
1.27M
$83.2M
|
|
|
Feb 05, 2025
Q4 2024
|
A&I Financial Services, LLC
Lone Tree, CO |
BUY
|
- |
38.8KNew |
$2.58M - $2.78M
|
38.8K
$2.53M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
28KNew |
$1.86M - $2M
|
28K
$1.83M
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
23.6K+ 39.08% |
$1.57M - $1.69M
|
84.1K
$5.49M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
17.6KNew |
$1.17M - $1.26M
|
17.6K
$1.15M
|
|
|
Jan 17, 2025
Q4 2024
|
Phoenix Wealth Advisors
|
BUY
|
- |
12.3K+ 24.22% |
$815K - $879K
|
63K
$4.11M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
9.15K+ 8.74% |
$607K - $655K
|
114K
$7.43M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
8.6K+ 1.08% |
$570K - $615K
|
803K
$52.4M
|
|
|
Mar 05, 2025
Q4 2024
|
Financial Insights, Inc.
|
BUY
|
- |
8.34K+ 7.78% |
$554K - $597K
|
116K
$7.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
6.38K+ 110.8% |
$424K - $457K
|
12.1K
$792K
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
6.09KNew |
$404K - $436K
|
6.09K
$397K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
5.62K+ 8.44% |
$373K - $402K
|
72.2K
$4.71M
|
|
|
Jan 23, 2025
Q4 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
5.56K+ 2.94% |
$369K - $398K
|
195K
$12.7M
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
4.79K+ 100.21% |
$318K - $343K
|
9.58K
$625K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.69K+ 120.98% |
$311K - $336K
|
8.56K
$559K
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
3.69KNew |
$245K - $264K
|
3.69K
$241K
|
|
|
Jan 29, 2025
Q4 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
2.26K+ 2.36% |
$150K - $161K
|
97.8K
$6.38M
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
2.06KNew |
$136K - $147K
|
2.06K
$134K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
1.97KNew |
$131K - $141K
|
1.97K
$128K
|
|
|
Feb 05, 2025
Q4 2024
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
1.21K+ 12.7% |
$80.4K - $86.7K
|
10.7K
$701K
|
|
|
Feb 13, 2025
Q4 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
959+ 8.59% |
$63.6K - $68.6K
|
12.1K
$791K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
926+ 18.9% |
$61.5K - $66.3K
|
5.83K
$380K
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
520+ 4.8% |
$34.5K - $37.2K
|
11.3K
$740K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
414+ 4.89% |
$27.5K - $29.6K
|
8.88K
$579K
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
375+ 4.66% |
$24.9K - $26.8K
|
8.42K
$549K
|
|
|
Feb 11, 2025
Q4 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
163+ 3.9% |
$10.8K - $11.7K
|
4.34K
$283K
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
146+ 0.6% |
$9.69K - $10.5K
|
24.4K
$1.59M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
131+ 0.08% |
$8.69K - $9.38K
|
165K
$10.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
112+ 19.28% |
$7.43K - $8.02K
|
693
$45.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
5+ 23.81% |
$332 - $358
|
26
$1.7K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
4New |
$265 - $286
|
4
$261
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3+ 0.3% |
$199 - $215
|
990
$64.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
1+ 0.32% |
$66.4 - $71.6
|
310
$20.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
1+ 1.45% |
$66.4 - $71.6
|
70
$4.57K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
16.1KNew |
$970K - $1.08M
|
16.1K
$1.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Jordan Park Group LLC
|
BUY
|
- |
12.8KNew |
$775K - $861K
|
12.8K
$838K
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
7.73KNew |
$466K - $518K
|
7.73K
$504K
|
|
|
Oct 18, 2024
Q3 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
6.11KNew |
$369K - $410K
|
6.11K
$399K
|
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
2.32K+ 8.48% |
$140K - $155K
|
29.6K
$1.93M
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
336+ 329.41% |
$20.3K - $22.5K
|
438
$28.6K
|
|
|
Oct 22, 2024
Q3 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
313+ 43.35% |
$18.9K - $21K
|
1.04K
$67.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
211New |
$12.7K - $14.1K
|
211
$13.8K
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
100New |
$6.04K - $6.7K
|
100
$6.53K
|
|
|
Nov 04, 2024
Q3 2024
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
90+ 2.74% |
$5.43K - $6.03K
|
3.38K
$220K
|
|
|
Oct 22, 2024
Q3 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
50+ 1.04% |
$3.02K - $3.35K
|
4.84K
$316K
|
|