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 |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2025
Q2 2025
|
A&I Financial Services, LLC
Lone Tree, CO |
BUY
|
- |
1.96K+ 4.75% |
$114K - $143K
|
43.3K
$3.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.2KNew |
$69.7K - $87.1K
|
1.2K
$88.7K
|
|
|
Jul 23, 2025
Q2 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
882+ 0.9% |
$51.3K - $64.2K
|
99.4K
$7.36M
|
|
|
Jul 15, 2025
Q2 2025
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
575+ 12.91% |
$33.5K - $41.8K
|
5.03K
$372K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
140+ 16.77% |
$8.15K - $10.2K
|
975
$72.2K
|
|
| Q1 2025 | |||||||
|
May 13, 2025
Q1 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
147K+ 295.48% |
$9.51M - $10.6M
|
197K
$14.6M
|
|
|
May 15, 2025
Q1 2025
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
96.5K+ 12.6% |
$6.23M - $6.96M
|
862K
$63.9M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
46.3K+ 3.63% |
$2.99M - $3.34M
|
1.32M
$97.8M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
30.6K+ 3.77% |
$1.98M - $2.21M
|
844K
$62.5M
|
|
|
May 29, 2025
Q1 2025
|
Plum Street Advisors, LLC
New Orleans, LA |
BUY
|
- |
16.9K+ 221.35% |
$1.09M - $1.22M
|
24.5K
$1.81M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
15.9K+ 9.64% |
$1.03M - $1.15M
|
181K
$13.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
13.4K+ 11.77% |
$865K - $966K
|
127K
$9.42M
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
9.41K+ 11.18% |
$608K - $679K
|
93.5K
$6.93M
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
7.51KNew |
$485K - $541K
|
7.51K
$556K
|
|
|
Apr 30, 2025
Q1 2025
|
Mjp Associates Inc
|
BUY
|
- |
7.51KNew |
$485K - $541K
|
7.51K
$556K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
5.8K+ 44.67% |
$375K - $419K
|
18.8K
$1.39M
|
|
|
May 15, 2025
Q1 2025
|
Centric Wealth Management
|
BUY
|
- |
4.84KNew |
$313K - $349K
|
4.84K
$359K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
4.47KNew |
$289K - $323K
|
4.47K
$331K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
3.84K+ 1.03% |
$248K - $277K
|
376K
$27.9M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.21K+ 4.45% |
$208K - $232K
|
75.4K
$5.59M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.69K+ 46.19% |
$174K - $194K
|
8.52K
$631K
|
|
|
Apr 24, 2025
Q1 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
2.09K+ 34.19% |
$135K - $151K
|
8.2K
$607K
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
2.07K+ 8.51% |
$134K - $150K
|
26.4K
$1.96M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.36K+ 9.62% |
$88.1K - $98.4K
|
15.5K
$1.15M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
713New |
$46.1K - $51.4K
|
713
$52.8K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
709+ 3.39% |
$45.8K - $51.1K
|
21.6K
$1.6M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
707+ 16.88% |
$45.7K - $51K
|
4.9K
$363K
|
|
|
May 12, 2025
Q1 2025
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
562+ 3.52% |
$36.3K - $40.5K
|
16.5K
$1.22M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
497New |
$32.1K - $35.8K
|
497
$36.8K
|
|
|
May 14, 2025
Q1 2025
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
444+ 3.66% |
$28.7K - $32K
|
12.6K
$931K
|
|
|
May 15, 2025
Q1 2025
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
300+ 0.45% |
$19.4K - $21.6K
|
66.7K
$4.94M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
117+ 5850.0% |
$7.56K - $8.44K
|
119
$8.82K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
110+ 0.91% |
$7.11K - $7.93K
|
12.3K
$907K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
83New |
$5.36K - $5.99K
|
83
$6.15K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
58+ 0.48% |
$3.75K - $4.18K
|
12K
$891K
|
|
|
Apr 17, 2025
Q1 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
43+ 0.38% |
$2.78K - $3.1K
|
11.4K
$844K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
30New |
$1.94K - $2.16K
|
30
$2.22K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
15+ 0.17% |
$969 - $1.08K
|
8.89K
$659K
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
14+ 0.31% |
$904 - $1.01K
|
4.59K
$340K
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
8+ 0.39% |
$517 - $577
|
2.06K
$153K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
5+ 0.25% |
$323 - $361
|
1.97K
$146K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
5New |
$323 - $361
|
5
$370
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3+ 0.3% |
$194 - $216
|
993
$73.6K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
1+ 0.32% |
$64.6 - $72.1
|
311
$23K
|
|
|
Apr 23, 2025
Q1 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
1+ 3.85% |
$64.6 - $72.1
|
27
$2K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
28KNew |
$1.86M - $2M
|
28K
$2.07M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
9.43K+ 1717.49% |
$626K - $675K
|
9.98K
$739K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
8.6K+ 1.08% |
$570K - $615K
|
803K
$59.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
6.09KNew |
$404K - $436K
|
6.09K
$451K
|
|