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 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
70.2K+ 9.44% |
$4.66M - $5.02M
|
813K
$57.9M
|
|
|
Feb 05, 2025
Q4 2024
|
A&I Financial Services, LLC
Lone Tree, CO |
BUY
|
- |
38.8KNew |
$2.58M - $2.78M
|
38.8K
$2.76M
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
23.6K+ 39.08% |
$1.57M - $1.69M
|
84.1K
$5.99M
|
|
|
Jan 17, 2025
Q4 2024
|
Phoenix Wealth Advisors
|
BUY
|
- |
12.3K+ 24.22% |
$815K - $879K
|
63K
$4.48M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
9.15K+ 8.74% |
$607K - $655K
|
114K
$8.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
6.09KNew |
$404K - $436K
|
6.09K
$433K
|
|
|
Jan 23, 2025
Q4 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
5.56K+ 2.94% |
$369K - $398K
|
195K
$13.9M
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
4.79K+ 100.21% |
$318K - $343K
|
9.58K
$682K
|
|
|
Jan 29, 2025
Q4 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
2.26K+ 2.36% |
$150K - $161K
|
97.8K
$6.96M
|
|
|
Feb 05, 2025
Q4 2024
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
1.21K+ 12.7% |
$80.4K - $86.7K
|
10.7K
$765K
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
520+ 4.8% |
$34.5K - $37.2K
|
11.3K
$807K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
112+ 19.28% |
$7.43K - $8.02K
|
693
$49.3K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
4New |
$265 - $286
|
4
$285
|
|
|
Jan 29, 2025
Q4 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
1+ 1.45% |
$66.4 - $71.6
|
70
$4.98K
|
|
| Q3 2024 | |||||||
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
67.7K+ 9.32% |
$4.09M - $4.54M
|
795K
$56.6M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
56.2K+ 543.66% |
$3.39M - $3.77M
|
66.6K
$4.74M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
41.9K+ 3.53% |
$2.53M - $2.81M
|
1.23M
$87.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
16.1KNew |
$970K - $1.08M
|
16.1K
$1.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
13.1KNew |
$792K - $879K
|
13.1K
$933K
|
|
|
Nov 14, 2024
Q3 2024
|
Jordan Park Group LLC
|
BUY
|
- |
12.8KNew |
$775K - $861K
|
12.8K
$914K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
8.46KNew |
$511K - $567K
|
8.46K
$602K
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
7.73KNew |
$466K - $518K
|
7.73K
$550K
|
|
|
Oct 22, 2024
Q3 2024
|
Financial Insights, Inc.
|
BUY
|
- |
6.99K+ 6.98% |
$422K - $469K
|
107K
$7.63M
|
|
|
Oct 18, 2024
Q3 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
6.11KNew |
$369K - $410K
|
6.11K
$435K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.9KNew |
$296K - $328K
|
4.9K
$349K
|
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
2.32K+ 8.48% |
$140K - $155K
|
29.6K
$2.11M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.76K+ 2.15% |
$106K - $118K
|
83.7K
$5.96M
|
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
1.5K+ 22.64% |
$90.8K - $101K
|
8.15K
$580K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.27K+ 12.13% |
$76.7K - $85.2K
|
11.8K
$836K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
807+ 0.49% |
$48.7K - $54.1K
|
165K
$11.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
715+ 6.84% |
$43.2K - $47.9K
|
11.2K
$795K
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
336+ 329.41% |
$20.3K - $22.5K
|
438
$31.2K
|
|
|
Oct 22, 2024
Q3 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
313+ 43.35% |
$18.9K - $21K
|
1.04K
$73.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
211New |
$12.7K - $14.1K
|
211
$15K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
203+ 1.18% |
$12.3K - $13.6K
|
17.4K
$1.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
142+ 1.81% |
$8.57K - $9.52K
|
7.99K
$569K
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
100New |
$6.04K - $6.7K
|
100
$7.12K
|
|
|
Nov 04, 2024
Q3 2024
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
90+ 2.74% |
$5.43K - $6.03K
|
3.38K
$240K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
67+ 1.19% |
$4.04K - $4.49K
|
5.72K
$407K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
67+ 1.27% |
$4.04K - $4.49K
|
5.32K
$379K
|
|
|
Oct 22, 2024
Q3 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
50+ 1.04% |
$3.02K - $3.35K
|
4.84K
$345K
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
47+ 0.19% |
$2.84K - $3.15K
|
24.2K
$1.72M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
22+ 0.2% |
$1.33K - $1.47K
|
10.9K
$779K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3+ 0.3% |
$181 - $201
|
987
$70.2K
|
|
|
Feb 03, 2025
Q3 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
2New |
$121 - $134
|
2
$142
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
12KNew |
$695K - $769K
|
12K
$854K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
6.95KNew |
$402K - $445K
|
6.95K
$494K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
6.41K+ 61.89% |
$371K - $411K
|
16.8K
$1.19M
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
BUY
|
- |
309New |
$17.9K - $19.8K
|
309
$22K
|
|