Purchases and Sales Made in Q1 2022 in Engine No 1 ETF Tr (VOTE)
This table provides information about the institutional ownership of Engine No 1 ETF Tr (VOTE) during Q1 2022. The information is specifically focused on institutions that hold shares of ENGINE NO 1 ETF TR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2022
Q1 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
367KNew |
$17.8M - $20.6M
|
367K
$26.1M
|
|
|
May 16, 2022
Q1 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
176K+ 35.0% |
$8.57M - $9.92M
|
681K
$48.4M
|
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
45.8KNew |
$2.23M - $2.58M
|
45.8K
$3.26M
|
|
|
May 11, 2022
Q1 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
21.3K+ 60.49% |
$1.03M - $1.2M
|
56.4K
$4.01M
|
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
18.2KNew |
$885K - $1.02M
|
18.2K
$1.29M
|
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
6.28KNew |
$305K - $353K
|
6.28K
$447K
|
|
|
May 02, 2022
Q1 2022
|
Phoenix Wealth Advisors
|
BUY
|
- |
6.02K+ 20.67% |
$293K - $339K
|
35.2K
$2.5M
|
|
|
May 06, 2022
Q1 2022
|
Jordan Park Group LLC
|
BUY
|
- |
5.94K+ 0.49% |
$288K - $334K
|
1.22M
$86.8M
|
|
|
May 12, 2022
Q1 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
4.7KNew |
$228K - $264K
|
4.7K
$334K
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.53K+ 4.19% |
$220K - $255K
|
113K
$8.01M
|
|
|
Apr 25, 2022
Q1 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
3.79KNew |
$184K - $213K
|
3.79K
$269K
|
|
|
Jan 19, 2023
Q1 2022
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
3.48K+ 79.45% |
$169K - $196K
|
7.86K
$558K
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.7K+ 425.0% |
$82.6K - $95.6K
|
2.1K
$149K
|
|
|
May 12, 2022
Q1 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
978New |
$47.5K - $55K
|
978
$69.5K
|
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
892+ 10.94% |
$43.3K - $50.1K
|
9.04K
$643K
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
823+ 399.51% |
$40K - $46.3K
|
1.03K
$73.1K
|
|
|
May 31, 2023
Q1 2022
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
357+ 4.03% |
$17.3K - $20.1K
|
9.21K
$654K
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
175+ 307.02% |
$8.5K - $9.84K
|
232
$16.5K
|
|
|
May 03, 2022
Q1 2022
|
Goal Vest Advisory LLC
|
BUY
|
- |
135New |
$6.56K - $7.59K
|
135
$9.59K
|
|
|
May 13, 2022
Q1 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
95New |
$4.62K - $5.34K
|
95
$6.75K
|
|
|
Apr 29, 2022
Q1 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
50New |
$2.43K - $2.81K
|
50
$3.55K
|
|
|
May 10, 2022
Q1 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
24+ 9.23% |
$1.17K - $1.35K
|
284
$20.2K
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-20- 28.57% |
$972 - $1.12K
|
50
$3.55K
|
|
|
May 16, 2022
Q1 2022
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-600Closed |
$29.1K - $33.7K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-7.31K- 5.6% |
$355K - $411K
|
123K
$8.75M
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-9.38K- 5.34% |
$456K - $527K
|
166K
$11.8M
|
|
|
Nov 14, 2023
Q1 2022
|
Silicon Valley Community Foundation
Mountain View, CA |
SELL
|
- |
-755KClosed |
$36.7M - $42.5M
|
0
$0
|