Purchases and Sales Made in Q1 2023 in Engine No 1 ETF Tr (VOTE)
This table provides information about the institutional ownership of Engine No 1 ETF Tr (VOTE) during Q1 2023. 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 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
326K+ 39.38% |
$14.3M - $15.8M
|
1.15M
$82M
|
|
|
May 15, 2023
Q1 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
28.5K+ 3.17% |
$1.25M - $1.38M
|
928K
$65.9M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
12.2KNew |
$537K - $592K
|
12.2K
$869K
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
10.8KNew |
$472K - $520K
|
10.8K
$764K
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
10.7K+ 6.65% |
$471K - $519K
|
172K
$12.2M
|
|
|
May 19, 2023
Q1 2023
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
8.93KNew |
$392K - $432K
|
8.93K
$635K
|
|
|
Apr 17, 2023
Q1 2023
|
Financial Insights, Inc.
|
BUY
|
- |
8.21K+ 31.65% |
$360K - $397K
|
34.1K
$2.43M
|
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
7.24KNew |
$317K - $350K
|
7.24K
$514K
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
7.15K+ 564.09% |
$314K - $346K
|
8.41K
$598K
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5.39K+ 5.71% |
$237K - $261K
|
99.8K
$7.09M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
3.18K+ 14.48% |
$140K - $154K
|
25.1K
$1.79M
|
|
|
May 11, 2023
Q1 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
2.75K+ 18.53% |
$120K - $133K
|
17.6K
$1.25M
|
|
|
May 11, 2023
Q1 2023
|
Jordan Park Group LLC
|
BUY
|
- |
1.37K+ 0.11% |
$59.9K - $66K
|
1.3M
$92.2M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.1K+ 32.57% |
$48.4K - $53.4K
|
4.49K
$319K
|
|
|
May 15, 2023
Q1 2023
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
981+ 0.22% |
$43K - $47.5K
|
442K
$31.4M
|
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
837+ 6.6% |
$36.7K - $40.5K
|
13.5K
$961K
|
|
|
Apr 17, 2023
Q1 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
723New |
$31.7K - $35K
|
723
$51.4K
|
|
|
May 05, 2023
Q1 2023
|
Phoenix Wealth Advisors
|
BUY
|
- |
594+ 1.92% |
$26.1K - $28.7K
|
31.5K
$2.24M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
145+ 6.18% |
$6.36K - $7.02K
|
2.49K
$177K
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
126New |
$5.53K - $6.1K
|
126
$8.95K
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
53+ 1.13% |
$2.33K - $2.56K
|
4.76K
$338K
|
|
|
May 05, 2023
Q1 2023
|
Financial Connections Group, Inc.
|
BUY
|
- |
42+ 161.54% |
$1.84K - $2.03K
|
68
$4.83K
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
39New |
$1.71K - $1.89K
|
39
$2.77K
|
|
|
May 09, 2023
Q1 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
21New |
$921 - $1.02K
|
21
$1.49K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
16+ 5.39% |
$702 - $774
|
313
$22.2K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
11New |
$483 - $532
|
11
$782
|
|
|
Apr 26, 2023
Q1 2023
|
Caprock Group, Inc.
|
BUY
|
- |
11+ 0.24% |
$483 - $532
|
4.64K
$329K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4+ 13.33% |
$176 - $194
|
34
$2.42K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1- 0.05% |
$43.9 - $48.4
|
1.99K
$142K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-425- 15.6% |
$18.6K - $20.6K
|
2.3K
$163K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-707- 72.96% |
$31K - $34.2K
|
262
$18.6K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.05K- 8.97% |
$45.9K - $50.6K
|
10.6K
$754K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.1K- 1.19% |
$48.4K - $53.3K
|
91.6K
$6.51M
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.21K- 52.57% |
$96.9K - $107K
|
1.99K
$142K
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-39.8K- 8.78% |
$1.75M - $1.92M
|
413K
$29.4M
|