Purchases and Sales Made in Q1 2024 in Engine No 1 ETF Tr (VOTE)
This table provides information about the institutional ownership of Engine No 1 ETF Tr (VOTE) during Q1 2024. 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 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
106K+ 18.08% |
$5.77M - $6.47M
|
690K
$48.4M
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
65.2K+ 10.18% |
$3.56M - $3.99M
|
706K
$49.6M
|
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
43.2K+ 396.47% |
$2.36M - $2.65M
|
54.1K
$3.8M
|
|
|
May 14, 2024
Q1 2024
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
35.8K+ 3.52% |
$1.95M - $2.19M
|
1.05M
$73.8M
|
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
35.4K+ 23.24% |
$1.93M - $2.17M
|
188K
$13.2M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
22K+ 26.37% |
$1.2M - $1.35M
|
106K
$7.41M
|
|
|
Apr 25, 2024
Q1 2024
|
Financial Insights, Inc.
|
BUY
|
- |
13K+ 17.55% |
$708K - $794K
|
86.8K
$6.1M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
12.3K+ 1.84% |
$671K - $753K
|
682K
$47.9M
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
11.1K+ 1.15% |
$607K - $681K
|
976K
$68.5M
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
10.8KNew |
$588K - $660K
|
10.8K
$757K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.13K+ 11.53% |
$498K - $559K
|
88.3K
$6.2M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
7.54KNew |
$412K - $462K
|
7.54K
$530K
|
|
|
May 14, 2024
Q1 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
6.64KNew |
$362K - $407K
|
6.64K
$466K
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.54KNew |
$303K - $339K
|
5.54K
$389K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.5K+ 92.54% |
$246K - $276K
|
9.37K
$658K
|
|
|
Apr 23, 2024
Q1 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
4.13KNew |
$226K - $253K
|
4.13K
$290K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.18K+ 321.13% |
$173K - $195K
|
4.17K
$293K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
2.73K+ 35.8% |
$149K - $167K
|
10.4K
$727K
|
|
|
Apr 25, 2024
Q1 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
2.27K+ 2.43% |
$124K - $139K
|
95.7K
$6.72M
|
|
|
Apr 26, 2024
Q1 2024
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
2.05K+ 21.72% |
$112K - $125K
|
11.5K
$806K
|
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.76K+ 7.19% |
$96.2K - $108K
|
26.3K
$1.84M
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.49KNew |
$81.2K - $91.1K
|
1.49K
$105K
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.38K+ 10.08% |
$75.5K - $84.7K
|
15.1K
$1.06M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.38K+ 10.08% |
$75.5K - $84.7K
|
15.1K
$1.06M
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.27K+ 14.0% |
$69.4K - $77.8K
|
10.3K
$727K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.18K+ 12.7% |
$64.2K - $72K
|
10.4K
$732K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
964+ 23.03% |
$52.6K - $59K
|
5.15K
$362K
|
|
|
Apr 17, 2024
Q1 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
661+ 11.32% |
$36.1K - $40.5K
|
6.5K
$456K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
599New |
$32.7K - $36.7K
|
599
$42.1K
|
|
|
May 08, 2024
Q1 2024
|
Portland Global Advisors LLC
|
BUY
|
- |
495+ 5.91% |
$27K - $30.3K
|
8.88K
$623K
|
|
|
Apr 30, 2024
Q1 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
332New |
$18.1K - $20.3K
|
332
$23.3K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
200New |
$10.9K - $12.3K
|
200
$14K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
192+ 4.3% |
$10.5K - $11.8K
|
4.66K
$327K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
167+ 4.18% |
$9.12K - $10.2K
|
4.17K
$293K
|
|
|
May 10, 2024
Q1 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
135+ 2.85% |
$7.37K - $8.27K
|
4.88K
$343K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
64+ 1.1% |
$3.49K - $3.92K
|
5.88K
$413K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
61+ 305.0% |
$3.33K - $3.74K
|
81
$5.69K
|
|
|
Apr 29, 2024
Q1 2024
|
Caprock Group, Inc.
|
BUY
|
- |
33+ 0.71% |
$1.8K - $2.02K
|
4.71K
$331K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
22+ 4.51% |
$1.2K - $1.35K
|
510
$35.8K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
18+ 4.86% |
$983 - $1.1K
|
388
$27.2K
|
|
|
Apr 11, 2024
Q1 2024
|
Trust CO
|
BUY
|
- |
7New |
$382 - $429
|
7
$492
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3+ 0.31% |
$164 - $184
|
981
$68.9K
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
BUY
|
- |
2+ 0.01% |
$109 - $123
|
21.1K
$1.48M
|
|
|
May 03, 2024
Q1 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
2+ 2.94% |
$109 - $123
|
70
$4.92K
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1+ 0.03% |
$54.6 - $61.3
|
3.71K
$260K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 06, 2024
Q1 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-3- 14.29% |
$164 - $184
|
18
$1.26K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-11Closed |
$601 - $674
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-593- 2.84% |
$32.4K - $36.3K
|
20.3K
$1.42M
|
|
|
Apr 26, 2024
Q1 2024
|
Phoenix Wealth Advisors
|
SELL
|
- |
-669- 1.23% |
$36.5K - $41K
|
53.7K
$3.77M
|