Purchases and Sales Made in Q1 2025 in Engine No 1 ETF Tr (VOTE)
This table provides information about the institutional ownership of Engine No 1 ETF Tr (VOTE) during Q1 2025. 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 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-346- 1.97% |
$22.4K - $25K
|
17.2K
$1.25M
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-372- 0.2% |
$24K - $26.8K
|
183K
$13.3M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-488- 32.8% |
$31.5K - $35.2K
|
1K
$72.7K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-499- 4.87% |
$32.2K - $36K
|
9.76K
$709K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.16K- 26.19% |
$75.1K - $83.9K
|
3.28K
$238K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.25K- 14.57% |
$80.6K - $90K
|
7.32K
$532K
|
|
|
May 14, 2025
Q1 2025
|
Phoenix Wealth Advisors
|
SELL
|
- |
-2.15K- 3.41% |
$139K - $155K
|
60.8K
$4.42M
|
|
|
May 07, 2025
Q1 2025
|
Portland Global Advisors LLC
|
SELL
|
- |
-2.6K- 35.69% |
$168K - $187K
|
4.68K
$340K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.16K- 5.33% |
$269K - $300K
|
73.9K
$5.37M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-9.15K- 94.34% |
$591K - $660K
|
549
$39.9K
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Insights, Inc.
|
SELL
|
- |
-9.49K- 8.22% |
$613K - $684K
|
106K
$7.71M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-9.6K- 69.53% |
$620K - $692K
|
4.21K
$306K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-16.1K- 2.66% |
$1.04M - $1.16M
|
587K
$42.7M
|