Purchases and Sales Made in Q2 2022 in Engine No 1 ETF Tr (VOTE)

VOTE Quotes by TradingView

This table provides information about the institutional ownership of Engine No 1 ETF Tr (VOTE) during Q2 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
Aug 10, 2022 Q2 2022
Betterment LLC

New York, NY
BUY
 -
125K
+ 18.29%
$5.29M - $6.66M
805K $57.2M
Aug 16, 2022 Q2 2022
Thrivent Financial For Lutherans

Minneapolis, MN
BUY
 -
50.3K
+ 13.71%
$2.14M - $2.69M
417K $29.7M
Jul 21, 2022 Q2 2022
Litman Gregory Wealth Management LLC

BUY
 -
35.9K
+ 29.15%
$1.53M - $1.92M
159K $11.3M
Jul 12, 2022 Q2 2022
Jordan Park Group LLC

BUY
 -
30.8K
+ 2.52%
$1.31M - $1.65M
1.25M $89M
Aug 15, 2022 Q2 2022
Mutual Advisors, LLC

Casper, WY
BUY
 -
24.6K
+ 391.61%
$1.05M - $1.32M
30.9K $2.2M
Aug 15, 2022 Q2 2022
Moneta Group Investment Advisors LLC

St Louis, MO
BUY
 -
16.5K
New
$700K - $882K
16.5K $1.17M
Aug 03, 2022 Q2 2022
Financial Insights, Inc.

BUY
 -
15.7K
New
$666K - $839K
15.7K $1.11M
Jul 29, 2022 Q2 2022
Ridgecrest Wealth Partners, LLC

BUY
 -
5.07K
New
$215K - $271K
5.07K $360K
Jan 19, 2023 Q2 2022
Stephens Consulting, LLC

Flint, MI
BUY
 -
2.58K
+ 32.87%
$110K - $138K
10.4K $742K
Aug 01, 2022 Q2 2022
Phoenix Wealth Advisors

BUY
 -
316
+ 0.9%
$13.4K - $16.9K
35.5K $2.52M
Aug 12, 2022 Q2 2022
Black Rock Inc.

New York, NY
BUY
 -
100
New
$4.25K - $5.35K
100 $7.11K
Jul 18, 2022 Q2 2022
Baldwin Brothers LLC

BUY
 -
50
New
$2.13K - $2.68K
50 $3.55K
Aug 15, 2022 Q2 2022
Creative Planning

Overland Park, KS
BUY
 -
32
+ 0.35%
$1.36K - $1.71K
9.08K $645K
Aug 15, 2022 Q2 2022
Howe & Rusling Inc

Rochester, NY
BUY
 -
24
+ 8.45%
$1.02K - $1.28K
308 $21.9K
Aug 10, 2022 Q2 2022
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
20
+ 40.0%
$850 - $1.07K
70 $4.97K
Aug 08, 2022 Q2 2022
Curi Wealth Management, LLC

BUY
 -
16
New
$680 - $856
16 $1.14K
Jul 07, 2022 Q2 2022
Advisor Net Financial, Inc

BUY
 -
16
+ 6.9%
$680 - $856
248 $17.6K
Aug 15, 2022 Q2 2022
Morgan Stanley

New York, NY
BUY
 -
10
New
$425 - $535
10 $711
Aug 16, 2022 Q2 2022
Mine & Arao Wealth Creation & Management, Llc.

Campbell, CA
BUY
 -
1
+ 1.05%
$42.5 - $53.5
96 $6.82K
Aug 01, 2022 Q2 2022
Parallel Advisors, LLC

BUY
 -
1
+ 0.02%
$42.5 - $53.5
4.2K $298K
Aug 09, 2022 Q2 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Aug 01, 2022 Q2 2022
Us Bancorp \De\

SELL
 -
-100
- 50.0%
$4.25K - $5.35K
100 $7.11K
Jul 11, 2022 Q2 2022
Foresight Capital Management Advisors, Inc.

SELL
 -
-193
Closed
$8.2K - $10.3K
0 $0
May 31, 2023 Q2 2022
Abacus Wealth Partners, LLC

Santa Monica, CA
SELL
 -
-357
- 3.88%
$15.2K - $19.1K
8.85K $629K
Aug 10, 2022 Q2 2022
Ubs Group Ag

SELL
 -
-736
- 71.53%
$31.3K - $39.4K
293 $20.8K
Aug 12, 2022 Q2 2022
Bank Of America Corp

Charlotte, NC
SELL
 -
-1.81K
- 1.09%
$77K - $97K
164K $11.7M
Jul 27, 2022 Q2 2022
Mission Wealth Management, LP

SELL
 -
-3.79K
Closed
$161K - $203K
0 $0
Jul 13, 2022 Q2 2022
Cambridge Investment Research Advisors, Inc.

SELL
 -
-17K
- 15.12%
$724K - $912K
95.6K $6.8M
Aug 15, 2022 Q2 2022
Susquehanna International Group, LLP

Bala Cynwyd, PA
SELL
 -
-18.2K
Closed
$774K - $975K
0 $0
Aug 15, 2022 Q2 2022
Tower Research Capital LLC (Trc)

New York, NY
SELL
 -
-41K
- 89.5%
$1.74M - $2.2M
4.81K $342K
Aug 08, 2022 Q2 2022
Allen Investment Management LLC

SELL
 -
-99.5K
Closed
$4.23M - $5.32M
0 $0

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