Purchases and Sales Made in Q3 2024 in Engine No 1 ETF Tr (VOTE)
This table provides information about the institutional ownership of Engine No 1 ETF Tr (VOTE) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
67.7K+ 9.32% |
$4.09M - $4.54M
|
795K
$56.5M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
56.2K+ 543.66% |
$3.39M - $3.77M
|
66.6K
$4.73M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
52.4K+ 7.59% |
$3.17M - $3.51M
|
743K
$52.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
41.9K+ 3.53% |
$2.53M - $2.81M
|
1.23M
$87.4M
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
BUY
|
- |
41.2K+ 213.18% |
$2.49M - $2.76M
|
60.5K
$4.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
16.1KNew |
$970K - $1.08M
|
16.1K
$1.14M
|
|
|
Oct 22, 2024
Q3 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
14.9K+ 8.55% |
$900K - $1M
|
189K
$13.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
13.1KNew |
$792K - $879K
|
13.1K
$932K
|
|
|
Nov 14, 2024
Q3 2024
|
Jordan Park Group LLC
|
BUY
|
- |
12.8KNew |
$775K - $861K
|
12.8K
$912K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
8.46KNew |
$511K - $567K
|
8.46K
$601K
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
7.73KNew |
$466K - $518K
|
7.73K
$549K
|
|
|
Oct 22, 2024
Q3 2024
|
Financial Insights, Inc.
|
BUY
|
- |
6.99K+ 6.98% |
$422K - $469K
|
107K
$7.62M
|
|
|
Oct 18, 2024
Q3 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
6.11KNew |
$369K - $410K
|
6.11K
$434K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.9KNew |
$296K - $328K
|
4.9K
$348K
|
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
BUY
|
- |
4.78KNew |
$289K - $321K
|
4.78K
$340K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.71K+ 45.28% |
$284K - $315K
|
15.1K
$1.07M
|
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
2.32K+ 8.48% |
$140K - $155K
|
29.6K
$2.11M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.76K+ 2.15% |
$106K - $118K
|
83.7K
$5.95M
|
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
1.5K+ 22.64% |
$90.8K - $101K
|
8.15K
$579K
|
|
|
Oct 28, 2024
Q3 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
1.33K+ 1.41% |
$80.4K - $89.2K
|
95.6K
$6.79M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.27K+ 12.13% |
$76.7K - $85.2K
|
11.8K
$835K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
807+ 0.49% |
$48.7K - $54.1K
|
165K
$11.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
715+ 6.84% |
$43.2K - $47.9K
|
11.2K
$794K
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
336+ 329.41% |
$20.3K - $22.5K
|
438
$31.1K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
328+ 0.31% |
$19.8K - $22K
|
105K
$7.44M
|
|
|
Oct 22, 2024
Q3 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
313+ 43.35% |
$18.9K - $21K
|
1.04K
$73.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
211New |
$12.7K - $14.1K
|
211
$15K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
203+ 1.18% |
$12.3K - $13.6K
|
17.4K
$1.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
142+ 1.81% |
$8.57K - $9.52K
|
7.99K
$568K
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
100New |
$6.04K - $6.7K
|
100
$7.11K
|
|
|
Nov 04, 2024
Q3 2024
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
90+ 2.74% |
$5.43K - $6.03K
|
3.38K
$240K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
67+ 1.19% |
$4.04K - $4.49K
|
5.72K
$407K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
67+ 1.27% |
$4.04K - $4.49K
|
5.32K
$378K
|
|
|
Oct 22, 2024
Q3 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
50+ 1.04% |
$3.02K - $3.35K
|
4.84K
$344K
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
47+ 0.19% |
$2.84K - $3.15K
|
24.2K
$1.72M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
22+ 0.2% |
$1.33K - $1.47K
|
10.9K
$778K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
16+ 2.83% |
$966 - $1.07K
|
581
$41.3K
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
BUY
|
- |
15+ 0.32% |
$906 - $1.01K
|
4.74K
$337K
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
BUY
|
- |
3+ 0.01% |
$181 - $201
|
21.1K
$1.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3+ 0.3% |
$181 - $201
|
987
$70.1K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1- 1.25% |
$60.4 - $67
|
79
$5.61K
|
|
|
Oct 18, 2024
Q3 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-404- 6.47% |
$24.4K - $27.1K
|
5.84K
$415K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-489- 49.44% |
$29.5K - $32.8K
|
500
$35.5K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-688- 15.08% |
$41.5K - $46.1K
|
3.88K
$275K
|
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1.34K- 0.72% |
$81.1K - $90K
|
186K
$13.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Phoenix Wealth Advisors
|
SELL
|
- |
-1.9K- 3.61% |
$115K - $127K
|
50.7K
$3.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-2.36K- 10.05% |
$143K - $158K
|
21.1K
$1.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-3.05K- 0.81% |
$184K - $204K
|
375K
$26.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-17.1K- 2.6% |
$1.03M - $1.15M
|
641K
$45.5M
|