Purchases and Sales Made in Q3 2022 in Engine No 1 ETF Tr (VOTE)
This table provides information about the institutional ownership of Engine No 1 ETF Tr (VOTE) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2022
Q3 2022
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
441KNew |
$18.3M - $22.1M
|
441K
$31.4M
|
|
|
Oct 28, 2022
Q3 2022
|
Jordan Park Group LLC
|
BUY
|
- |
49.2K+ 3.93% |
$2.05M - $2.46M
|
1.3M
$92.6M
|
|
|
Oct 13, 2022
Q3 2022
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
38.7K+ 24.36% |
$1.61M - $1.94M
|
198K
$14.1M
|
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
33.6K+ 108.88% |
$1.4M - $1.68M
|
64.5K
$4.59M
|
|
|
Nov 14, 2022
Q3 2022
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
14.3KNew |
$597K - $718K
|
14.3K
$1.02M
|
|
|
Oct 27, 2022
Q3 2022
|
Portland Global Advisors LLC
|
BUY
|
- |
8.38KNew |
$349K - $419K
|
8.38K
$596K
|
|
|
Nov 14, 2022
Q3 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
5.09K+ 9.03% |
$212K - $255K
|
61.5K
$4.37M
|
|
|
Oct 26, 2022
Q3 2022
|
Financial Insights, Inc.
|
BUY
|
- |
4.68K+ 29.87% |
$195K - $234K
|
20.4K
$1.45M
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.85K+ 31.35% |
$118K - $142K
|
11.9K
$848K
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.72KNew |
$71.7K - $86.3K
|
1.72K
$123K
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
537+ 5370.0% |
$22.3K - $26.9K
|
547
$38.9K
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
425+ 145.05% |
$17.7K - $21.3K
|
718
$51K
|
|
|
May 31, 2023
Q3 2022
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
84+ 0.95% |
$3.49K - $4.2K
|
8.93K
$635K
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
30New |
$1.25K - $1.5K
|
30
$2.13K
|
|
|
Oct 31, 2022
Q3 2022
|
Financial Connections Group, Inc.
|
BUY
|
- |
26New |
$1.08K - $1.3K
|
26
$1.85K
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
8+ 3.23% |
$333 - $400
|
256
$18.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
6New |
$250 - $300
|
6
$427
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-7- 2.27% |
$291 - $350
|
301
$21.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-100Closed |
$4.16K - $5K
|
0
$0
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.13K- 1.19% |
$47.2K - $56.7K
|
94.5K
$6.72M
|
|
|
Nov 14, 2022
Q3 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-1.35K- 8.18% |
$56.1K - $67.5K
|
15.1K
$1.08M
|
|
|
Nov 07, 2022
Q3 2022
|
Phoenix Wealth Advisors
|
SELL
|
- |
-1.55K- 4.36% |
$64.4K - $77.5K
|
33.9K
$2.41M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.75K- 1.07% |
$72.8K - $87.6K
|
163K
$11.6M
|
|
|
Jan 19, 2023
Q3 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-2.52K- 24.12% |
$105K - $126K
|
7.92K
$563K
|
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-4.71K- 97.92% |
$196K - $236K
|
100
$7.11K
|
|
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-6.92K- 1.66% |
$288K - $346K
|
411K
$29.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-11K- 20.34% |
$457K - $550K
|
43.1K
$3.06M
|