Purchases and Sales Made in Q4 2024 in Engine No 1 ETF Tr (VOTE)
This table provides information about the institutional ownership of Engine No 1 ETF Tr (VOTE) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
A&I Financial Services, LLC
Lone Tree, CO |
BUY
|
- |
38.8KNew |
$2.58M - $2.78M
|
38.8K
$2.75M
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
23.6K+ 39.08% |
$1.57M - $1.69M
|
84.1K
$5.96M
|
|
|
Jan 17, 2025
Q4 2024
|
Phoenix Wealth Advisors
|
BUY
|
- |
12.3K+ 24.22% |
$815K - $879K
|
63K
$4.46M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
9.15K+ 8.74% |
$607K - $655K
|
114K
$8.06M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
6.09KNew |
$404K - $436K
|
6.09K
$431K
|
|
|
Jan 23, 2025
Q4 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
5.56K+ 2.94% |
$369K - $398K
|
195K
$13.8M
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
4.79K+ 100.21% |
$318K - $343K
|
9.58K
$678K
|
|
|
Jan 29, 2025
Q4 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
2.26K+ 2.36% |
$150K - $161K
|
97.8K
$6.92M
|
|
|
Feb 05, 2025
Q4 2024
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
1.21K+ 12.7% |
$80.4K - $86.7K
|
10.7K
$761K
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
520+ 4.8% |
$34.5K - $37.2K
|
11.3K
$803K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
112+ 19.28% |
$7.43K - $8.02K
|
693
$49.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
4New |
$265 - $286
|
4
$283
|
|
|
Jan 29, 2025
Q4 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
1+ 1.45% |
$66.4 - $71.6
|
70
$4.95K
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-119- 2.04% |
$7.9K - $8.52K
|
5.73K
$405K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-161- 3.4% |
$10.7K - $11.5K
|
4.58K
$324K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
SELL
|
- |
-226- 1.07% |
$15K - $16.2K
|
20.9K
$1.48M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.12K- 20.69% |
$207K - $224K
|
12K
$847K
|