Latest Institutional Transactions on Engine No 1 ETF Tr Transform C (NETZ)
This table provides information on the latest institutional transactions involving Engine No 1 ETF Tr Transform C (NETZ) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2025
Q3 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-3.93K- 15.85% |
N/A
|
20.8K
$1.55M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.18K- 4.05% |
N/A
|
75.4K
$5.61M
|
|
|
Nov 03, 2025
Q3 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
10K+ 238.33% |
N/A
|
14.2K
$1.06M
|
|
|
Nov 03, 2025
Q3 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
1.54K+ 20.02% |
N/A
|
9.23K
$687K
|
|
|
Oct 31, 2025
Q3 2025
|
Redw Wealth LLC
|
SELL
|
- |
-787- 19.08% |
N/A
|
3.34K
$248K
|
|
|
Oct 31, 2025
Q3 2025
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
37.6K+ 55.59% |
N/A
|
105K
$7.84M
|
|
|
Oct 30, 2025
Q3 2025
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-763- 3.01% |
N/A
|
24.6K
$1.83M
|
|
|
Oct 30, 2025
Q3 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
463+ 4.38% |
N/A
|
11K
$822K
|
|
|
Oct 30, 2025
Q3 2025
|
3 Edge Asset Management, LP
|
SELL
|
- |
-678- 2.83% |
N/A
|
23.3K
$1.73M
|
|
|
Oct 29, 2025
Q3 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
879K+ 37.18% |
N/A
|
3.24M
$241M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.46KNew |
N/A
|
3.46K
$257K
|
|
|
Oct 24, 2025
Q3 2025
|
Rebel Financial LLC
Groveport, OH |
SELL
|
- |
-6.18KClosed |
N/A
|
0
$0
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.28K+ 26.77% |
N/A
|
10.8K
$805K
|
|
|
Oct 24, 2025
Q3 2025
|
Aspiriant, LLC
|
BUY
|
- |
1.27K+ 0.9% |
N/A
|
143K
$10.6M
|
|
|
Oct 24, 2025
Q3 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1.17K+ 13.81% |
N/A
|
9.6K
$715K
|
|
|
Oct 24, 2025
Q3 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
50New |
N/A
|
50
$3.72K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.82K+ 201.17% |
N/A
|
7.22K
$538K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4.2K+ 137.3% |
N/A
|
7.26K
$541K
|
|
|
Oct 22, 2025
Q3 2025
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
12.1K+ 20.83% |
N/A
|
70.1K
$5.22M
|
|
|
Oct 21, 2025
Q3 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
4.95KNew |
N/A
|
4.95K
$369K
|
|
|
Oct 20, 2025
Q3 2025
|
Albion Financial Group
|
SELL
|
- |
-210- 0.28% |
N/A
|
73.6K
$5.48M
|
|
|
Oct 20, 2025
Q3 2025
|
Diversified Trust CO
|
BUY
|
- |
2.39KNew |
N/A
|
2.39K
$178K
|
|
|
Oct 17, 2025
Q3 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
34+ 0.51% |
N/A
|
6.66K
$496K
|
|
|
Oct 15, 2025
Q3 2025
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
1.27K+ 12.27% |
N/A
|
11.6K
$864K
|
|
|
Oct 14, 2025
Q3 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
50New |
N/A
|
50
$3.72K
|
|
|
Oct 14, 2025
Q3 2025
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
708+ 4.62% |
N/A
|
16K
$1.19M
|
|
|
Oct 10, 2025
Q3 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-397- 2.54% |
N/A
|
15.2K
$1.13M
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
20.1K+ 33.34% |
N/A
|
80.3K
$5.98M
|
|
| Q2 2025 | |||||||
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
10+ 1.0% |
N/A
|
1.01K
$75.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Becker Capital Management Inc
|
SELL
|
- |
-850- 9.63% |
N/A
|
7.98K
$594K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
140New |
N/A
|
140
$10.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
236New |
N/A
|
236
$17.6K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
275New |
N/A
|
275
$20.5K
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
8.54K+ 127.56% |
N/A
|
15.2K
$1.13M
|
|
|
Aug 06, 2025
Q2 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
626KNew |
N/A
|
626K
$46.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
3KNew |
N/A
|
3K
$223K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
340New |
N/A
|
340
$25.3K
|
|
|
Jul 29, 2025
Q2 2025
|
Tfc Financial Management
|
SELL
|
- |
-305- 1.73% |
N/A
|
17.3K
$1.29M
|
|
|
Jul 24, 2025
Q2 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
61New |
N/A
|
61
$4.54K
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Insights, Inc.
|
BUY
|
- |
8.08KNew |
N/A
|
8.08K
$602K
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
126New |
N/A
|
126
$9.38K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.62K- 18.07% |
$192K - $218K
|
11.9K
$884K
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
3.07KNew |
$225K - $256K
|
3.07K
$229K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
1.05KNew |
$76.7K - $87.2K
|
1.05K
$78K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
24New |
$1.76K - $2K
|
24
$1.79K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-6.21K- 43.92% |
$455K - $517K
|
7.93K
$591K
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
379+ 98.44% |
$27.7K - $31.5K
|
764
$56.9K
|
|
| Q4 2024 | |||||||
|
Aug 13, 2025
Q4 2024
|
Argyle Capital Partners, LLC
Los Angeles, CA |
BUY
|
- |
3.2KNew |
$231K - $251K
|
3.2K
$238K
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
3KNew |
$217K - $235K
|
3K
$223K
|
|