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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Signify Wealth
|
BUY
|
- |
4.85K+ 5.62% |
$350K - $380K
|
91K
$6.78M
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-649- 17.91% |
$46.9K - $50.9K
|
2.97K
$221K
|
|
| Q3 2024 | |||||||
|
Nov 01, 2024
Q3 2024
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-298- 99.67% |
$19.1K - $22.1K
|
1
$74.5
|
|
|
Oct 18, 2024
Q3 2024
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-476- 12.13% |
$30.6K - $35.3K
|
3.45K
$257K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
75+ 3750.0% |
$4.95K - $5.39K
|
77
$5.73K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
196New |
$12.9K - $14.1K
|
196
$14.6K
|
|
| Q1 2024 | |||||||
|
Apr 17, 2024
Q1 2024
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
4.54KNew |
$253K - $311K
|
4.54K
$338K
|
|
| Q4 2023 | |||||||
|
Feb 08, 2024
Q4 2023
|
Jordan Park Group LLC
|
SELL
|
- |
-47.7K- 11.17% |
$2.37M - $2.72M
|
380K
$28.3M
|
|
| Q3 2023 | |||||||
|
Oct 17, 2023
Q3 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
4.54KNew |
$230K - $245K
|
4.54K
$338K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
168New |
$8.51K - $9.04K
|
168
$12.5K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
4.53KNew |
$218K - $237K
|
4.53K
$338K
|
|
| Q4 2022 | |||||||
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
7.05KNew |
$317K - $366K
|
7.05K
$525K
|
|
| Q3 2022 | |||||||
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
7.7KNew |
$328K - $412K
|
7.7K
$573K
|
|
| Q2 2022 | |||||||
|
Jul 26, 2022
Q2 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
275New |
$11.9K - $14.9K
|
275
$20.5K
|
|
| Q1 2022 | |||||||
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
1.43KNew |
$67.9K - $77.5K
|
1.43K
$106K
|
|
|
Apr 22, 2022
Q1 2022
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
295KNew |
$14.1M - $16M
|
295K
$22M
|
|