Latest Institutional Purchases of Engine No 1 ETF Tr Transform C (NETZ)
This list provides information on the latest institutional transactions involving Engine No 1 ETF Tr Transform C (NETZ) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Tcw Group Inc
|
BUY
|
- |
201+ 2.01% |
N/A
|
10.2K
$761K
|
|
|
Nov 05, 2025
Q3 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
112+ 0.91% |
N/A
|
12.4K
$923K
|
|
|
Oct 24, 2025
Q3 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
50New |
N/A
|
50
$3.72K
|
|
|
Oct 14, 2025
Q3 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
50New |
N/A
|
50
$3.72K
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
38+ 4.94% |
N/A
|
808
$60.2K
|
|
|
Oct 17, 2025
Q3 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
34+ 0.51% |
N/A
|
6.66K
$496K
|
|
| Q2 2025 | |||||||
|
Aug 06, 2025
Q2 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
626KNew |
N/A
|
626K
$46.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
8.54K+ 127.56% |
N/A
|
15.2K
$1.13M
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Insights, Inc.
|
BUY
|
- |
8.08KNew |
N/A
|
8.08K
$602K
|
|
|
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
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
275New |
N/A
|
275
$20.5K
|
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
236New |
N/A
|
236
$17.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
140New |
N/A
|
140
$10.4K
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
126New |
N/A
|
126
$9.38K
|
|
|
Jul 24, 2025
Q2 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
61New |
N/A
|
61
$4.54K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
10+ 1.0% |
N/A
|
1.01K
$75.1K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
| Q1 2025 | |||||||
|
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
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
379+ 98.44% |
$27.7K - $31.5K
|
764
$56.9K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
24New |
$1.76K - $2K
|
24
$1.79K
|
|
| Q4 2024 | |||||||
|
Feb 06, 2025
Q4 2024
|
Signify Wealth
|
BUY
|
- |
4.85K+ 5.62% |
$350K - $380K
|
91K
$6.78M
|
|
|
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
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
196New |
$12.9K - $14.1K
|
196
$14.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
75+ 3750.0% |
$4.95K - $5.39K
|
77
$5.73K
|
|
| Q1 2024 | |||||||
|
Apr 17, 2024
Q1 2024
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
4.54KNew |
$253K - $311K
|
4.54K
$338K
|
|
| 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 22, 2022
Q1 2022
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
295KNew |
$14.1M - $16M
|
295K
$22M
|
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
1.43KNew |
$67.9K - $77.5K
|
1.43K
$106K
|
|