Purchases and Sales Made in Q4 2022 in Engine No 1 ETF Tr Transform C (NETZ)
This table provides information about the institutional ownership of Engine No 1 ETF Tr Transform C (NETZ) during Q4 2022. The information is specifically focused on institutions that hold shares of ENGINE NO 1 ETF TR TRANSFORM C.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Tfc Financial Management
|
BUY
|
- |
83.5KNew |
$3.76M - $4.33M
|
83.5K
$6.19M
|
|
|
Feb 15, 2023
Q4 2022
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
9.97KNew |
$449K - $517K
|
9.97K
$738K
|
|
|
Feb 08, 2023
Q4 2022
|
Jordan Park Group LLC
|
BUY
|
- |
7.6K+ 1.87% |
$342K - $394K
|
415K
$30.7M
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
7.05KNew |
$317K - $366K
|
7.05K
$523K
|
|
|
Feb 14, 2023
Q4 2022
|
Bristlecone Advisors, LLC
|
BUY
|
- |
5.83KNew |
$263K - $303K
|
5.83K
$432K
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.58KNew |
$206K - $238K
|
4.58K
$339K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
160+ 0.96% |
$7.2K - $8.3K
|
16.8K
$1.25M
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|