Institutional Ownership Ecofin Global Water Esg Fund (EBLU)
This table provides information about the institutional ownership of Ecofin Global Water Esg Fund (EBLU). We have compiled data on the 39 institutions that hold shares in the stock, with a total of 401,276 shares, which have been reported (via 13F filing form) to have a value of $19.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
2,299
shares
|
$118,996
0.0% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
1,982
shares
|
$102,588
0.0% of portfolio
|
Q4 2024
Reduced 9.79%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
1,572
shares
|
$81,366
0.02% of portfolio
|
Q4 2020
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
1,349
shares
|
$69,824
0.0% of portfolio
|
Q1 2025
Reduced 16.16%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
1,325
shares
|
$68,582
0.0% of portfolio
|
Q3 2021
Added 51.43%
|
|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
991
shares
|
$51,294
0.02% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Apr 29, 2025 Q1 2025 |
949
shares
|
$49,120
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
730
shares
|
$37,784
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
686
shares
|
$35,507
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
474
shares
|
$24,534
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
320
shares
|
$16,563
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Tradewinds Capital Management, LLC
|
Apr 25, 2025 Q1 2025 |
10
shares
|
$517
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2025
Closed
|