Latest Institutional Transactions on Ecofin Global Water Esg Fund (EBLU)
This table provides information on the latest institutional transactions involving Ecofin Global Water Esg Fund (EBLU) 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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-1.11K- 12.71% |
$49.8K - $55.7K
|
7.61K
$366K
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
4+ 0.41% |
$180 - $201
|
987
$47.5K
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-567- 6.53% |
$25.5K - $28.5K
|
8.12K
$391K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-80- 0.84% |
$3.6K - $4.02K
|
9.48K
$456K
|
|
|
Oct 15, 2024
Q3 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
1.39K+ 7.25% |
$62.3K - $69.7K
|
20.5K
$986K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
120+ 4.8% |
$5.39K - $6.04K
|
2.62K
$126K
|
|
|
Oct 09, 2024
Q3 2024
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-2.84K- 10.2% |
$128K - $143K
|
25K
$1.21M
|
|
| Q2 2024 | |||||||
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 0.04% |
$44.5 - $49
|
2.3K
$111K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.99KNew |
$222K - $244K
|
4.99K
$240K
|
|
|
Aug 14, 2024
Q2 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-6.26K- 48.19% |
$278K - $306K
|
6.73K
$324K
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.2K+ 20.53% |
$231K - $255K
|
30.5K
$1.47M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-33.3K- 62.73% |
$1.48M - $1.63M
|
19.8K
$953K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
33+ 15.87% |
$1.47K - $1.62K
|
241
$11.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
2.14K+ 78.13% |
$95.2K - $105K
|
4.88K
$235K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$44.5 - $49
|
1
$48.1
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
299+ 47.99% |
$13.3K - $14.6K
|
922
$44.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-3.79K- 18.23% |
$169K - $186K
|
17K
$819K
|
|
|
Aug 12, 2024
Q2 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
4.32K+ 12.76% |
$192K - $212K
|
38.2K
$1.84M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.72K- 16.29% |
$165K - $182K
|
19.1K
$919K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
79New |
$3.51K - $3.87K
|
79
$3.8K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
50New |
$2.22K - $2.45K
|
50
$2.41K
|
|
|
Jul 22, 2024
Q2 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
2.29K+ 19.84% |
$102K - $112K
|
13.8K
$666K
|
|
|
Jul 17, 2024
Q2 2024
|
Phoenix Wealth Advisors
|
SELL
|
- |
-175- 0.96% |
$7.78K - $8.57K
|
18.1K
$871K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
9+ 0.06% |
$378 - $422
|
15.8K
$760K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-309- 50.82% |
$13K - $14.5K
|
299
$14.4K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
320New |
$13.4K - $15K
|
320
$15.4K
|
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-763- 98.83% |
$32.1K - $35.7K
|
9
$433
|
|
|
Apr 18, 2024
Q1 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
10New |
$420 - $468
|
10
$481
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-1.98K- 17.98% |
$71.6K - $87.4K
|
9.04K
$435K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
8.4KNew |
$319K - $356K
|
8.4K
$404K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
730New |
$27.7K - $31K
|
730
$35.1K
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-252- 4.46% |
$9.56K - $10.7K
|
5.39K
$260K
|
|
| Q2 2023 | |||||||
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
686New |
$26.5K - $28.5K
|
686
$33K
|
|
| Q1 2023 | |||||||
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
20K+ 310.87% |
$742K - $820K
|
26.5K
$1.27M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
44New |
$1.63K - $1.8K
|
44
$2.12K
|
|
|
May 08, 2023
Q1 2023
|
Retirement Capital Strategies
|
BUY
|
- |
6.68KNew |
$248K - $274K
|
6.68K
$321K
|
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
93New |
$3.45K - $3.81K
|
93
$4.48K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1.3KNew |
$48K - $53.1K
|
1.3K
$62.4K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
474New |
$17.6K - $19.4K
|
474
$22.8K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
12.9KNew |
$419K - $502K
|
12.9K
$622K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
670New |
$21.7K - $26K
|
670
$32.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-3.1K- 82.0% |
$100K - $120K
|
680
$32.7K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
606+ 3.47% |
$19.7K - $23.5K
|
18.1K
$870K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
8New |
$260 - $311
|
8
$385
|
|
| Q3 2022 | |||||||
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-304- 4.61% |
$9.96K - $12.3K
|
6.3K
$303K
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
40New |
$1.31K - $1.62K
|
40
$1.93K
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-21.3KClosed |
$732K - $905K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Addison Advisors LLC
|
BUY
|
- |
4.77KNew |
$164K - $203K
|
4.77K
$230K
|
|
|
Jul 19, 2022
Q2 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-36.3KClosed |
$1.25M - $1.54M
|
0
$0
|
|