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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-2.23K- 13.92% |
$115K - $118K
|
13.8K
$729K
|
|
|
Jul 09, 2025
Q2 2025
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
788+ 6.97% |
$40.7K - $41.7K
|
12.1K
$640K
|
|
| Q1 2025 | |||||||
|
May 19, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-300- 0.83% |
N/A
|
36K
$1.9M
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
8.69KNew |
N/A
|
8.69K
$460K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.55K+ 24.27% |
N/A
|
13K
$690K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
831+ 5.26% |
N/A
|
16.6K
$880K
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
11.2KNew |
N/A
|
11.2K
$593K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
7.79KNew |
N/A
|
7.79K
$412K
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-2.88K- 7.44% |
N/A
|
35.8K
$1.89M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.55KClosed |
N/A
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Phoenix Wealth Advisors
|
BUY
|
- |
298+ 1.64% |
N/A
|
18.5K
$980K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
915+ 7.08% |
N/A
|
13.8K
$732K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
9.99K+ 694.16% |
N/A
|
11.4K
$605K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
N/A
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-15.6K- 51.62% |
N/A
|
14.6K
$772K
|
|
|
May 12, 2025
Q1 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
7.7KNew |
N/A
|
7.7K
$407K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-260- 16.16% |
N/A
|
1.35K
$71.4K
|
|
|
May 09, 2025
Q1 2025
|
Natural Investments, LLC
|
BUY
|
- |
602+ 1.95% |
N/A
|
31.5K
$1.67M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.88K- 10.18% |
N/A
|
16.5K
$876K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
4+ 0.41% |
N/A
|
991
$52.4K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
17.5KNew |
N/A
|
17.5K
$923K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.11K+ 20.48% |
N/A
|
12.4K
$656K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
949New |
N/A
|
949
$50.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
912+ 5.93% |
N/A
|
16.3K
$862K
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
12+ 0.15% |
N/A
|
7.85K
$415K
|
|
|
Apr 18, 2025
Q1 2025
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-353- 1.72% |
N/A
|
20.1K
$1.07M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
730New |
N/A
|
730
$38.6K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-194- 9.79% |
$9.34K - $9.79K
|
1.79K
$94.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-35- 0.54% |
$1.68K - $1.77K
|
6.41K
$339K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
300New |
$14.4K - $15.1K
|
300
$15.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.54KNew |
$219K - $229K
|
4.54K
$240K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
117+ 51.54% |
$5.63K - $5.9K
|
344
$18.2K
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-130- 1.6% |
$6.26K - $6.56K
|
7.99K
$423K
|
|
| Q3 2024 | |||||||
|
May 14, 2025
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
2+ 0.09% |
$89.9 - $101
|
2.3K
$122K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-80- 0.84% |
$3.6K - $4.02K
|
9.48K
$501K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.99KNew |
$222K - $244K
|
4.99K
$264K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
79New |
$3.51K - $3.87K
|
79
$4.18K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
50New |
$2.22K - $2.45K
|
50
$2.65K
|
|
| Q1 2024 | |||||||
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
320New |
$13.4K - $15K
|
320
$16.9K
|
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-763- 98.83% |
$32.1K - $35.7K
|
9
$476
|
|
|
Apr 18, 2024
Q1 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
10New |
$420 - $468
|
10
$529
|
|
| 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
$478K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
8.4KNew |
$319K - $356K
|
8.4K
$444K
|
|
|
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
$285K
|
|
| Q2 2023 | |||||||
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
686New |
$26.5K - $28.5K
|
686
$36.3K
|
|
| Q1 2023 | |||||||
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
20K+ 310.87% |
$742K - $820K
|
26.5K
$1.4M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
44New |
$1.63K - $1.8K
|
44
$2.33K
|
|
|
May 08, 2023
Q1 2023
|
Retirement Capital Strategies
|
BUY
|
- |
6.68KNew |
$248K - $274K
|
6.68K
$353K
|
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
93New |
$3.45K - $3.81K
|
93
$4.92K
|
|