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 |
|---|---|---|---|---|---|---|---|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.64K+ 681.13% |
$343K - $351K
|
7.62K
$409K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
386+ 2.65% |
$19.9K - $20.4K
|
15K
$804K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-725- 6.34% |
$37.4K - $38.4K
|
10.7K
$575K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$51.6 - $52.9
|
1
$53.7
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
68New |
$3.51K - $3.6K
|
68
$3.65K
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-5.55K- 42.56% |
$286K - $294K
|
7.49K
$402K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-3.99K- 23.99% |
$206K - $211K
|
12.6K
$678K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
8.56KNew |
$442K - $453K
|
8.56K
$460K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
227+ 1.64% |
$11.7K - $12K
|
14.1K
$755K
|
|
|
Aug 13, 2025
Q2 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
5.73K+ 16.02% |
$296K - $303K
|
41.5K
$2.23M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
103New |
$5.31K - $5.45K
|
103
$5.53K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
24New |
$1.24K - $1.27K
|
24
$1.29K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.15K+ 6.97% |
$59.5K - $61K
|
17.7K
$950K
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
16.2KNew |
$836K - $857K
|
16.2K
$870K
|
|
|
Aug 08, 2025
Q2 2025
|
Phoenix Wealth Advisors
|
SELL
|
- |
-237- 1.28% |
$12.2K - $12.5K
|
18.3K
$982K
|
|
|
Aug 06, 2025
Q2 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-999- 12.73% |
$51.5K - $52.9K
|
6.85K
$368K
|
|
|
Aug 05, 2025
Q2 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
5K+ 30.72% |
$258K - $265K
|
21.3K
$1.14M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
4+ 0.03% |
$206 - $212
|
12.4K
$666K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4KNew |
$206K - $211K
|
4K
$215K
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
66+ 0.76% |
$3.41K - $3.49K
|
8.75K
$470K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-13K- 74.68% |
$673K - $690K
|
4.42K
$237K
|
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
5+ 0.5% |
$258 - $265
|
996
$53.5K
|
|
|
Jul 24, 2025
Q2 2025
|
Natural Investments, LLC
|
SELL
|
- |
-12.4K- 39.22% |
$637K - $653K
|
19.1K
$1.03M
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
12New |
$619 - $635
|
12
$644
|
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
3.95KNew |
$204K - $209K
|
3.95K
$212K
|
|
|
Jul 11, 2025
Q2 2025
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-2.23K- 13.92% |
$115K - $118K
|
13.8K
$739K
|
|
|
Jul 09, 2025
Q2 2025
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
788+ 6.97% |
$40.7K - $41.7K
|
12.1K
$649K
|
|
| Q1 2025 | |||||||
|
May 19, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-300- 0.83% |
N/A
|
36K
$1.93M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
11.2KNew |
N/A
|
11.2K
$602K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.55K+ 24.27% |
N/A
|
13K
$700K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
7.79KNew |
N/A
|
7.79K
$418K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-260- 16.16% |
N/A
|
1.35K
$72.4K
|
|
|
May 12, 2025
Q1 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
7.7KNew |
N/A
|
7.7K
$413K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
949New |
N/A
|
949
$51K
|
|
|
Apr 18, 2025
Q1 2025
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-353- 1.72% |
N/A
|
20.1K
$1.08M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
730New |
N/A
|
730
$39.2K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-35- 0.54% |
$1.68K - $1.77K
|
6.41K
$344K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
300New |
$14.4K - $15.1K
|
300
$16.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
117+ 51.54% |
$5.63K - $5.9K
|
344
$18.5K
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-130- 1.6% |
$6.26K - $6.56K
|
7.99K
$429K
|
|
| Q3 2024 | |||||||
|
May 14, 2025
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
2+ 0.09% |
$89.9 - $101
|
2.3K
$124K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-80- 0.84% |
$3.6K - $4.02K
|
9.48K
$509K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.99KNew |
$222K - $244K
|
4.99K
$268K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
79New |
$3.51K - $3.87K
|
79
$4.24K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
50New |
$2.22K - $2.45K
|
50
$2.69K
|
|
| Q1 2024 | |||||||
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
320New |
$13.4K - $15K
|
320
$17.2K
|
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-763- 98.83% |
$32.1K - $35.7K
|
9
$483
|
|
|
Apr 18, 2024
Q1 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
10New |
$420 - $468
|
10
$537
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
8.4KNew |
$319K - $356K
|
8.4K
$451K
|
|