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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
| Q1 2022 | |||||||
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
50New |
$2.01K - $2.51K
|
50
$2.41K
|
|
| Q4 2021 | |||||||
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2Closed |
$90.3 - $102
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-665Closed |
$30K - $33.8K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
475New |
$21.3K - $23.5K
|
475
$22.9K
|
|
|
Oct 20, 2021
Q3 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
450+ 51.43% |
$20.2K - $22.3K
|
1.33K
$63.8K
|
|
| Q2 2021 | |||||||
|
Aug 06, 2021
Q2 2021
|
Sfmg, LLC
|
SELL
|
- |
-8.11KClosed |
$343K - $370K
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
7.33KNew |
$310K - $335K
|
7.33K
$353K
|
|
|
Jul 13, 2021
Q2 2021
|
Sound Income Strategies, LLC
|
SELL
|
- |
-286Closed |
$12.1K - $13.1K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 04, 2021
Q4 2020
|
Fure Financial Corp
Bloomington, MN |
SELL
|
- |
-98Closed |
$3.41K - $3.91K
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Key F Inancial Inc
|
BUY
|
- |
1.57KNew |
$54.8K - $62.8K
|
1.57K
$75.7K
|
|
| Q3 2020 | |||||||
|
Nov 02, 2020
Q3 2020
|
Private Advisor Group, LLC
|
SELL
|
- |
-82Closed |
$2.55K - $2.87K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Oct 30, 2019
Q3 2019
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-8.77KClosed |
$267K - $275K
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 07, 2018
Q2 2018
|
Ifp Advisors, Inc
|
SELL
|
- |
-100Closed |
N/A
|
0
$0
|
|
|
Aug 07, 2018
Q2 2018
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-1KClosed |
N/A
|
0
$0
|
|