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 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
$290K
|
|
Q2 2023 | |||||||
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
686New |
$26.5K - $28.5K
|
686
$36.8K
|
|
Q1 2023 | |||||||
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
20K+ 310.87% |
$742K - $820K
|
26.5K
$1.42M
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
44New |
$1.63K - $1.8K
|
44
$2.36K
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
93New |
$3.45K - $3.81K
|
93
$4.99K
|
|
May 08, 2023
Q1 2023
|
Retirement Capital Strategies
|
BUY
|
- |
6.68KNew |
$248K - $274K
|
6.68K
$359K
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1.3KNew |
$48K - $53.1K
|
1.3K
$69.6K
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
474New |
$17.6K - $19.4K
|
474
$25.5K
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
670New |
$21.7K - $26K
|
670
$36K
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
12.9KNew |
$419K - $502K
|
12.9K
$693K
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-3.1K- 82.0% |
$100K - $120K
|
680
$36.5K
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
8New |
$260 - $311
|
8
$430
|
|
Q3 2022 | |||||||
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-304- 4.61% |
$9.96K - $12.3K
|
6.3K
$338K
|
|
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
$256K
|
|
Jul 19, 2022
Q2 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-36.3KClosed |
$1.25M - $1.54M
|
0
$0
|
|
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
$25.5K
|
|
Oct 20, 2021
Q3 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
450+ 51.43% |
$20.2K - $22.3K
|
1.33K
$71.2K
|
|
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
$393K
|
|
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
$84.4K
|
|
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
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-1KClosed |
N/A
|
0
$0
|
|
Aug 07, 2018
Q2 2018
|
Ifp Advisors, Inc
|
SELL
|
- |
-100Closed |
N/A
|
0
$0
|