Latest Institutional Purchases of Ecofin Global Water Esg Fund (EBLU)
This list provides information on the latest institutional transactions involving Ecofin Global Water Esg Fund (EBLU) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
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 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
17.5KNew |
N/A
|
17.5K
$923K
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
11.2KNew |
N/A
|
11.2K
$593K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
9.99K+ 694.16% |
N/A
|
11.4K
$605K
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
8.69KNew |
N/A
|
8.69K
$460K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
7.79KNew |
N/A
|
7.79K
$412K
|
|
|
May 12, 2025
Q1 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
7.7KNew |
N/A
|
7.7K
$407K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.55K+ 24.27% |
N/A
|
13K
$690K
|
|
|
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
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
915+ 7.08% |
N/A
|
13.8K
$732K
|
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
912+ 5.93% |
N/A
|
16.3K
$862K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
831+ 5.26% |
N/A
|
16.6K
$880K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
730New |
N/A
|
730
$38.6K
|
|
|
May 09, 2025
Q1 2025
|
Natural Investments, LLC
|
BUY
|
- |
602+ 1.95% |
N/A
|
31.5K
$1.67M
|
|
|
May 14, 2025
Q1 2025
|
Phoenix Wealth Advisors
|
BUY
|
- |
298+ 1.64% |
N/A
|
18.5K
$980K
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
12+ 0.15% |
N/A
|
7.85K
$415K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
4+ 0.41% |
N/A
|
991
$52.4K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.54KNew |
$219K - $229K
|
4.54K
$240K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
300New |
$14.4K - $15.1K
|
300
$15.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
117+ 51.54% |
$5.63K - $5.9K
|
344
$18.2K
|
|
| Q3 2024 | |||||||
|
May 14, 2025
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
2+ 0.09% |
$89.9 - $101
|
2.3K
$122K
|
|
| 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 18, 2024
Q1 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
10New |
$420 - $468
|
10
$529
|
|
| 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
|
|
| 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 08, 2023
Q1 2023
|
Retirement Capital Strategies
|
BUY
|
- |
6.68KNew |
$248K - $274K
|
6.68K
$353K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1.3KNew |
$48K - $53.1K
|
1.3K
$68.6K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
474New |
$17.6K - $19.4K
|
474
$25.1K
|
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
93New |
$3.45K - $3.81K
|
93
$4.92K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
44New |
$1.63K - $1.8K
|
44
$2.33K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
12.9KNew |
$419K - $502K
|
12.9K
$683K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
670New |
$21.7K - $26K
|
670
$35.4K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
606+ 3.47% |
$19.7K - $23.5K
|
18.1K
$957K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
8New |
$260 - $311
|
8
$423
|
|
| Q2 2022 | |||||||
|
Aug 04, 2022
Q2 2022
|
Addison Advisors LLC
|
BUY
|
- |
4.77KNew |
$164K - $203K
|
4.77K
$252K
|
|
| Q1 2022 | |||||||
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
50New |
$2.01K - $2.51K
|
50
$2.65K
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
475New |
$21.3K - $23.5K
|
475
$25.1K
|
|
|
Oct 20, 2021
Q3 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
450+ 51.43% |
$20.2K - $22.3K
|
1.33K
$70.1K
|
|
| Q2 2021 | |||||||
|
Aug 02, 2021
Q2 2021
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
7.33KNew |
$310K - $335K
|
7.33K
$388K
|
|
| Q4 2020 | |||||||
|
Jan 29, 2021
Q4 2020
|
Key F Inancial Inc
|
BUY
|
- |
1.57KNew |
$54.8K - $62.8K
|
1.57K
$83.2K
|
|