Institutional Ownership Ecofin Global Water Esg Fund (EBLU)
This table provides information about the institutional ownership of Ecofin Global Water Esg Fund (EBLU). We have compiled data on the 34 institutions that hold shares in the stock, with a total of 342,032 shares, which have been reported (via 13F filing form) to have a value of $15.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jane Street Group, LLC
New York, NY |
May 15, 2024 Q1 2024 |
53,102
shares
|
$2.4 Million
0.0% of portfolio
|
Q1 2024
Reduced 17.93%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
May 13, 2024 Q1 2024 |
33,871
shares
|
$1.53 Million
0.13% of portfolio
|
Q1 2024
Added 1.4%
|
|
|
Colorado Capital Management, Inc.
|
Apr 15, 2024 Q1 2024 |
33,109
shares
|
$1.5 Million
0.89% of portfolio
|
Q1 2024
Added 11.17%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 14, 2024 Q1 2024 |
25,342
shares
|
$1.15 Million
0.01% of portfolio
|
Q1 2024
Added 0.4%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
22,816
shares
|
$1.03 Million
0.0% of portfolio
|
Q1 2024
Reduced 2.47%
|
|
|
Orion Portfolio Solutions, LLC
|
May 09, 2024 Q1 2024 |
20,812
shares
|
$942,575
0.01% of portfolio
|
Q1 2024
Reduced 16.48%
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
May 02, 2024 Q1 2024 |
18,617
shares
|
$843,163
0.4% of portfolio
|
Q1 2024
Added 15.13%
|
|
|
Phoenix Wealth Advisors
|
Apr 26, 2024 Q1 2024 |
18,263
shares
|
$827,131
0.52% of portfolio
|
Q1 2024
New holding
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
18,078
shares
|
$818,752
0.01% of portfolio
|
Q4 2022
Added 3.47%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2024 Q1 2024 |
15,796
shares
|
$715,400
0.0% of portfolio
|
Q1 2024
Added 0.06%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
May 14, 2024 Q1 2024 |
12,989
shares
|
$588,271
0.16% of portfolio
|
Q4 2023
Reduced 2.0%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Apr 30, 2024 Q1 2024 |
11,541
shares
|
$522,691
0.01% of portfolio
|
Q1 2024
Reduced 10.29%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
10,196
shares
|
$461,776
0.0% of portfolio
|
Q1 2024
Reduced 8.46%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
May 10, 2024 Q1 2024 |
9,178
shares
|
$415,671
0.01% of portfolio
|
Q1 2024
Reduced 0.05%
|
|
|
Walkner Condon Financial Advisors LLC
|
Apr 22, 2024 Q1 2024 |
8,493
shares
|
$384,647
0.08% of portfolio
|
Q1 2024
Reduced 20.62%
|
|
|
Cibc Private Wealth Group, LLC
|
May 10, 2024 Q1 2024 |
8,400
shares
|
$380,436
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2024 Q1 2024 |
6,440
shares
|
$291,667
0.0% of portfolio
|
Q1 2023
Added 310.87%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 13, 2024 Q1 2024 |
2,739
shares
|
$124,049
0.0% of portfolio
|
Q1 2024
Added 0.37%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Apr 30, 2024 Q1 2024 |
2,663
shares
|
$120,607
0.01% of portfolio
|
Q1 2024
Added 3.82%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
2,298
shares
|
$104,076
0.0% of portfolio
|
Q4 2023
Added 34.15%
|
|
|
Key F Inancial Inc
|
May 13, 2024 Q1 2024 |
1,572
shares
|
$71,195
0.02% of portfolio
|
Q4 2020
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Apr 30, 2024 Q1 2024 |
1,325
shares
|
$60,009
0.0% of portfolio
|
Q3 2021
Added 51.43%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Apr 29, 2024 Q1 2024 |
983
shares
|
$44,520
0.03% of portfolio
|
Q1 2024
Added 0.51%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 05, 2024 Q1 2024 |
730
shares
|
$33,061
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Wfa Of San Diego, LLC
|
Nov 02, 2023 Q3 2023 |
686
shares
|
$31,068
0.03% of portfolio
|
Q2 2023
New holding
|
|