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 33 institutions that hold shares in the stock, with a total of 284,904 shares, which have been reported (via 13F filing form) to have a value of $13.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Aug 12, 2024 Q2 2024 |
38,193
shares
|
$1.84 Million
0.13% of portfolio
|
Q2 2024
Added 12.76%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 14, 2024 Q2 2024 |
30,544
shares
|
$1.47 Million
0.02% of portfolio
|
Q2 2024
Added 20.53%
|
|
|
Colorado Capital Management, Inc.
|
Oct 09, 2024 Q3 2024 |
25,035
shares
|
$1.21 Million
0.62% of portfolio
|
Q3 2024
Reduced 10.2%
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Oct 15, 2024 Q3 2024 |
20,489
shares
|
$986,340
0.38% of portfolio
|
Q3 2024
Added 7.25%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
19,790
shares
|
$952,690
0.0% of portfolio
|
Q2 2024
Reduced 62.73%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
19,099
shares
|
$919,425
0.0% of portfolio
|
Q2 2024
Reduced 16.29%
|
|
|
Phoenix Wealth Advisors
|
Jul 17, 2024 Q2 2024 |
18,088
shares
|
$870,756
0.41% of portfolio
|
Q2 2024
Reduced 0.96%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
18,078
shares
|
$870,274
0.01% of portfolio
|
Q4 2022
Added 3.47%
|
|
|
Orion Portfolio Solutions, LLC
|
Aug 13, 2024 Q2 2024 |
17,019
shares
|
$819,294
0.01% of portfolio
|
Q2 2024
Reduced 18.23%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 13, 2024 Q2 2024 |
15,796
shares
|
$760,419
0.0% of portfolio
|
Q1 2024
Added 0.06%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
9,476
shares
|
$456,174
0.0% of portfolio
|
Q3 2024
Reduced 0.84%
|
|
|
Cibc Private Wealth Group, LLC
|
Aug 09, 2024 Q2 2024 |
8,400
shares
|
$404,376
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Oct 24, 2024 Q3 2024 |
8,116
shares
|
$390,704
0.01% of portfolio
|
Q3 2024
Reduced 6.53%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 31, 2024 Q3 2024 |
7,609
shares
|
$366,297
0.08% of portfolio
|
Q3 2024
Reduced 12.71%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Aug 14, 2024 Q2 2024 |
6,729
shares
|
$323,934
0.08% of portfolio
|
Q2 2024
Reduced 48.19%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
4,990
shares
|
$240,218
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 13, 2024 Q2 2024 |
4,879
shares
|
$234,875
0.01% of portfolio
|
Q2 2024
Added 78.13%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
2,620
shares
|
$126,126
0.01% of portfolio
|
Q3 2024
Added 4.8%
|
|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
2,299
shares
|
$110,673
0.0% of portfolio
|
Q2 2024
Added 0.04%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
1,572
shares
|
$75,676
0.02% of portfolio
|
Q4 2020
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
1,325
shares
|
$63,785
0.0% of portfolio
|
Q3 2021
Added 51.43%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
987
shares
|
$47,514
0.02% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
922
shares
|
$44,385
0.0% of portfolio
|
Q2 2024
Added 47.99%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
730
shares
|
$35,142
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2024 Q2 2024 |
686
shares
|
$33,024
0.03% of portfolio
|
Q2 2023
New holding
|