Purchases and Sales Made in Q2 2025 in Ecofin Global Water Esg Fund (EBLU)
This table provides information about the institutional ownership of Ecofin Global Water Esg Fund (EBLU) during Q2 2025. The information is specifically focused on institutions that hold shares of ECOFIN GLOBAL WATER ESG FUND.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
16.2KNew |
$836K - $857K
|
16.2K
$870K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
8.56KNew |
$442K - $453K
|
8.56K
$460K
|
|
|
Aug 13, 2025
Q2 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
5.73K+ 16.02% |
$296K - $303K
|
41.5K
$2.23M
|
|
|
Aug 05, 2025
Q2 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
5K+ 30.72% |
$258K - $265K
|
21.3K
$1.14M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4KNew |
$206K - $211K
|
4K
$215K
|
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
3.95KNew |
$204K - $209K
|
3.95K
$212K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.15K+ 6.97% |
$59.5K - $61K
|
17.7K
$950K
|
|
|
Jul 09, 2025
Q2 2025
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
788+ 6.97% |
$40.7K - $41.7K
|
12.1K
$649K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
386+ 2.65% |
$19.9K - $20.4K
|
15K
$804K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
227+ 1.64% |
$11.7K - $12K
|
14.1K
$755K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
103New |
$5.31K - $5.45K
|
103
$5.53K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
68New |
$3.51K - $3.6K
|
68
$3.65K
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
66+ 0.76% |
$3.41K - $3.49K
|
8.75K
$470K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
24New |
$1.24K - $1.27K
|
24
$1.29K
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
12New |
$619 - $635
|
12
$644
|
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
5+ 0.5% |
$258 - $265
|
996
$53.5K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
4+ 0.03% |
$206 - $212
|
12.4K
$666K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$51.6 - $52.9
|
1
$53.7
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 08, 2025
Q2 2025
|
Phoenix Wealth Advisors
|
SELL
|
- |
-237- 1.28% |
$12.2K - $12.5K
|
18.3K
$982K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-725- 6.34% |
$37.4K - $38.4K
|
10.7K
$575K
|
|
|
Aug 06, 2025
Q2 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-999- 12.73% |
$51.5K - $52.9K
|
6.85K
$368K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.01K- 50.81% |
$52K - $53.3K
|
975
$52.4K
|
|
|
Jul 11, 2025
Q2 2025
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-2.23K- 13.92% |
$115K - $118K
|
13.8K
$739K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-3.99K- 23.99% |
$206K - $211K
|
12.6K
$678K
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-5.55K- 42.56% |
$286K - $294K
|
7.49K
$402K
|
|
|
Jul 24, 2025
Q2 2025
|
Natural Investments, LLC
|
SELL
|
- |
-12.4K- 39.22% |
$637K - $653K
|
19.1K
$1.03M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-13K- 74.68% |
$673K - $690K
|
4.42K
$237K
|