Purchases and Sales Made in Q3 2023 in Ecofin Global Water Esg Fund (EBLU)
This table provides information about the institutional ownership of Ecofin Global Water Esg Fund (EBLU) during Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
8.4KNew |
$319K - $356K
|
8.4K
$404K
|
|
|
Oct 27, 2023
Q3 2023
|
Colorado Capital Management, Inc.
|
BUY
|
- |
6.39K+ 31.2% |
$242K - $271K
|
26.9K
$1.29M
|
|
|
Nov 14, 2023
Q3 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
3.34K+ 33.66% |
$127K - $142K
|
13.3K
$638K
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.23K+ 17.86% |
$123K - $137K
|
21.3K
$1.03M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
2.52K+ 29.63% |
$95.5K - $107K
|
11K
$531K
|
|
|
Nov 09, 2023
Q3 2023
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
993+ 11.13% |
$37.7K - $42.1K
|
9.92K
$477K
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
894+ 565.82% |
$33.9K - $37.9K
|
1.05K
$50.6K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
730New |
$27.7K - $31K
|
730
$35.1K
|
|
|
Oct 19, 2023
Q3 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
363+ 3.56% |
$13.8K - $15.4K
|
10.6K
$508K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
175+ 5.89% |
$6.64K - $7.43K
|
3.15K
$151K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
165+ 6.31% |
$6.26K - $7K
|
2.78K
$134K
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
65New |
$2.46K - $2.76K
|
65
$3.13K
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 24, 2023
Q3 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-246- 26.45% |
$9.33K - $10.4K
|
684
$32.9K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-252- 4.46% |
$9.56K - $10.7K
|
5.39K
$260K
|
|
|
Nov 09, 2023
Q3 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-254- 0.72% |
$9.63K - $10.8K
|
35K
$1.69M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-531- 3.69% |
$20.1K - $22.5K
|
13.9K
$668K
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.03K- 37.55% |
$39.1K - $43.7K
|
1.71K
$82.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.54K- 5.78% |
$58.5K - $65.5K
|
25.2K
$1.21M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-10K- 81.33% |
$379K - $425K
|
2.3K
$111K
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-12K- 34.16% |
$455K - $509K
|
23.1K
$1.11M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-28.2K- 99.02% |
$1.07M - $1.2M
|
279
$13.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-54.9K- 88.16% |
$2.08M - $2.33M
|
7.38K
$355K
|