Purchases and Sales Made in Q4 2024 in Ecofin Global Water Esg Fund (EBLU)
This table provides information about the institutional ownership of Ecofin Global Water Esg Fund (EBLU) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Natural Investments, LLC
|
BUY
|
- |
30.9KNew |
$1.49M - $1.56M
|
30.9K
$1.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
29.2K+ 189.43% |
$1.4M - $1.47M
|
44.6K
$2.14M
|
|
|
Jan 21, 2025
Q4 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
15.4KNew |
$740K - $776K
|
15.4K
$740K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
12.9KNew |
$622K - $652K
|
12.9K
$622K
|
|
|
Jan 24, 2025
Q4 2024
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
12.7KNew |
$613K - $642K
|
12.7K
$613K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
10.3KNew |
$496K - $519K
|
10.3K
$496K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.54KNew |
$219K - $229K
|
4.54K
$219K
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
452+ 1.18% |
$21.8K - $22.8K
|
38.7K
$1.86M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
431+ 42.76% |
$20.7K - $21.7K
|
1.44K
$69.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
300New |
$14.4K - $15.1K
|
300
$14.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
227+ 2.98% |
$10.9K - $11.5K
|
7.84K
$377K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
117+ 51.54% |
$5.63K - $5.9K
|
344
$16.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
28+ 1.69% |
$1.35K - $1.41K
|
1.69K
$81.3K
|
|
|
Jan 17, 2025
Q4 2024
|
Phoenix Wealth Advisors
|
BUY
|
- |
5+ 0.03% |
$241 - $252
|
18.2K
$877K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$48.1 - $50.5
|
1
$48.1
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2- 0.09% |
$96.3 - $101
|
2.3K
$111K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-15- 0.09% |
$722 - $757
|
15.8K
$760K
|
|
|
Feb 14, 2025
Q4 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-35- 0.54% |
$1.68K - $1.77K
|
6.41K
$309K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-69- 2.63% |
$3.32K - $3.48K
|
2.55K
$123K
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-130- 1.6% |
$6.26K - $6.56K
|
7.99K
$384K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-660- 2.14% |
$31.8K - $33.3K
|
30.2K
$1.45M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.87K- 9.23% |
$90.2K - $94.5K
|
18.4K
$887K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-3.27K- 67.02% |
$157K - $165K
|
1.61K
$77.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-4.76K- 31.22% |
$229K - $240K
|
10.5K
$505K
|
|
|
Jan 16, 2025
Q4 2024
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-4.92K- 19.65% |
$237K - $248K
|
20.1K
$968K
|