Sfmg, LLC Ecofin Global Water Esg Fund Transaction History

Sfmg, LLC

$1.4 Billion
Q3 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 06, 2021	SELL	$42.35 - $45.7 $343,289 - $370,444	-8,106 Closed	0 $0
Q1 2021 May 03, 2021	BUY	$39.41 - $42.09 $319,457 - $341,181	8,106 New	8,106 $337,000

Others Institutions Holding EBLU

# of Institutions

9

Shares Held

57K

Call Options Held

0

Put Options Held

0

Orion Portfolio Solutions, LLC

13K
Shares

$699,979
0.01% of portfolio
Colorado Capital Management, Inc.

12.2K
Shares

$657,126
0.25% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

9.48K
Shares

$508,861
0.0% of portfolio
Boston Financial Mangement LLC Boston, MA

7.99K
Shares

$428,848
0.01% of portfolio
Brinker Capital Investments, LLC

7.27K
Shares

$390,613
0.0% of portfolio

About ECOFIN GLOBAL WATER ESG FUND

Ticker EBLU
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