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 304,474 shares, which have been reported (via 13F filing form) to have a value of $14.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2024 Q3 2024 |
38,220
shares
|
$1.84 Million
0.13% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
30,814
shares
|
$1.48 Million
0.02% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Jan 27, 2025 Q4 2024 |
20,489
shares
|
$986,340
0.35% of portfolio
|
Q3 2024
Added 7.25%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
20,295
shares
|
$977,001
0.0% of portfolio
|
Q3 2024
Added 6.26%
|
|
|
Colorado Capital Management, Inc.
|
Jan 16, 2025 Q4 2024 |
20,116
shares
|
$968,384
0.46% of portfolio
|
Q4 2024
Reduced 19.65%
|
|
|
Phoenix Wealth Advisors
|
Jan 17, 2025 Q4 2024 |
18,221
shares
|
$877,158
0.38% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
18,078
shares
|
$870,274
0.01% of portfolio
|
Q4 2022
Added 3.47%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
15,807
shares
|
$760,948
0.0% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
15,394
shares
|
$741,067
0.0% of portfolio
|
Q3 2024
Reduced 22.21%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Jan 21, 2025 Q4 2024 |
15,375
shares
|
$740,152
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
15,250
shares
|
$734,135
0.01% of portfolio
|
Q3 2024
Reduced 10.39%
|
|
|
Archer Investment Management, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
12,724
shares
|
$612,533
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
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
|
Nov 13, 2024 Q3 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 |
Nov 14, 2024 Q3 2024 |
6,449
shares
|
$310,454
0.08% of portfolio
|
Q3 2024
Reduced 4.16%
|
|
|
Virtu Financial LLC
New York, NY |
Nov 20, 2024 Q3 2024 |
5,493
shares
|
$264,433
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 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 |
Nov 14, 2024 Q3 2024 |
2,301
shares
|
$110,770
0.0% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
1,660
shares
|
$79,912
0.0% of portfolio
|
Q3 2024
Added 80.04%
|
|
|
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%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
1,008
shares
|
$48,525
0.0% of portfolio
|
Q3 2024
Added 318.26%
|