Purchases and Sales Made in Q1 2023 in Ecofin Global Water Esg Fund (EBLU)
This table provides information about the institutional ownership of Ecofin Global Water Esg Fund (EBLU) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
34.4K+ 45.07% |
$1.27M - $1.41M
|
111K
$5.32M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
20K+ 310.87% |
$742K - $820K
|
26.5K
$1.27M
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
17.9KNew |
$665K - $735K
|
17.9K
$863K
|
|
|
Apr 28, 2023
Q1 2023
|
Colorado Capital Management, Inc.
|
BUY
|
- |
13KNew |
$481K - $532K
|
13K
$625K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
8.33K+ 559.64% |
$309K - $341K
|
9.82K
$473K
|
|
|
May 08, 2023
Q1 2023
|
Retirement Capital Strategies
|
BUY
|
- |
6.68KNew |
$248K - $274K
|
6.68K
$321K
|
|
|
May 12, 2023
Q1 2023
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
2.46K+ 39.04% |
$91K - $101K
|
8.74K
$421K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1.3KNew |
$48K - $53.1K
|
1.3K
$62.4K
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
614+ 3.52% |
$22.8K - $25.2K
|
18.1K
$870K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
474New |
$17.6K - $19.4K
|
474
$22.8K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
427+ 16.54% |
$15.8K - $17.5K
|
3.01K
$145K
|
|
|
Apr 27, 2023
Q1 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
301+ 36.84% |
$11.2K - $12.3K
|
1.12K
$53.8K
|
|
|
May 15, 2023
Q1 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
230+ 0.75% |
$8.53K - $9.42K
|
30.9K
$1.49M
|
|
|
Apr 20, 2023
Q1 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
147+ 1.53% |
$5.45K - $6.02K
|
9.75K
$469K
|
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
93New |
$3.45K - $3.81K
|
93
$4.48K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
44New |
$1.63K - $1.8K
|
44
$2.12K
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
16+ 0.1% |
$593 - $656
|
15.8K
$759K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$37.1 - $41
|
0
$0
|
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-134- 4.93% |
$4.97K - $5.49K
|
2.59K
$124K
|
|
|
Apr 18, 2023
Q1 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-180- 16.2% |
$6.67K - $7.37K
|
931
$44.8K
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-399- 12.01% |
$14.8K - $16.3K
|
2.92K
$141K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.48K- 21.03% |
$55K - $60.8K
|
5.57K
$268K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-1.65K- 69.64% |
$61.1K - $67.6K
|
719
$34.6K
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.83K- 8.9% |
$105K - $116K
|
29K
$1.4M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-5.46K- 20.24% |
$203K - $224K
|
21.5K
$1.04M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-5.58K- 15.49% |
$207K - $229K
|
30.5K
$1.47M
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-17.2K- 48.94% |
$637K - $704K
|
17.9K
$863K
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-22.2K- 78.42% |
$823K - $909K
|
6.11K
$294K
|