Purchases and Sales Made in Q2 2024 in Ecofin Global Water Esg Fund (EBLU)
This table provides information about the institutional ownership of Ecofin Global Water Esg Fund (EBLU) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.2K+ 20.53% |
$231K - $255K
|
30.5K
$1.47M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.99KNew |
$222K - $244K
|
4.99K
$240K
|
|
|
Aug 12, 2024
Q2 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
4.32K+ 12.76% |
$192K - $212K
|
38.2K
$1.84M
|
|
|
Jul 22, 2024
Q2 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
2.29K+ 19.84% |
$102K - $112K
|
13.8K
$666K
|
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
2.14K+ 78.13% |
$95.2K - $105K
|
4.88K
$235K
|
|
|
Aug 01, 2024
Q2 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
487+ 2.62% |
$21.7K - $23.8K
|
19.1K
$920K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
299+ 47.99% |
$13.3K - $14.6K
|
922
$44.4K
|
|
|
Jul 26, 2024
Q2 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
224+ 2.64% |
$9.96K - $11K
|
8.72K
$420K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
79New |
$3.51K - $3.87K
|
79
$3.8K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
50New |
$2.22K - $2.45K
|
50
$2.41K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
33+ 15.87% |
$1.47K - $1.62K
|
241
$11.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$44.5 - $49
|
1
$48.1
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 0.04% |
$44.5 - $49
|
2.3K
$111K
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 0.04% |
$44.5 - $49
|
2.3K
$111K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-163- 6.12% |
$7.25K - $7.98K
|
2.5K
$120K
|
|
|
Jul 17, 2024
Q2 2024
|
Phoenix Wealth Advisors
|
SELL
|
- |
-175- 0.96% |
$7.78K - $8.57K
|
18.1K
$871K
|
|
|
Jul 29, 2024
Q2 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-495- 5.39% |
$22K - $24.2K
|
8.68K
$418K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-640- 6.28% |
$28.5K - $31.3K
|
9.56K
$460K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.72K- 16.29% |
$165K - $182K
|
19.1K
$919K
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-3.79K- 18.23% |
$169K - $186K
|
17K
$819K
|
|
|
Jul 25, 2024
Q2 2024
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-5.23K- 15.8% |
$233K - $256K
|
27.9K
$1.34M
|
|
|
Aug 14, 2024
Q2 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-6.26K- 48.19% |
$278K - $306K
|
6.73K
$324K
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-33.3K- 62.73% |
$1.48M - $1.63M
|
19.8K
$953K
|