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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
227+ 2.98% |
$10.9K - $11.5K
|
7.84K
$377K
|
|
|
Jan 17, 2025
Q4 2024
|
Phoenix Wealth Advisors
|
BUY
|
- |
5+ 0.03% |
$241 - $252
|
18.2K
$877K
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-130- 1.6% |
$6.26K - $6.56K
|
7.99K
$384K
|
|
|
Jan 16, 2025
Q4 2024
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-4.92K- 19.65% |
$237K - $248K
|
20.1K
$968K
|