ECOFIN SUSTAINABLE AND SOCIA shareholder history

Current and past ECOFIN SUSTAINABLE AND SOCIA shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
OSAIC HOLDINGS, INC. 990.00%0.00%0.00%Q3 2021Q3 20239
Mariner, LLC 990.00%0.00%0.00%Q3 2021Q3 20239
D.A. DAVIDSON & CO. 990.01%0.01%0.02%Q3 2021Q3 20239
Wealth Alliance 990.08%0.11%0.14%Q3 2021Q3 20239
WELLS FARGO & COMPANY/MN 990.00%0.00%0.00%Q3 2021Q3 20239
RAYMOND JAMES & ASSOCIATES 990.00%0.00%0.01%Q3 2021Q3 20239
Aristides Capital LLC 990.11%0.32%0.65%Q3 2021Q3 20239
ROYAL BANK OF CANADA 990.00%0.00%0.00%Q3 2021Q3 20239
MORGAN STANLEY 990.00%0.00%0.00%Q3 2021Q3 20239
BANK OF AMERICA CORP /DE/ 990.00%0.00%0.00%Q3 2021Q3 20239
Abundance Wealth Counselors 990.27%0.39%0.66%Q3 2021Q3 20239
TRUIST FINANCIAL CORP 990.00%0.00%0.00%Q3 2021Q3 20239
Hilltop Holdings Inc. 990.02%0.03%0.04%Q3 2021Q3 20239
CreativeOne Wealth, LLC 990.02%0.03%0.04%Q3 2021Q3 20239
OPPENHEIMER & CO INC 990.01%0.01%0.02%Q3 2021Q3 20239
Chicago Partners Investment Group LLC 990.01%0.01%0.02%Q3 2021Q3 20239
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 990.00%0.00%0.00%Q3 2021Q3 20239
UBS Group AG 990.00%0.00%0.00%Q3 2021Q3 20239
J.P. Morgan Private Wealth Advisors LLC 990.00%0.00%0.00%Q3 2021Q3 20239
Covestor Ltd 880.00%0.00%0.00%Q4 2021Q3 20238
KAYNE ANDERSON CAPITAL ADVISORS LP 880.01%0.01%0.01%Q4 2021Q3 20238
Advisors Asset Management, Inc. 880.00%0.02%0.03%Q4 2021Q3 20238
Parallel Advisors, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Private Advisor Group, LLC 620.01%0.01%0.03%Q3 2021Q3 20238
Saba Capital Management, L.P. 880.10%0.17%0.29%Q4 2021Q3 20238
Janney Montgomery Scott LLC 620.01%0.01%0.01%Q3 2021Q3 20238
Matisse Capital 620.13%0.44%1.64%Q3 2021Q3 20238
Cambridge Investment Research Advisors, Inc. 770.01%0.01%0.01%Q1 2022Q3 20237
WOLVERINE ASSET MANAGEMENT LLC 520.00%0.01%0.01%Q3 2021Q2 20237
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 770.01%0.40%0.54%Q3 2021Q1 20237
Eagle Bluffs Wealth Management LLC 772.01%2.83%4.59%Q1 2022Q3 20237
FLAGSHIP HARBOR ADVISORS, LLC 660.01%0.02%0.02%Q2 2022Q3 20236
STIFEL FINANCIAL CORP 660.00%0.00%0.00%Q3 2021Q4 20226
Clearstead Advisors, LLC 660.00%0.00%0.00%Q3 2021Q4 20226
BESSEMER GROUP INC 310.00%0.00%0.00%Q4 2021Q3 20235
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 550.00%0.00%0.01%Q3 2022Q3 20235
LPL Financial LLC 550.00%0.00%0.00%Q3 2022Q3 20235
American Portfolios Advisors 550.00%0.00%0.00%Q3 2021Q3 20225
Ahrens Investment Partners LLC 410.01%0.06%0.14%Q3 2021Q1 20235
Almitas Capital LLC 440.05%0.14%0.19%Q4 2022Q3 20234
Atria Wealth Solutions, Inc. 440.00%0.00%0.00%Q4 2022Q3 20234
IFP Advisors, Inc 440.00%0.00%0.00%Q1 2022Q4 20224
B. Riley Wealth Advisors, Inc. 440.00%0.00%0.00%Q4 2022Q3 20234
Logan Stone Capital, LLC 440.08%0.16%0.25%Q4 2022Q3 20234
Shaker Financial Services, LLC 440.10%0.30%0.58%Q4 2022Q3 20234
Atlas Wealth LLC 442.43%2.94%3.89%Q4 2022Q3 20234
CLOUGH CAPITAL PARTNERS L P 330.02%0.03%0.05%Q1 2023Q3 20233
SUSQUEHANNA INTERNATIONAL GROUP, LLP 210.00%0.00%0.00%Q3 2022Q3 20233
MILLENNIUM MANAGEMENT LLC 330.00%0.00%0.00%Q1 2023Q3 20233
PARAMETRIC PORTFOLIO ASSOCIATES LLC 330.00%0.00%0.00%Q3 2021Q1 20223
Johnson Midwest Financial, LLC 330.00%0.01%0.01%Q1 2023Q3 20233
HighTower Advisors, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Sowell Financial Services LLC 210.01%0.01%0.02%Q4 2022Q3 20233
RAYMOND JAMES TRUST N.A. 220.01%0.01%0.01%Q2 2022Q3 20222
Thomas J. Herzfeld Advisors, Inc. 220.04%0.04%0.04%Q2 2023Q3 20232
25 LLC 220.00%0.00%0.00%Q1 2023Q2 20232
Cerity Partners LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Cetera Advisor Networks LLC 110.00%0.00%0.00%Q4 2021Q4 20211
BDO Wealth Advisors, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
PNC FINANCIAL SERVICES GROUP, INC. 110.00%0.00%0.00%Q3 2021Q3 20211
Quarry LP 110.02%0.02%0.02%Q3 2023Q3 20231
Ameritas Advisory Services, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
CWM, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
HUNTINGTON NATIONAL BANK 110.00%0.00%0.00%Q1 2023Q1 20231
6 Meridian 110.04%0.04%0.04%Q4 2021Q4 20211
CENTRAL TRUST Co 110.00%0.00%0.00%Q3 2021Q3 20211
Gemmer Asset Management LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Cladis Investment Advisory, LLC 110.20%0.20%0.20%Q2 2022Q2 20221
FMR LLC 110.00%0.00%0.00%Q2 2023Q2 20231
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
CITIGROUP INC 110.00%0.00%0.00%Q3 2021Q3 20211
BerganKDV Wealth Management, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
COMMONWEALTH EQUITY SERVICES, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
External links

This page lists all the filers that currently own ECOFIN SUSTAINABLE AND SOCIA or have owned ECOFIN SUSTAINABLE AND SOCIA in the past.