Ifp Advisors, Inc Ecofin Sustainable & Social Impact Term Fund Transaction History

Ifp Advisors, Inc

$2.42 Billion
Q2 2024

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 07, 2023	SELL	$12.46 - $13.88 $74 - $83	-6 Reduced 24.0%	19 $1,000
Q2 2022 Sep 06, 2022	BUY	$13.75 - $15.38 $343 - $384	25 New	25 $1,000
Q2 2022 Aug 12, 2022	SELL	$13.75 - $15.38 $343 - $384	-25 Closed	0 $0
Q1 2022 Sep 06, 2022	BUY	$14.06 - $15.4 $351 - $385	25 New	25 $0

Others Institutions Holding TEAF

# of Institutions

51

Shares Held

4.49M

Call Options Held

0

Put Options Held

0

Saba Capital Management, L.P. New York, NY

1.34M
Shares

$16.1 Million
0.37% of portfolio
Morgan Stanley New York, NY

448K
Shares

$5.38 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

273K
Shares

$3.27 Million
0.0% of portfolio
Eagle Bluffs Wealth Management LLC Columbia, MO

268K
Shares

$3.21 Million
1.88% of portfolio
Janney Montgomery Scott LLC

257K
Shares

$3.08 Million
0.01% of portfolio

About ECOFIN SUSTAINABLE & SOCIAL IMPACT TERM FUND

Ticker TEAF
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Tortoise Essential Assets Income Term Fund is a closed-ended balanced mutual fund launched and managed by Tortoise Capital Advisors L.L.C. It invests in equity and fixed income markets. The fund seeks to invest in securities of companies operating in the essential asset sectors, which includes education, housing, healthcare, social and human ser...

More about TEAF

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