Sowell Financial Services LLC Ecofin Sustainable & Social Impact Term Fund Transaction History

Sowell Financial Services LLC

$2.1 Billion
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 08, 2023	BUY	$11.98 - $13.09 $7,751 - $8,469	647 Added 3.4%	19,673 $235,000
Q2 2023 Aug 14, 2023	BUY	$12.28 - $13.18 $233,639 - $250,762	19,026 New	19,026 $237,000
Q4 2022 Feb 09, 2023	BUY	$12.46 - $13.88 $219,844 - $244,898	17,644 New	17,644 $227,000

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 Million
0.37% of portfolio
Morgan Stanley New York, NY

448K
Shares

$5.34 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

273K
Shares

$3.25 Million
0.0% of portfolio
Eagle Bluffs Wealth Management LLC Columbia, MO

268K
Shares

$3.19 Million
1.88% of portfolio
Janney Montgomery Scott LLC

257K
Shares

$3.06 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...

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