Stifel Financial Corp Ecofin Sustainable & Social Impact Term Fund Transaction History

Stifel Financial Corp

$93.2 Billion
Q3 2024

Shares

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 13, 2023	BUY	$12.46 - $13.88 $809 - $902	65 Added 0.55%	11,975 $153,000
Q2 2022 Aug 15, 2022	SELL	$13.75 - $15.38 $13,750 - $15,380	-1,000 Reduced 7.75%	11,910 $165,000
Q1 2022 May 13, 2022	SELL	$14.06 - $15.4 $3,515 - $3,850	-250 Reduced 1.9%	12,910 $195,000
Q4 2021 Feb 14, 2022	BUY	$13.91 - $15.2 $9,723 - $10,624	699 Added 5.61%	13,160 $193,000
Q3 2021 Nov 15, 2021	BUY	$13.85 - $15.1 $172,584 - $188,161	12,461 New	12,461 $174,000

Others Institutions Holding TEAF

# of Institutions

49

Shares Held

4.4M

Call Options Held

0

Put Options Held

0

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

1.34M
Shares

$16.8 Million
0.37% of portfolio
Morgan Stanley New York, NY

448K
Shares

$5.62 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

273K
Shares

$3.42 Million
0.0% of portfolio
Eagle Bluffs Wealth Management LLC Columbia, MO

268K
Shares

$3.36 Million
1.88% of portfolio
Janney Montgomery Scott LLC

257K
Shares

$3.22 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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