Latest Institutional Transactions on Ecofin Sustainable & Social Impact Term Fund (TEAF)
This table provides information on the latest institutional transactions involving Ecofin Sustainable & Social Impact Term Fund (TEAF) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.47K+ 4587.5% |
$16.6K - $18.2K
|
1.5K
$18.1K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
77.5K+ 17.72% |
$876K - $958K
|
515K
$6.2M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
20.3KNew |
$230K - $251K
|
20.3K
$245K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-960- 0.35% |
$10.9K - $11.9K
|
272K
$3.28M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-844- 1.14% |
$9.55K - $10.4K
|
73.3K
$883K
|
|
|
May 15, 2025
Q1 2025
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
42.1K+ 3.14% |
$476K - $521K
|
1.38M
$16.7M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-300- 1.52% |
$3.39K - $3.71K
|
19.5K
$235K
|
|
|
May 15, 2025
Q1 2025
|
Logan Stone Capital, LLC
Chicago, IL |
SELL
|
- |
-6.69K- 10.68% |
$75.7K - $82.8K
|
56K
$674K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.9KNew |
$157K - $171K
|
13.9K
$167K
|
|
|
May 14, 2025
Q1 2025
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
3.7K+ 1.4% |
$41.9K - $45.8K
|
269K
$3.24M
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
19.1KNew |
$216K - $236K
|
19.1K
$229K
|
|
|
May 14, 2025
Q1 2025
|
K2 Principal Fund, L.P.
Toronto, A6 |
BUY
|
- |
11.1KNew |
$126K - $138K
|
11.1K
$134K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
23+ 2.31% |
$260 - $285
|
1.02K
$12.2K
|
|
|
May 13, 2025
Q1 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
76.7K+ 22.99% |
$867K - $948K
|
410K
$4.94M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.09K- 15.43% |
$35K - $38.3K
|
17K
$204K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-49.8K- 55.03% |
$563K - $616K
|
40.7K
$490K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
15.7K+ 17.4% |
$177K - $194K
|
106K
$1.27M
|
|
|
May 12, 2025
Q1 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
55.8K+ 75.56% |
$631K - $690K
|
130K
$1.56M
|
|
|
May 09, 2025
Q1 2025
|
Shaker Financial Services, LLC
|
BUY
|
- |
12.9K+ 51.91% |
$146K - $159K
|
37.7K
$454K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
133+ 1.0% |
$1.5K - $1.65K
|
13.5K
$162K
|
|
|
May 07, 2025
Q1 2025
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
1.35K+ 0.62% |
$15.3K - $16.7K
|
217K
$2.62M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
576+ 2.11% |
$6.51K - $7.13K
|
27.9K
$336K
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
3.64K+ 22.4% |
$41.2K - $45K
|
19.9K
$239K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-1K- 2.52% |
$11.3K - $12.4K
|
38.7K
$466K
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
11.8K+ 21.02% |
$133K - $146K
|
67.9K
$817K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
22.5K+ 14.53% |
$254K - $278K
|
177K
$2.14M
|
|
|
May 01, 2025
Q1 2025
|
Castlekeep Investment Advisors LLC
Westport, CT |
BUY
|
- |
22.9K+ 25.93% |
$259K - $283K
|
111K
$1.34M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
196+ 0.37% |
$2.22K - $2.42K
|
53.3K
$642K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-978- 0.99% |
$11.1K - $12.1K
|
98.3K
$1.18M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.56K+ 10.85% |
$17.7K - $19.3K
|
16K
$192K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-9.12K- 14.2% |
$103K - $113K
|
55.1K
$663K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-1.36K- 8.94% |
$15.4K - $16.9K
|
13.9K
$167K
|
|
|
Apr 21, 2025
Q1 2025
|
Abundance Wealth Counselors
|
SELL
|
- |
-29.2K- 31.26% |
$330K - $361K
|
64.2K
$773K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-97.6K- 38.67% |
$1.1M - $1.21M
|
155K
$1.86M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
39.2KNew |
$443K - $484K
|
39.2K
$471K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.33K- 3.28% |
$15.9K - $17.7K
|
39.2K
$472K
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.67K- 13.21% |
$20K - $22.2K
|
11K
$132K
|
|
|
Feb 14, 2025
Q4 2024
|
Quarry LP
New York, NY |
SELL
|
- |
-5.18K- 60.94% |
$61.7K - $68.8K
|
3.32K
$39.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
7+ 3.38% |
$83.4 - $93
|
214
$2.58K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-28- 8.97% |
$334 - $372
|
284
$3.42K
|
|
|
Feb 13, 2025
Q4 2024
|
Aristides Capital LLC
Ottawa Hills, OH |
BUY
|
- |
2.09K+ 9.99% |
$24.9K - $27.8K
|
23K
$277K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
520+ 0.59% |
$6.2K - $6.91K
|
88.1K
$1.06M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
975New |
$11.6K - $13K
|
975
$11.7K
|
|
| Q3 2024 | |||||||
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
52+ 0.4% |
$599 - $679
|
13.2K
$158K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
4.75KNew |
$54.7K - $62K
|
4.75K
$57.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-11- 21.57% |
$127 - $144
|
40
$482
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
10.6KNew |
$122K - $138K
|
10.6K
$128K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
4+ 2.16% |
$46.1 - $52.2
|
189
$2.28K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-447- 1.79% |
$5.15K - $5.83K
|
24.5K
$295K
|
|