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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
8.24K+ 1.6% |
$84.4K - $101K
|
523K
$6.27M
|
|
|
Aug 14, 2025
Q2 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
26.1K+ 6.37% |
$268K - $320K
|
436K
$5.23M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
2.42K+ 2.29% |
$24.8K - $29.7K
|
108K
$1.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-299- 1.76% |
$3.06K - $3.66K
|
16.7K
$200K
|
|
|
Aug 14, 2025
Q2 2025
|
Quarry LP
New York, NY |
BUY
|
- |
17.2K+ 519.48% |
$177K - $211K
|
20.5K
$246K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
9.69K+ 3.56% |
$99.3K - $119K
|
282K
$3.38M
|
|
|
Aug 14, 2025
Q2 2025
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
166K+ 11.97% |
$1.7M - $2.03M
|
1.55M
$18.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
31.5KNew |
$322K - $385K
|
31.5K
$377K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.28K- 4.47% |
$33.6K - $40.1K
|
70K
$840K
|
|
|
Aug 14, 2025
Q2 2025
|
Css LLC
Chicago, IL |
BUY
|
- |
19.7KNew |
$202K - $242K
|
19.7K
$237K
|
|
|
Aug 14, 2025
Q2 2025
|
Logan Stone Capital, LLC
Chicago, IL |
SELL
|
- |
-36.2K- 64.71% |
$371K - $444K
|
19.8K
$237K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-7.71K- 18.96% |
$79K - $94.4K
|
33K
$395K
|
|
|
Aug 13, 2025
Q2 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
17.7K+ 92.94% |
$182K - $217K
|
36.8K
$441K
|
|
|
Aug 13, 2025
Q2 2025
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-73.7K- 27.39% |
$755K - $903K
|
195K
$2.34M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
532+ 1.31% |
$5.45K - $6.52K
|
41.1K
$493K
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
136K+ 668.08% |
$1.39M - $1.66M
|
156K
$1.87M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-265- 0.95% |
$2.72K - $3.25K
|
27.7K
$332K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
33.8K+ 19.02% |
$346K - $413K
|
211K
$2.53M
|
|
|
Aug 11, 2025
Q2 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
9.59K+ 14.13% |
$98.3K - $117K
|
77.4K
$928K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
15.6KNew |
$160K - $191K
|
15.6K
$187K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-682- 67.06% |
$6.99K - $8.35K
|
335
$4.02K
|
|
|
Aug 05, 2025
Q2 2025
|
Shaker Financial Services, LLC
|
SELL
|
- |
-22.4K- 59.4% |
$229K - $274K
|
15.3K
$183K
|
|
|
Aug 05, 2025
Q2 2025
|
Castlekeep Investment Advisors LLC
Westport, CT |
SELL
|
- |
-14.3K- 12.89% |
$147K - $176K
|
96.9K
$1.16M
|
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
405+ 2.04% |
$4.15K - $4.96K
|
20.3K
$243K
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-4.37K- 27.39% |
$44.8K - $53.6K
|
11.6K
$139K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.34K+ 2.43% |
$13.7K - $16.4K
|
56.4K
$677K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.4K- 5.49% |
$55.3K - $66.1K
|
92.9K
$1.11M
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-266- 0.5% |
$2.73K - $3.26K
|
53K
$636K
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
9.89K+ 25.25% |
$101K - $121K
|
49K
$588K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-552- 4.1% |
$5.66K - $6.76K
|
12.9K
$155K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1KNew |
$10.3K - $12.3K
|
1K
$12K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-8.95K- 77.49% |
$91.7K - $110K
|
2.6K
$31.2K
|
|
|
Jul 21, 2025
Q2 2025
|
Abundance Wealth Counselors
|
SELL
|
- |
-39.1K- 60.95% |
$401K - $479K
|
25.1K
$300K
|
|
|
Jul 17, 2025
Q2 2025
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
1.82K+ 0.84% |
$18.6K - $22.3K
|
219K
$2.63M
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
28K+ 201.14% |
$286K - $342K
|
41.8K
$502K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-12.9K- 8.32% |
$132K - $158K
|
142K
$1.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Absolute Investment Advisers LLC
|
BUY
|
- |
43.4K+ 322.17% |
$445K - $532K
|
56.9K
$682K
|
|
| Q1 2025 | |||||||
|
Aug 12, 2025
Q1 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
34KNew |
$385K - $421K
|
34K
$408K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.47K+ 4587.5% |
$16.6K - $18.2K
|
1.5K
$18K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-300- 1.52% |
$3.39K - $3.71K
|
19.5K
$234K
|
|
|
May 14, 2025
Q1 2025
|
K2 Principal Fund, L.P.
Toronto, A6 |
BUY
|
- |
11.1KNew |
$126K - $138K
|
11.1K
$133K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.9KNew |
$157K - $171K
|
13.9K
$166K
|
|
|
May 12, 2025
Q1 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
55.8K+ 75.56% |
$631K - $690K
|
130K
$1.55M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-1K- 2.52% |
$11.3K - $12.4K
|
38.7K
$464K
|
|
| Q4 2024 | |||||||
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.67K- 13.21% |
$20K - $22.2K
|
11K
$132K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
7+ 3.38% |
$83.4 - $93
|
214
$2.57K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-28- 8.97% |
$334 - $372
|
284
$3.41K
|
|
|
Feb 13, 2025
Q4 2024
|
Aristides Capital LLC
Ottawa Hills, OH |
BUY
|
- |
2.09K+ 9.99% |
$24.9K - $27.8K
|
23K
$276K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
520+ 0.59% |
$6.2K - $6.91K
|
88.1K
$1.06M
|
|