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 |
|---|---|---|---|---|---|---|---|
|
Dec 01, 2025
Q3 2025
|
Investment Research Partners LLC
Lemont, PA |
BUY
|
- |
71.3KNew |
$826K - $876K
|
71.3K
$963K
|
|
|
Nov 14, 2025
Q3 2025
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
75KNew |
$869K - $922K
|
75K
$1.01M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
8.47KNew |
$98.2K - $104K
|
8.47K
$114K
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
16.8KNew |
$194K - $206K
|
16.8K
$226K
|
|
|
Nov 14, 2025
Q3 2025
|
Quarry LP
New York, NY |
BUY
|
- |
8.7K+ 42.34% |
$101K - $107K
|
29.2K
$395K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-54.6K- 19.36% |
$633K - $671K
|
227K
$3.07M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-33.3K- 6.36% |
$385K - $409K
|
490K
$6.62M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.37K+ 15.16% |
$27.4K - $29.1K
|
18K
$243K
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
19.5KNew |
$226K - $239K
|
19.5K
$263K
|
|
|
Nov 14, 2025
Q3 2025
|
Logan Stone Capital, LLC
Chicago, IL |
SELL
|
- |
-489- 2.48% |
$5.67K - $6.01K
|
19.3K
$260K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
22.7K+ 68.88% |
$263K - $279K
|
55.7K
$752K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-43- 0.1% |
$498 - $528
|
43.5K
$588K
|
|
|
Nov 13, 2025
Q3 2025
|
Yakira Capital Management, Inc.
Westport, CT |
BUY
|
- |
66.8KNew |
$774K - $820K
|
66.8K
$902K
|
|
|
Nov 13, 2025
Q3 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
66.3K+ 15.19% |
$768K - $814K
|
502K
$6.79M
|
|
|
Nov 13, 2025
Q3 2025
|
Css LLC
Chicago, IL |
BUY
|
- |
12.3K+ 62.41% |
$143K - $151K
|
32.1K
$433K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
4.5K+ 27.01% |
$52.1K - $55.3K
|
21.2K
$286K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-50.1K- 46.25% |
$580K - $615K
|
58.2K
$786K
|
|
|
Nov 13, 2025
Q3 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-300- 0.82% |
$3.48K - $3.69K
|
36.5K
$493K
|
|
|
Nov 13, 2025
Q3 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
294K+ 188.3% |
$3.4M - $3.61M
|
450K
$6.08M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.09K+ 9.79% |
$105K - $112K
|
102K
$1.38M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-7.21K- 26.04% |
$83.5K - $88.5K
|
20.5K
$277K
|
|
|
Nov 12, 2025
Q3 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
95.7K+ 228.69% |
$1.11M - $1.18M
|
138K
$1.86M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-48K- 22.71% |
$556K - $589K
|
163K
$2.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
39.2K+ 20.09% |
$455K - $482K
|
235K
$3.17M
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
8+ 2.39% |
$92.7 - $98.3
|
343
$4.63K
|
|
|
Nov 07, 2025
Q3 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
377+ 1.86% |
$4.37K - $4.63K
|
20.7K
$279K
|
|
|
Nov 06, 2025
Q3 2025
|
Uhlmann Price Securities, LLC
Skokie, IL |
BUY
|
- |
274+ 2.25% |
$3.18K - $3.37K
|
12.4K
$168K
|
|
|
Nov 06, 2025
Q3 2025
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
4.84K+ 2.21% |
$56.1K - $59.5K
|
224K
$3.03M
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
8.95K+ 344.23% |
$104K - $110K
|
11.6K
$156K
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-6.14K- 12.51% |
$71.1K - $75.4K
|
42.9K
$580K
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-15.7K- 27.75% |
$181K - $192K
|
40.8K
$551K
|
|
|
Nov 05, 2025
Q3 2025
|
Castlekeep Investment Advisors LLC
Westport, CT |
SELL
|
- |
-526- 0.54% |
$6.1K - $6.46K
|
96.4K
$1.3M
|
|
|
Oct 28, 2025
Q3 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
42.8KNew |
$496K - $526K
|
42.8K
$578K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.32K- 3.04% |
$50.1K - $53.1K
|
138K
$1.86M
|
|
|
Oct 23, 2025
Q3 2025
|
Invested Advisors
State College, PA |
BUY
|
- |
46.4KNew |
$538K - $571K
|
46.4K
$627K
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
5.07K+ 6.55% |
$58.8K - $62.3K
|
82.5K
$1.11M
|
|
|
Oct 22, 2025
Q3 2025
|
Abundance Wealth Counselors
|
SELL
|
- |
-401- 1.6% |
$4.65K - $4.93K
|
24.7K
$333K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-27.4K- 33.33% |
$317K - $336K
|
54.7K
$739K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
1.16K+ 2.19% |
$13.5K - $14.3K
|
54.2K
$732K
|
|
|
Oct 20, 2025
Q3 2025
|
Absolute Investment Advisers LLC
|
BUY
|
- |
31.7K+ 55.74% |
$367K - $390K
|
88.6K
$1.2M
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.28K- 4.47% |
$33.6K - $40.1K
|
70K
$946K
|
|
|
Aug 14, 2025
Q2 2025
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
31.5KNew |
$322K - $385K
|
31.5K
$425K
|
|
|
Aug 14, 2025
Q2 2025
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
166K+ 11.97% |
$1.7M - $2.03M
|
1.55M
$20.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 05, 2025
Q2 2025
|
Shaker Financial Services, LLC
|
SELL
|
- |
-22.4K- 59.4% |
$229K - $274K
|
15.3K
$207K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-552- 4.1% |
$5.66K - $6.76K
|
12.9K
$175K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1KNew |
$10.3K - $12.3K
|
1K
$13.5K
|
|
| Q1 2025 | |||||||
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.47K+ 4587.5% |
$16.6K - $18.2K
|
1.5K
$20.3K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-300- 1.52% |
$3.39K - $3.71K
|
19.5K
$263K
|
|
|
May 14, 2025
Q1 2025
|
K2 Principal Fund, L.P.
Toronto, A6 |
BUY
|
- |
11.1KNew |
$126K - $138K
|
11.1K
$150K
|
|