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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-16.3K- 16.53% |
$187K - $212K
|
82.1K
$988K
|
|
|
Nov 01, 2024
Q3 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
10.3KNew |
$119K - $134K
|
10.3K
$124K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-11.3K- 10.44% |
$130K - $147K
|
96.9K
$1.17M
|
|
| Q2 2024 | |||||||
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
12.5KNew |
$141K - $149K
|
12.5K
$151K
|
|
|
Aug 14, 2024
Q2 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-6.22K- 25.0% |
$70.2K - $74.3K
|
18.7K
$225K
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
9+ 18.0% |
$102 - $107
|
59
$710
|
|
|
Aug 12, 2024
Q2 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-21.9K- 32.98% |
$248K - $262K
|
44.6K
$536K
|
|
|
Aug 09, 2024
Q2 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
4.41KNew |
$49.8K - $52.7K
|
4.41K
$53.1K
|
|
|
Jul 31, 2024
Q2 2024
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
989KNew |
$11.2M - $11.8M
|
989K
$11.9M
|
|
|
Jul 30, 2024
Q2 2024
|
Matisse Capital
|
BUY
|
- |
7K+ 3.18% |
$79K - $83.6K
|
227K
$2.73M
|
|
|
Jul 30, 2024
Q2 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
13.4KNew |
$152K - $160K
|
13.4K
$162K
|
|
|
Jul 26, 2024
Q2 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
16.9KNew |
$191K - $202K
|
16.9K
$203K
|
|
| Q1 2024 | |||||||
|
Jan 31, 2025
Q1 2024
|
Absolute Investment Advisers LLC
|
BUY
|
- |
18.3K+ 135.85% |
$205K - $217K
|
31.8K
$383K
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
12KNew |
$135K - $142K
|
12K
$145K
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
11.6KNew |
$129K - $137K
|
11.6K
$139K
|
|
|
May 10, 2024
Q1 2024
|
Tortoise Capital Advisors, L.L.C.
Overland Park, KS |
BUY
|
- |
19.4KNew |
$217K - $229K
|
19.4K
$233K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
30New |
$336 - $355
|
30
$361
|
|
|
May 02, 2024
Q1 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
300New |
$3.36K - $3.55K
|
300
$3.61K
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
12.6KNew |
$142K - $149K
|
12.6K
$152K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Clough Capital Partners L P
Boston, MA |
SELL
|
- |
-7.9K- 19.91% |
$87.8K - $96.6K
|
31.8K
$383K
|
|
|
Feb 14, 2024
Q4 2023
|
Almitas Capital LLC
Santa Monica, CA |
SELL
|
- |
-22.3K- 68.44% |
$248K - $273K
|
10.3K
$124K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
108New |
$1.2K - $1.32K
|
108
$1.3K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
32.3KNew |
$360K - $395K
|
32.3K
$389K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-155- 0.71% |
$1.86K - $2.03K
|
21.7K
$261K
|
|
|
Nov 08, 2023
Q3 2023
|
Kayne Anderson Capital Advisors LP
|
SELL
|
- |
-2.1K- 10.14% |
$25.2K - $27.5K
|
18.6K
$224K
|
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
647+ 3.4% |
$7.75K - $8.47K
|
19.7K
$237K
|
|
|
Nov 07, 2023
Q3 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
6+ 1.52% |
$71.9 - $78.5
|
402
$4.84K
|
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-342- 0.99% |
$4.1K - $4.48K
|
34.3K
$413K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-79- 0.07% |
$970 - $1.04K
|
110K
$1.33M
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
7+ 1.53% |
$86 - $92.3
|
464
$5.59K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-583K- 98.12% |
$7.16M - $7.9M
|
11.2K
$135K
|
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.32K+ 17.05% |
$28.5K - $31.4K
|
15.9K
$191K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1.2KNew |
$14.7K - $16.3K
|
1.2K
$14.4K
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
65+ 0.55% |
$810 - $902
|
12K
$144K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-6- 24.0% |
$74.8 - $83.3
|
19
$229
|
|
| Q3 2022 | |||||||
|
Nov 02, 2022
Q3 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
1.9KNew |
$24.1K - $28.7K
|
1.9K
$22.9K
|
|
|
Oct 24, 2022
Q3 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
500New |
$6.35K - $7.55K
|
500
$6.02K
|
|
| Q2 2022 | |||||||
|
Oct 09, 2024
Q2 2022
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
12KNew |
$165K - $185K
|
12K
$144K
|
|
|
Aug 16, 2022
Q2 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-5K- 24.39% |
$68.8K - $76.9K
|
15.5K
$187K
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
24New |
$330 - $369
|
24
$289
|
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
11.9KNew |
$164K - $183K
|
11.9K
$143K
|
|
|
Jul 14, 2022
Q2 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
16.6KNew |
$228K - $255K
|
16.6K
$200K
|
|
| Q1 2022 | |||||||
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-10.7KClosed |
$150K - $164K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
SELL
|
- |
-2Closed |
$28.1 - $30.8
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-350Closed |
$4.92K - $5.39K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.2KClosed |
$16.7K - $18.2K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
SELL
|
- |
-10Closed |
$139 - $152
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-8.59KClosed |
$120K - $131K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-75- 6.19% |
$1.04K - $1.13K
|
1.14K
$13.7K
|
|