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 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
12KNew |
$135K - $142K
|
12K
$144K
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
11.6KNew |
$129K - $137K
|
11.6K
$138K
|
|
|
May 10, 2024
Q1 2024
|
Tortoise Capital Advisors, L.L.C.
Overland Park, KS |
BUY
|
- |
19.4KNew |
$217K - $229K
|
19.4K
$231K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
30New |
$336 - $355
|
30
$358
|
|
|
May 02, 2024
Q1 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
300New |
$3.36K - $3.55K
|
300
$3.58K
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
12.6KNew |
$142K - $149K
|
12.6K
$151K
|
|
| 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
$379K
|
|
|
Feb 14, 2024
Q4 2023
|
Almitas Capital LLC
Santa Monica, CA |
SELL
|
- |
-22.3K- 68.44% |
$248K - $273K
|
10.3K
$123K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
12.5KNew |
$139K - $153K
|
12.5K
$149K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
108New |
$1.2K - $1.32K
|
108
$1.29K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
32.3KNew |
$360K - $395K
|
32.3K
$386K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
177+ 1.48% |
$2.12K - $2.32K
|
12.1K
$144K
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-155- 0.71% |
$1.86K - $2.03K
|
21.7K
$259K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-4.22K- 9.61% |
$50.6K - $55.3K
|
39.7K
$474K
|
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
647+ 3.4% |
$7.75K - $8.47K
|
19.7K
$235K
|
|
|
Nov 08, 2023
Q3 2023
|
Kayne Anderson Capital Advisors LP
|
SELL
|
- |
-2.1K- 10.14% |
$25.2K - $27.5K
|
18.6K
$222K
|
|
|
Nov 07, 2023
Q3 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
6+ 1.52% |
$71.9 - $78.5
|
402
$4.8K
|
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-342- 0.99% |
$4.1K - $4.48K
|
34.3K
$410K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-79- 0.07% |
$970 - $1.04K
|
110K
$1.32M
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
7+ 1.53% |
$86 - $92.3
|
464
$5.54K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-583K- 98.12% |
$7.16M - $7.9M
|
11.2K
$133K
|
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.32K+ 17.05% |
$28.5K - $31.4K
|
15.9K
$190K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1.2KNew |
$14.7K - $16.3K
|
1.2K
$14.3K
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
65+ 0.55% |
$810 - $902
|
12K
$143K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-6- 24.0% |
$74.8 - $83.3
|
19
$227
|
|
| Q3 2022 | |||||||
|
Nov 15, 2022
Q3 2022
|
Aristides Capital LLC
Ottawa Hills, OH |
SELL
|
- |
-47.9K- 69.59% |
$608K - $723K
|
20.9K
$250K
|
|
|
Nov 02, 2022
Q3 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
1.9KNew |
$24.1K - $28.7K
|
1.9K
$22.7K
|
|
|
Oct 24, 2022
Q3 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
500New |
$6.35K - $7.55K
|
500
$5.97K
|
|
| Q2 2022 | |||||||
|
Oct 09, 2024
Q2 2022
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
12KNew |
$165K - $185K
|
12K
$143K
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
24New |
$330 - $369
|
24
$286
|
|
|
Aug 16, 2022
Q2 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-5K- 24.39% |
$68.8K - $76.9K
|
15.5K
$185K
|
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
11.9KNew |
$164K - $183K
|
11.9K
$142K
|
|
|
Jul 14, 2022
Q2 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
16.6KNew |
$228K - $255K
|
16.6K
$198K
|
|
| 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
$13.6K
|
|