Latest Institutional Purchases of Ecofin Sustainable & Social Impact Term Fund (TEAF)
This list provides information on the latest institutional transactions involving Ecofin Sustainable & Social Impact Term Fund (TEAF) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
470K+ 53.94% |
$5.41M - $6.13M
|
1.34M
$16M
|
|
|
Nov 13, 2024
Q3 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
135KNew |
$1.56M - $1.76M
|
135K
$1.61M
|
|
|
Nov 12, 2024
Q3 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
100K+ 802.18% |
$1.16M - $1.31M
|
113K
$1.35M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
87.5KNew |
$1.01M - $1.14M
|
87.5K
$1.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
56.7K+ 14.5% |
$653K - $740K
|
448K
$5.34M
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
31.7K+ 355.91% |
$365K - $414K
|
40.6K
$485K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
10.6KNew |
$122K - $138K
|
10.6K
$126K
|
|
|
Nov 01, 2024
Q3 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
10.3KNew |
$119K - $134K
|
10.3K
$123K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
9.35K+ 3.55% |
$108K - $122K
|
273K
$3.25M
|
|
|
Nov 04, 2024
Q3 2024
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
8.1K+ 3.12% |
$93.3K - $106K
|
268K
$3.19M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
6.78K+ 4.9% |
$78K - $88.4K
|
145K
$1.73M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
4.75KNew |
$54.7K - $62K
|
4.75K
$56.7K
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
3.6K+ 31.89% |
$41.5K - $47K
|
14.9K
$178K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
1.33K+ 2.86% |
$15.3K - $17.3K
|
47.7K
$569K
|
|
|
Nov 14, 2024
Q3 2024
|
Quarry LP
New York, NY |
BUY
|
- |
1.09K+ 14.77% |
$12.6K - $14.3K
|
8.49K
$101K
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
255+ 1.77% |
$2.94K - $3.33K
|
14.7K
$175K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
144+ 1.15% |
$1.66K - $1.88K
|
12.7K
$151K
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
111+ 0.74% |
$1.28K - $1.45K
|
15.1K
$181K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
61+ 0.11% |
$703 - $796
|
53.3K
$635K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
52+ 0.4% |
$599 - $679
|
13.2K
$157K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
35+ 2.2% |
$403 - $457
|
1.62K
$19.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
33+ 11.83% |
$380 - $431
|
312
$3.72K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
4+ 2.16% |
$46.1 - $52.2
|
189
$2.25K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Jul 31, 2024
Q2 2024
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
989KNew |
$11.2M - $11.8M
|
989K
$11.8M
|
|
|
Aug 01, 2024
Q2 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
124K+ 1647.43% |
$1.4M - $1.48M
|
131K
$1.57M
|
|
|
Aug 02, 2024
Q2 2024
|
Shaker Financial Services, LLC
|
BUY
|
- |
17.8K+ 17.57% |
$201K - $212K
|
119K
$1.42M
|
|
|
Jul 26, 2024
Q2 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
16.9KNew |
$191K - $202K
|
16.9K
$201K
|
|
|
Jul 30, 2024
Q2 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
13.4KNew |
$152K - $160K
|
13.4K
$160K
|
|
|
Jul 30, 2024
Q2 2024
|
Matisse Capital
|
BUY
|
- |
7K+ 3.18% |
$79K - $83.6K
|
227K
$2.71M
|
|
|
Aug 09, 2024
Q2 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
4.41KNew |
$49.8K - $52.7K
|
4.41K
$52.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
300+ 1.53% |
$3.39K - $3.58K
|
20K
$238K
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
9+ 18.0% |
$102 - $107
|
59
$704
|
|
| Q1 2024 | |||||||
|
May 10, 2024
Q1 2024
|
Tortoise Capital Advisors, L.L.C.
Overland Park, KS |
BUY
|
- |
19.4KNew |
$217K - $229K
|
19.4K
$231K
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
12.6KNew |
$142K - $149K
|
12.6K
$151K
|
|
|
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 02, 2024
Q1 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
300New |
$3.36K - $3.55K
|
300
$3.58K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
30New |
$336 - $355
|
30
$358
|
|
| Q4 2023 | |||||||
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
32.3KNew |
$360K - $395K
|
32.3K
$386K
|
|
|
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
|
|
| Q3 2023 | |||||||
|
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 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
177+ 1.48% |
$2.12K - $2.32K
|
12.1K
$144K
|
|
|
Nov 07, 2023
Q3 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
6+ 1.52% |
$71.9 - $78.5
|
402
$4.8K
|
|
| Q2 2023 | |||||||
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
7+ 1.53% |
$86 - $92.3
|
464
$5.54K
|
|
| Q1 2023 | |||||||
|
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
|
|
| Q3 2022 | |||||||
|
Nov 02, 2022
Q3 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
1.9KNew |
$24.1K - $28.7K
|
1.9K
$22.7K
|
|