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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
166K+ 11.97% |
$1.7M - $2.03M
|
1.55M
$18.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
136K+ 668.08% |
$1.39M - $1.66M
|
156K
$1.86M
|
|
|
Jul 15, 2025
Q2 2025
|
Absolute Investment Advisers LLC
|
BUY
|
- |
43.4K+ 322.17% |
$445K - $532K
|
56.9K
$680K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
33.8K+ 19.02% |
$346K - $413K
|
211K
$2.52M
|
|
|
Aug 14, 2025
Q2 2025
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
31.5KNew |
$322K - $385K
|
31.5K
$376K
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
28K+ 201.14% |
$286K - $342K
|
41.8K
$500K
|
|
|
Aug 14, 2025
Q2 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
26.1K+ 6.37% |
$268K - $320K
|
436K
$5.21M
|
|
|
Aug 14, 2025
Q2 2025
|
Css LLC
Chicago, IL |
BUY
|
- |
19.7KNew |
$202K - $242K
|
19.7K
$236K
|
|
|
Aug 13, 2025
Q2 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
17.7K+ 92.94% |
$182K - $217K
|
36.8K
$439K
|
|
|
Aug 14, 2025
Q2 2025
|
Quarry LP
New York, NY |
BUY
|
- |
17.2K+ 519.48% |
$177K - $211K
|
20.5K
$246K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
15.6KNew |
$160K - $191K
|
15.6K
$186K
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
9.89K+ 25.25% |
$101K - $121K
|
49K
$586K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
9.69K+ 3.56% |
$99.3K - $119K
|
282K
$3.37M
|
|
|
Aug 11, 2025
Q2 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
9.59K+ 14.13% |
$98.3K - $117K
|
77.4K
$925K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
8.24K+ 1.6% |
$84.4K - $101K
|
523K
$6.25M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.44K+ 5.92% |
$25K - $29.8K
|
43.5K
$520K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
2.42K+ 2.29% |
$24.8K - $29.7K
|
108K
$1.29M
|
|
|
Jul 17, 2025
Q2 2025
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
1.82K+ 0.84% |
$18.6K - $22.3K
|
219K
$2.62M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.34K+ 2.43% |
$13.7K - $16.4K
|
56.4K
$674K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1KNew |
$10.3K - $12.3K
|
1K
$12K
|
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
405+ 2.04% |
$4.15K - $4.96K
|
20.3K
$243K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 12, 2025
Q1 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
55.8K+ 75.56% |
$631K - $690K
|
130K
$1.55M
|
|
|
Aug 12, 2025
Q1 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
34KNew |
$385K - $421K
|
34K
$406K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.9KNew |
$157K - $171K
|
13.9K
$166K
|
|
|
May 14, 2025
Q1 2025
|
K2 Principal Fund, L.P.
Toronto, A6 |
BUY
|
- |
11.1KNew |
$126K - $138K
|
11.1K
$133K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.47K+ 4587.5% |
$16.6K - $18.2K
|
1.5K
$17.9K
|
|
| Q4 2024 | |||||||
|
Feb 13, 2025
Q4 2024
|
Aristides Capital LLC
Ottawa Hills, OH |
BUY
|
- |
2.09K+ 9.99% |
$24.9K - $27.8K
|
23K
$275K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
975New |
$11.6K - $13K
|
975
$11.7K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
520+ 0.59% |
$6.2K - $6.91K
|
88.1K
$1.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
7+ 3.38% |
$83.4 - $93
|
214
$2.56K
|
|
| Q3 2024 | |||||||
|
Jul 30, 2025
Q3 2024
|
Uhlmann Price Securities, LLC
Skokie, IL |
BUY
|
- |
12.7K+ 104.07% |
$146K - $165K
|
24.8K
$297K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
10.6KNew |
$122K - $138K
|
10.6K
$127K
|
|
|
Nov 01, 2024
Q3 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
10.3KNew |
$119K - $134K
|
10.3K
$123K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
4.75KNew |
$54.7K - $62K
|
4.75K
$56.8K
|
|
|
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
|
Parallel Advisors, LLC
|
BUY
|
- |
4+ 2.16% |
$46.1 - $52.2
|
189
$2.26K
|
|
| Q2 2024 | |||||||
|
Jul 31, 2024
Q2 2024
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
989KNew |
$11.2M - $11.8M
|
989K
$11.8M
|
|
|
Jul 26, 2024
Q2 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
16.9KNew |
$191K - $202K
|
16.9K
$202K
|
|
|
Jul 30, 2024
Q2 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
13.4KNew |
$152K - $160K
|
13.4K
$161K
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
12.5KNew |
$141K - $149K
|
12.5K
$149K
|
|
|
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
$52.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
9+ 18.0% |
$102 - $107
|
59
$705
|
|
| 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 02, 2024
Q1 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
300New |
$3.36K - $3.55K
|
300
$3.59K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
30New |
$336 - $355
|
30
$359
|
|
| Q4 2023 | |||||||
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
32.3KNew |
$360K - $395K
|
32.3K
$386K
|
|