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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
77.5K+ 17.72% |
$876K - $958K
|
515K
$5.95M
|
|
|
May 13, 2025
Q1 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
76.7K+ 22.99% |
$867K - $948K
|
410K
$4.74M
|
|
|
May 12, 2025
Q1 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
55.8K+ 75.56% |
$631K - $690K
|
130K
$1.5M
|
|
|
May 15, 2025
Q1 2025
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
42.1K+ 3.14% |
$476K - $521K
|
1.38M
$16M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
39.2KNew |
$443K - $484K
|
39.2K
$453K
|
|
|
May 01, 2025
Q1 2025
|
Castlekeep Investment Advisors LLC
Westport, CT |
BUY
|
- |
22.9K+ 25.93% |
$259K - $283K
|
111K
$1.29M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
22.5K+ 14.53% |
$254K - $278K
|
177K
$2.05M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
20.3KNew |
$230K - $251K
|
20.3K
$235K
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
19.1KNew |
$216K - $236K
|
19.1K
$220K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
15.7K+ 17.4% |
$177K - $194K
|
106K
$1.22M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.9KNew |
$157K - $171K
|
13.9K
$160K
|
|
|
May 09, 2025
Q1 2025
|
Shaker Financial Services, LLC
|
BUY
|
- |
12.9K+ 51.91% |
$146K - $159K
|
37.7K
$435K
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
11.8K+ 21.02% |
$133K - $146K
|
67.9K
$784K
|
|
|
May 14, 2025
Q1 2025
|
K2 Principal Fund, L.P.
Toronto, A6 |
BUY
|
- |
11.1KNew |
$126K - $138K
|
11.1K
$129K
|
|
|
May 14, 2025
Q1 2025
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
3.7K+ 1.4% |
$41.9K - $45.8K
|
269K
$3.11M
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
3.64K+ 22.4% |
$41.2K - $45K
|
19.9K
$230K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.56K+ 10.85% |
$17.7K - $19.3K
|
16K
$185K
|
|
|
May 07, 2025
Q1 2025
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
1.35K+ 0.62% |
$15.3K - $16.7K
|
217K
$2.51M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
576+ 2.11% |
$6.51K - $7.13K
|
27.9K
$323K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
196+ 0.37% |
$2.22K - $2.42K
|
53.3K
$616K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
133+ 1.0% |
$1.5K - $1.65K
|
13.5K
$156K
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
32New |
$362 - $396
|
32
$370
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
23+ 2.31% |
$260 - $285
|
1.02K
$11.8K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Feb 13, 2025
Q4 2024
|
Aristides Capital LLC
Ottawa Hills, OH |
BUY
|
- |
2.09K+ 9.99% |
$24.9K - $27.8K
|
23K
$266K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
975New |
$11.6K - $13K
|
975
$11.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
520+ 0.59% |
$6.2K - $6.91K
|
88.1K
$1.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
7+ 3.38% |
$83.4 - $93
|
214
$2.47K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
10.6KNew |
$122K - $138K
|
10.6K
$123K
|
|
|
Nov 01, 2024
Q3 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
10.3KNew |
$119K - $134K
|
10.3K
$119K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
4.75KNew |
$54.7K - $62K
|
4.75K
$54.9K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
52+ 0.4% |
$599 - $679
|
13.2K
$152K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
4+ 2.16% |
$46.1 - $52.2
|
189
$2.18K
|
|
| Q2 2024 | |||||||
|
Jul 31, 2024
Q2 2024
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
989KNew |
$11.2M - $11.8M
|
989K
$11.4M
|
|
|
Jul 26, 2024
Q2 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
16.9KNew |
$191K - $202K
|
16.9K
$195K
|
|
|
Jul 30, 2024
Q2 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
13.4KNew |
$152K - $160K
|
13.4K
$155K
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
12.5KNew |
$141K - $149K
|
12.5K
$145K
|
|
|
Jul 30, 2024
Q2 2024
|
Matisse Capital
|
BUY
|
- |
7K+ 3.18% |
$79K - $83.6K
|
227K
$2.62M
|
|
|
Aug 09, 2024
Q2 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
4.41KNew |
$49.8K - $52.7K
|
4.41K
$51K
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
9+ 18.0% |
$102 - $107
|
59
$682
|
|
| Q1 2024 | |||||||
|
May 10, 2024
Q1 2024
|
Tortoise Capital Advisors, L.L.C.
Overland Park, KS |
BUY
|
- |
19.4KNew |
$217K - $229K
|
19.4K
$224K
|
|
|
Jan 31, 2025
Q1 2024
|
Absolute Investment Advisers LLC
|
BUY
|
- |
18.3K+ 135.85% |
$205K - $217K
|
31.8K
$367K
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
12.6KNew |
$142K - $149K
|
12.6K
$146K
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
12KNew |
$135K - $142K
|
12K
$139K
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
11.6KNew |
$129K - $137K
|
11.6K
$134K
|
|
|
May 02, 2024
Q1 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
300New |
$3.36K - $3.55K
|
300
$3.47K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
30New |
$336 - $355
|
30
$347
|
|
| Q4 2023 | |||||||
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
32.3KNew |
$360K - $395K
|
32.3K
$374K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
108New |
$1.2K - $1.32K
|
108
$1.25K
|
|
| 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
$227K
|
|