Institutional Ownership Ecofin Sustainable & Social Impact Term Fund (TEAF)
This table provides information about the institutional ownership of Ecofin Sustainable & Social Impact Term Fund (TEAF). We have compiled data on the 57 institutions that hold shares in the stock, with a total of 6.04 Million shares, which have been reported (via 13F filing form) to have a value of $81.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Saba Capital Management, L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
1,549,226
shares
|
$20.9 Million
0.54% of portfolio
|
Q2 2025
Added 11.97%
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
Nov 13, 2025 Q3 2025 |
502,483
shares
|
$6.79 Million
0.12% of portfolio
|
Q3 2025
Added 15.19%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
489,722
shares
|
$6.62 Million
0.0% of portfolio
|
Q3 2025
Reduced 6.36%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
449,716
shares
|
$6.08 Million
0.02% of portfolio
|
Q3 2025
Added 188.3%
|
|
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
Nov 12, 2025 Q3 2025 |
234,542
shares
|
$3.17 Million
0.95% of portfolio
|
Q3 2025
Added 20.09%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
227,291
shares
|
$3.07 Million
0.0% of portfolio
|
Q3 2025
Reduced 19.36%
|
|
|
Matisse Capital
|
Oct 29, 2025 Q3 2025 |
227,000
shares
|
$3.07 Million
1.24% of portfolio
|
Q2 2024
Added 3.18%
|
|
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
Nov 06, 2025 Q3 2025 |
224,145
shares
|
$3.03 Million
1.14% of portfolio
|
Q3 2025
Added 2.21%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
163,200
shares
|
$2.2 Million
0.01% of portfolio
|
Q3 2025
Reduced 22.71%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
137,586
shares
|
$1.86 Million
0.0% of portfolio
|
Q3 2025
Reduced 3.04%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Nov 12, 2025 Q3 2025 |
137,548
shares
|
$1.86 Million
0.2% of portfolio
|
Q3 2025
Added 228.69%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
102,001
shares
|
$1.38 Million
0.0% of portfolio
|
Q3 2025
Added 9.79%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
96,850
shares
|
$1.31 Million
0.0% of portfolio
|
Q3 2024
Reduced 10.44%
|
|
|
Castlekeep Investment Advisors LLC
Westport, CT |
Nov 05, 2025 Q3 2025 |
96,371
shares
|
$1.3 Million
0.53% of portfolio
|
Q3 2025
Reduced 0.54%
|
|
|
Absolute Investment Advisers LLC
|
Oct 20, 2025 Q3 2025 |
88,571
shares
|
$1.2 Million
0.13% of portfolio
|
Q3 2025
Added 55.74%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
88,066
shares
|
$1.19 Million
0.01% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
82,511
shares
|
$1.11 Million
0.15% of portfolio
|
Q3 2025
Added 6.55%
|
|
|
Cohen & Steers, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
74,996
shares
|
$1.01 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
71,816
shares
|
$970,234
0.0% of portfolio
|
Q2 2025
Reduced 4.47%
|
|
|
Investment Research Partners LLC
Lemont, PA |
Dec 01, 2025 Q3 2025 |
71,272
shares
|
$962,884
0.39% of portfolio
|
Q3 2025
New holding
|
|
|
Yakira Capital Management, Inc.
Westport, CT |
Nov 13, 2025 Q3 2025 |
66,754
shares
|
$901,846
0.38% of portfolio
|
Q3 2025
New holding
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
58,190
shares
|
$786,146
0.0% of portfolio
|
Q3 2025
Reduced 46.25%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
55,667
shares
|
$752,061
0.0% of portfolio
|
Q3 2025
Added 68.88%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
54,731
shares
|
$739,415
0.0% of portfolio
|
Q3 2025
Reduced 33.33%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
54,187
shares
|
$732,066
0.0% of portfolio
|
Q3 2025
Added 2.19%
|
|