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 58 institutions that hold shares in the stock, with a total of 5.46 Million shares, which have been reported (via 13F filing form) to have a value of $66.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Saba Capital Management, L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
1,549,226
shares
|
$18.8 Million
0.48% of portfolio
|
Q2 2025
Added 11.97%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
522,980
shares
|
$6.35 Million
0.0% of portfolio
|
Q2 2025
Added 1.6%
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
436,221
shares
|
$5.3 Million
0.11% of portfolio
|
Q2 2025
Added 6.37%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
281,871
shares
|
$3.42 Million
0.0% of portfolio
|
Q2 2025
Added 3.56%
|
|
|
Matisse Capital
|
Jul 23, 2025 Q2 2025 |
227,000
shares
|
$2.76 Million
1.35% of portfolio
|
Q2 2024
Added 3.18%
|
|
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
Jul 17, 2025 Q2 2025 |
219,302
shares
|
$2.66 Million
1.29% of portfolio
|
Q2 2025
Added 0.84%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
211,150
shares
|
$2.56 Million
0.01% of portfolio
|
Q2 2025
Added 19.02%
|
|
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
Aug 13, 2025 Q2 2025 |
195,307
shares
|
$2.37 Million
0.85% of portfolio
|
Q2 2025
Reduced 27.39%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
155,989
shares
|
$1.89 Million
0.01% of portfolio
|
Q2 2025
Added 668.08%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
141,907
shares
|
$1.72 Million
0.0% of portfolio
|
Q2 2025
Reduced 8.32%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
108,264
shares
|
$1.31 Million
0.0% of portfolio
|
Q2 2025
Added 2.29%
|
|
|
Castlekeep Investment Advisors LLC
Westport, CT |
Aug 05, 2025 Q2 2025 |
96,897
shares
|
$1.18 Million
0.58% of portfolio
|
Q2 2025
Reduced 12.89%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
96,850
shares
|
$1.18 Million
0.0% of portfolio
|
Q3 2024
Reduced 10.44%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
92,907
shares
|
$1.13 Million
0.0% of portfolio
|
Q2 2025
Reduced 5.49%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
88,066
shares
|
$1.07 Million
0.01% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
82,096
shares
|
$996,645
0.0% of portfolio
|
Q3 2024
Reduced 16.53%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
77,438
shares
|
$940,097
0.17% of portfolio
|
Q2 2025
Added 14.13%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
70,047
shares
|
$850,370
0.0% of portfolio
|
Q2 2025
Reduced 4.47%
|
|
|
Absolute Investment Advisers LLC
|
Jul 15, 2025 Q2 2025 |
56,871
shares
|
$690,413
0.09% of portfolio
|
Q2 2025
Added 322.17%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
56,425
shares
|
$684,999
0.01% of portfolio
|
Q2 2025
Added 2.43%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
53,026
shares
|
$643,735
0.0% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
49,046
shares
|
$595,418
0.02% of portfolio
|
Q2 2025
Added 25.25%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
41,847
shares
|
$508,022
0.07% of portfolio
|
Q2 2025
Added 201.14%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
41,106
shares
|
$499,026
0.0% of portfolio
|
Q2 2025
Added 1.31%
|
|
|
Wealth Alliance
Mellville, NY |
Aug 08, 2025 Q2 2025 |
38,735
shares
|
$470,242
0.06% of portfolio
|
Q1 2025
Reduced 2.52%
|