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 55 institutions that hold shares in the stock, with a total of 5.28 Million shares, which have been reported (via 13F filing form) to have a value of $63.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Saba Capital Management, L.P.
New York, NY |
May 15, 2025 Q1 2025 |
1,383,564
shares
|
$16.7 Million
0.44% of portfolio
|
Q1 2025
Added 3.14%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
514,742
shares
|
$6.2 Million
0.0% of portfolio
|
Q1 2025
Added 17.72%
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
May 13, 2025 Q1 2025 |
410,092
shares
|
$4.94 Million
0.11% of portfolio
|
Q1 2025
Added 22.99%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
272,186
shares
|
$3.28 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
May 14, 2025 Q1 2025 |
268,982
shares
|
$3.24 Million
1.04% of portfolio
|
Q1 2025
Added 1.4%
|
|
|
Matisse Capital
|
Apr 24, 2025 Q1 2025 |
227,000
shares
|
$2.73 Million
1.4% of portfolio
|
Q2 2024
Added 3.18%
|
|
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
May 07, 2025 Q1 2025 |
217,484
shares
|
$2.62 Million
1.3% of portfolio
|
Q1 2025
Added 0.62%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
177,400
shares
|
$2.14 Million
0.01% of portfolio
|
Q1 2025
Added 14.53%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
154,785
shares
|
$1.86 Million
0.0% of portfolio
|
Q1 2025
Reduced 38.67%
|
|
|
Wolverine Asset Management LLC
|
May 12, 2025 Q1 2025 |
129,597
shares
|
$1.56 Million
0.04% of portfolio
|
Q1 2025
Added 75.56%
|
|
|
Castlekeep Investment Advisors LLC
Westport, CT |
May 01, 2025 Q1 2025 |
111,232
shares
|
$1.34 Million
0.65% of portfolio
|
Q1 2025
Added 25.93%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
105,840
shares
|
$1.27 Million
0.0% of portfolio
|
Q1 2025
Added 17.4%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
98,304
shares
|
$1.18 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.99%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
96,850
shares
|
$1.17 Million
0.0% of portfolio
|
Q3 2024
Reduced 10.44%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
88,066
shares
|
$1.06 Million
0.01% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
82,096
shares
|
$988,435
0.0% of portfolio
|
Q3 2024
Reduced 16.53%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
73,324
shares
|
$882,820
0.0% of portfolio
|
Q1 2025
Reduced 1.14%
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
67,852
shares
|
$816,938
0.15% of portfolio
|
Q1 2025
Added 21.02%
|
|
|
Abundance Wealth Counselors
|
Apr 21, 2025 Q1 2025 |
64,166
shares
|
$772,558
0.15% of portfolio
|
Q1 2025
Reduced 31.26%
|
|
|
Absolute Investment Advisers LLC
|
Jul 15, 2025 Q2 2025 |
56,871
shares
|
$684,726
0.09% of portfolio
|
Q2 2025
Added 322.17%
|
|
|
Logan Stone Capital, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
55,978
shares
|
$673,975
0.34% of portfolio
|
Q1 2025
Reduced 10.68%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
55,084
shares
|
$663,211
0.01% of portfolio
|
Q1 2025
Reduced 14.2%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
53,292
shares
|
$641,635
0.0% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
40,673
shares
|
$489,702
0.0% of portfolio
|
Q1 2025
Reduced 55.03%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
40,574
shares
|
$488,510
0.0% of portfolio
|
Q4 2024
Reduced 3.28%
|