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 4.06 Million shares, which have been reported (via 13F filing form) to have a value of $47.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Saba Capital Management, L.P.
New York, NY |
May 15, 2024 Q1 2024 |
871,397
shares
|
$10.2 Million
0.18% of portfolio
|
Q1 2024
Added 0.0%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
468,168
shares
|
$5.48 Million
0.0% of portfolio
|
Q1 2024
Reduced 8.3%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
354,175
shares
|
$4.14 Million
0.0% of portfolio
|
Q1 2024
Added 1.45%
|
|
|
Janney Montgomery Scott LLC
|
May 01, 2024 Q1 2024 |
258,543
shares
|
$3.02 Million
0.01% of portfolio
|
Q1 2024
Added 39.31%
|
|
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
Apr 22, 2024 Q1 2024 |
243,603
shares
|
$2.85 Million
1.8% of portfolio
|
Q1 2024
Added 11.95%
|
|
|
Matisse Capital
|
Apr 30, 2024 Q1 2024 |
220,000
shares
|
$2.57 Million
1.27% of portfolio
|
Q1 2024
Added 22.22%
|
|
|
Logan Stone Capital, LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
195,880
shares
|
$2.29 Million
0.54% of portfolio
|
Q1 2024
Added 90.22%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Apr 22, 2024 Q1 2024 |
122,194
shares
|
$1.43 Million
0.0% of portfolio
|
Q1 2024
Reduced 79.45%
|
|
|
Private Advisor Group, LLC
|
Apr 30, 2024 Q1 2024 |
116,255
shares
|
$1.36 Million
0.01% of portfolio
|
Q1 2024
Added 119.14%
|
|
|
Abundance Wealth Counselors
|
Apr 19, 2024 Q1 2024 |
115,735
shares
|
$1.35 Million
0.31% of portfolio
|
Q1 2024
Added 16.25%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
101,903
shares
|
$1.19 Million
0.0% of portfolio
|
Q1 2024
Added 1.04%
|
|
|
Shaker Financial Services, LLC
|
May 13, 2024 Q1 2024 |
101,114
shares
|
$1.18 Million
0.47% of portfolio
|
Q1 2024
Added 79.66%
|
|
|
Cerity Partners LLC
New York, NY |
May 14, 2024 Q1 2024 |
98,357
shares
|
$1.15 Million
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
70,288
shares
|
$822,369
0.0% of portfolio
|
Q1 2024
Added 0.04%
|
|
|
Oppenheimer & CO Inc
New York, NY |
May 06, 2024 Q1 2024 |
69,973
shares
|
$818,684
0.01% of portfolio
|
Q1 2024
Reduced 10.29%
|
|
|
Landscape Capital Management, L.L.C.
|
May 09, 2024 Q1 2024 |
66,475
shares
|
$777,757
0.07% of portfolio
|
Q1 2024
Added 90.0%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
57,751
shares
|
$675,686
0.0% of portfolio
|
Q1 2024
Reduced 11.25%
|
|
|
D.A. Davidson & Co.
|
May 13, 2024 Q1 2024 |
52,858
shares
|
$618,438
0.01% of portfolio
|
Q1 2024
Added 22.73%
|
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
51,121
shares
|
$598,115
0.0% of portfolio
|
Q1 2024
Added 1.62%
|
|
|
Wealth Alliance
Mellville, NY |
May 10, 2024 Q1 2024 |
39,735
shares
|
$464,899
0.06% of portfolio
|
Q3 2023
Reduced 9.61%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
38,750
shares
|
$453,375
0.0% of portfolio
|
Q1 2024
Reduced 4.47%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
33,469
shares
|
$391,587
0.0% of portfolio
|
Q1 2024
Added 2.38%
|
|
|
Truist Financial Corp
|
May 10, 2024 Q1 2024 |
25,112
shares
|
$293,810
0.0% of portfolio
|
Q1 2024
Reduced 33.97%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
May 15, 2024 Q1 2024 |
24,887
shares
|
$291,177
0.0% of portfolio
|
Q4 2023
Reduced 61.96%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2024 Q1 2024 |
21,684
shares
|
$253,702
0.0% of portfolio
|
Q3 2023
Reduced 0.71%
|
|