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 51 institutions that hold shares in the stock, with a total of 4.49 Million shares, which have been reported (via 13F filing form) to have a value of $53.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Saba Capital Management, L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
1,341,457
shares
|
$16 Million
0.37% of portfolio
|
Q3 2024
Added 53.94%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
447,823
shares
|
$5.34 Million
0.0% of portfolio
|
Q3 2024
Added 14.5%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
272,594
shares
|
$3.25 Million
0.0% of portfolio
|
Q3 2024
Added 3.55%
|
|
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
Nov 04, 2024 Q3 2024 |
267,682
shares
|
$3.19 Million
1.88% of portfolio
|
Q3 2024
Added 3.12%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
256,571
shares
|
$3.06 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.01%
|
|
|
Matisse Capital
|
Oct 17, 2024 Q3 2024 |
227,000
shares
|
$2.71 Million
1.45% of portfolio
|
Q2 2024
Added 3.18%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
145,100
shares
|
$1.73 Million
0.01% of portfolio
|
Q3 2024
Added 4.9%
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
Nov 13, 2024 Q3 2024 |
134,998
shares
|
$1.61 Million
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Logan Stone Capital, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
114,190
shares
|
$1.36 Million
0.42% of portfolio
|
Q3 2024
Reduced 40.52%
|
|
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
Nov 12, 2024 Q3 2024 |
112,962
shares
|
$1.35 Million
0.49% of portfolio
|
Q3 2024
Added 802.18%
|
|
|
Abundance Wealth Counselors
|
Oct 17, 2024 Q3 2024 |
107,516
shares
|
$1.28 Million
0.29% of portfolio
|
Q3 2024
Reduced 13.13%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
98,781
shares
|
$1.18 Million
0.0% of portfolio
|
Q2 2024
Reduced 3.06%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
96,850
shares
|
$1.15 Million
0.0% of portfolio
|
Q3 2024
Reduced 10.44%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
87,546
shares
|
$1.04 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
82,096
shares
|
$978,584
0.0% of portfolio
|
Q3 2024
Reduced 16.53%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
76,701
shares
|
$914,275
0.0% of portfolio
|
Q3 2024
Reduced 13.22%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
61,209
shares
|
$729,611
0.01% of portfolio
|
Q3 2024
Reduced 2.15%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
53,255
shares
|
$634,799
0.0% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
47,695
shares
|
$568,524
0.01% of portfolio
|
Q3 2024
Added 2.86%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
43,750
shares
|
$521,500
0.0% of portfolio
|
Q3 2024
Reduced 20.73%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
40,626
shares
|
$484,261
0.11% of portfolio
|
Q3 2024
Added 355.91%
|
|
|
Wealth Alliance
Mellville, NY |
Nov 04, 2024 Q3 2024 |
39,735
shares
|
$473,641
0.06% of portfolio
|
Q3 2023
Reduced 9.61%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
31,934
shares
|
$380,653
0.0% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
28,358
shares
|
$338,027
0.0% of portfolio
|
Q3 2024
Reduced 27.53%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
24,515
shares
|
$292,218
0.0% of portfolio
|
Q3 2024
Reduced 1.79%
|