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 56 institutions that hold shares in the stock, with a total of 5.31 Million shares, which have been reported (via 13F filing form) to have a value of $64.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
40,574
shares
|
$492,974
0.0% of portfolio
|
Q4 2024
Reduced 3.28%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
39,160
shares
|
$475,794
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Alliance
Mellville, NY |
May 05, 2025 Q1 2025 |
38,735
shares
|
$470,630
0.06% of portfolio
|
Q1 2025
Reduced 2.52%
|
|
|
Shaker Financial Services, LLC
|
May 09, 2025 Q1 2025 |
37,671
shares
|
$457,702
0.17% of portfolio
|
Q1 2025
Added 51.91%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
27,938
shares
|
$339,446
0.0% of portfolio
|
Q1 2025
Added 2.11%
|
|
|
Aristides Capital LLC
Ottawa Hills, OH |
May 14, 2025 Q1 2025 |
23,013
shares
|
$279,607
0.12% of portfolio
|
Q4 2024
Added 9.99%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
21,684
shares
|
$263,460
0.0% of portfolio
|
Q3 2023
Reduced 0.71%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
20,309
shares
|
$246,754
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Kovack Advisors, Inc.
|
May 06, 2025 Q1 2025 |
19,888
shares
|
$241,639
0.02% of portfolio
|
Q1 2025
Added 22.4%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
19,500
shares
|
$236,925
0.01% of portfolio
|
Q1 2025
Reduced 1.52%
|
|
|
Tortoise Capital Advisors, L.L.C.
Overland Park, KS |
May 14, 2025 Q1 2025 |
19,362
shares
|
$235,248
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
May 15, 2025 Q1 2025 |
19,060
shares
|
$231,579
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
18,665
shares
|
$226,779
0.0% of portfolio
|
Q2 2024
Reduced 25.0%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
16,955
shares
|
$206,003
0.0% of portfolio
|
Q1 2025
Reduced 15.43%
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
15,964
shares
|
$193,962
0.01% of portfolio
|
Q1 2025
Added 10.85%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
15,500
shares
|
$188,325
0.0% of portfolio
|
Q2 2022
Reduced 24.39%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
13,861
shares
|
$168,411
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
13,475
shares
|
$163,721
0.0% of portfolio
|
Q1 2025
Added 1.0%
|
|
|
Uhlmann Price Securities, LLC
Skokie, IL |
Jul 16, 2025 Q1 2025 |
11,889
shares
|
$144,451
0.1% of portfolio
|
Q1 2025
Added 2.26%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
11,550
shares
|
$140,332
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
K2 Principal Fund, L.P.
Toronto, A6 |
May 14, 2025 Q1 2025 |
11,119
shares
|
$135,095
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
4,750
shares
|
$57,712
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Quarry LP
New York, NY |
May 15, 2025 Q1 2025 |
3,317
shares
|
$40,301
0.01% of portfolio
|
Q4 2024
Reduced 60.94%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
1,500
shares
|
$18,225
0.0% of portfolio
|
Q1 2025
Added 4587.5%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,212
shares
|
$14,725
0.0% of portfolio
|
Q3 2021
Reduced 6.19%
|