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 $65.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Aug 13, 2025 Q2 2025 |
36,775
shares
|
$439,461
0.03% of portfolio
|
Q2 2025
Added 92.94%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Aug 12, 2025 Q1 2025 |
34,000
shares
|
$406,300
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
32,963
shares
|
$393,907
0.0% of portfolio
|
Q2 2025
Reduced 18.96%
|
|
|
Almitas Capital LLC
Santa Monica, CA |
Aug 14, 2025 Q2 2025 |
31,454
shares
|
$375,875
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
27,673
shares
|
$330,692
0.0% of portfolio
|
Q2 2025
Reduced 0.95%
|
|
|
Abundance Wealth Counselors
|
Jul 21, 2025 Q2 2025 |
25,058
shares
|
$299,443
0.06% of portfolio
|
Q2 2025
Reduced 60.95%
|
|
|
Aristides Capital LLC
Ottawa Hills, OH |
Aug 13, 2025 Q2 2025 |
23,013
shares
|
$275,005
0.11% of portfolio
|
Q4 2024
Added 9.99%
|
|
|
Quarry LP
New York, NY |
Aug 14, 2025 Q2 2025 |
20,548
shares
|
$245,548
0.05% of portfolio
|
Q2 2025
Added 519.48%
|
|
|
Kovack Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
20,293
shares
|
$242,501
0.03% of portfolio
|
Q2 2025
Added 2.04%
|
|
|
Logan Stone Capital, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
19,757
shares
|
$236,096
0.24% of portfolio
|
Q2 2025
Reduced 64.71%
|
|
|
Css LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
19,741
shares
|
$235,904
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
19,500
shares
|
$233,025
0.02% of portfolio
|
Q1 2025
Reduced 1.52%
|
|
|
Tortoise Capital Advisors, L.L.C.
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
19,362
shares
|
$231,375
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
18,665
shares
|
$223,046
0.0% of portfolio
|
Q2 2024
Reduced 25.0%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
16,656
shares
|
$199,039
0.0% of portfolio
|
Q2 2025
Reduced 1.76%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
15,601
shares
|
$186,431
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
15,500
shares
|
$185,225
0.0% of portfolio
|
Q2 2022
Reduced 24.39%
|
|
|
Shaker Financial Services, LLC
|
Aug 05, 2025 Q2 2025 |
15,293
shares
|
$182,751
0.07% of portfolio
|
Q2 2025
Reduced 59.4%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
12,923
shares
|
$154,429
0.0% of portfolio
|
Q2 2025
Reduced 4.1%
|
|
|
Uhlmann Price Securities, LLC
Skokie, IL |
Jul 29, 2025 Q2 2025 |
12,165
shares
|
$145,371
0.11% of portfolio
|
Q3 2024
Added 104.07%
|
|
|
Flagship Harbor Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
11,592
shares
|
$138,524
0.01% of portfolio
|
Q2 2025
Reduced 27.39%
|
|
|
K2 Principal Fund, L.P.
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
11,119
shares
|
$132,872
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
4,750
shares
|
$56,762
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
2,600
shares
|
$31,069
0.0% of portfolio
|
Q2 2025
Reduced 77.49%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,212
shares
|
$14,483
0.0% of portfolio
|
Q3 2021
Reduced 6.19%
|