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 |
|---|---|---|---|---|---|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,200
shares
|
$14,580
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
1,017
shares
|
$12,356
0.0% of portfolio
|
Q1 2025
Added 2.31%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
402
shares
|
$4,884
0.01% of portfolio
|
Q3 2023
Added 1.52%
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
214
shares
|
$2,600
0.0% of portfolio
|
Q4 2024
Added 3.38%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
40
shares
|
$486
0.0% of portfolio
|
Q3 2024
Reduced 21.57%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|