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 |
|---|---|---|---|---|---|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,200
shares
|
$14,340
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
1,000
shares
|
$11,950
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Aug 15, 2025 Q1 2025 |
500
shares
|
$5,975
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
402
shares
|
$4,803
0.01% of portfolio
|
Q3 2023
Added 1.52%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
335
shares
|
$4,003
0.0% of portfolio
|
Q2 2025
Reduced 67.06%
|
|
|
Covestor LTD
Boston, MA |
Aug 11, 2025 Q2 2025 |
214
shares
|
$2,557
0.0% of portfolio
|
Q4 2024
Added 3.38%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
40
shares
|
$478
0.0% of portfolio
|
Q3 2024
Reduced 21.57%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|