Purchases and Sales Made in Q1 2022 in Ecofin Sustainable & Social Impact Term Fund (TEAF)
This table provides information about the institutional ownership of Ecofin Sustainable & Social Impact Term Fund (TEAF) during Q1 2022. The information is specifically focused on institutions that hold shares of ECOFIN SUSTAINABLE & SOCIAL IMPACT TERM FUND.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 16, 2022
Q1 2022
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
315KNew |
$4.42M - $4.85M
|
315K
$3.79M
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
87.6KNew |
$1.23M - $1.35M
|
87.6K
$1.05M
|
|
|
May 17, 2022
Q1 2022
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
52.5K+ 675.48% |
$739K - $809K
|
60.3K
$726K
|
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
35.8K+ 5.6% |
$503K - $551K
|
675K
$8.12M
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
32.1K+ 14.79% |
$452K - $495K
|
249K
$3M
|
|
|
May 12, 2022
Q1 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
8.12K+ 24.19% |
$114K - $125K
|
41.7K
$501K
|
|
|
Apr 28, 2022
Q1 2022
|
Abundance Wealth Counselors
|
BUY
|
- |
7.63K+ 10.52% |
$107K - $118K
|
80.2K
$965K
|
|
|
May 16, 2022
Q1 2022
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
5.59K+ 1.07% |
$78.6K - $86.1K
|
530K
$6.38M
|
|
|
May 13, 2022
Q1 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3K+ 17.88% |
$42.2K - $46.2K
|
19.8K
$238K
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
720+ 1.83% |
$10.1K - $11.1K
|
40K
$482K
|
|
|
May 10, 2022
Q1 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
30+ 0.07% |
$422 - $462
|
44.5K
$535K
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
25New |
$352 - $385
|
25
$301
|
|
|
May 04, 2022
Q1 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
15+ 1.64% |
$211 - $231
|
929
$11.2K
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
SELL
|
- |
-2Closed |
$28.1 - $30.8
|
0
$0
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-41- 3.38% |
$576 - $631
|
1.17K
$14.1K
|
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-250- 1.9% |
$3.52K - $3.85K
|
12.9K
$155K
|
|
|
Apr 20, 2022
Q1 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-350Closed |
$4.92K - $5.39K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Aristides Capital LLC
Ottawa Hills, OH |
SELL
|
- |
-451- 0.65% |
$6.34K - $6.95K
|
68.8K
$828K
|
|
|
May 12, 2022
Q1 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-511Closed |
$7.18K - $7.87K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-800- 3.69% |
$11.2K - $12.3K
|
20.9K
$251K
|
|
|
May 13, 2022
Q1 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-2.31K- 5.47% |
$32.5K - $35.6K
|
39.9K
$480K
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.45K- 2.18% |
$34.4K - $37.7K
|
110K
$1.32M
|
|
|
Apr 28, 2022
Q1 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-8K- 58.39% |
$112K - $123K
|
5.7K
$68.6K
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-10.7KClosed |
$150K - $164K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-12.4K- 2.37% |
$174K - $191K
|
510K
$6.14M
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-19.1K- 83.41% |
$269K - $294K
|
3.8K
$45.7K
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
SELL
|
- |
-23.2K- 62.35% |
$326K - $357K
|
14K
$169K
|
|
|
Apr 12, 2022
Q1 2022
|
Matisse Capital
|
SELL
|
- |
-43.8KClosed |
$616K - $675K
|
0
$0
|
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-50K- 8.93% |
$704K - $771K
|
510K
$6.14M
|
|
|
May 12, 2022
Q1 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-59.9K- 53.01% |
$843K - $923K
|
53.1K
$639K
|
|
|
May 16, 2022
Q1 2022
|
Saba Capital Management, L.P.
New York, NY |
SELL
|
- |
-77.7K- 12.83% |
$1.09M - $1.2M
|
528K
$6.35M
|
|
|
May 04, 2022
Q1 2022
|
Wolverine Asset Management LLC
|
SELL
|
- |
-85.4KClosed |
$1.2M - $1.32M
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-144KClosed |
$2.03M - $2.22M
|
0
$0
|