Purchases and Sales Made in Q1 2023 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 2023. 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 15, 2023
Q1 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
64.9KNew |
$798K - $880K
|
64.9K
$781K
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
58.4K+ 23.42% |
$718K - $792K
|
308K
$3.7M
|
|
|
May 08, 2023
Q1 2023
|
Shaker Financial Services, LLC
|
BUY
|
- |
52.3K+ 324.14% |
$642K - $709K
|
68.4K
$823K
|
|
|
May 08, 2023
Q1 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
39.3K+ 78.47% |
$483K - $533K
|
89.4K
$1.08M
|
|
|
May 15, 2023
Q1 2023
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
31.2K+ 183.28% |
$383K - $423K
|
48.2K
$580K
|
|
|
May 15, 2023
Q1 2023
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
17.5K+ 216.09% |
$215K - $237K
|
25.6K
$308K
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
17.4K+ 3.37% |
$214K - $237K
|
535K
$6.44M
|
|
|
May 04, 2023
Q1 2023
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
13.5K+ 6.9% |
$166K - $183K
|
209K
$2.52M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
13KNew |
$160K - $176K
|
13K
$157K
|
|
|
May 15, 2023
Q1 2023
|
Clough Capital Partners L P
Boston, MA |
BUY
|
- |
12.2KNew |
$150K - $165K
|
12.2K
$147K
|
|
|
May 02, 2023
Q1 2023
|
Abundance Wealth Counselors
|
BUY
|
- |
11.1K+ 11.89% |
$136K - $151K
|
104K
$1.26M
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
9.55K+ 20.74% |
$117K - $129K
|
55.6K
$669K
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.47K+ 16.65% |
$79.5K - $87.7K
|
45.3K
$545K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
6K+ 15.6% |
$73.7K - $81.4K
|
44.5K
$535K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.32K+ 6.71% |
$53.1K - $58.6K
|
68.7K
$827K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.2K+ 8.42% |
$51.6K - $56.9K
|
54.1K
$650K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.51K+ 1.76% |
$43.1K - $47.5K
|
202K
$2.43M
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
3KNew |
$36.9K - $40.7K
|
3K
$36.1K
|
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.32K+ 17.05% |
$28.5K - $31.4K
|
15.9K
$191K
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
2.2K+ 4.83% |
$27K - $29.8K
|
47.8K
$574K
|
|
|
May 08, 2023
Q1 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
2K+ 400.0% |
$24.6K - $27.1K
|
2.5K
$30.1K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.82K+ 1.78% |
$22.4K - $24.7K
|
104K
$1.25M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.66K+ 14.09% |
$20.4K - $22.5K
|
13.4K
$162K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1.2KNew |
$14.7K - $16.3K
|
1.2K
$14.4K
|
|
|
Apr 18, 2023
Q1 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
488New |
$6K - $6.62K
|
488
$5.87K
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
457New |
$5.62K - $6.2K
|
457
$5.5K
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
310+ 2.01% |
$3.81K - $4.2K
|
15.7K
$189K
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
271New |
$3.33K - $3.67K
|
271
$3.26K
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1+ 3.85% |
$12.3 - $13.6
|
27
$325
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-44- 21.36% |
$541 - $597
|
162
$1.95K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-153- 85.0% |
$1.88K - $2.07K
|
27
$325
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-328- 1.82% |
$4.03K - $4.45K
|
17.7K
$213K
|
|
|
May 12, 2023
Q1 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-551- 0.5% |
$6.77K - $7.47K
|
110K
$1.33M
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-700- 5.88% |
$8.6K - $9.49K
|
11.2K
$135K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-978- 6.78% |
$12K - $13.3K
|
13.4K
$162K
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-1.59K- 2.42% |
$19.5K - $21.5K
|
64K
$770K
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.66K- 12.35% |
$20.4K - $22.5K
|
11.8K
$142K
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.86K- 4.86% |
$22.9K - $25.3K
|
36.5K
$439K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.91K- 9.67% |
$48K - $53K
|
36.5K
$439K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-4.92K- 3.46% |
$60.5K - $66.7K
|
137K
$1.65M
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-7.01K- 16.89% |
$86.1K - $95K
|
34.5K
$415K
|
|
|
May 15, 2023
Q1 2023
|
Saba Capital Management, L.P.
New York, NY |
SELL
|
- |
-7.29K- 0.81% |
$89.6K - $98.9K
|
895K
$10.8M
|
|
|
May 09, 2023
Q1 2023
|
Atlas Wealth LLC
Cincinnati, OH |
SELL
|
- |
-20.3K- 1.8% |
$249K - $275K
|
1.1M
$13.3M
|
|
|
May 15, 2023
Q1 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-583K- 98.12% |
$7.16M - $7.9M
|
11.2K
$135K
|