Purchases and Sales Made in Q1 2025 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 2025. 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, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
77.5K+ 17.72% |
$876K - $958K
|
515K
$6.2M
|
|
|
May 13, 2025
Q1 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
76.7K+ 22.99% |
$867K - $948K
|
410K
$4.94M
|
|
|
May 12, 2025
Q1 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
55.8K+ 75.56% |
$631K - $690K
|
130K
$1.56M
|
|
|
May 15, 2025
Q1 2025
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
42.1K+ 3.14% |
$476K - $521K
|
1.38M
$16.7M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
39.2KNew |
$443K - $484K
|
39.2K
$471K
|
|
|
May 01, 2025
Q1 2025
|
Castlekeep Investment Advisors LLC
Westport, CT |
BUY
|
- |
22.9K+ 25.93% |
$259K - $283K
|
111K
$1.34M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
22.5K+ 14.53% |
$254K - $278K
|
177K
$2.14M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
20.3KNew |
$230K - $251K
|
20.3K
$245K
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
19.1KNew |
$216K - $236K
|
19.1K
$229K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
15.7K+ 17.4% |
$177K - $194K
|
106K
$1.27M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.9KNew |
$157K - $171K
|
13.9K
$167K
|
|
|
May 09, 2025
Q1 2025
|
Shaker Financial Services, LLC
|
BUY
|
- |
12.9K+ 51.91% |
$146K - $159K
|
37.7K
$454K
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
11.8K+ 21.02% |
$133K - $146K
|
67.9K
$817K
|
|
|
May 14, 2025
Q1 2025
|
K2 Principal Fund, L.P.
Toronto, A6 |
BUY
|
- |
11.1KNew |
$126K - $138K
|
11.1K
$134K
|
|
|
May 14, 2025
Q1 2025
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
3.7K+ 1.4% |
$41.9K - $45.8K
|
269K
$3.24M
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
3.64K+ 22.4% |
$41.2K - $45K
|
19.9K
$239K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.56K+ 10.85% |
$17.7K - $19.3K
|
16K
$192K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.47K+ 4587.5% |
$16.6K - $18.2K
|
1.5K
$18.1K
|
|
|
May 07, 2025
Q1 2025
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
1.35K+ 0.62% |
$15.3K - $16.7K
|
217K
$2.62M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
576+ 2.11% |
$6.51K - $7.13K
|
27.9K
$336K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
196+ 0.37% |
$2.22K - $2.42K
|
53.3K
$642K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
133+ 1.0% |
$1.5K - $1.65K
|
13.5K
$162K
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
32New |
$362 - $396
|
32
$385
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
23+ 2.31% |
$260 - $285
|
1.02K
$12.2K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-300- 1.52% |
$3.39K - $3.71K
|
19.5K
$235K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-844- 1.14% |
$9.55K - $10.4K
|
73.3K
$883K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-960- 0.35% |
$10.9K - $11.9K
|
272K
$3.28M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-978- 0.99% |
$11.1K - $12.1K
|
98.3K
$1.18M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-1K- 2.52% |
$11.3K - $12.4K
|
38.7K
$466K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-1.36K- 8.94% |
$15.4K - $16.9K
|
13.9K
$167K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.09K- 15.43% |
$35K - $38.3K
|
17K
$204K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.53K- 10.04% |
$51.2K - $56K
|
40.6K
$489K
|
|
|
May 15, 2025
Q1 2025
|
Logan Stone Capital, LLC
Chicago, IL |
SELL
|
- |
-6.69K- 10.68% |
$75.7K - $82.8K
|
56K
$674K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-9.12K- 14.2% |
$103K - $113K
|
55.1K
$663K
|
|
|
Apr 21, 2025
Q1 2025
|
Abundance Wealth Counselors
|
SELL
|
- |
-29.2K- 31.26% |
$330K - $361K
|
64.2K
$773K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-49.8K- 55.03% |
$563K - $616K
|
40.7K
$490K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-97.6K- 38.67% |
$1.1M - $1.21M
|
155K
$1.86M
|