Purchases and Sales Made in Q2 2024 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 Q2 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2024
Q2 2024
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
989KNew |
$11.2M - $11.8M
|
989K
$11.9M
|
|
|
Aug 01, 2024
Q2 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
124K+ 1647.43% |
$1.4M - $1.48M
|
131K
$1.58M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
22.1K+ 18.98% |
$249K - $264K
|
138K
$1.66M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
18.1K+ 25.75% |
$204K - $216K
|
88.4K
$1.06M
|
|
|
Aug 02, 2024
Q2 2024
|
Shaker Financial Services, LLC
|
BUY
|
- |
17.8K+ 17.57% |
$201K - $212K
|
119K
$1.43M
|
|
|
Jul 26, 2024
Q2 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
16.9KNew |
$191K - $202K
|
16.9K
$203K
|
|
|
Jul 19, 2024
Q2 2024
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
16K+ 6.56% |
$180K - $191K
|
260K
$3.12M
|
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
14.4KNew |
$163K - $172K
|
14.4K
$173K
|
|
|
Jul 30, 2024
Q2 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
13.4KNew |
$152K - $160K
|
13.4K
$162K
|
|
|
Jul 17, 2024
Q2 2024
|
Abundance Wealth Counselors
|
BUY
|
- |
8.03K+ 6.94% |
$90.7K - $95.9K
|
124K
$1.49M
|
|
|
Jul 30, 2024
Q2 2024
|
Matisse Capital
|
BUY
|
- |
7K+ 3.18% |
$79K - $83.6K
|
227K
$2.73M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.99K+ 2.32% |
$67.7K - $71.6K
|
265K
$3.18M
|
|
|
Aug 13, 2024
Q2 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
4.58K+ 57.7% |
$51.7K - $54.7K
|
12.5K
$151K
|
|
|
Aug 09, 2024
Q2 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
4.41KNew |
$49.8K - $52.7K
|
4.41K
$53.1K
|
|
|
Jul 31, 2024
Q2 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
2.41K+ 19.1% |
$27.2K - $28.8K
|
15K
$181K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
2.07K+ 4.06% |
$23.4K - $24.8K
|
53.2K
$640K
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
1.4K+ 18.64% |
$15.8K - $16.7K
|
8.91K
$107K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.37K+ 10.96% |
$15.4K - $16.3K
|
13.8K
$167K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.05K+ 8.68% |
$11.8K - $12.5K
|
13.1K
$158K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
383+ 0.99% |
$4.32K - $4.57K
|
39.1K
$471K
|
|
|
Aug 14, 2024
Q2 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
300+ 1.53% |
$3.39K - $3.58K
|
20K
$240K
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
64+ 29.77% |
$723 - $764
|
279
$3.36K
|
|
|
Aug 14, 2024
Q2 2024
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
16+ 0.0% |
$181 - $191
|
871K
$10.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
15+ 7.28% |
$169 - $179
|
221
$2.66K
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
9+ 18.0% |
$102 - $107
|
59
$710
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
5+ 2.78% |
$56.4 - $59.7
|
185
$2.23K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-40- 43.96% |
$452 - $478
|
51
$614
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-150- 0.6% |
$1.69K - $1.79K
|
25K
$300K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-423- 21.03% |
$4.78K - $5.05K
|
1.59K
$19.1K
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-787- 5.91% |
$8.89K - $9.4K
|
12.5K
$151K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.41K- 4.2% |
$15.9K - $16.8K
|
32.1K
$386K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.56K- 4.44% |
$28.9K - $30.6K
|
55.2K
$664K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.12K- 3.06% |
$35.2K - $37.3K
|
98.8K
$1.19M
|
|
|
Aug 14, 2024
Q2 2024
|
Logan Stone Capital, LLC
Chicago, IL |
SELL
|
- |
-3.91K- 1.99% |
$44.1K - $46.6K
|
192K
$2.31M
|
|
|
Aug 14, 2024
Q2 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-6.22K- 25.0% |
$70.2K - $74.3K
|
18.7K
$225K
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-6.49K- 12.28% |
$73.3K - $77.5K
|
46.4K
$558K
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-7.42K- 10.6% |
$83.7K - $88.5K
|
62.6K
$753K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-14.1K- 11.5% |
$159K - $168K
|
108K
$1.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-21.9K- 32.98% |
$248K - $262K
|
44.6K
$536K
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-77.1K- 16.46% |
$870K - $920K
|
391K
$4.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-77.1K- 16.46% |
$870K - $920K
|
391K
$4.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-90.9K- 25.67% |
$1.03M - $1.09M
|
263K
$3.17M
|