Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
545KNew |
$7.55M - $8.24M
|
545K
$6.56M
|
|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
529KNew |
$7.32M - $7.98M
|
529K
$6.36M
|
|
|
Nov 15, 2021
Q3 2021
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
521KNew |
$7.22M - $7.87M
|
521K
$6.27M
|
|
|
Nov 08, 2021
Q3 2021
|
Matisse Capital
|
BUY
|
- |
320KNew |
$4.44M - $4.84M
|
320K
$3.85M
|
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
227KNew |
$3.15M - $3.43M
|
227K
$2.73M
|
|
|
Nov 15, 2021
Q3 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
143KNew |
$1.98M - $2.16M
|
143K
$1.72M
|
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
130KNew |
$1.8M - $1.96M
|
130K
$1.56M
|
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
95.8KNew |
$1.33M - $1.45M
|
95.8K
$1.15M
|
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
BUY
|
- |
86.3KNew |
$1.19M - $1.3M
|
86.3K
$1.04M
|
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
81.6KNew |
$1.13M - $1.23M
|
81.6K
$981K
|
|
|
Nov 12, 2021
Q3 2021
|
Aristides Capital LLC
Ottawa Hills, OH |
BUY
|
- |
77.2KNew |
$1.07M - $1.17M
|
77.2K
$929K
|
|
|
Nov 12, 2021
Q3 2021
|
Wolverine Asset Management LLC
|
BUY
|
- |
74.9KNew |
$1.04M - $1.13M
|
74.9K
$901K
|
|
|
Nov 04, 2021
Q3 2021
|
Abundance Wealth Counselors
|
BUY
|
- |
63.4KNew |
$879K - $958K
|
63.4K
$763K
|
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
BUY
|
- |
49.6KNew |
$687K - $749K
|
49.6K
$597K
|
|
|
Nov 12, 2021
Q3 2021
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
44.1KNew |
$611K - $666K
|
44.1K
$531K
|
|
|
Nov 16, 2021
Q3 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
42.6KNew |
$591K - $644K
|
42.6K
$513K
|
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
39.1KNew |
$541K - $590K
|
39.1K
$470K
|
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
36.5KNew |
$506K - $552K
|
36.5K
$439K
|
|
|
Nov 12, 2021
Q3 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
30KNew |
$416K - $453K
|
30K
$361K
|
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
22.9KNew |
$317K - $346K
|
22.9K
$276K
|
|
|
Nov 15, 2021
Q3 2021
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
22.7KNew |
$314K - $343K
|
22.7K
$273K
|
|
|
Oct 28, 2021
Q3 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
21.1KNew |
$292K - $319K
|
21.1K
$254K
|
|
|
Nov 12, 2021
Q3 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
16.6KNew |
$230K - $250K
|
16.6K
$200K
|
|
|
Nov 15, 2021
Q3 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
15.3KNew |
$212K - $231K
|
15.3K
$184K
|
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
12.5KNew |
$173K - $188K
|
12.5K
$150K
|
|
|
Oct 19, 2021
Q3 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
8.59KNew |
$119K - $130K
|
8.59K
$103K
|
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.2KNew |
$16.6K - $18.1K
|
1.2K
$14.4K
|
|
|
Nov 12, 2021
Q3 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
900New |
$12.5K - $13.6K
|
900
$10.8K
|
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
10New |
$139 - $151
|
10
$120
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-75- 6.19% |
$1.04K - $1.13K
|
1.14K
$13.7K
|