Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2022
Q3 2022
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
664KNew |
$8.42M - $10M
|
664K
$7.98M
|
|
|
Nov 14, 2022
Q3 2022
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
73.4K+ 13.77% |
$931K - $1.11M
|
606K
$7.3M
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
47.2K+ 32.65% |
$599K - $713K
|
192K
$2.31M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
36.3K+ 282.84% |
$460K - $547K
|
49.1K
$591K
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
29KNew |
$367K - $437K
|
29K
$348K
|
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
23.9KNew |
$304K - $361K
|
23.9K
$288K
|
|
|
Nov 10, 2022
Q3 2022
|
Wolverine Asset Management LLC
|
BUY
|
- |
16.2K+ 369.09% |
$205K - $244K
|
20.5K
$247K
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
10K+ 111.83% |
$127K - $151K
|
19K
$229K
|
|
|
Oct 31, 2022
Q3 2022
|
Abundance Wealth Counselors
|
BUY
|
- |
8.03K+ 9.08% |
$102K - $121K
|
96.4K
$1.16M
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.31K+ 7.05% |
$80K - $95.1K
|
95.7K
$1.15M
|
|
|
Oct 13, 2022
Q3 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
4.13K+ 40.74% |
$52.5K - $62.4K
|
14.3K
$172K
|
|
|
Nov 02, 2022
Q3 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
1.9KNew |
$24.1K - $28.7K
|
1.9K
$22.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.52K+ 3.53% |
$19.3K - $23K
|
44.7K
$538K
|
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.22K+ 2.86% |
$15.4K - $18.4K
|
43.8K
$527K
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.21KNew |
$15.4K - $18.3K
|
1.21K
$14.6K
|
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
650+ 3.05% |
$8.25K - $9.81K
|
21.9K
$264K
|
|
|
Oct 24, 2022
Q3 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
500New |
$6.35K - $7.55K
|
500
$6.02K
|
|
|
Nov 08, 2022
Q3 2022
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
500New |
$6.35K - $7.55K
|
500
$6.02K
|
|
|
Nov 14, 2022
Q3 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
17+ 1.8% |
$216 - $257
|
963
$11.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
12+ 7.64% |
$152 - $181
|
169
$2.03K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
SELL
|
- |
-704- 1.06% |
$8.93K - $10.6K
|
65.6K
$789K
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-850- 2.18% |
$10.8K - $12.8K
|
38.2K
$459K
|
|
|
Nov 08, 2022
Q3 2022
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-1K- 0.87% |
$12.7K - $15.1K
|
115K
$1.38M
|
|
|
Nov 04, 2022
Q3 2022
|
Kayne Anderson Capital Advisors LP
|
SELL
|
- |
-1.5K- 6.76% |
$19K - $22.6K
|
20.7K
$249K
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.31K- 4.09% |
$29.3K - $34.8K
|
54.1K
$650K
|
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.64K- 5.92% |
$33.6K - $39.9K
|
42K
$505K
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3.19K- 1.65% |
$40.5K - $48.2K
|
190K
$2.28M
|
|
|
Nov 14, 2022
Q3 2022
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
SELL
|
- |
-7.46K- 3.53% |
$94.6K - $112K
|
203K
$2.45M
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-17.9K- 17.01% |
$227K - $270K
|
87.2K
$1.05M
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-46.8K- 8.36% |
$594K - $706K
|
513K
$6.18M
|
|
|
Nov 15, 2022
Q3 2022
|
Aristides Capital LLC
Ottawa Hills, OH |
SELL
|
- |
-47.9K- 69.59% |
$608K - $723K
|
20.9K
$252K
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-48.4K- 19.64% |
$614K - $731K
|
198K
$2.38M
|