Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
470K+ 53.94% |
$5.41M - $6.13M
|
1.34M
$16.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
135KNew |
$1.56M - $1.76M
|
135K
$1.62M
|
|
|
Nov 12, 2024
Q3 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
100K+ 802.18% |
$1.16M - $1.31M
|
113K
$1.36M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
87.5KNew |
$1.01M - $1.14M
|
87.5K
$1.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
56.7K+ 14.5% |
$653K - $740K
|
448K
$5.39M
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
31.7K+ 355.91% |
$365K - $414K
|
40.6K
$489K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
10.6KNew |
$122K - $138K
|
10.6K
$128K
|
|
|
Nov 01, 2024
Q3 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
10.3KNew |
$119K - $134K
|
10.3K
$124K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
9.35K+ 3.55% |
$108K - $122K
|
273K
$3.28M
|
|
|
Nov 04, 2024
Q3 2024
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
8.1K+ 3.12% |
$93.3K - $106K
|
268K
$3.22M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
6.78K+ 4.9% |
$78K - $88.4K
|
145K
$1.75M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
4.75KNew |
$54.7K - $62K
|
4.75K
$57.1K
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
3.6K+ 31.89% |
$41.5K - $47K
|
14.9K
$179K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
1.33K+ 2.86% |
$15.3K - $17.3K
|
47.7K
$574K
|
|
|
Nov 14, 2024
Q3 2024
|
Quarry LP
New York, NY |
BUY
|
- |
1.09K+ 14.77% |
$12.6K - $14.3K
|
8.49K
$102K
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
255+ 1.77% |
$2.94K - $3.33K
|
14.7K
$177K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
144+ 1.15% |
$1.66K - $1.88K
|
12.7K
$152K
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
111+ 0.74% |
$1.28K - $1.45K
|
15.1K
$182K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
61+ 0.11% |
$703 - $796
|
53.3K
$641K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
52+ 0.4% |
$599 - $679
|
13.2K
$158K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
35+ 2.2% |
$403 - $457
|
1.62K
$19.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
33+ 11.83% |
$380 - $431
|
312
$3.75K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
4+ 2.16% |
$46.1 - $52.2
|
189
$2.27K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-11- 21.57% |
$127 - $144
|
40
$481
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-14- 6.33% |
$161 - $183
|
207
$2.49K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-129- 0.4% |
$1.49K - $1.68K
|
31.9K
$384K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-447- 1.79% |
$5.15K - $5.83K
|
24.5K
$295K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-629- 4.54% |
$7.25K - $8.21K
|
13.2K
$159K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.35K- 2.15% |
$15.5K - $17.6K
|
61.2K
$736K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-7.97K- 3.01% |
$91.8K - $104K
|
257K
$3.09M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-10.8K- 27.53% |
$124K - $141K
|
28.4K
$341K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-11.3K- 10.44% |
$130K - $147K
|
96.9K
$1.17M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-11.4K- 20.73% |
$132K - $149K
|
43.8K
$526K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-11.7K- 13.22% |
$135K - $153K
|
76.7K
$923K
|
|
|
Oct 17, 2024
Q3 2024
|
Abundance Wealth Counselors
|
SELL
|
- |
-16.3K- 13.13% |
$187K - $212K
|
108K
$1.29M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-16.3K- 16.53% |
$187K - $212K
|
82.1K
$988K
|
|
|
Nov 14, 2024
Q3 2024
|
Logan Stone Capital, LLC
Chicago, IL |
SELL
|
- |
-77.8K- 40.52% |
$896K - $1.02M
|
114K
$1.37M
|