Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
606KNew |
$8.42M - $9.21M
|
606K
$7.29M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
93.6K+ 17.16% |
$1.3M - $1.42M
|
639K
$7.69M
|
|
|
Feb 07, 2022
Q4 2021
|
Kayne Anderson Capital Advisors LP
|
BUY
|
- |
22.2KNew |
$309K - $337K
|
22.2K
$267K
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
16.6K+ 17.3% |
$231K - $252K
|
112K
$1.35M
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
14.4K+ 11.05% |
$200K - $218K
|
144K
$1.74M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
10.7KNew |
$148K - $162K
|
10.7K
$128K
|
|
|
Feb 09, 2022
Q4 2021
|
Wolverine Asset Management LLC
|
BUY
|
- |
10.6K+ 14.15% |
$147K - $161K
|
85.4K
$1.03M
|
|
|
Jan 18, 2022
Q4 2021
|
Abundance Wealth Counselors
|
BUY
|
- |
9.11K+ 14.35% |
$127K - $138K
|
72.5K
$873K
|
|
|
Feb 15, 2022
Q4 2021
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
7.78KNew |
$108K - $118K
|
7.78K
$93.6K
|
|
|
Feb 15, 2022
Q4 2021
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
3.68K+ 0.71% |
$51.2K - $56K
|
525K
$6.31M
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
2.07K+ 2.54% |
$28.8K - $31.5K
|
83.7K
$1.01M
|
|
|
Feb 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.48K+ 9.67% |
$20.6K - $22.5K
|
16.8K
$202K
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
699+ 5.61% |
$9.72K - $10.6K
|
13.2K
$158K
|
|
|
Jan 27, 2022
Q4 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
511New |
$7.11K - $7.77K
|
511
$6.15K
|
|
|
Jan 21, 2022
Q4 2021
|
Gemmer Asset Management LLC
|
BUY
|
- |
350New |
$4.87K - $5.32K
|
350
$4.21K
|
|
|
Feb 14, 2022
Q4 2021
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
291+ 0.66% |
$4.05K - $4.42K
|
44.4K
$534K
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
223+ 0.57% |
$3.1K - $3.39K
|
39.3K
$473K
|
|
|
Feb 10, 2022
Q4 2021
|
Covestor LTD
Boston, MA |
BUY
|
- |
160New |
$2.23K - $2.43K
|
160
$1.92K
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
25New |
$348 - $380
|
25
$301
|
|
|
Feb 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
14+ 1.56% |
$195 - $213
|
914
$11K
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
2New |
$27.8 - $30.4
|
2
$24.1
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
SELL
|
- |
-10Closed |
$139 - $152
|
0
$0
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-58- 4.79% |
$807 - $882
|
1.15K
$13.9K
|
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-427- 1.0% |
$5.94K - $6.49K
|
42.2K
$508K
|
|
|
Feb 14, 2022
Q4 2021
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-1K- 4.41% |
$13.9K - $15.2K
|
21.7K
$261K
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.2KClosed |
$16.7K - $18.2K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-2.98K- 8.16% |
$41.5K - $45.3K
|
33.5K
$404K
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
SELL
|
- |
-6.18K- 1.17% |
$86K - $94K
|
523K
$6.29M
|
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-7.4K- 35.07% |
$103K - $112K
|
13.7K
$165K
|
|
|
Feb 14, 2022
Q4 2021
|
Aristides Capital LLC
Ottawa Hills, OH |
SELL
|
- |
-7.99K- 10.34% |
$111K - $121K
|
69.3K
$833K
|
|
|
Feb 08, 2022
Q4 2021
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-8.59KClosed |
$120K - $131K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-9.5K- 31.67% |
$132K - $144K
|
20.5K
$247K
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-9.78K- 4.3% |
$136K - $149K
|
217K
$2.61M
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
SELL
|
- |
-12.4K- 25.01% |
$173K - $189K
|
37.2K
$448K
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
SELL
|
- |
-19.7K- 22.86% |
$274K - $300K
|
66.5K
$801K
|
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
SELL
|
- |
-29.9K- 20.89% |
$415K - $454K
|
113K
$1.36M
|
|
|
Feb 04, 2022
Q4 2021
|
Matisse Capital
|
SELL
|
- |
-276K- 86.32% |
$3.85M - $4.2M
|
43.8K
$527K
|