Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
1.12MNew |
$14M - $15.6M
|
1.12M
$13.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
238K+ 35.9% |
$2.97M - $3.31M
|
902K
$10.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
51.3K+ 25.91% |
$639K - $712K
|
249K
$3M
|
|
|
Feb 01, 2023
Q4 2022
|
Wolverine Asset Management LLC
|
BUY
|
- |
29.5K+ 143.82% |
$368K - $410K
|
50.1K
$603K
|
|
|
Feb 09, 2023
Q4 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
17.6KNew |
$220K - $245K
|
17.6K
$212K
|
|
|
Feb 14, 2023
Q4 2022
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
17KNew |
$212K - $236K
|
17K
$205K
|
|
|
Feb 03, 2023
Q4 2022
|
Shaker Financial Services, LLC
|
BUY
|
- |
16.1KNew |
$201K - $224K
|
16.1K
$194K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
15.3K+ 31.18% |
$191K - $213K
|
64.4K
$775K
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
11.9KNew |
$148K - $165K
|
11.9K
$143K
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
11.8KNew |
$147K - $163K
|
11.8K
$142K
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
11.7K+ 30.55% |
$145K - $162K
|
49.9K
$600K
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
9.89K+ 34.16% |
$123K - $137K
|
38.8K
$467K
|
|
|
Feb 14, 2023
Q4 2022
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
8.1KNew |
$101K - $112K
|
8.1K
$97.4K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7K+ 3.65% |
$87.2K - $97.1K
|
199K
$2.39M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.49K+ 6.78% |
$80.9K - $90.1K
|
102K
$1.23M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.12K+ 0.8% |
$51.4K - $57.2K
|
518K
$6.23M
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.33K+ 2.98% |
$16.6K - $18.5K
|
46K
$554K
|
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.11K+ 7.77% |
$13.8K - $15.4K
|
15.4K
$185K
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
65+ 0.55% |
$810 - $902
|
12K
$144K
|
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
37+ 21.89% |
$461 - $514
|
206
$2.48K
|
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
20+ 2.08% |
$249 - $278
|
983
$11.8K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-6- 24.0% |
$74.8 - $83.3
|
19
$229
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-996- 5.24% |
$12.4K - $13.8K
|
18K
$217K
|
|
|
Feb 14, 2023
Q4 2022
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-1K- 4.96% |
$12.5K - $13.9K
|
19.2K
$230K
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-2.31K- 5.28% |
$28.8K - $32.1K
|
41.5K
$499K
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.64K- 18.3% |
$32.9K - $36.6K
|
11.8K
$142K
|
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-3K- 18.1% |
$37.4K - $41.7K
|
13.6K
$163K
|
|
|
Feb 02, 2023
Q4 2022
|
Abundance Wealth Counselors
|
SELL
|
- |
-3.07K- 3.18% |
$38.2K - $42.6K
|
93.3K
$1.12M
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-3.64K- 8.67% |
$45.4K - $50.6K
|
38.3K
$461K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-6K- 13.5% |
$74.8K - $83.3K
|
38.5K
$463K
|
|
|
Jan 25, 2023
Q4 2022
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
SELL
|
- |
-7.79K- 3.83% |
$97.1K - $108K
|
196K
$2.35M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-8.5K- 15.73% |
$106K - $118K
|
45.6K
$548K
|
|
|
Feb 14, 2023
Q4 2022
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-12.4K- 2.04% |
$154K - $172K
|
594K
$7.15M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-46.8K- 53.67% |
$583K - $650K
|
40.4K
$486K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-47.5K- 25.04% |
$592K - $659K
|
142K
$1.71M
|