Purchases and Sales Made in Q4 2023 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 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
155K+ 35.28% |
$1.72M - $1.9M
|
595K
$7.15M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
119K+ 30.54% |
$1.33M - $1.46M
|
511K
$6.14M
|
|
|
Feb 08, 2024
Q4 2023
|
Matisse Capital
|
BUY
|
- |
118K+ 190.44% |
$1.31M - $1.44M
|
180K
$2.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
69.4K+ 206.56% |
$772K - $849K
|
103K
$1.24M
|
|
|
Feb 01, 2024
Q4 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
36.8KNew |
$410K - $450K
|
36.8K
$443K
|
|
|
Feb 05, 2024
Q4 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
35KNew |
$389K - $428K
|
35K
$421K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
32.3KNew |
$360K - $395K
|
32.3K
$389K
|
|
|
Feb 07, 2024
Q4 2023
|
Shaker Financial Services, LLC
|
BUY
|
- |
31K+ 122.31% |
$344K - $379K
|
56.3K
$677K
|
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
12.5KNew |
$139K - $153K
|
12.5K
$151K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
12.5KNew |
$139K - $153K
|
12.5K
$150K
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
11.1KNew |
$124K - $136K
|
11.1K
$134K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
5.09K+ 6.98% |
$56.6K - $62.2K
|
78K
$938K
|
|
|
Jan 25, 2024
Q4 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
4.81K+ 481.1% |
$53.5K - $58.8K
|
5.81K
$69.9K
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
4.61K+ 41.69% |
$51.2K - $56.3K
|
15.7K
$188K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.46K+ 4.63% |
$49.6K - $54.6K
|
101K
$1.21M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.62K+ 12.46% |
$40.3K - $44.3K
|
32.7K
$393K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
3.33K+ 8.39% |
$37.1K - $40.8K
|
43.1K
$518K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.93KNew |
$21.5K - $23.7K
|
1.93K
$23.3K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
938+ 7.78% |
$10.4K - $11.5K
|
13K
$156K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
108New |
$1.2K - $1.32K
|
108
$1.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
33+ 20.63% |
$367 - $404
|
193
$2.32K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1+ 3.57% |
$11.1 - $12.2
|
29
$349
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3- 0.01% |
$33.4 - $36.7
|
22.1K
$265K
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-117- 33.82% |
$1.3K - $1.43K
|
229
$2.75K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-932- 1.31% |
$10.4K - $11.4K
|
70.3K
$845K
|
|
|
Feb 14, 2024
Q4 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-1.57K- 16.51% |
$17.5K - $19.2K
|
7.94K
$95.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-1.97K- 3.78% |
$22K - $24.1K
|
50.3K
$605K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.17K- 14.93% |
$24.1K - $26.5K
|
12.4K
$149K
|
|
|
Jan 17, 2024
Q4 2023
|
Abundance Wealth Counselors
|
SELL
|
- |
-4.9K- 4.69% |
$54.5K - $59.9K
|
99.6K
$1.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-6.68K- 14.14% |
$74.3K - $81.7K
|
40.6K
$488K
|
|
|
Feb 14, 2024
Q4 2023
|
Clough Capital Partners L P
Boston, MA |
SELL
|
- |
-7.9K- 19.91% |
$87.8K - $96.6K
|
31.8K
$382K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-9.29K- 19.63% |
$103K - $114K
|
38K
$458K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-13K- 6.53% |
$144K - $159K
|
186K
$2.23M
|
|
|
Jan 30, 2024
Q4 2023
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
SELL
|
- |
-21K- 8.8% |
$233K - $257K
|
218K
$2.62M
|
|
|
Feb 14, 2024
Q4 2023
|
Almitas Capital LLC
Santa Monica, CA |
SELL
|
- |
-22.3K- 68.44% |
$248K - $273K
|
10.3K
$124K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-23.8K- 6.38% |
$265K - $291K
|
349K
$4.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-40.5K- 61.96% |
$451K - $496K
|
24.9K
$299K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-48.9K- 8.73% |
$543K - $598K
|
511K
$6.14M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-71K- 52.19% |
$790K - $869K
|
65.1K
$783K
|