Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
90.4KNew |
$1.08M - $1.2M
|
90.4K
$1.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
73.8KNew |
$880K - $981K
|
73.8K
$901K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
15.4K+ 38.0% |
$184K - $205K
|
56.1K
$684K
|
|
|
Jan 24, 2025
Q4 2024
|
Absolute Investment Advisers LLC
|
BUY
|
- |
13.5KNew |
$161K - $179K
|
13.5K
$164K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
9.8K+ 6.75% |
$117K - $130K
|
155K
$1.89M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
5.4K+ 11.32% |
$64.4K - $71.8K
|
53.1K
$648K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.99K+ 4.89% |
$35.7K - $39.8K
|
64.2K
$783K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.58K+ 10.73% |
$18.8K - $20.9K
|
16.2K
$198K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.35K+ 3.09% |
$16.1K - $18K
|
45.1K
$550K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
975New |
$11.6K - $13K
|
975
$11.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
520+ 0.59% |
$6.2K - $6.91K
|
88.1K
$1.07M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
122+ 0.92% |
$1.45K - $1.62K
|
13.3K
$163K
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
114+ 0.75% |
$1.36K - $1.52K
|
15.3K
$186K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-503- 3.37% |
$6K - $6.68K
|
14.4K
$176K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-629- 38.76% |
$7.5K - $8.36K
|
994
$12.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-996- 3.51% |
$11.9K - $13.2K
|
27.4K
$334K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.21K- 1.64% |
$50.2K - $55.9K
|
252K
$3.08M
|
|
|
Jan 24, 2025
Q4 2024
|
Abundance Wealth Counselors
|
SELL
|
- |
-14.2K- 13.18% |
$169K - $188K
|
93.3K
$1.14M
|
|
|
Jan 24, 2025
Q4 2024
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
SELL
|
- |
-51.5K- 19.26% |
$614K - $685K
|
216K
$2.64M
|