Institutional shares held 4.61 Million
0 calls
0 puts
Total value of holdings $56.3M
$0 calls
$0 puts
Market Cap N/A
Institutional ownership N/A
# of Institutions 52


Latest Institutional Activity in TEAF

Top Purchases

Q4 2024
Raymond James Financial Inc Shares Held: 90.4K ($1.1M)
Q4 2024
Wolverine Asset Management LLC Shares Held: 73.8K ($901K)
Q4 2024
Blue Bell Private Wealth Management, LLC Shares Held: 56.1K ($684K)
Q4 2024
Private Advisor Group, LLC Shares Held: 155K ($1.89M)
Q4 2024
D.A. Davidson & Co. Shares Held: 53.1K ($648K)

Top Sells

Q4 2024
Eagle Bluffs Wealth Management LLC Shares Held: 216K ($2.64M)
Q4 2024
Abundance Wealth Counselors Shares Held: 93.3K ($1.14M)
Q4 2024
Janney Montgomery Scott LLC Shares Held: 252K ($3.08M)
Q4 2024
Lpl Financial LLC Shares Held: 27.4K ($334K)
Q4 2024
Clearstead Advisors, LLC Shares Held: 994 ($12.1K)

About TEAF

Tortoise Essential Assets Income Term Fund is a closed-ended balanced mutual fund launched and managed by Tortoise Capital Advisors L.L.C. It invests in equity and fixed income markets. The fund seeks to invest in securities of companies operating in the essential asset sectors, which includes education, housing, healthcare, social and human services, power, water, energy, infrastructure, basic materials, industrial, transportation and telecommunications sectors. The fund primarily seeks to invest in stocks of companies across all market capitalizations, as well as in corporate and government issues debt securities. Its corporate debt investment include high yield securities of any maturity. The fund also invests in private equities. It employs both fundamental and quantitative analysis with a focus on such proprietary financial, risk and valuation models to create its portfolio. The fund was formerly known as Tortoise Essential Assets Income 2024 Term Fund, Inc. Tortoise Essential Assets Income Term Fund was formed in 2017 and is domiciled in the United States.


Insider Transactions at TEAF

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Date Insider Transaction Ownership Type Shares Traded Value / Price
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Last 12 Months Summary

Buy / Acquisition
0 Shares
From 0 Insiders
Sell / Disposition
0 Shares
From 0 Insiders

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