Institutional shares held 5.89 Million
0 calls
0 puts
Total value of holdings $65.5M
$0 calls
$0 puts
Market Cap N/A
Institutional ownership N/A
# of Institutions 53


Latest Institutional Activity in TEAF

Top Purchases

Q1 2025
Rfg Advisory, LLC Shares Held: 39.2K ($435K)
Q4 2024
Sit Investment Associates Inc Shares Held: 333K ($3.7M)
Q4 2024
Thomas J. Herzfeld Advisors, Inc. Shares Held: 265K ($2.95M)
Q4 2024
Raymond James Financial Inc Shares Held: 90.4K ($1M)
Q4 2024
Wolverine Asset Management LLC Shares Held: 73.8K ($820K)

Top Sells

Q1 2025
Janney Montgomery Scott LLC Shares Held: 155K ($1.72M)
Q4 2024
Eagle Bluffs Wealth Management LLC Shares Held: 216K ($2.4M)
Q4 2024
Logan Stone Capital, LLC Shares Held: 62.7K ($696K)
Q4 2024
Abundance Wealth Counselors Shares Held: 93.3K ($1.04M)
Q4 2024
Wells Fargo & Company Shares Held: 20K ($223K)

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

Insider Transaction List

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

Buy / Acquisition
184K Shares
From 1 Insiders
Open market or private purchase 184K shares
Sell / Disposition
0 Shares
From 0 Insiders

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P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
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