Institutional shares held 6.04 Million
0 calls
0 puts
Total value of holdings $81.6M
$0 calls
$0 puts
Market Cap N/A
Institutional ownership N/A
# of Institutions 57


Latest Institutional Activity in TEAF

Top Purchases

Q3 2025
Pathstone Holdings, LLC Shares Held: 450K ($6.08M)
Q3 2025
Consolidated Portfolio Review Corp Shares Held: 138K ($1.86M)
Q3 2025
Cohen & Steers, Inc. Shares Held: 75K ($1.01M)
Q3 2025
Investment Research Partners LLC Shares Held: 71.3K ($963K)
Q3 2025
Yakira Capital Management, Inc. Shares Held: 66.8K ($902K)

Top Sells

Q3 2025
Bank Of America Corp Shares Held: 227K ($3.07M)
Q3 2025
Ubs Group Ag Shares Held: 58.2K ($786K)
Q3 2025
Private Advisor Group, LLC Shares Held: 163K ($2.2M)
Q3 2025
Morgan Stanley Shares Held: 490K ($6.62M)
Q3 2025
Cerity Partners LLC Shares Held: 54.7K ($739K)

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
199K Shares
From 1 Insiders
Open market or private purchase 199K shares
Sell / Disposition
359K Shares
From 1 Insiders
Open market or private sale 359K shares

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