Institutional Ownership Ecofin Sustainable & Social Impact Term Fund (TEAF)
This table provides information about the institutional ownership of Ecofin Sustainable & Social Impact Term Fund (TEAF). We have compiled data on the 53 institutions that hold shares in the stock, with a total of 5.96 Million shares, which have been reported (via 13F filing form) to have a value of $71.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Saba Capital Management, L.P.
New York, NY |
Feb 14, 2025 Q4 2024 |
1,341,457
shares
|
$16.1 Million
0.4% of portfolio
|
Q3 2024
Added 53.94%
|
|
|
Castlekeep Investment Advisors LLC
Westport, CT |
Feb 14, 2025 Q4 2024 |
1,028,832
shares
|
$12.3 Million
0.07% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
437,274
shares
|
$5.24 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.36%
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
Feb 13, 2025 Q4 2024 |
333,427
shares
|
$4 Million
0.09% of portfolio
|
Q4 2024
Added 146.99%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
273,146
shares
|
$3.28 Million
0.0% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
Feb 12, 2025 Q4 2024 |
265,279
shares
|
$3.18 Million
1.02% of portfolio
|
Q4 2024
Added 134.84%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
252,362
shares
|
$3.03 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.64%
|
|
|
Matisse Capital
|
Jan 24, 2025 Q4 2024 |
227,000
shares
|
$2.72 Million
1.42% of portfolio
|
Q2 2024
Added 3.18%
|
|
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
Jan 24, 2025 Q4 2024 |
216,134
shares
|
$2.59 Million
1.39% of portfolio
|
Q4 2024
Reduced 19.26%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
154,900
shares
|
$1.86 Million
0.01% of portfolio
|
Q4 2024
Added 6.75%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
99,282
shares
|
$1.19 Million
0.0% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
96,850
shares
|
$1.16 Million
0.0% of portfolio
|
Q3 2024
Reduced 10.44%
|
|
|
Abundance Wealth Counselors
|
Jan 24, 2025 Q4 2024 |
93,344
shares
|
$1.12 Million
0.24% of portfolio
|
Q4 2024
Reduced 13.18%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
90,445
shares
|
$1.08 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
90,157
shares
|
$1.08 Million
0.0% of portfolio
|
Q4 2024
Added 69.29%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
88,066
shares
|
$1.06 Million
0.01% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
82,096
shares
|
$984,331
0.0% of portfolio
|
Q3 2024
Reduced 16.53%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
74,168
shares
|
$889,274
0.0% of portfolio
|
Q4 2024
Reduced 3.3%
|
|
|
Wolverine Asset Management LLC
|
Feb 03, 2025 Q4 2024 |
73,819
shares
|
$885,089
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
64,200
shares
|
$769,758
0.01% of portfolio
|
Q4 2024
Added 4.89%
|
|
|
Logan Stone Capital, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
62,671
shares
|
$751,425
0.36% of portfolio
|
Q4 2024
Reduced 45.12%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
56,065
shares
|
$672,219
0.13% of portfolio
|
Q4 2024
Added 38.0%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
53,096
shares
|
$636,621
0.01% of portfolio
|
Q4 2024
Added 11.32%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
45,103
shares
|
$540,784
0.0% of portfolio
|
Q4 2024
Added 3.09%
|
|
|
Wealth Alliance
Mellville, NY |
Feb 03, 2025 Q4 2024 |
39,735
shares
|
$476,422
0.06% of portfolio
|
Q3 2023
Reduced 9.61%
|