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 57 institutions that hold shares in the stock, with a total of 6.04 Million shares, which have been reported (via 13F filing form) to have a value of $81.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Invested Advisors
State College, PA |
Oct 23, 2025 Q3 2025 |
46,421
shares
|
$627,147
0.81% of portfolio
|
Q3 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
43,498
shares
|
$587,657
0.0% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
42,910
shares
|
$579,714
0.02% of portfolio
|
Q3 2025
Reduced 12.51%
|
|
|
Wolverine Asset Management LLC
|
Oct 28, 2025 Q3 2025 |
42,766
shares
|
$577,768
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
40,769
shares
|
$550,789
0.01% of portfolio
|
Q3 2025
Reduced 27.75%
|
|
|
Wealth Alliance
Mellville, NY |
Nov 07, 2025 Q3 2025 |
38,735
shares
|
$523,309
0.05% of portfolio
|
Q1 2025
Reduced 2.52%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2025 Q3 2025 |
36,475
shares
|
$492,777
0.03% of portfolio
|
Q3 2025
Reduced 0.82%
|
|
|
Css LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
32,062
shares
|
$433,157
0.04% of portfolio
|
Q3 2025
Added 62.41%
|
|
|
Quarry LP
New York, NY |
Nov 14, 2025 Q3 2025 |
29,248
shares
|
$395,140
0.08% of portfolio
|
Q3 2025
Added 42.34%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Oct 31, 2025 Q3 2025 |
25,100
shares
|
$339,101
0.03% of portfolio
|
Q4 2023
Reduced 1.81%
|
|
|
Abundance Wealth Counselors
|
Oct 22, 2025 Q3 2025 |
24,657
shares
|
$333,116
0.05% of portfolio
|
Q3 2025
Reduced 1.6%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
21,155
shares
|
$285,804
0.0% of portfolio
|
Q3 2025
Added 27.01%
|
|
|
Kovack Advisors, Inc.
|
Nov 07, 2025 Q3 2025 |
20,670
shares
|
$279,251
0.02% of portfolio
|
Q3 2025
Added 1.86%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
20,468
shares
|
$276,522
0.0% of portfolio
|
Q3 2025
Reduced 26.04%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
19,458
shares
|
$262,877
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Tortoise Capital Advisors, L.L.C.
Overland Park, KS |
Nov 13, 2025 Q3 2025 |
19,362
shares
|
$261,580
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Logan Stone Capital, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
19,268
shares
|
$260,310
0.17% of portfolio
|
Q3 2025
Reduced 2.48%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
17,966
shares
|
$242,720
0.0% of portfolio
|
Q3 2025
Added 15.16%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
16,759
shares
|
$226,414
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
15,500
shares
|
$209,405
0.0% of portfolio
|
Q2 2022
Reduced 24.39%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
12,923
shares
|
$174,589
0.0% of portfolio
|
Q2 2025
Reduced 4.1%
|
|
|
Uhlmann Price Securities, LLC
Skokie, IL |
Nov 06, 2025 Q3 2025 |
12,439
shares
|
$168,050
0.09% of portfolio
|
Q3 2025
Added 2.25%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
11,550
shares
|
$156,040
0.01% of portfolio
|
Q3 2025
Added 344.23%
|
|
|
K2 Principal Fund, L.P.
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
11,119
shares
|
$150,217
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
8,470
shares
|
$114,429
0.0% of portfolio
|
Q3 2025
New holding
|
|