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 51 institutions that hold shares in the stock, with a total of 4.49 Million shares, which have been reported (via 13F filing form) to have a value of $53.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
21,684
shares
|
$259,557
0.0% of portfolio
|
Q3 2023
Reduced 0.71%
|
|
|
Aristides Capital LLC
Ottawa Hills, OH |
Nov 14, 2024 Q3 2024 |
20,922
shares
|
$250,436
0.12% of portfolio
|
Q3 2022
Reduced 69.59%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
19,950
shares
|
$238,801
0.02% of portfolio
|
Q2 2024
Added 1.53%
|
|
|
Tortoise Capital Advisors, L.L.C.
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
19,362
shares
|
$231,763
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
18,665
shares
|
$223,420
0.0% of portfolio
|
Q2 2024
Reduced 25.0%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
15,500
shares
|
$185,535
0.0% of portfolio
|
Q2 2022
Reduced 24.39%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
15,146
shares
|
$181,297
0.04% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
Flagship Harbor Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
14,904
shares
|
$178,400
0.01% of portfolio
|
Q3 2024
Added 31.89%
|
|
|
Kovack Advisors, Inc.
|
Nov 05, 2024 Q3 2024 |
14,673
shares
|
$175,635
0.02% of portfolio
|
Q3 2024
Added 1.77%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
13,220
shares
|
$158,243
0.0% of portfolio
|
Q3 2024
Reduced 4.54%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
13,161
shares
|
$157,537
0.0% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
12,669
shares
|
$151,647
0.0% of portfolio
|
Q3 2024
Added 1.15%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
11,550
shares
|
$138,253
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
10,599
shares
|
$126,870
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
Nov 01, 2024 Q3 2024 |
10,287
shares
|
$123,135
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Quarry LP
New York, NY |
Nov 14, 2024 Q3 2024 |
8,493
shares
|
$101,661
0.03% of portfolio
|
Q3 2024
Added 14.77%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 25, 2024 Q3 2024 |
4,750
shares
|
$56,857
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
1,623
shares
|
$19,427
0.0% of portfolio
|
Q3 2024
Added 2.2%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,212
shares
|
$14,507
0.0% of portfolio
|
Q3 2021
Reduced 6.19%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,200
shares
|
$14,364
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
402
shares
|
$4,811
0.01% of portfolio
|
Q3 2023
Added 1.52%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
312
shares
|
$3,734
0.0% of portfolio
|
Q3 2024
Added 11.83%
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
207
shares
|
$2,477
0.0% of portfolio
|
Q3 2024
Reduced 6.33%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
189
shares
|
$2,262
0.0% of portfolio
|
Q3 2024
Added 2.16%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
40
shares
|
$478
0.0% of portfolio
|
Q3 2024
Reduced 21.57%
|