Purchases and Sales Made in Q2 2022 in Ecofin Sustainable & Social Impact Term Fund (TEAF)
This table provides information about the institutional ownership of Ecofin Sustainable & Social Impact Term Fund (TEAF) during Q2 2022. The information is specifically focused on institutions that hold shares of ECOFIN SUSTAINABLE & SOCIAL IMPACT TERM FUND.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
145KNew |
$1.99M - $2.22M
|
145K
$1.76M
|
|
|
Aug 15, 2022
Q2 2022
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
123K+ 23.28% |
$1.69M - $1.89M
|
651K
$7.94M
|
|
|
Aug 08, 2022
Q2 2022
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
55.4K+ 91.84% |
$762K - $852K
|
116K
$1.41M
|
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
50K+ 9.81% |
$688K - $770K
|
560K
$6.83M
|
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
50K+ 9.81% |
$688K - $770K
|
560K
$6.83M
|
|
|
Jul 14, 2022
Q2 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
16.6KNew |
$228K - $255K
|
16.6K
$202K
|
|
|
Jul 28, 2022
Q2 2022
|
Matisse Capital
|
BUY
|
- |
15.9KNew |
$218K - $244K
|
15.9K
$194K
|
|
|
Aug 09, 2022
Q2 2022
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
12KNew |
$165K - $185K
|
12K
$146K
|
|
|
Oct 09, 2024
Q2 2022
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
12KNew |
$165K - $185K
|
12K
$146K
|
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
11.9KNew |
$164K - $183K
|
11.9K
$145K
|
|
|
Jul 13, 2022
Q2 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
10.1KNew |
$140K - $156K
|
10.1K
$124K
|
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
9.03K+ 237.5% |
$124K - $139K
|
12.8K
$156K
|
|
|
Aug 05, 2022
Q2 2022
|
Abundance Wealth Counselors
|
BUY
|
- |
8.2K+ 10.22% |
$113K - $126K
|
88.4K
$1.08M
|
|
|
Aug 03, 2022
Q2 2022
|
Wolverine Asset Management LLC
|
BUY
|
- |
4.38KNew |
$60.2K - $67.4K
|
4.38K
$53.4K
|
|
|
Aug 15, 2022
Q2 2022
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
2.74K+ 0.52% |
$37.7K - $42.1K
|
533K
$6.5M
|
|
|
Aug 12, 2022
Q2 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.68K+ 6.7% |
$36.8K - $41.1K
|
42.6K
$519K
|
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.8K+ 2.05% |
$24.8K - $27.7K
|
89.4K
$1.09M
|
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.52K+ 3.65% |
$20.9K - $23.4K
|
43.2K
$527K
|
|
|
Aug 15, 2022
Q2 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.5K+ 7.59% |
$20.6K - $23.1K
|
21.3K
$260K
|
|
|
Aug 10, 2022
Q2 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
52New |
$715 - $800
|
52
$634
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
25New |
$344 - $385
|
25
$305
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
24New |
$330 - $369
|
24
$293
|
|
|
Aug 12, 2022
Q2 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
17+ 1.83% |
$234 - $261
|
946
$11.5K
|
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
1+ 4.0% |
$13.8 - $15.4
|
26
$317
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-3- 1.88% |
$41.3 - $46.1
|
157
$1.92K
|
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-21- 1.73% |
$289 - $323
|
1.19K
$14.5K
|
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-25Closed |
$344 - $385
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
SELL
|
- |
-250- 0.38% |
$3.44K - $3.85K
|
66.3K
$809K
|
|
|
Aug 15, 2022
Q2 2022
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-750- 3.59% |
$10.3K - $11.5K
|
20.2K
$246K
|
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1K- 7.75% |
$13.8K - $15.4K
|
11.9K
$145K
|
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1K- 2.5% |
$13.8K - $15.4K
|
39K
$476K
|
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-3.01K- 1.21% |
$41.4K - $46.3K
|
246K
$3.01M
|
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-4.85K- 4.41% |
$66.7K - $74.6K
|
105K
$1.28M
|
|
|
Aug 16, 2022
Q2 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-5K- 24.39% |
$68.8K - $76.9K
|
15.5K
$189K
|
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
SELL
|
- |
-5.04K- 35.98% |
$69.3K - $77.5K
|
8.97K
$109K
|
|
|
Jul 28, 2022
Q2 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-8.51K- 16.01% |
$117K - $131K
|
44.6K
$545K
|
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-27.3K- 32.63% |
$375K - $420K
|
56.4K
$688K
|
|
|
Aug 12, 2022
Q2 2022
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
SELL
|
- |
-104K- 32.97% |
$1.43M - $1.6M
|
211K
$2.57M
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-482K- 71.42% |
$6.63M - $7.41M
|
193K
$2.35M
|