Purchases and Sales Made in Q2 2025 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 2025. 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 14, 2025
Q2 2025
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
166K+ 11.97% |
$1.7M - $2.03M
|
1.55M
$20.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
136K+ 668.08% |
$1.39M - $1.66M
|
156K
$2.11M
|
|
|
Jul 15, 2025
Q2 2025
|
Absolute Investment Advisers LLC
|
BUY
|
- |
43.4K+ 322.17% |
$445K - $532K
|
56.9K
$768K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
33.8K+ 19.02% |
$346K - $413K
|
211K
$2.85M
|
|
|
Aug 14, 2025
Q2 2025
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
31.5KNew |
$322K - $385K
|
31.5K
$425K
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
28K+ 201.14% |
$286K - $342K
|
41.8K
$565K
|
|
|
Aug 14, 2025
Q2 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
26.1K+ 6.37% |
$268K - $320K
|
436K
$5.89M
|
|
|
Aug 14, 2025
Q2 2025
|
Css LLC
Chicago, IL |
BUY
|
- |
19.7KNew |
$202K - $242K
|
19.7K
$267K
|
|
|
Aug 13, 2025
Q2 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
17.7K+ 92.94% |
$182K - $217K
|
36.8K
$497K
|
|
|
Aug 14, 2025
Q2 2025
|
Quarry LP
New York, NY |
BUY
|
- |
17.2K+ 519.48% |
$177K - $211K
|
20.5K
$278K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
15.6KNew |
$160K - $191K
|
15.6K
$211K
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
9.89K+ 25.25% |
$101K - $121K
|
49K
$663K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
9.69K+ 3.56% |
$99.3K - $119K
|
282K
$3.81M
|
|
|
Aug 11, 2025
Q2 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
9.59K+ 14.13% |
$98.3K - $117K
|
77.4K
$1.05M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
8.24K+ 1.6% |
$84.4K - $101K
|
523K
$7.07M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.44K+ 5.92% |
$25K - $29.8K
|
43.5K
$588K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
2.42K+ 2.29% |
$24.8K - $29.7K
|
108K
$1.46M
|
|
|
Jul 17, 2025
Q2 2025
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
1.82K+ 0.84% |
$18.6K - $22.3K
|
219K
$2.96M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.34K+ 2.43% |
$13.7K - $16.4K
|
56.4K
$762K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1KNew |
$10.3K - $12.3K
|
1K
$13.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
532+ 1.31% |
$5.45K - $6.52K
|
41.1K
$555K
|
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
405+ 2.04% |
$4.15K - $4.96K
|
20.3K
$274K
|
|
|
Jul 29, 2025
Q2 2025
|
Uhlmann Price Securities, LLC
Skokie, IL |
BUY
|
- |
276+ 2.32% |
$2.83K - $3.38K
|
12.2K
$164K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-265- 0.95% |
$2.72K - $3.25K
|
27.7K
$374K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-266- 0.5% |
$2.73K - $3.26K
|
53K
$716K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-299- 1.76% |
$3.06K - $3.66K
|
16.7K
$225K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-552- 4.1% |
$5.66K - $6.76K
|
12.9K
$175K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-682- 67.06% |
$6.99K - $8.35K
|
335
$4.53K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.28K- 4.47% |
$33.6K - $40.1K
|
70K
$946K
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.28K- 4.47% |
$33.6K - $40.1K
|
70K
$946K
|
|
|
Sep 09, 2025
Q2 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
SELL
|
- |
-3.6K- 10.59% |
$36.9K - $44.1K
|
30.4K
$411K
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-4.37K- 27.39% |
$44.8K - $53.6K
|
11.6K
$157K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.4K- 5.49% |
$55.3K - $66.1K
|
92.9K
$1.26M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-7.71K- 18.96% |
$79K - $94.4K
|
33K
$445K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-8.95K- 77.49% |
$91.7K - $110K
|
2.6K
$35.1K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-12.9K- 8.32% |
$132K - $158K
|
142K
$1.92M
|
|
|
Aug 05, 2025
Q2 2025
|
Castlekeep Investment Advisors LLC
Westport, CT |
SELL
|
- |
-14.3K- 12.89% |
$147K - $176K
|
96.9K
$1.31M
|
|
|
Aug 05, 2025
Q2 2025
|
Shaker Financial Services, LLC
|
SELL
|
- |
-22.4K- 59.4% |
$229K - $274K
|
15.3K
$207K
|
|
|
Aug 14, 2025
Q2 2025
|
Logan Stone Capital, LLC
Chicago, IL |
SELL
|
- |
-36.2K- 64.71% |
$371K - $444K
|
19.8K
$267K
|
|
|
Jul 21, 2025
Q2 2025
|
Abundance Wealth Counselors
|
SELL
|
- |
-39.1K- 60.95% |
$401K - $479K
|
25.1K
$339K
|
|
|
Aug 13, 2025
Q2 2025
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-73.7K- 27.39% |
$755K - $903K
|
195K
$2.64M
|
|