Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2025
Q3 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
294K+ 188.3% |
$3.4M - $3.61M
|
450K
$6.08M
|
|
|
Nov 12, 2025
Q3 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
95.7K+ 228.69% |
$1.11M - $1.18M
|
138K
$1.86M
|
|
|
Nov 14, 2025
Q3 2025
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
75KNew |
$869K - $922K
|
75K
$1.01M
|
|
|
Dec 01, 2025
Q3 2025
|
Investment Research Partners LLC
Lemont, PA |
BUY
|
- |
71.3KNew |
$826K - $876K
|
71.3K
$963K
|
|
|
Nov 13, 2025
Q3 2025
|
Yakira Capital Management, Inc.
Westport, CT |
BUY
|
- |
66.8KNew |
$774K - $820K
|
66.8K
$902K
|
|
|
Nov 13, 2025
Q3 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
66.3K+ 15.19% |
$768K - $814K
|
502K
$6.79M
|
|
|
Oct 23, 2025
Q3 2025
|
Invested Advisors
State College, PA |
BUY
|
- |
46.4KNew |
$538K - $571K
|
46.4K
$627K
|
|
|
Oct 28, 2025
Q3 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
42.8KNew |
$496K - $526K
|
42.8K
$578K
|
|
|
Nov 12, 2025
Q3 2025
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
39.2K+ 20.09% |
$455K - $482K
|
235K
$3.17M
|
|
|
Oct 20, 2025
Q3 2025
|
Absolute Investment Advisers LLC
|
BUY
|
- |
31.7K+ 55.74% |
$367K - $390K
|
88.6K
$1.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
22.7K+ 68.88% |
$263K - $279K
|
55.7K
$752K
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
19.5KNew |
$226K - $239K
|
19.5K
$263K
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
16.8KNew |
$194K - $206K
|
16.8K
$226K
|
|
|
Nov 13, 2025
Q3 2025
|
Css LLC
Chicago, IL |
BUY
|
- |
12.3K+ 62.41% |
$143K - $151K
|
32.1K
$433K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.09K+ 9.79% |
$105K - $112K
|
102K
$1.38M
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
8.95K+ 344.23% |
$104K - $110K
|
11.6K
$156K
|
|
|
Nov 14, 2025
Q3 2025
|
Quarry LP
New York, NY |
BUY
|
- |
8.7K+ 42.34% |
$101K - $107K
|
29.2K
$395K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
8.47KNew |
$98.2K - $104K
|
8.47K
$114K
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
5.07K+ 6.55% |
$58.8K - $62.3K
|
82.5K
$1.11M
|
|
|
Nov 06, 2025
Q3 2025
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
4.84K+ 2.21% |
$56.1K - $59.5K
|
224K
$3.03M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
4.5K+ 27.01% |
$52.1K - $55.3K
|
21.2K
$286K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.37K+ 15.16% |
$27.4K - $29.1K
|
18K
$243K
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.77K+ 2.53% |
$20.5K - $21.7K
|
71.8K
$970K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
1.16K+ 2.19% |
$13.5K - $14.3K
|
54.2K
$732K
|
|
|
Nov 07, 2025
Q3 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
377+ 1.86% |
$4.37K - $4.63K
|
20.7K
$279K
|
|
|
Nov 06, 2025
Q3 2025
|
Uhlmann Price Securities, LLC
Skokie, IL |
BUY
|
- |
274+ 2.25% |
$3.18K - $3.37K
|
12.4K
$168K
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
8+ 2.39% |
$92.7 - $98.3
|
343
$4.63K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-43- 0.1% |
$498 - $528
|
43.5K
$588K
|
|
|
Nov 13, 2025
Q3 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-300- 0.82% |
$3.48K - $3.69K
|
36.5K
$493K
|
|
|
Oct 22, 2025
Q3 2025
|
Abundance Wealth Counselors
|
SELL
|
- |
-401- 1.6% |
$4.65K - $4.93K
|
24.7K
$333K
|
|
|
Nov 14, 2025
Q3 2025
|
Logan Stone Capital, LLC
Chicago, IL |
SELL
|
- |
-489- 2.48% |
$5.67K - $6.01K
|
19.3K
$260K
|
|
|
Nov 05, 2025
Q3 2025
|
Castlekeep Investment Advisors LLC
Westport, CT |
SELL
|
- |
-526- 0.54% |
$6.1K - $6.46K
|
96.4K
$1.3M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.32K- 3.04% |
$50.1K - $53.1K
|
138K
$1.86M
|
|
|
Oct 31, 2025
Q3 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
SELL
|
- |
-5.3K- 17.43% |
$61.4K - $65.1K
|
25.1K
$339K
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-6.14K- 12.51% |
$71.1K - $75.4K
|
42.9K
$580K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-7.21K- 26.04% |
$83.5K - $88.5K
|
20.5K
$277K
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-15.7K- 27.75% |
$181K - $192K
|
40.8K
$551K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-27.4K- 33.33% |
$317K - $336K
|
54.7K
$739K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-33.3K- 6.36% |
$385K - $409K
|
490K
$6.62M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-48K- 22.71% |
$556K - $589K
|
163K
$2.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-50.1K- 46.25% |
$580K - $615K
|
58.2K
$786K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-54.6K- 19.36% |
$633K - $671K
|
227K
$3.07M
|
|