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Ecofin Sustainable and Social Impact Term Fund (TEAF) Institutional Ownership

Ecofin Sustainable and Social Impact Term Fund logo
$12.47 -0.01 (-0.08%)
(As of 11/22/2024 ET)

Institutional Ownership Changes (13F Filings) for Ecofin Sustainable and Social Impact Term Fund (NYSE:TEAF)

Number of
Institutional Buyers
(last 12 months)
19
Total
Institutional Inflows
(last 12 months)
$11.13M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$1.27M
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TEAF Institutional Buying and Selling by Quarter

Ecofin Sustainable and Social Impact Term Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/15/2024 Quarry LP8,493$111K0.0%+14.8%0.000%
11/15/2024 HighTower Advisors LLC10,599$137K0.0%N/A0.000%
11/13/2024 D.A. Davidson & CO.47,695$622K0.0%+2.9%0.000%
11/12/2024 Cerity Partners LLC82,096$1.07M0.0%-16.5%0.000%
11/6/2024 Oppenheimer & Co. Inc.61,209$799K0.0%-2.2%0.000%
11/4/2024 Eagle Bluffs Wealth Management LLC267,682$3.49M1.9%+3.1%0.000%
11/1/2024 Beckerman Institutional LLC10,287$134K0.1%N/A0.000%
10/29/2024 Janney Montgomery Scott LLC256,571$3.35M0.0%-3.0%0.000%
10/22/2024 Private Advisor Group LLC145,100$1.89M0.0%+4.9%0.000%
9/5/2024Sanctuary Advisors LLC78,125$893K0.0%N/A0.000%
8/19/2024B. Riley Wealth Advisors Inc.13,109$151K0.0%+8.7%0.000%
8/15/2024 Logan Stone Capital LLC191,973$2.21M0.6%-2.0%0.000%
8/9/2024 Brown Brothers Harriman & Co.4,411$51K0.0%N/A0.000%
8/5/2024 Private Advisor Group LLC138,325$1.59M0.0%+19.0%0.000%
8/5/2024 Blue Bell Private Wealth Management LLC8,911$103K0.0%+18.6%0.000%
8/3/2024 Shaker Financial Services LLC118,883$1.37M0.6%+17.6%0.000%
8/2/2024 Wolverine Asset Management LLC131,232$1.51M0.0%+1,647.4%0.000%
8/1/2024 Consolidated Portfolio Review Corp15,035$173K0.0%+19.1%0.000%
7/30/2024Matisse Capital227,000$2.61M1.3%+3.2%0.000%
7/26/2024 Cambridge Investment Research Advisors Inc.98,781$1.14M0.0%-3.1%0.000%
7/22/2024 Eagle Bluffs Wealth Management LLC259,579$2.99M1.7%+6.6%0.000%
7/19/2024Raymond James & Associates108,138$1.25M0.0%-11.5%0.000%
7/17/2024Abundance Wealth Counselors123,767$1.43M0.7%+6.9%0.000%
5/16/2024B. Riley Wealth Advisors Inc.12,062$144K0.0%-7.2%0.000%
5/7/2024 Oppenheimer & Co. Inc.69,973$826K0.0%-10.3%0.000%
5/1/2024 Janney Montgomery Scott LLC258,543$3.05M0.0%+39.3%0.000%
5/1/2024Matisse Capital220,000$2.60M1.2%+22.2%0.000%
4/30/2024 Private Advisor Group LLC116,255$1.37M0.0%+119.1%0.000%
4/24/2024 Blue Bell Private Wealth Management LLC7,511$89K0.0%+29.3%0.000%
4/22/2024 PFG Investments LLC12,624$149K0.0%N/A0.000%
4/22/2024 Eagle Bluffs Wealth Management LLC243,603$2.88M1.8%+11.9%0.000%
4/19/2024Abundance Wealth Counselors115,735$1.37M0.3%+16.2%0.000%
3/15/2024B. Riley Wealth Advisors Inc.13,000$152K0.0%+7.8%0.000%
2/9/2024 D.A. Davidson & CO.43,068$504K0.0%+8.4%0.000%
2/8/2024Matisse Capital180,000$2.11M1.1%+190.4%0.000%
2/8/2024 Janney Montgomery Scott LLC185,589$2.17M0.0%-6.5%0.000%
2/7/2024 Shaker Financial Services LLC56,282$659K0.3%+122.3%0.000%
2/2/2024 Truist Financial Corp38,032$445K0.0%-19.6%0.000%
2/2/2024 Atria Wealth Solutions Inc.12,357$145K0.0%-14.9%0.000%
2/1/2024 Wolverine Asset Management LLC36,829$431K0.0%N/A0.000%
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1/30/2024 Eagle Bluffs Wealth Management LLC217,606$2.55M1.7%-8.8%0.000%
1/29/2024 Consolidated Portfolio Review Corp12,518$147K0.0%N/A0.000%
1/25/2024 Blue Bell Private Wealth Management LLC5,811$68K0.0%+481.1%0.000%
1/17/2024Abundance Wealth Counselors99,559$1.17M0.3%-4.7%0.000%
1/16/2024Raymond James & Associates594,735$6.96M0.0%+35.3%0.000%
1/12/2024 Mutual Advisors LLC32,332$379K0.0%N/A0.000%
12/1/2023B. Riley Wealth Advisors Inc.12,062$144K0.0%+7.6%0.000%
11/14/2023 Saba Capital Management L.P.871,390$10.44M0.3%-1.9%0.000%
11/14/2023 Clough Capital Partners L P39,672$475K0.1%+225.2%0.000%
11/14/2023 Thomas J. Herzfeld Advisors Inc.9,510$114K0.0%+17.7%0.000%
11/9/2023 Wealth Alliance39,735$476K0.1%-9.6%0.000%
11/9/2023 Kayne Anderson Capital Advisors LP18,600$223K0.0%-10.1%0.000%
11/8/2023 D.A. Davidson & CO.39,734$476K0.0%+2.4%0.000%
11/8/2023 Oppenheimer & Co. Inc.72,915$874K0.0%-6.3%0.000%
11/7/2023 Atlas Wealth LLC1,086,438$13.02M2.4%-0.9%0.000%
11/3/2023 Private Advisor Group LLC53,050$636K0.0%+10.4%0.000%
11/2/2023 Shaker Financial Services LLC25,317$303K0.1%-76.1%0.000%
10/30/2023Abundance Wealth Counselors104,458$1.25M0.4%+2.7%0.000%
10/30/2023 Eagle Bluffs Wealth Management LLC238,604$2.86M2.2%+14.0%0.000%
10/24/2023Raymond James & Associates439,635$5.27M0.0%+227.3%0.000%
10/24/2023 Cambridge Investment Research Advisors Inc.96,393$1.16M0.0%+8.4%0.000%
10/17/2023 Flagship Harbor Advisors LLC11,050$132K0.0%-23.6%0.000%
10/13/2023Matisse Capital61,974$742K0.5%+214.4%0.000%
8/16/2023 Thomas J. Herzfeld Advisors Inc.8,080$101K0.0%N/A0.000%
8/14/2023 Cerity Partners LLC98,357$1.23M0.0%N/A0.000%
8/11/2023 Almitas Capital LLC32,613$421K0.2%+27.4%0.000%
8/11/2023 D.A. Davidson & CO.38,821$484K0.0%+6.4%0.000%
8/7/2023 Wolverine Asset Management LLC63,776$796K0.0%-28.7%0.000%
8/7/2023 Shaker Financial Services LLC105,931$1.32M0.6%+54.9%0.000%
8/3/2023 Atria Wealth Solutions Inc.14,417$180K0.0%+22.4%0.000%
8/3/2023 Oppenheimer & Co. Inc.77,823$971K0.0%+40.0%0.000%
8/2/2023Matisse Capital19,712$246K0.2%+24.2%0.000%
8/1/2023 Truist Financial Corp59,152$738K0.0%-7.6%0.000%
7/31/2023 LPL Financial LLC47,149$588K0.0%+4.0%0.000%
7/26/2023 Janney Montgomery Scott LLC199,334$2.49M0.0%-1.5%0.000%
7/25/2023Raymond James & Associates134,322$1.68M0.0%-2.1%0.000%
7/19/2023Abundance Wealth Counselors101,741$1.27M0.7%-2.6%0.000%
7/13/2023 Cambridge Investment Research Advisors Inc.88,918$1.11M0.0%-14.5%0.000%
7/11/2023 Flagship Harbor Advisors LLC14,456$180K0.0%-7.9%0.000%
5/11/2023 Cambridge Investment Research Advisors Inc.104,018$1.35M0.0%+1.8%0.000%
5/11/2023 Wealth Alliance44,459$577K0.1%+15.6%0.000%
5/10/2023 Oppenheimer & Co. Inc.55,584$721K0.0%+20.7%0.000%
5/10/2023 Private Advisor Group LLC47,750$619K0.0%N/A0.000%
5/9/2023 Atlas Wealth LLC1,102,411$14.30M2.8%-1.8%0.000%
5/8/2023 Shaker Financial Services LLC68,389$887K0.4%+324.1%0.000%
5/8/2023 Wolverine Asset Management LLC89,405$1.16M0.0%+78.5%0.000%
5/8/2023 Blue Bell Private Wealth Management LLC2,500$32K0.0%+400.0%0.000%
5/5/2023 Truist Financial Corp64,003$830K0.0%-2.4%0.000%
5/4/2023 Eagle Bluffs Wealth Management LLC209,206$2.71M2.2%+6.9%0.000%
5/2/2023Abundance Wealth Counselors104,436$1.36M0.3%+11.9%0.000%
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4/28/2023 Janney Montgomery Scott LLC202,359$2.63M0.0%+1.8%0.000%
4/26/2023 Chicago Partners Investment Group LLC15,899$209K0.0%+17.1%0.000%
4/25/2023 D.A. Davidson & CO.36,483$473K0.0%-4.9%0.000%
4/14/2023Raymond James & Associates137,272$1.78M0.0%-3.5%0.000%
3/15/2023B. Riley Wealth Advisors Inc.11,905$153K0.0%N/A0.000%
2/14/2023 Atlas Wealth LLC1,122,665$14.43M3.9%N/A0.000%
2/13/2023 Wealth Alliance38,459$494K0.1%-13.5%0.000%
2/9/2023 Chicago Partners Investment Group LLC13,583$179K0.0%-18.1%0.000%
2/9/2023 Sowell Financial Services LLC17,644$227K0.0%N/A0.000%
2/9/2023Abundance Wealth Counselors93,335$1.20M0.3%-3.2%0.000%
(Data available from 1/1/2016 forward)

TEAF Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of TEAF shares?

During the previous two years, 36 institutional investors and hedge funds held shares of Ecofin Sustainable and Social Impact Term Fund. The most heavily invested institutionals were Atlas Wealth LLC ($13.02M), Saba Capital Management L.P. ($10.44M), Eagle Bluffs Wealth Management LLC ($3.49M), Janney Montgomery Scott LLC ($3.35M), Matisse Capital ($2.61M), Logan Stone Capital LLC ($2.21M), and Private Advisor Group LLC ($1.89M).Learn more on TEAF's institutional investors.

Which institutional investors have been buying Ecofin Sustainable and Social Impact Term Fund stock?

Of the 32 institutional investors that purchased Ecofin Sustainable and Social Impact Term Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Atlas Wealth LLC ($1.12M), Raymond James & Associates ($460.41K), Wolverine Asset Management LLC ($229.41K), Matisse Capital ($211.12K), Shaker Financial Services LLC ($154.67K), Private Advisor Group LLC ($144.80K), and Cerity Partners LLC ($98.36K).

How much institutional buying is happening at Ecofin Sustainable and Social Impact Term Fund?

Institutional investors have bought a total of 2,967,038 shares in the last 24 months. This purchase volume represents approximately $36.65M in transactions.

Which Ecofin Sustainable and Social Impact Term Fund major shareholders have been selling company stock?

Of the 21 institutional investors that sold Ecofin Sustainable and Social Impact Term Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Shaker Financial Services LLC ($80.61K), Raymond James & Associates ($69.43K), Atlas Wealth LLC ($30.55K), Eagle Bluffs Wealth Management LLC ($28.79K), Wolverine Asset Management LLC ($25.63K), Janney Montgomery Scott LLC ($23.96K), and Cambridge Investment Research Advisors Inc. ($18.22K).

How much institutional selling is happening at Ecofin Sustainable and Social Impact Term Fund?

Institutional investors have sold a total of 395,345 shares in the last 24 months. This volume of shares sold represents approximately $4.87M in transactions.



This page (NYSE:TEAF) was last updated on 11/24/2024 by MarketBeat.com Staff
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