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

Ecofin Sustainable and Social Impact Term Fund logo
$12.12 +0.03 (+0.25%)
As of 04:00 PM Eastern
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Institutional Ownership Changes (13F Filings) for Ecofin Sustainable and Social Impact Term Fund (NYSE:TEAF)

Number of
Institutional Buyers
(last 12 months)
18
Total
Institutional Inflows
(last 12 months)
$9.00M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$2.05M
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TEAF Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/24/2025 Absolute Investment Advisers LLC13,471$162K0.0%N/A0.000%
1/24/2025 Eagle Bluffs Wealth Management LLC216,134$2.59M1.4%-19.3%0.000%
1/24/2025 Abundance Wealth Counselors93,344$1.12M0.2%-13.2%0.000%
1/17/2025 Janney Montgomery Scott LLC252,362$3.03M0.0%-1.6%0.000%
11/25/2024Sanctuary Advisors LLC87,546$1.09M0.0%+12.1%0.000%
11/15/2024Quarry LP8,493$111K0.0%+14.8%0.000%
11/15/2024HighTower Advisors LLC10,599$137K0.0%N/A0.000%
11/13/2024D.A. Davidson & CO.47,695$622K0.0%+2.9%0.000%
11/12/2024Cerity Partners LLC82,096$1.07M0.0%-16.5%0.000%
11/6/2024Oppenheimer & 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%
10/22/2024Private 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%
8/15/2024Logan Stone Capital LLC191,973$2.21M0.6%-2.0%0.000%
8/9/2024Brown Brothers Harriman & Co.4,411$51K0.0%N/A0.000%
8/5/2024Private Advisor Group LLC138,325$1.59M0.0%+19.0%0.000%
8/5/2024Blue Bell Private Wealth Management LLC8,911$103K0.0%+18.6%0.000%
8/3/2024Shaker Financial Services LLC118,883$1.37M0.6%+17.6%0.000%
8/2/2024Wolverine 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%
7/30/2024 Matisse Capital227,000$2.61M1.3%+3.2%0.000%
7/26/2024Cambridge 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%
7/17/2024 Abundance 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%
5/7/2024Oppenheimer & 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%
5/1/2024 Matisse Capital220,000$2.60M1.2%+22.2%0.000%
4/30/2024Private Advisor Group LLC116,255$1.37M0.0%+119.1%0.000%
4/24/2024Blue 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%
4/19/2024 Abundance 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%
2/9/2024D.A. Davidson & CO.43,068$504K0.0%+8.4%0.000%
2/8/2024 Matisse Capital180,000$2.11M1.1%+190.4%0.000%
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2/8/2024 Janney Montgomery Scott LLC185,589$2.17M0.0%-6.5%0.000%
2/7/2024Shaker Financial Services LLC56,282$659K0.3%+122.3%0.000%
2/2/2024Truist Financial Corp38,032$445K0.0%-19.6%0.000%
2/2/2024Atria Wealth Solutions Inc.12,357$145K0.0%-14.9%0.000%
2/1/2024Wolverine Asset Management LLC36,829$431K0.0%N/A0.000%
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%
1/25/2024Blue Bell Private Wealth Management LLC5,811$68K0.0%+481.1%0.000%
1/17/2024 Abundance 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%
11/14/2023Saba Capital Management L.P.871,390$10.44M0.3%-1.9%0.000%
11/14/2023Clough Capital Partners L P39,672$475K0.1%+225.2%0.000%
11/14/2023Thomas J. Herzfeld Advisors Inc.9,510$114K0.0%+17.7%0.000%
11/9/2023Wealth Alliance39,735$476K0.1%-9.6%0.000%
11/9/2023Kayne Anderson Capital Advisors LP18,600$223K0.0%-10.1%0.000%
11/8/2023D.A. Davidson & CO.39,734$476K0.0%+2.4%0.000%
11/8/2023Oppenheimer & Co. Inc.72,915$874K0.0%-6.3%0.000%
11/7/2023Atlas Wealth LLC1,086,438$13.02M2.4%-0.9%0.000%
11/3/2023Private Advisor Group LLC53,050$636K0.0%+10.4%0.000%
11/2/2023Shaker Financial Services LLC25,317$303K0.1%-76.1%0.000%
10/30/2023 Abundance 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%
10/24/2023Cambridge 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%
10/13/2023 Matisse Capital61,974$742K0.5%+214.4%0.000%
8/16/2023Thomas J. Herzfeld Advisors Inc.8,080$101K0.0%N/A0.000%
8/14/2023Cerity Partners LLC98,357$1.23M0.0%N/A0.000%
8/11/2023Almitas Capital LLC32,613$421K0.2%+27.4%0.000%
8/11/2023D.A. Davidson & CO.38,821$484K0.0%+6.4%0.000%
8/7/2023Wolverine Asset Management LLC63,776$796K0.0%-28.7%0.000%
8/7/2023Shaker Financial Services LLC105,931$1.32M0.6%+54.9%0.000%
8/3/2023Atria Wealth Solutions Inc.14,417$180K0.0%+22.4%0.000%
8/3/2023Oppenheimer & Co. Inc.77,823$971K0.0%+40.0%0.000%
8/2/2023 Matisse Capital19,712$246K0.2%+24.2%0.000%
8/1/2023Truist Financial Corp59,152$738K0.0%-7.6%0.000%
7/31/2023LPL 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%
7/19/2023 Abundance Wealth Counselors101,741$1.27M0.7%-2.6%0.000%
7/13/2023Cambridge 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%
5/11/2023Cambridge Investment Research Advisors Inc.104,018$1.35M0.0%+1.8%0.000%
5/11/2023Wealth Alliance44,459$577K0.1%+15.6%0.000%
5/10/2023Oppenheimer & Co. Inc.55,584$721K0.0%+20.7%0.000%
5/10/2023Private Advisor Group LLC47,750$619K0.0%N/A0.000%
5/9/2023Atlas Wealth LLC1,102,411$14.30M2.8%-1.8%0.000%
5/8/2023Shaker Financial Services LLC68,389$887K0.4%+324.1%0.000%
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5/8/2023Wolverine Asset Management LLC89,405$1.16M0.0%+78.5%0.000%
5/8/2023Blue Bell Private Wealth Management LLC2,500$32K0.0%+400.0%0.000%
5/5/2023Truist 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%
5/2/2023 Abundance Wealth Counselors104,436$1.36M0.3%+11.9%0.000%
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%
4/25/2023D.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%
(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, 37 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), Janney Montgomery Scott LLC ($3.03M), Matisse Capital ($2.61M), Eagle Bluffs Wealth Management LLC ($2.59M), 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 2,988,821 shares in the last 24 months. This purchase volume represents approximately $36.92M in transactions.

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

Of the 20 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), Eagle Bluffs Wealth Management LLC ($72.55K), Raymond James & Associates ($69.43K), Atlas Wealth LLC ($30.55K), Janney Montgomery Scott LLC ($28.17K), Abundance Wealth Counselors ($27.90K), and Wolverine Asset Management LLC ($25.63K).

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

Institutional investors have sold a total of 448,983 shares in the last 24 months. This volume of shares sold represents approximately $5.50M in transactions.


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This page (NYSE:TEAF) was last updated on 1/30/2025 by MarketBeat.com Staff
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