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

Ecofin Sustainable and Social Impact Term Fund logo
$12.14 +0.01 (+0.08%)
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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)
27
Total
Institutional Inflows
(last 12 months)
$28.66M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$3.86M
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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
5/16/2025K2 Principal Fund L.P.11,119$126K0.0%N/A0.000%
5/14/2025WCG Wealth Advisors LLC19,060$217K0.0%N/A0.000%
5/14/2025Thomas J. Herzfeld Advisors Inc.268,982$3.06M1.0%+1.4%0.000%
5/13/2025Sit Investment Associates Inc.410,092$4.66M0.1%+23.0%0.000%
5/12/2025Wolverine Asset Management LLC129,597$1.47M0.0%+75.6%0.000%
5/9/2025Shaker Financial Services LLC37,671$428K0.2%+51.9%0.000%
5/7/2025Eagle Bluffs Wealth Management LLC217,484$2.47M1.3%+0.6%0.000%
5/6/2025Kovack Advisors Inc.19,888$226K0.0%+22.4%0.000%
5/5/2025Wealth Alliance LLC38,735$440K0.1%-2.5%0.000%
5/5/2025Blue Bell Private Wealth Management LLC67,852$771K0.1%+21.0%0.000%
5/5/2025Private Advisor Group LLC177,400$2.02M0.0%+14.5%0.000%
5/2/2025Castlekeep Investment Advisors LLC111,232$1.26M0.6%+25.9%0.000%
4/23/2025Consolidated Portfolio Review Corp13,896$158K0.0%-8.9%0.000%
4/23/2025Oppenheimer & Co. Inc.55,084$626K0.0%-14.2%0.000%
4/22/2025Flagship Harbor Advisors LLC15,964$181K0.0%+10.9%0.000%
4/22/2025Cambridge Investment Research Advisors Inc.98,304$1.12M0.0%-1.0%0.000%
4/21/2025Abundance Wealth Counselors64,166$729K0.2%-31.3%0.000%
4/17/2025Janney Montgomery Scott LLC154,785$1.76M0.0%-38.7%0.000%
4/9/2025RFG Advisory LLC39,160$445K0.0%N/A0.000%
3/17/2025Wealth Enhancement Advisory Services LLC10,995$132K0.0%-13.2%0.000%
2/20/2025Castlekeep Investment Advisors LLC88,330$1.06M0.2%N/A0.000%
2/17/2025Logan Stone Capital LLC62,671$752K0.3%-45.1%0.000%
2/17/2025Castlekeep Investment Advisors LLC1,028,832$12.35M0.1%N/A0.000%
2/14/2025Quarry LP3,317$40K0.0%-60.9%0.000%
2/14/2025Shaker Financial Services LLC24,799$298K0.1%N/A0.000%
2/13/2025Raymond James Financial Inc.90,445$1.09M0.0%N/A0.000%
2/13/2025Aristides Capital LLC23,013$276K0.1%+10.0%0.000%
2/13/2025Sit Investment Associates Inc.333,427$4.00M0.1%+147.0%0.000%
2/13/2025Wells Fargo & Company MN20,048$241K0.0%-37.2%0.000%
2/12/2025Thomas J. Herzfeld Advisors Inc.265,279$3.18M1.0%+134.8%0.000%
2/11/2025LPL Financial LLC27,362$328K0.0%-3.5%0.000%
2/7/2025Blue Bell Private Wealth Management LLC56,065$673K0.1%+38.0%0.000%
2/6/2025Raymond James Financial Inc.90,445$1.09M0.0%N/A0.000%
2/5/2025Oppenheimer & Co. Inc.64,200$770K0.0%+4.9%0.000%
2/5/2025Kovack Advisors Inc.16,248$195K0.0%+10.7%0.000%
2/3/2025Wolverine Asset Management LLC73,819$886K0.0%N/A0.000%
2/3/2025Private Advisor Group LLC154,900$1.86M0.0%+6.8%0.000%
1/31/2025D.A. Davidson & CO.53,096$637K0.0%+11.3%0.000%
1/24/2025Absolute Investment Advisers LLC13,471$162K0.0%N/A0.000%
1/24/2025Eagle Bluffs Wealth Management LLC216,134$2.59M1.4%-19.3%0.000%
Trump set to Boost Social Security Checks by 400%? (Ad)

If you're collecting—or plan to collect—Social Security, this could be a game-changer. A new initiative tied to President Trump's Executive Order #14196 could not only rescue Social Security... But also boost benefits by up to 400%, according to legendary investor Louis Navellier.

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1/24/2025Abundance Wealth Counselors93,344$1.12M0.2%-13.2%0.000%
1/17/2025Janney 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%
11/4/2024Eagle Bluffs Wealth Management LLC267,682$3.49M1.9%+3.1%0.000%
11/1/2024Beckerman Institutional LLC10,287$134K0.1%N/A0.000%
10/29/2024Janney 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%
8/1/2024Consolidated Portfolio Review Corp15,035$173K0.0%+19.1%0.000%
7/30/2024Matisse 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%
7/22/2024Eagle 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%
5/7/2024Oppenheimer & Co. Inc.69,973$826K0.0%-10.3%0.000%
5/1/2024Janney Montgomery Scott LLC258,543$3.05M0.0%+39.3%0.000%
5/1/2024Matisse Capital220,000$2.60M1.2%+22.2%0.000%
4/30/2024Private 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%
4/22/2024PFG Investments LLC12,624$149K0.0%N/A0.000%
4/22/2024Eagle 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%
2/9/2024D.A. Davidson & CO.43,068$504K0.0%+8.4%0.000%
2/8/2024Matisse Capital180,000$2.11M1.1%+190.4%0.000%
2/8/2024Janney 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%
1/30/2024Eagle Bluffs Wealth Management LLC217,606$2.55M1.7%-8.8%0.000%
1/29/2024Consolidated Portfolio Review Corp12,518$147K0.0%N/A0.000%
1/25/2024Blue Bell Private Wealth Management LLC5,811$68K0.0%+481.1%0.000%
1/17/2024Abundance Wealth Counselors99,559$1.17M0.3%-4.7%0.000%
1/16/2024Raymond James & Associates594,735$6.96M0.0%+35.3%0.000%
1/12/2024Mutual Advisors LLC32,332$379K0.0%N/A0.000%
12/1/2023B. Riley Wealth Advisors Inc.12,062$144K0.0%+7.6%0.000%
Trump set to Boost Social Security Checks by 400%? (Ad)

If you're collecting—or plan to collect—Social Security, this could be a game-changer. A new initiative tied to President Trump's Executive Order #14196 could not only rescue Social Security... But also boost benefits by up to 400%, according to legendary investor Louis Navellier.

Click here to watch the presentation now — the stakes couldn't be higher.
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%
(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, 46 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), Sit Investment Associates Inc. ($4.66M), Thomas J. Herzfeld Advisors Inc. ($3.06M), Matisse Capital ($2.61M), Eagle Bluffs Wealth Management LLC ($2.47M), and Private Advisor Group LLC ($2.02M).Learn more on Ecofin Sustainable and Social Impact Term Fund's institutional investors.

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

Of the 37 institutional investors that purchased Ecofin Sustainable and Social Impact Term Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Castlekeep Investment Advisors LLC ($1.14M), Raymond James & Associates ($460.41K), Wolverine Asset Management LLC ($290.15K), Sit Investment Associates Inc. ($275.09K), Matisse Capital ($211.12K), Raymond James Financial Inc. ($180.89K), and Thomas J. Herzfeld Advisors Inc. ($165.53K).

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

Institutional investors have bought a total of 2,409,850 shares in the last 24 months. This purchase volume represents approximately $28.66M in transactions.

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

Of the 14 institutional investors that sold Ecofin Sustainable and Social Impact Term Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Janney Montgomery Scott LLC ($109.75K), Logan Stone Capital LLC ($55.43K), Eagle Bluffs Wealth Management LLC ($51.55K), Abundance Wealth Counselors ($43.35K), Cerity Partners LLC ($16.26K), Raymond James & Associates ($14.06K), and Wells Fargo & Company MN ($11.89K).

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

Institutional investors have sold a total of 327,053 shares in the last 24 months. This volume of shares sold represents approximately $3.86M in transactions.


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This page (NYSE:TEAF) was last updated on 7/10/2025 by MarketBeat.com Staff
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