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

Ecofin Sustainable and Social Impact Term Fund logo
$11.76 +0.03 (+0.21%)
Closing price 03:57 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)
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
5/16/2025 K2 Principal Fund L.P.11,119$126K0.0%N/A0.000%
5/14/2025 WCG Wealth Advisors LLC19,060$217K0.0%N/A0.000%
5/14/2025 Thomas J. Herzfeld Advisors Inc.268,982$3.06M1.0%+1.4%0.000%
5/13/2025 Sit Investment Associates Inc.410,092$4.66M0.1%+23.0%0.000%
5/12/2025 Wolverine Asset Management LLC129,597$1.47M0.0%+75.6%0.000%
5/9/2025 Shaker Financial Services LLC37,671$428K0.2%+51.9%0.000%
5/7/2025 Eagle Bluffs Wealth Management LLC217,484$2.47M1.3%+0.6%0.000%
5/6/2025 Kovack Advisors Inc.19,888$226K0.0%+22.4%0.000%
5/5/2025 Wealth Alliance LLC38,735$440K0.1%-2.5%0.000%
5/5/2025 Blue Bell Private Wealth Management LLC67,852$771K0.1%+21.0%0.000%
5/5/2025 Private Advisor Group LLC177,400$2.02M0.0%+14.5%0.000%
5/2/2025 Castlekeep Investment Advisors LLC111,232$1.26M0.6%+25.9%0.000%
4/23/2025 Consolidated Portfolio Review Corp13,896$158K0.0%-8.9%0.000%
4/23/2025 Oppenheimer & Co. Inc.55,084$626K0.0%-14.2%0.000%
4/22/2025 Flagship Harbor Advisors LLC15,964$181K0.0%+10.9%0.000%
4/22/2025 Cambridge Investment Research Advisors Inc.98,304$1.12M0.0%-1.0%0.000%
4/21/2025 Abundance Wealth Counselors64,166$729K0.2%-31.3%0.000%
4/17/2025 Janney Montgomery Scott LLC154,785$1.76M0.0%-38.7%0.000%
4/9/2025 RFG Advisory LLC39,160$445K0.0%N/A0.000%
3/17/2025 Wealth Enhancement Advisory Services LLC10,995$132K0.0%-13.2%0.000%
2/20/2025 Castlekeep Investment Advisors LLC88,330$1.06M0.2%N/A0.000%
2/17/2025 Logan Stone Capital LLC62,671$752K0.3%-45.1%0.000%
2/17/2025 Castlekeep Investment Advisors LLC1,028,832$12.35M0.1%N/A0.000%
2/14/2025 Quarry LP3,317$40K0.0%-60.9%0.000%
2/14/2025 Shaker Financial Services LLC24,799$298K0.1%N/A0.000%
2/13/2025 Raymond James Financial Inc.90,445$1.09M0.0%N/A0.000%
2/13/2025 Aristides Capital LLC23,013$276K0.1%+10.0%0.000%
2/13/2025 Sit Investment Associates Inc.333,427$4.00M0.1%+147.0%0.000%
2/13/2025 Wells Fargo & Company MN20,048$241K0.0%-37.2%0.000%
2/12/2025 Thomas J. Herzfeld Advisors Inc.265,279$3.18M1.0%+134.8%0.000%
2/11/2025 LPL Financial LLC27,362$328K0.0%-3.5%0.000%
2/7/2025 Blue Bell Private Wealth Management LLC56,065$673K0.1%+38.0%0.000%
2/6/2025 Raymond James Financial Inc.90,445$1.09M0.0%N/A0.000%
2/5/2025 Oppenheimer & Co. Inc.64,200$770K0.0%+4.9%0.000%
2/5/2025 Kovack Advisors Inc.16,248$195K0.0%+10.7%0.000%
2/3/2025 Wolverine Asset Management LLC73,819$886K0.0%N/A0.000%
2/3/2025 Private Advisor Group LLC154,900$1.86M0.0%+6.8%0.000%
1/31/2025 D.A. Davidson & CO.53,096$637K0.0%+11.3%0.000%
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%
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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%
11/15/2024 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%
7/30/2024 Matisse 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%
7/17/2024 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%
5/7/2024 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%
5/1/2024 Matisse 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%
4/19/2024 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%
2/9/2024 D.A. Davidson & CO.43,068$504K0.0%+8.4%0.000%
2/8/2024 Matisse 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%
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%
1/17/2024 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%
July 2025 Rule Change to Impact Retirement Investors (Ad)

There's a massive change from a new rule going into effect this July. And it's one the Big Banks are already using to their advantage… It allows them to treat this new asset like actual cash.

Yes, Send Me My FREE Retirement Guide
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%
(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 TEAF's institutional investors.

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

Of the 37 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: 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 3,643,915 shares in the last 24 months. This purchase volume represents approximately $43.39M in transactions.

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

Of the 24 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: Janney Montgomery Scott LLC ($125.75K), Shaker Financial Services LLC ($80.61K), Eagle Bluffs Wealth Management LLC ($72.55K), Logan Stone Capital LLC ($55.43K), Abundance Wealth Counselors ($50.94K), Wolverine Asset Management LLC ($25.63K), and Oppenheimer & Co. Inc. ($23.40K).

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

Institutional investors have sold a total of 564,545 shares in the last 24 months. This volume of shares sold represents approximately $6.71M in transactions.


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This page (NYSE:TEAF) was last updated on 5/22/2025 by MarketBeat.com Staff
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