Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / Common Shares, $0.001 par value
-
Shares outstanding
-
13,489,705
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Number of holders
-
51
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Total 13F shares, excl. options
-
4,459,000
-
Shares change
-
-1,046,455
-
Total reported value, excl. options
-
$52,215,119
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Value change
-
-$12,594,632
-
Number of buys
-
22
-
Number of sells
-
27
-
Price
-
$11.71
Institutional Holders of TORTOISE SUSTAINABLE & SOCIAL IMPACT TERM FUND - Common Shares, $0.001 par value (TEAF) as of Q4 2023
As of 31 Dec 2023 TORTOISE SUSTAINABLE & SOCIAL IMPACT TERM FUND - Common Shares, $0.001 par value (TEAF) had 51 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 4,459,000 shares of stock of the company.
Largest 10 holders included Saba Capital Management, L.P., RAYMOND JAMES & ASSOCIATES, MORGAN STANLEY, BANK OF AMERICA CORP /DE/, Eagle Bluffs Wealth Management LLC, Janney Montgomery Scott LLC, Matisse Capital, CASTLEKEEP INVESTMENT ADVISORS LLC, Logan Stone Capital, LLC, and Cambridge Investment Research Advisors, Inc..
This table shows 51 institutional shareholders of the security as of 31 Dec 2023.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.