Q2 2024 13F Holders as of 30 Jun 2024
-
Type / Class
-
Equity / Common Shares, $0.001 par value
-
Shares outstanding
-
13,489,705
-
Number of holders
-
57
-
Total 13F shares, excl. options
-
5,357,645
-
Shares change
-
+995,858
-
Total reported value, excl. options
-
$61,769,544
-
Value change
-
+$11,564,069
-
Number of buys
-
27
-
Number of sells
-
20
-
Price
-
$11.51
Institutional Holders of TORTOISE SUSTAINABLE & SOCIAL IMPACT TERM FUND - Common Shares, $0.001 par value (TEAF) as of Q2 2024
As of 30 Jun 2024 TORTOISE SUSTAINABLE & SOCIAL IMPACT TERM FUND - Common Shares, $0.001 par value (TEAF) had 60 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 5,357,645 shares of stock of the company.
Largest 10 holders included Atlas Wealth LLC, Saba Capital Management, L.P., MORGAN STANLEY, Janney Montgomery Scott LLC, BANK OF AMERICA CORP /DE/, Eagle Bluffs Wealth Management LLC, Matisse Capital, Logan Stone Capital, LLC, CASTLEKEEP INVESTMENT ADVISORS LLC, and Private Advisor Group, LLC.
This table shows 60 institutional shareholders of the security as of 30 Jun 2024.
| 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.