Q1 2023 13F Holders as of 3/31/2023
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Type / Class
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Equity / Common Shares, $0.001 par value
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Shares outstanding
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13.5M
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Number of holders
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46
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Total 13F shares, excl. options
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4.67M
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Shares change
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-288K
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Total reported value, excl. options
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$60.6M
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Value change
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-$3.74M
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Number of buys
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26
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Number of sells
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-15
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Price
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$12.97
Significant Holders of TORTOISE SUSTAINABLE & SOCIAL IMPACT TERM FUND - Common Shares, $0.001 par value (TEAF) as of Q1 2023
49 filings reported holding TEAF - TORTOISE SUSTAINABLE & SOCIAL IMPACT TERM FUND - Common Shares, $0.001 par value as of Q1 2023.
TORTOISE SUSTAINABLE & SOCIAL IMPACT TERM FUND - Common Shares, $0.001 par value (TEAF) has 46 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 4.67M shares
of 13.5M outstanding shares and own 34.63% of the company stock.
Largest 10 shareholders include Atlas Wealth LLC (1.1M shares), Saba Capital Management, L.P. (895K shares), MORGAN STANLEY (535K shares), BANK OF AMERICA CORP /DE/ (308K shares), Eagle Bluffs Wealth Management LLC (209K shares), Janney Montgomery Scott LLC (202K shares), RAYMOND JAMES & ASSOCIATES (137K shares), Advisors Asset Management, Inc. (110K shares), Abundance Wealth Counselors (104K shares), and Cambridge Investment Research Advisors, Inc. (104K shares).
This table shows the top 46 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| 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.