Q3 2023 13F Holders as of 9/30/2023
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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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49
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Total 13F shares, excl. options
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5.23M
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Shares change
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+359K
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Total reported value, excl. options
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$62.6M
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Value change
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+$4.26M
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Number of buys
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24
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Number of sells
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-18
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Price
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$11.98
Significant Holders of TORTOISE SUSTAINABLE & SOCIAL IMPACT TERM FUND - Common Shares, $0.001 par value (TEAF) as of Q3 2023
52 filings reported holding TEAF - TORTOISE SUSTAINABLE & SOCIAL IMPACT TERM FUND - Common Shares, $0.001 par value as of Q3 2023.
TORTOISE SUSTAINABLE & SOCIAL IMPACT TERM FUND - Common Shares, $0.001 par value (TEAF) has 49 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 5.23M shares
of 13.5M outstanding shares and own 38.75% of the company stock.
Largest 10 shareholders include Atlas Wealth LLC (1.09M shares), Saba Capital Management, L.P. (871K shares), MORGAN STANLEY (559K shares), RAYMOND JAMES & ASSOCIATES (440K shares), BANK OF AMERICA CORP /DE/ (375K shares), Eagle Bluffs Wealth Management LLC (239K shares), Janney Montgomery Scott LLC (199K shares), OSAIC HOLDINGS, INC. (136K shares), Advisors Asset Management, Inc. (111K shares), and Abundance Wealth Counselors (104K shares).
This table shows the top 49 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.