Q4 2023 13F Holders as of 12/31/2023
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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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1
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Total 13F shares, excl. options
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159K
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Shares change
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0
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Total reported value, excl. options
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$1.86M
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Price
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$11.71
Significant Holders of TORTOISE SUSTAINABLE & SOCIAL IMPACT TERM FUND - Common Shares, $0.001 par value (TEAF) as of Q4 2023
1 filings reported holding TEAF - TORTOISE SUSTAINABLE & SOCIAL IMPACT TERM FUND - Common Shares, $0.001 par value as of Q4 2023.
TORTOISE SUSTAINABLE & SOCIAL IMPACT TERM FUND - Common Shares, $0.001 par value (TEAF) has 1 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 159K shares
of 13.5M outstanding shares and own 1.18% of the company stock.
Largest 10 shareholders include Saba Capital Management, L.P. (871K shares), RAYMOND JAMES & ASSOCIATES (595K shares), MORGAN STANLEY (511K shares), BANK OF AMERICA CORP /DE/ (349K shares), Eagle Bluffs Wealth Management LLC (218K shares), Janney Montgomery Scott LLC (186K shares), Matisse Capital (180K shares), CASTLEKEEP INVESTMENT ADVISORS LLC (159K shares), Logan Stone Capital, LLC (103K shares), and Cambridge Investment Research Advisors, Inc. (101K shares).
This table shows the top 1 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.