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Tortoise Sustainable & Social Impact Term Fund

TEAFDelisted Nov 10, 2025

Tortoise Sustainable & Social Impact Term Fund was delisted on Nov 10, 2025; its insiders filed their last Form 4 on Nov 6, 2025; 49 institutions reported holding it in 13F filings for Q3 2025, worth $68.3M in total; no superinvestor held it.

Q3 2021 vs. Q2 2021

How the institutions holding Tortoise Sustainable & Social Impact Term Fund changed between Q2 2021 and Q3 2021.

All holders in Q3 2021All holders in Q2 2021

13F holders of TEAF: Q2 2021 compared with Q3 2021
MeasureQ2 2021Q3 2021Change
Holders031+31
Shares03.31M+3.31M
Value$0$46.2M+$46.2M

New holders (31)

Institutions that held Tortoise Sustainable & Social Impact Term Fund at the end of Q3 2021 but not at the end of Q2 2021.

Institutions new to TEAF in Q3 2021
InstitutionSharesValue% of portfolio
Raymond James & Associates545,455$7.60M0.01%
Morgan Stanley528,752$7.37M0.00%
Punch & Associates Investment Management, Inc.521,067$7.26M0.42%
Matisse Capital320,249$4.46M1.64%
Bank of America Corp227,133$3.16M0.00%
D.A. Davidson & Co.142,938$1.99M0.02%
Janney Montgomery Scott LLC130,079$1.81M0.01%
Wells Fargo & Company95,784$1.33M0.00%
Truist Financial Corp86,261$1.20M0.00%
Private Advisor Group, LLC81,580$1.14M0.01%
Aristides Capital LLC77,246$1.08M0.80%
Wolverine Asset Management LLC74,860$1.04M0.01%
Abundance Wealth Counselors63,440$884.0K0.52%
Parametric Portfolio Associates LLC54,211$755.0K0.00%
UBS Group AG49,622$691.0K0.00%
Wealth Alliance44,138$615.0K0.14%
Change Path, LLC42,641$594.0K0.04%
Royal Bank of Canada39,092$544.0K0.00%
Oppenheimer & Co Inc36,528$509.0K0.01%
First Republic Investment Management, Inc.30,000$418.0K0.00%
Advisor Group Holdings, Inc.22,910$319.0K0.00%
Hilltop Holdings Inc.22,700$316.0K0.03%
Ahrens Investment Partners LLC21,100$294.0K0.14%
Chicago Partners Investment Group LLC16,585$248.0K0.02%
Mariner, LLC15,303$213.0K0.00%
Stifel Financial Corp12,461$174.0K0.00%
Central Trust Co8,593$120.0K0.00%
The PNC Financial Services Group, Inc.1,200$16.0K0.00%
American Portfolios Advisors1,137$15.8K0.00%
Clearstead Advisors, LLC900$13.0K0.00%
Citigroup Inc10$00.00%

Sold out (0)

Institutions that held Tortoise Sustainable & Social Impact Term Fund at the end of Q2 2021 and filed for Q3 2021 without it.

None.