Tortoise Sustainable & Social Impact Term Fund
TEAFDelisted Nov 10, 2025- SEC CIK
- 0001704299
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.
13F holders, Q3 2021
Institutional positions in Tortoise Sustainable & Social Impact Term Fund as of Sep 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 31
- +31 vs. Q2 2021
- Shares held
- 3.31M
- +3.31M vs. Q2 2021
- Total value
- $46.2M
- +$46.2M vs. Q2 2021
- New holders
- 31
- 0 more added
- Sold out
- 0
- 0 more reduced
Compare with Q2 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting TEAF on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 0 | $0 |
| Q1 2026 | 0 | $0 |
| Q4 2025 | 0 | $0 |
| Q3 2025 | 49 | $68.3M |
| Q2 2025 | 50 | $64.4M |
| Q1 2025 | 51 | $57.7M |
| Q4 2024 | 49 | $59.0M |
| Q3 2024 | 51 | $60.7M |
| Q2 2024 | 57 | $61.8M |
| Q1 2024 | 54 | $50.6M |
| Q4 2023 | 51 | $52.2M |
| Q3 2023 | 51 | $64.0M |
| Q2 2023 | 50 | $62.6M |
| Q1 2023 | 48 | $61.8M |
| Q4 2022 | 43 | $64.3M |
| Q3 2022 | 41 | $46.1M |
| Q2 2022 | 40 | $49.1M |
| Q1 2022 | 31 | $55.2M |
| Q4 2021 | 38 | $55.0M |
| Q3 2021 | 31 | $46.2M |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q3 2021
Shares, value and share of portfolio for each institution holding Tortoise Sustainable & Social Impact Term Fund; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Citigroup Inc | 10 | $0 | 0.00% | +10 | New |
| Clearstead Advisors, LLC | 900 | $13.0K | 0.00% | +900 | New |
| American Portfolios Advisors | 1,137 | $15.8K | 0.00% | +1,137 | New |
| The PNC Financial Services Group, Inc. | 1,200 | $16.0K | 0.00% | +1,200 | New |
| Central Trust Co | 8,593 | $120.0K | 0.00% | +8,593 | New |
| Stifel Financial Corp | 12,461 | $174.0K | 0.00% | +12,461 | New |
| Mariner, LLC | 15,303 | $213.0K | 0.00% | +15,303 | New |
| Chicago Partners Investment Group LLC | 16,585 | $248.0K | 0.02% | +16,585 | New |
| Ahrens Investment Partners LLC | 21,100 | $294.0K | 0.14% | +21,100 | New |
| Hilltop Holdings Inc. | 22,700 | $316.0K | 0.03% | +22,700 | New |
| Advisor Group Holdings, Inc. | 22,910 | $319.0K | 0.00% | +22,910 | New |
| First Republic Investment Management, Inc. | 30,000 | $418.0K | 0.00% | +30,000 | New |
| Oppenheimer & Co Inc | 36,528 | $509.0K | 0.01% | +36,528 | New |
| Royal Bank of Canada | 39,092 | $544.0K | 0.00% | +39,092 | New |
| Change Path, LLC | 42,641 | $594.0K | 0.04% | +42,641 | New |
| Wealth Alliance | 44,138 | $615.0K | 0.14% | +44,138 | New |
| UBS Group AG | 49,622 | $691.0K | 0.00% | +49,622 | New |
| Parametric Portfolio Associates LLC | 54,211 | $755.0K | 0.00% | +54,211 | New |
| Abundance Wealth Counselors | 63,440 | $884.0K | 0.52% | +63,440 | New |
| Wolverine Asset Management LLC | 74,860 | $1.04M | 0.01% | +74,860 | New |
| Aristides Capital LLC | 77,246 | $1.08M | 0.80% | +77,246 | New |
| Private Advisor Group, LLC | 81,580 | $1.14M | 0.01% | +81,580 | New |
| Truist Financial Corp | 86,261 | $1.20M | 0.00% | +86,261 | New |
| Wells Fargo & Company | 95,784 | $1.33M | 0.00% | +95,784 | New |
| Janney Montgomery Scott LLC | 130,079 | $1.81M | 0.01% | +130,079 | New |
| D.A. Davidson & Co. | 142,938 | $1.99M | 0.02% | +142,938 | New |
| Bank of America Corp | 227,133 | $3.16M | 0.00% | +227,133 | New |
| Matisse Capital | 320,249 | $4.46M | 1.64% | +320,249 | New |
| Punch & Associates Investment Management, Inc. | 521,067 | $7.26M | 0.42% | +521,067 | New |
| Morgan Stanley | 528,752 | $7.37M | 0.00% | +528,752 | New |
| Raymond James & Associates | 545,455 | $7.60M | 0.01% | +545,455 | New |