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, Q1 2022
Institutional positions in Tortoise Sustainable & Social Impact Term Fund as of Mar 31, 2022. 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
- −6 vs. Q4 2021
- Shares held
- 3.65M
- −68.0K (−1.8%) vs. Q4 2021
- Total value
- $55.2M
- +$682.9K (+1.3%) vs. Q4 2021
- New holders
- 3
- 11 more added
- Sold out
- 9
- 11 more reduced
1 institution that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Tortoise Sustainable & Social Impact Term Fund; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Parallel Advisors, LLC | 25 | $0 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 25 | $1.00K | 0.00% | +25 | New |
| Covestor Ltd | 160 | $2.00K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 929 | $14.0K | 0.00% | +15+1.6% | Added |
| American Portfolios Advisors | 1,171 | $17.7K | 0.00% | +17+1.5% | Added |
| Advisor Group Holdings, Inc. | 3,800 | $58.0K | 0.00% | −21,215−84.8% | Reduced |
| Ahrens Investment Partners LLC | 5,700 | $86.0K | 0.03% | −8,000−58.4% | Reduced |
| Stifel Financial Corp | 12,910 | $195.0K | 0.00% | −250−1.9% | Reduced |
| UBS Group AG | 14,012 | $212.0K | 0.00% | −23,200−62.3% | Reduced |
| Chicago Partners Investment Group LLC | 16,585 | $238.0K | 0.02% | 00.0% | Unchanged |
| Mariner, LLC | 19,783 | $299.0K | 0.00% | +3,000+17.9% | Added |
| First Republic Investment Management, Inc. | 20,500 | $310.0K | 0.00% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 20,900 | $316.0K | 0.04% | −800−3.7% | Reduced |
| Kayne Anderson Capital Advisors LP | 22,200 | $335.0K | 0.01% | 00.0% | Unchanged |
| Change Path, LLC | 39,904 | $603.0K | 0.03% | −2,310−5.5% | Reduced |
| Royal Bank of Canada | 40,035 | $605.0K | 0.00% | +720+1.8% | Added |
| Oppenheimer & Co Inc | 41,661 | $629.0K | 0.01% | +8,115+24.2% | Added |
| Wealth Alliance | 44,459 | $671.0K | 0.14% | +30+0.1% | Added |
| D.A. Davidson & Co. | 53,144 | $802.0K | 0.01% | −59,941−53.0% | Reduced |
| Truist Financial Corp | 66,546 | $1.00M | 0.00% | 00.0% | Unchanged |
| Aristides Capital LLC | 68,807 | $1.04M | 0.70% | −451−0.7% | Reduced |
| Parametric Portfolio Associates LLC | 76,247 | $1.15M | 0.00% | +21,994+40.5% | Added |
| Abundance Wealth Counselors | 80,179 | $1.21M | 0.33% | +7,634+10.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 87,599 | $1.32M | 0.01% | +87,599 | New |
| Wells Fargo & Company | 109,906 | $1.66M | 0.00% | −2,450−2.2% | Reduced |
| Bank of America Corp | 249,496 | $3.77M | 0.00% | +32,140+14.8% | Added |
| Eagle Bluffs Wealth Management LLC | 314,714 | $4.75M | 4.59% | +314,714 | New |
| Morgan Stanley | 510,183 | $7.70M | 0.00% | −12,388−2.4% | Reduced |
| Saba Capital Management, L.P. | 527,934 | $7.97M | 0.13% | −77,695−12.8% | Reduced |
| Punch & Associates Investment Management, Inc. | 530,339 | $8.01M | 0.46% | +5,591+1.1% | Added |
| Raymond James & Associates | 674,803 | $10.2M | 0.01% | +35,768+5.6% | Added |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −144,448−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −85,449−100.0% | Sold out |
| Private Advisor Group, LLC | 0 | $0 | 0.00% | −83,650−100.0% | Sold out |
| Matisse Capital | 0 | $0 | 0.00% | −43,814−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −10,672−100.0% | Sold out |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −7,777−100.0% | Sold out |
| Bessemer Group Inc | 0 | $0 | 0.00% | −511−100.0% | Sold out |
| Gemmer Asset Management LLC | 0 | $0 | 0.00% | −350−100.0% | Sold out |
| CWM, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| 6 Meridian | – | – | – | – | Not filed |