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, Q4 2022
Institutional positions in Tortoise Sustainable & Social Impact Term Fund as of Dec 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
- 43
- +3 vs. Q3 2022
- Shares held
- 5.01M
- +1.39M (+38.5%) vs. Q3 2022
- Total value
- $64.3M
- +$18.3M (+39.7%) vs. Q3 2022
- New holders
- 7
- 14 more added
- Sold out
- 4
- 14 more reduced
1 institution that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2022: 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, Q4 2022
Shares, value and share of portfolio for each institution holding Tortoise Sustainable & Social Impact Term Fund; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Parallel Advisors, LLC | 26 | $346 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 206 | $3.00K | 0.00% | +37+21.9% | Added |
| Blue Bell Private Wealth Management, LLC | 500 | $6.42K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 983 | $12.6K | 0.00% | +20+2.1% | Added |
| Almitas Capital LLC | 8,100 | $104.1K | 0.05% | +8,100 | New |
| Atria Wealth Solutions, Inc. | 11,779 | $151.4K | 0.00% | +11,779 | New |
| National Asset Management, Inc. | 11,905 | $153.0K | 0.00% | +11,905 | New |
| Stifel Financial Corp | 11,975 | $153.9K | 0.00% | +65+0.5% | Added |
| Chicago Partners Investment Group LLC | 13,583 | $179.2K | 0.01% | −3,002−18.1% | Reduced |
| Flagship Harbor Advisors, LLC | 15,391 | $197.8K | 0.02% | +1,109+7.8% | Added |
| First Republic Investment Management, Inc. | 15,500 | $199.2K | 0.00% | 00.0% | Unchanged |
| Matisse Capital | 15,876 | $204.0K | 0.18% | 00.0% | Unchanged |
| Shaker Financial Services, LLC | 16,124 | $207.2K | 0.10% | +16,124 | New |
| Logan Stone Capital, LLC | 17,021 | $218.7K | 0.08% | +17,021 | New |
| Sowell Financial Services LLC | 17,644 | $227.0K | 0.01% | +17,644 | New |
| UBS Group AG | 18,007 | $231.4K | 0.00% | −996−5.2% | Reduced |
| Hilltop Holdings Inc. | 19,150 | $246.1K | 0.03% | −1,000−5.0% | Reduced |
| Kayne Anderson Capital Advisors LP | 20,700 | $266.0K | 0.01% | 00.0% | Unchanged |
| Aristides Capital LLC | 20,922 | $268.8K | 0.17% | 00.0% | Unchanged |
| Mariner, LLC | 21,934 | $282.0K | 0.00% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 38,347 | $492.9K | 0.01% | −3,642−8.7% | Reduced |
| Wealth Alliance | 38,459 | $494.2K | 0.09% | −6,000−13.5% | Reduced |
| LPL Financial LLC | 38,847 | $499.2K | 0.00% | +9,891+34.2% | Added |
| Wells Fargo & Company | 40,396 | $519.1K | 0.00% | −46,795−53.7% | Reduced |
| Change Path, LLC | 41,484 | $533.0K | 0.03% | −2,312−5.3% | Reduced |
| Private Advisor Group, LLC | 45,550 | $585.3K | 0.03% | −8,500−15.7% | Reduced |
| Oppenheimer & Co Inc | 46,037 | $591.6K | 0.01% | +1,331+3.0% | Added |
| Royal Bank of Canada | 49,851 | $641.0K | 0.00% | +11,666+30.6% | Added |
| Wolverine Asset Management LLC | 50,095 | $643.7K | 0.01% | +29,549+143.8% | Added |
| Advisor Group Holdings, Inc. | 64,410 | $827.9K | 0.00% | +15,311+31.2% | Added |
| Truist Financial Corp | 65,592 | $842.9K | 0.00% | 00.0% | Unchanged |
| Abundance Wealth Counselors | 93,335 | $1.20M | 0.33% | −3,066−3.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 102,197 | $1.31M | 0.01% | +6,493+6.8% | Added |
| Advisors Asset Management, Inc. | 110,977 | $1.43M | 0.03% | −3,716−3.2% | Reduced |
| Raymond James & Associates | 142,192 | $1.83M | 0.00% | −47,499−25.0% | Reduced |
| Eagle Bluffs Wealth Management LLC | 195,700 | $2.51M | 2.64% | −7,791−3.8% | Reduced |
| Janney Montgomery Scott LLC | 198,854 | $2.56M | 0.01% | +6,995+3.6% | Added |
| Bank of America Corp | 249,381 | $3.20M | 0.00% | +51,319+25.9% | Added |
| Morgan Stanley | 517,527 | $6.65M | 0.00% | +4,122+0.8% | Added |
| Punch & Associates Investment Management, Inc. | 594,104 | $7.63M | 0.49% | −12,364−2.0% | Reduced |
| Saba Capital Management, L.P. | 901,896 | $11.6M | 0.19% | +238,266+35.9% | Added |
| Atlas Wealth LLC | 1,122,665 | $14.4M | 3.89% | +1,122,665 | New |
| IFP Advisors, Inc | 19 | – | – | −6−24.0% | Reduced |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −23,932−100.0% | Sold out |
| Raymond James Trust N.A. | 0 | $0 | 0.00% | −16,588−100.0% | Sold out |
| BDO Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,900−100.0% | Sold out |
| BerganKDV Wealth Management, LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| American Portfolios Advisors | – | – | – | – | Not filed |