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 2023
Institutional positions in Tortoise Sustainable & Social Impact Term Fund as of Mar 31, 2023. 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
- 48
- +5 vs. Q4 2022
- Shares held
- 4.76M
- −241.0K (−4.8%) vs. Q4 2022
- Total value
- $61.8M
- −$2.52M (−3.9%) vs. Q4 2022
- New holders
- 9
- 21 more added
- Sold out
- 4
- 12 more reduced
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Tortoise Sustainable & Social Impact Term Fund; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Parallel Advisors, LLC | 27 | $357 | 0.00% | +1+3.8% | Added |
| Covestor Ltd | 162 | $2.00K | 0.00% | −44−21.4% | Reduced |
| Bessemer Group Inc | 271 | $4.00K | 0.00% | +271 | New |
| 25 LLC | 457 | $5.90K | 0.00% | +457 | New |
| Johnson Midwest Financial, LLC | 488 | $6.33K | 0.01% | +488 | New |
| Ahrens Investment Partners LLC | 1,200 | $15.6K | 0.01% | +1,200 | New |
| Blue Bell Private Wealth Management, LLC | 2,500 | $32.4K | 0.01% | +2,000+400.0% | Added |
| Huntington National Bank | – | $38.9K | 0.00% | – | New |
| Punch & Associates Investment Management, Inc. | 11,187 | $145.1K | 0.01% | −582,917−98.1% | Reduced |
| National Asset Management, Inc. | 11,205 | $145.3K | 0.00% | −700−5.9% | Reduced |
| Clough Capital Partners L P | 12,200 | $158.2K | 0.02% | +12,200 | New |
| HighTower Advisors, LLC | 13,016 | $162.0K | 0.00% | +13,016 | New |
| Atria Wealth Solutions, Inc. | 13,439 | $174.3K | 0.00% | +1,660+14.1% | Added |
| First Republic Investment Management, Inc. | 15,500 | $201.0K | 0.00% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 15,701 | $203.6K | 0.02% | +310+2.0% | Added |
| Matisse Capital | 15,876 | $205.9K | 0.13% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 15,899 | $209.4K | 0.01% | +2,316+17.1% | Added |
| UBS Group AG | 17,679 | $229.3K | 0.00% | −328−1.8% | Reduced |
| Hilltop Holdings Inc. | 19,150 | $248.4K | 0.03% | 00.0% | Unchanged |
| Kayne Anderson Capital Advisors LP | 20,700 | $268.5K | 0.01% | 00.0% | Unchanged |
| Aristides Capital LLC | 20,922 | $271.4K | 0.17% | 00.0% | Unchanged |
| Mariner, LLC | 21,934 | $284.0K | 0.00% | 00.0% | Unchanged |
| Almitas Capital LLC | 25,603 | $332.1K | 0.16% | +17,503+216.1% | Added |
| Change Path, LLC | 34,477 | $447.0K | 0.02% | −7,007−16.9% | Reduced |
| D.A. Davidson & Co. | 36,483 | $472.9K | 0.01% | −1,864−4.9% | Reduced |
| Wells Fargo & Company | 36,491 | $473.3K | 0.00% | −3,905−9.7% | Reduced |
| NWF Advisory Services Inc. | 43,300 | $540.4K | 0.13% | +43,300 | New |
| Wealth Alliance | 44,459 | $576.6K | 0.09% | +6,000+15.6% | Added |
| LPL Financial LLC | 45,314 | $587.7K | 0.00% | +6,467+16.6% | Added |
| Private Advisor Group, LLC | 47,750 | $619.3K | 0.01% | +2,200+4.8% | Added |
| Logan Stone Capital, LLC | 48,217 | $625.4K | 0.25% | +31,196+183.3% | Added |
| Royal Bank of Canada | 54,050 | $701.0K | 0.00% | +4,199+8.4% | Added |
| Oppenheimer & Co Inc | 55,584 | $720.9K | 0.02% | +9,547+20.7% | Added |
| Truist Financial Corp | 64,003 | $830.1K | 0.00% | −1,589−2.4% | Reduced |
| Millennium Management LLC | 64,925 | $842.0K | 0.00% | +64,925 | New |
| Shaker Financial Services, LLC | 68,389 | $887.0K | 0.39% | +52,265+324.1% | Added |
| Advisor Group Holdings, Inc. | 68,733 | $891.5K | 0.00% | +4,323+6.7% | Added |
| Wolverine Asset Management LLC | 89,405 | $1.16M | 0.02% | +39,310+78.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 104,018 | $1.35M | 0.01% | +1,821+1.8% | Added |
| Abundance Wealth Counselors | 104,436 | $1.35M | 0.34% | +11,101+11.9% | Added |
| Advisors Asset Management, Inc. | 110,426 | $1.43M | 0.03% | −551−0.5% | Reduced |
| Raymond James & Associates | 137,272 | $1.78M | 0.00% | −4,920−3.5% | Reduced |
| Janney Montgomery Scott LLC | 202,359 | $2.63M | 0.01% | +3,505+1.8% | Added |
| Eagle Bluffs Wealth Management LLC | 209,206 | $2.71M | 2.22% | +13,506+6.9% | Added |
| Bank of America Corp | 307,786 | $3.99M | 0.00% | +58,405+23.4% | Added |
| Morgan Stanley | 534,976 | $6.94M | 0.00% | +17,449+3.4% | Added |
| Saba Capital Management, L.P. | 894,606 | $11.6M | 0.28% | −7,290−0.8% | Reduced |
| Atlas Wealth LLC | 1,102,411 | $14.3M | 2.81% | −20,254−1.8% | Reduced |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −17,644−100.0% | Sold out |
| Stifel Financial Corp | 0 | $0 | 0.00% | −11,975−100.0% | Sold out |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −983−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −19−100.0% | Sold out |