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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 2024

Institutional positions in Tortoise Sustainable & Social Impact Term Fund as of Mar 31, 2024. 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
54
+3 vs. Q4 2023
Shares held
4.28M
−175.4K (−3.9%) vs. Q4 2023
Total value
$50.6M
−$1.63M (−3.1%) vs. Q4 2023
New holders
8
24 more added
Sold out
5
12 more reduced

Compare with Q4 2023: 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.

Institutional holdersQ1 2024: 54 institutions
Q1 2021: 0 institutionsQ2 2021: 0 institutionsQ3 2021: 31 institutionsQ4 2021: 38 institutionsQ1 2022: 31 institutionsQ2 2022: 40 institutionsQ3 2022: 41 institutionsQ4 2022: 43 institutionsQ1 2023: 48 institutionsQ2 2023: 50 institutionsQ3 2023: 51 institutionsQ4 2023: 51 institutionsQ1 2024: 54 institutionsQ2 2024: 57 institutionsQ3 2024: 51 institutionsQ4 2024: 49 institutionsQ1 2025: 51 institutionsQ2 2025: 50 institutionsQ3 2025: 49 institutionsQ4 2025: 0 institutionsQ1 2026: 0 institutionsQ2 2026: 0 institutions
Value heldQ1 2024: $50.6M
Q1 2021: $0Q2 2021: $0Q3 2021: $46.2MQ4 2021: $55.0MQ1 2022: $55.2MQ2 2022: $49.1MQ3 2022: $46.1MQ4 2022: $64.3MQ1 2023: $61.8MQ2 2023: $62.6MQ3 2023: $64.0MQ4 2023: $52.2MQ1 2024: $50.6MQ2 2024: $61.8MQ3 2024: $60.7MQ4 2024: $59.0MQ1 2025: $57.7MQ2 2025: $64.4MQ3 2025: $68.3MQ4 2025: $0Q1 2026: $0Q2 2026: $0
Institutions holding TEAF and their total value by quarter
QuarterHoldersValue
Q2 20260$0
Q1 20260$0
Q4 20250$0
Q3 202549$68.3M
Q2 202550$64.4M
Q1 202551$57.7M
Q4 202449$59.0M
Q3 202451$60.7M
Q2 202457$61.8M
Q1 202454$50.6M
Q4 202351$52.2M
Q3 202351$64.0M
Q2 202350$62.6M
Q1 202348$61.8M
Q4 202243$64.3M
Q3 202241$46.1M
Q2 202240$49.1M
Q1 202231$55.2M
Q4 202138$55.0M
Q3 202131$46.2M
Q2 20210$0
Q1 20210$0

Institutions, Q1 2024

Shares, value and share of portfolio for each institution holding Tortoise Sustainable & Social Impact Term Fund; share changes are against Q4 2023.

Institutions holding TEAF in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Huntington National Bank–$3540.00%–New
Tower Research Capital LLC (TRC)50$5900.00%+50New
Comerica Bank91$1.07K0.00%+2+2.2%Added
Covestor Ltd206$2.00K0.00%+13+6.7%Added
Parallel Advisors, LLC180$2.12K0.00%+151+520.7%Added
Bessemer Group Inc215$3.00K0.00%−14−6.1%Reduced
FNY Investment Advisers, LLC300$3.00K0.00%+300New
Provenance Wealth Advisors, LLC500$5.91K0.00%00.0%Unchanged
Clearstead Advisors, LLC2,011$23.7K0.00%+77+4.0%Added
Quarry LP7,400$87.4K0.04%00.0%Unchanged
Wolverine Asset Management LLC7,510$88.7K0.00%−29,319−79.6%Reduced
Blue Bell Private Wealth Management, LLC7,511$88.7K0.02%+1,700+29.3%Added
Thomas J. Herzfeld Advisors, Inc.7,940$93.8K0.03%00.0%Unchanged
Ameritas Advisory Services, LLC11,550$133.3K0.01%+11,550New
Flagship Harbor Advisors, LLC11,300$133.5K0.01%−4,357−27.8%Reduced
Citadel Advisors LLC12,034$142.1K0.00%+12,034New
National Asset Management, Inc.12,062$144.5K0.00%−938−7.2%Reduced
Atria Wealth Solutions, Inc.12,481$147.4K0.00%+124+1.0%Added
JPMorgan Chase & Co12,500$147.6K0.00%00.0%Unchanged
Consolidated Portfolio Review Corp12,624$149.1K0.04%+106+0.8%Added
PFG Investments, LLC12,624$149.1K0.01%+12,624New
Wealth Enhancement Advisory Services, LLC13,312$157.2K0.00%−8,757−39.7%Reduced
Kayne Anderson Capital Advisors LP18,600$219.7K0.01%00.0%Unchanged
Tortoise Capital Advisors, L.L.C.19,362$228.7K0.00%+19,362New
Hilltop Holdings Inc.19,650$232.1K0.03%+2,000+11.3%Added
Aristides Capital LLC20,922$247.1K0.10%00.0%Unchanged
Mariner, LLC21,684$256.1K0.00%00.0%Unchanged
Millennium Management LLC24,887$293.9K0.00%00.0%Unchanged
Truist Financial Corp25,112$296.6K0.00%−12,920−34.0%Reduced
Absolute Investment Advisers LLC31,772$375.2K0.05%+31,772New
Wells Fargo & Company33,469$395.3K0.00%+779+2.4%Added
LPL Financial LLC38,750$457.6K0.00%−1,814−4.5%Reduced
Wealth Alliance39,735$469.3K0.06%00.0%Unchanged
NWF Advisory Services Inc.48,000$566.9K0.09%−900−1.8%Reduced
UBS Group AG51,121$603.7K0.00%+817+1.6%Added
D.A. Davidson & Co.52,858$624.3K0.01%+9,790+22.7%Added
Advisor Group Holdings, Inc.57,751$682.0K0.00%−7,324−11.3%Reduced
Landscape Capital Management, L.L.C.66,475$785.1K0.07%+31,488+90.0%Added
Oppenheimer & Co Inc69,973$826.4K0.01%−8,029−10.3%Reduced
Royal Bank of Canada70,288$830.0K0.00%+250.0%Added
Cerity Partners LLC98,357$1.16M0.00%00.0%Unchanged
Shaker Financial Services, LLC101,114$1.19M0.46%+44,832+79.7%Added
Cambridge Investment Research Advisors, Inc.101,903$1.20M0.00%+1,046+1.0%Added
Abundance Wealth Counselors115,735$1.37M0.31%+16,176+16.2%Added
Private Advisor Group, LLC116,255$1.37M0.01%+63,205+119.1%Added
Raymond James & Associates122,194$1.44M0.00%−472,541−79.5%Reduced
Castlekeep Investment Advisors LLC161,498$1.91M1.37%+2,641+1.7%Added
Logan Stone Capital, LLC195,880$2.31M0.50%+92,905+90.2%Added
Matisse Capital220,000$2.60M1.25%+40,000+22.2%Added
Eagle Bluffs Wealth Management LLC243,603$2.88M1.79%+25,997+11.9%Added
Janney Montgomery Scott LLC258,543$3.05M0.01%+72,954+39.3%Added
Bank of America Corp354,175$4.18M0.00%+5,049+1.4%Added
Morgan Stanley468,168$5.53M0.00%−42,385−8.3%Reduced
Saba Capital Management, L.P.871,397$10.3M0.23%+70.0%Added
Mutual Advisors, LLC0$00.00%−32,332−100.0%Sold out
Clough Capital Partners L P0$00.00%−31,772−100.0%Sold out
Kovack Advisors, Inc.0$00.00%−11,142−100.0%Sold out
Almitas Capital LLC0$00.00%−10,292−100.0%Sold out
Gradient Investments LLC0$00.00%−108−100.0%Sold out