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.
Q3 2024 vs. Q2 2024
How the institutions holding Tortoise Sustainable & Social Impact Term Fund changed between Q2 2024 and Q3 2024.
All holders in Q3 2024All holders in Q2 2024
| Measure | Q2 2024 | Q3 2024 | Change |
|---|---|---|---|
| Holders | 57 | 51 | −6 |
| Shares | 5.36M | 4.66M | −700.1K (−13.1%) |
| Value | $61.8M | $60.7M | −$1.08M (−1.8%) |
New holders (5)
Institutions that held Tortoise Sustainable & Social Impact Term Fund at the end of Q3 2024 but not at the end of Q2 2024.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Sit Investment Associates Inc | 134,998 | $1.76M | 0.04% |
| Uhlmann Price Securities, LLC | 24,825 | $282.2K | 0.22% |
| HighTower Advisors, LLC | 10,599 | $137.0K | 0.00% |
| Beckerman Institutional, LLC | 10,287 | $134.0K | 0.11% |
| Bryn Mawr Trust Co | 4,750 | $62.0K | 0.00% |
Sold out (11)
Institutions that held Tortoise Sustainable & Social Impact Term Fund at the end of Q2 2024 and filed for Q3 2024 without it.
| Institution | Shares, Q2 2024 | Value, Q2 2024 |
|---|---|---|
| Atlas Wealth LLC | 988,553 | $11.5M |
| Wolverine Asset Management LLC | 131,232 | $1.51M |
| Shaker Financial Services, LLC | 118,883 | $1.37M |
| Landscape Capital Management, L.L.C. | 44,552 | $512.8K |
| Kayne Anderson Capital Advisors LP | 18,600 | $214.1K |
| Fountainhead AM, LLC | 16,880 | $194.3K |
| Cassaday & Co Wealth Management LLC | 13,438 | $154.7K |
| JPMorgan Chase & Co | 12,500 | $143.9K |
| Brown Brothers Harriman & Co | 4,411 | $50.8K |
| Tower Research Capital LLC (TRC) | 59 | $679 |
| Huntington National Bank | – | $345 |