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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, Q4 2024

Institutional positions in Tortoise Sustainable & Social Impact Term Fund as of Dec 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
49
−1 vs. Q3 2024
Shares held
4.91M
+352.3K (+7.7%) vs. Q3 2024
Total value
$59.0M
−$457.3K (−0.8%) vs. Q3 2024
New holders
4
15 more added
Sold out
5
18 more reduced

1 institution that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2024: 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 holdersQ4 2024: 49 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 heldQ4 2024: $59.0M
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, Q4 2024

Shares, value and share of portfolio for each institution holding Tortoise Sustainable & Social Impact Term Fund; share changes are against Q3 2024.

Institutions holding TEAF in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Comerica Bank40$4800.00%00.0%Unchanged
Bessemer Group Inc284$3.00K0.00%−28−9.0%Reduced
Covestor Ltd214$3.00K0.00%+7+3.4%Added
Provenance Wealth Advisors, LLC500$6.00K0.00%00.0%Unchanged
Clearstead Advisors, LLC994$11.9K0.00%−629−38.8%Reduced
Synergy Financial Management, LLC975$12.7K0.00%+975New
Quarry LP3,317$39.8K0.01%−5,176−60.9%Reduced
Bryn Mawr Trust Co4,750$57.0K0.00%00.0%Unchanged
Wealth Enhancement Advisory Services, LLC10,995$131.9K0.00%−1,674−13.2%Reduced
Ameritas Advisory Services, LLC11,550$138.6K0.00%00.0%Unchanged
Uhlmann Price Securities, LLC11,626$139.5K0.11%−13,199−53.2%Reduced
Atria Wealth Solutions, Inc.13,342$160.1K0.00%+122+0.9%Added
Absolute Investment Advisers LLC13,471$161.7K0.02%−21,023−60.9%Reduced
Flagship Harbor Advisors, LLC14,401$172.8K0.01%−503−3.4%Reduced
Consolidated Portfolio Review Corp15,260$183.1K0.03%+114+0.8%Added
Kovack Advisors, Inc.16,248$195.0K0.02%+1,575+10.7%Added
Millennium Management LLC18,665$224.0K0.00%00.0%Unchanged
Tortoise Capital Advisors, L.L.C.19,362$232.3K0.00%00.0%Unchanged
Hilltop Holdings Inc.19,800$237.6K0.02%−150−0.8%Reduced
Wells Fargo & Company20,048$240.6K0.00%−11,886−37.2%Reduced
Mariner, LLC21,684$260.2K0.00%00.0%Unchanged
Aristides Capital LLC23,013$276.2K0.09%+2,091+10.0%Added
Truist Financial Corp24,515$294.2K0.00%00.0%Unchanged
Shaker Financial Services, LLC24,799$297.6K0.11%+24,799New
LPL Financial LLC27,362$328.3K0.00%−996−3.5%Reduced
Advisor Group Holdings, Inc.39,243$470.9K0.00%−4,507−10.3%Reduced
Wealth Alliance39,735$476.8K0.06%00.0%Unchanged
D.A. Davidson & Co.53,096$637.2K0.01%+5,401+11.3%Added
Blue Bell Private Wealth Management, LLC56,065$672.8K0.13%+15,439+38.0%Added
Logan Stone Capital, LLC62,671$752.1K0.25%−51,519−45.1%Reduced
Oppenheimer & Co Inc64,200$770.4K0.01%+2,991+4.9%Added
Wolverine Asset Management LLC73,819$885.8K0.02%+73,819New
Royal Bank of Canada74,168$890.0K0.00%−2,533−3.3%Reduced
Cerity Partners LLC82,096$985.1K0.00%00.0%Unchanged
Castlekeep Investment Advisors LLC88,330$1.06M0.74%−499−0.6%Reduced
Sanctuary Advisors, LLC88,066$1.07M0.01%+520+0.6%Added
UBS Group AG90,157$1.08M0.00%+36,902+69.3%Added
Raymond James Financial Inc90,445$1.09M0.00%+90,445New
Abundance Wealth Counselors93,344$1.12M0.24%−14,172−13.2%Reduced
Cambridge Investment Research Advisors, Inc.99,282$1.19M0.00%+501+0.5%Added
Private Advisor Group, LLC154,900$1.86M0.01%+9,800+6.8%Added
Eagle Bluffs Wealth Management LLC216,134$2.59M1.39%−51,548−19.3%Reduced
Matisse Capital227,000$2.72M1.38%00.0%Unchanged
Janney Montgomery Scott LLC252,362$3.03M0.01%−4,209−1.6%Reduced
Thomas J. Herzfeld Advisors, Inc.265,279$3.18M1.02%+152,317+134.8%Added
Bank of America Corp273,146$3.28M0.00%+552+0.2%Added
Sit Investment Associates Inc333,427$4.00M0.09%+198,429+147.0%Added
Morgan Stanley437,274$5.25M0.00%−10,549−2.4%Reduced
Saba Capital Management, L.P.1,341,457$16.1M0.40%00.0%Unchanged
NWF Advisory Services Inc.0$00.00%−35,500−100.0%Sold out
National Asset Management, Inc.0$00.00%−13,161−100.0%Sold out
HighTower Advisors, LLC0$00.00%−10,599−100.0%Sold out
Beckerman Institutional, LLC0$00.00%−10,287−100.0%Sold out
Parallel Advisors, LLC0$00.00%−189−100.0%Sold out
Raymond James & Associates––––Not filed