TORTOISE SUSTAINABLE & SOCIAL IMPACT TERM FUND
Institutional Ownership & Holdings Analysis
About
tortoise-sustainable--social-impact-term-fund is a publicly traded company tracked by institutional investors. This page displays information about the institutional ownership of the company's shares, showing which investment funds and asset managers hold positions in the company.
Top Institutional Holders
| # | Institution | Value |
|---|---|---|
| 1 | Saba Capital Management, L.P.(2025-03-31) | $15.7M |
| 2 | MORGAN STANLEY(2025-03-31) | $5.8M |
| 3 | SIT INVESTMENT ASSOCIATES INC(2025-03-31) | $4.7M |
| 4 | BANK OF AMERICA CORP /DE/(2025-03-31) | $3.1M |
| 5 | Thomas J. Herzfeld Advisors, Inc.(2025-03-31) | $3.1M |
| 6 | Matisse Capital(2025-03-31) | $2.6M |
| 7 | Eagle Bluffs Wealth Management LLC(2025-03-31) | $2.5M |
| 8 | Private Advisor Group, LLC(2025-03-31) | $2.0M |
| 9 | Janney Montgomery Scott LLC(2025-03-31) | $1.8M |
| 10 | WOLVERINE ASSET MANAGEMENT LLC(2025-03-31) | $1.5M |
| 11 | CASTLEKEEP INVESTMENT ADVISORS LLC(2025-03-31) | $1.3M |
| 12 | UBS Group AG(2025-03-31) | $1.2M |
| 13 | Cambridge Investment Research Advisors, Inc.(2025-03-31) | $1.1M |
| 14 | Sanctuary Advisors, LLC(2024-12-31) | $1.1M |
| 15 | Cerity Partners LLC(2025-03-31) | $932.6K |
| 16 | ROYAL BANK OF CANADA(2025-03-31) | $833.0K |
| 17 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC(2025-03-31) | $770.8K |
| 18 | Abundance Wealth Counselors(2025-03-31) | $729.0K |
| 19 | Logan Stone Capital, LLC(2025-03-31) | $635.9K |
| 20 | OPPENHEIMER & CO INC(2025-03-31) | $625.8K |
As of 2025-03-31
Value:$15.7M
As of 2025-03-31
Value:$5.8M
As of 2025-03-31
Value:$4.7M
As of 2025-03-31
Value:$3.1M
As of 2025-03-31
Value:$3.1M
As of 2025-03-31
Value:$2.6M
As of 2025-03-31
Value:$2.5M
As of 2025-03-31
Value:$2.0M
As of 2025-03-31
Value:$1.8M
As of 2025-03-31
Value:$1.5M
As of 2025-03-31
Value:$1.3M
#12UBS Group AG
As of 2025-03-31
Value:$1.2M
As of 2025-03-31
Value:$1.1M
As of 2024-12-31
Value:$1.1M
As of 2025-03-31
Value:$932.6K
As of 2025-03-31
Value:$833.0K
As of 2025-03-31
Value:$770.8K
As of 2025-03-31
Value:$729.0K
As of 2025-03-31
Value:$635.9K
As of 2025-03-31
Value:$625.8K
Total Institutional Holders:54
Top 10 Holders Own:72.7%