A detailed history of Institute For Wealth Management, Llc. transactions in Ellsworth Growth & Income Fund LTD stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 59,051 shares of ECF stock, worth $559,212. This represents 0.07% of its overall portfolio holdings.

Number of Shares
59,051
Previous 59,965 1.52%
Holding current value
$559,212
Previous $494,000 7.29%
% of portfolio
0.07%
Previous 0.07%

Shares

24 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

SELL
$8.2 - $9.0 $7,494 - $8,226
-914 Reduced 1.52%
59,051 $530,000
Q2 2024

Jul 25, 2024

SELL
$7.57 - $8.33 $5,450 - $5,997
-720 Reduced 1.19%
59,965 $494,000
Q1 2024

Apr 30, 2024

SELL
$7.84 - $8.19 $133 - $139
-17 Reduced 0.03%
60,685 $492,000
Q4 2023

Jan 31, 2024

SELL
$7.27 - $8.32 $14,678 - $16,798
-2,019 Reduced 3.22%
60,702 $490,000
Q3 2023

Oct 13, 2023

SELL
$8.04 - $8.85 $8,458 - $9,310
-1,052 Reduced 1.65%
62,721 $504,000
Q2 2023

Jul 25, 2023

SELL
$7.76 - $8.6 $582 - $645
-75 Reduced 0.12%
63,773 $548,000
Q1 2023

Apr 20, 2023

SELL
$7.9 - $9.09 $9,203 - $10,589
-1,165 Reduced 1.79%
63,848 $517,000
Q4 2022

Feb 02, 2023

SELL
$7.9 - $8.82 $4,937 - $5,512
-625 Reduced 0.95%
65,013 $518,000
Q4 2021

Jan 21, 2022

SELL
$11.82 - $14.72 $827 - $1,030
-70 Reduced 0.11%
65,638 $811,000
Q3 2021

Nov 15, 2021

SELL
$13.22 - $15.37 $1,189 - $1,383
-90 Reduced 0.14%
65,708 $878,000
Q1 2021

May 04, 2021

SELL
$13.16 - $17.05 $21,556 - $27,927
-1,638 Reduced 2.43%
65,798 $890,000
Q2 2020

Jul 30, 2020

SELL
$8.02 - $11.72 $13,922 - $20,345
-1,736 Reduced 2.51%
67,436 $775,000
Q1 2020

Apr 29, 2020

SELL
$7.0 - $12.32 $44,009 - $77,455
-6,287 Reduced 8.33%
69,172 $593,000
Q4 2019

Feb 27, 2020

BUY
$10.09 - $11.83 $752,431 - $882,186
74,572 Added 8407.22%
75,459 $887,000
Q4 2019

Jan 27, 2020

SELL
$10.09 - $11.83 $754,540 - $884,659
-74,781 Reduced 98.83%
887 $887,000
Q3 2019

Oct 28, 2019

SELL
$10.27 - $11.13 $975 - $1,057
-95 Reduced 0.13%
75,668 $794,000
Q2 2019

Aug 02, 2019

SELL
$9.34 - $10.26 $44,000 - $48,334
-4,711 Reduced 5.85%
75,763 $777,000
Q1 2019

May 15, 2019

BUY
$8.36 - $9.77 $672,762 - $786,230
80,474 New
80,474 $773,000
Q4 2018

Feb 08, 2019

SELL
$7.96 - $10.29 $685,722 - $886,442
-86,146 Closed
0 $0
Q2 2018

Aug 10, 2018

SELL
$8.96 - $9.61 $1,908 - $2,046
-213 Reduced 0.25%
86,146 $813,000
Q1 2018

May 15, 2018

SELL
$8.82 - $9.8 $8,211 - $9,123
-931 Reduced 1.07%
86,359 $800,000
Q4 2017

Feb 12, 2018

BUY
$9.11 - $9.65 $15,122 - $16,019
1,660 Added 1.94%
87,290 $820,000
Q3 2017

Nov 14, 2017

SELL
$8.9 - $9.35 $2,545 - $2,674
-286 Reduced 0.33%
85,630 $791,000
Q2 2017

Aug 14, 2017

BUY
N/A
85,916
85,916 $785,000

Others Institutions Holding ECF

About ELLSWORTH GROWTH & INCOME FUND LTD


  • Ticker ECF
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Description
  • Ellsworth Growth and Income Fund Ltd. is a closed-ended equity mutual fund launched by GAMCO Investors, Inc. The fund is managed by Gabelli Funds, LLC. It invests in the public equity markets. The fund primarily invests in convertible securities. It invests in stocks of companies across market capitalizations. The fund benchmarks the performance...
More about ECF
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