Latest Institutional Purchases of Ellsworth Growth & Income Fund LTD (ECF)
This list provides information on the latest institutional transactions involving Ellsworth Growth & Income Fund LTD (ECF) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.08KNew |
$7.84K - $8.98K
|
1.08K
$12.3K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
330New |
$2.4K - $2.75K
|
330
$3.77K
|
|
| Q3 2023 | |||||||
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
40.9KNew |
$329K - $362K
|
40.9K
$467K
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
22.4KNew |
$180K - $198K
|
22.4K
$256K
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
10.7KNew |
$82.8K - $91.8K
|
10.7K
$122K
|
|
|
Aug 14, 2023
Q2 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
50New |
$388 - $430
|
50
$571
|
|
| Q1 2023 | |||||||
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
19.3K+ 9.26% |
$152K - $175K
|
227K
$2.6M
|
|
|
May 15, 2023
Q1 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
18.8KNew |
$148K - $171K
|
18.8K
$214K
|
|
|
May 15, 2023
Q1 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
17KNew |
$135K - $155K
|
17K
$195K
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
13.9K+ 22.45% |
$110K - $126K
|
75.8K
$865K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
318New |
$2.51K - $2.89K
|
318
$3.63K
|
|
| Q4 2022 | |||||||
|
Jan 17, 2023
Q4 2022
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
14.6KNew |
$115K - $128K
|
14.6K
$166K
|
|
|
Feb 14, 2023
Q4 2022
|
Woodline Partners LP
San Francisco, CA |
BUY
|
- |
12.5KNew |
$98.5K - $110K
|
12.5K
$142K
|
|
|
Feb 14, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
11.9KNew |
$94K - $105K
|
11.9K
$136K
|
|
|
Jan 13, 2023
Q4 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
949New |
$7.5K - $8.37K
|
949
$10.8K
|
|
| Q3 2022 | |||||||
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
8.87K+ 9.99% |
$71.1K - $219K
|
97.7K
$1.12M
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
93.2KNew |
$775K - $1M
|
93.2K
$1.06M
|
|
| Q4 2021 | |||||||
|
Jan 18, 2022
Q4 2021
|
David J Yvars Group
|
BUY
|
- |
82.3K+ 466.41% |
$973K - $1.21M
|
100K
$1.14M
|
|
| Q3 2021 | |||||||
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.84KNew |
$24.3K - $28.2K
|
1.84K
$21K
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
129New |
$1.71K - $1.98K
|
129
$1.47K
|
|
| Q2 2021 | |||||||
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
6New |
$81.7 - $90
|
6
$68.5
|
|