Institutional Ownership Ellsworth Growth & Income Fund LTD (ECF)
This table provides information about the institutional ownership of Ellsworth Growth & Income Fund LTD (ECF). We have compiled data on the 67 institutions that hold shares in the stock, with a total of 6.9 Million shares, which have been reported (via 13F filing form) to have a value of $73.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Saba Capital Management, L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
1,627,221
shares
|
$17.4 Million
0.43% of portfolio
|
Q2 2025
Added 15.9%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
920,341
shares
|
$9.83 Million
0.0% of portfolio
|
Q2 2025
Reduced 10.18%
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
772,042
shares
|
$8.25 Million
0.17% of portfolio
|
Q2 2025
Added 62.34%
|
|
|
Bulldog Investors, LLP
Saddle Brook, NJ |
Aug 14, 2025 Q2 2025 |
312,463
shares
|
$3.34 Million
1.2% of portfolio
|
Q1 2025
Reduced 0.62%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
274,636
shares
|
$2.93 Million
0.01% of portfolio
|
Q2 2025
Added 27.02%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
245,858
shares
|
$2.63 Million
0.0% of portfolio
|
Q2 2025
Reduced 14.39%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
174,315
shares
|
$1.86 Million
0.0% of portfolio
|
Q2 2025
Reduced 35.31%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Aug 12, 2025 Q2 2025 |
170,355
shares
|
$1.82 Million
0.03% of portfolio
|
Q2 2025
Reduced 34.92%
|
|
|
Invesco Ltd.
Atlanta, GA |
Aug 13, 2025 Q2 2025 |
161,109
shares
|
$1.72 Million
0.0% of portfolio
|
Q2 2025
Added 31.16%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
161,032
shares
|
$1.72 Million
0.29% of portfolio
|
Q2 2025
Added 6.67%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
148,511
shares
|
$1.59 Million
0.01% of portfolio
|
Q2 2025
Added 5.01%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
145,155
shares
|
$1.55 Million
0.0% of portfolio
|
Q2 2025
Added 1.03%
|
|
|
Wolverine Asset Management LLC
|
Aug 04, 2025 Q2 2025 |
136,527
shares
|
$1.46 Million
0.03% of portfolio
|
Q2 2025
Added 190.04%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
133,506
shares
|
$1.43 Million
0.0% of portfolio
|
Q2 2025
Reduced 38.51%
|
|
|
Shaker Financial Services, LLC
|
Aug 05, 2025 Q2 2025 |
108,007
shares
|
$1.15 Million
0.41% of portfolio
|
Q2 2025
Reduced 23.78%
|
|
|
Vima LLC
Troy, MI |
Oct 24, 2024 Q3 2024 |
98,755
shares
|
$1.05 Million
2.21% of portfolio
|
Q3 2024
Reduced 14.53%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
97,736
shares
|
$1.04 Million
0.12% of portfolio
|
Q3 2022
Added 9.99%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
81,490
shares
|
$870,313
0.0% of portfolio
|
Q1 2025
Added 2.15%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
79,542
shares
|
$849,508
0.0% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
75,407
shares
|
$805,346
0.0% of portfolio
|
Q2 2025
Added 44.83%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Aug 04, 2025 Q2 2025 |
69,822
shares
|
$745,698
0.08% of portfolio
|
Q2 2025
Reduced 16.2%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
69,370
shares
|
$740,871
0.0% of portfolio
|
Q4 2024
Added 7.29%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
67,811
shares
|
$724,221
0.0% of portfolio
|
Q3 2024
Added 2.56%
|
|
|
Uhlmann Price Securities, LLC
Skokie, IL |
Jul 29, 2025 Q2 2025 |
66,680
shares
|
$712,142
0.49% of portfolio
|
Q3 2024
Reduced 11.78%
|
|
|
Institute For Wealth Management, Llc.
|
Jul 18, 2025 Q2 2025 |
55,858
shares
|
$596,563
0.07% of portfolio
|
Q2 2025
Reduced 0.91%
|