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 61 institutions that hold shares in the stock, with a total of 6.59 Million shares, which have been reported (via 13F filing form) to have a value of $66 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Saba Capital Management, L.P.
New York, NY |
Feb 14, 2025 Q4 2024 |
1,403,987
shares
|
$14.1 Million
0.34% of portfolio
|
Q3 2024
Added 29.52%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
1,033,114
shares
|
$10.4 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Feb 10, 2025 Q4 2024 |
368,889
shares
|
$3.7 Million
0.07% of portfolio
|
Q4 2024
Added 61.44%
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
Feb 13, 2025 Q4 2024 |
318,285
shares
|
$3.19 Million
0.07% of portfolio
|
Q4 2024
Added 161.49%
|
|
|
Bulldog Investors, LLP
Saddle Brook, NJ |
Feb 14, 2025 Q4 2024 |
314,426
shares
|
$3.15 Million
1.34% of portfolio
|
Q4 2024
Added 238.17%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
303,119
shares
|
$3.04 Million
0.0% of portfolio
|
Q4 2024
Reduced 14.09%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
283,861
shares
|
$2.84 Million
0.0% of portfolio
|
Q4 2024
Reduced 6.69%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
264,178
shares
|
$2.65 Million
0.01% of portfolio
|
Q3 2024
Reduced 6.84%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
189,043
shares
|
$1.89 Million
0.01% of portfolio
|
Q4 2024
Added 58.33%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
159,410
shares
|
$1.6 Million
0.01% of portfolio
|
Q4 2024
Added 5.45%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 12, 2024 Q3 2024 |
156,057
shares
|
$1.56 Million
0.17% of portfolio
|
Q3 2024
Reduced 6.16%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
144,107
shares
|
$1.44 Million
0.0% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
138,308
shares
|
$1.39 Million
0.27% of portfolio
|
Q4 2024
Added 8.28%
|
|
|
Shaker Financial Services, LLC
|
Feb 13, 2025 Q4 2024 |
106,451
shares
|
$1.07 Million
0.41% of portfolio
|
Q4 2024
Reduced 4.33%
|
|
|
Vima LLC
Troy, MI |
Oct 24, 2024 Q3 2024 |
98,755
shares
|
$989,525
2.21% of portfolio
|
Q3 2024
Reduced 14.53%
|
|
|
Invesco Ltd.
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
97,844
shares
|
$980,396
0.0% of portfolio
|
Q4 2024
Reduced 5.83%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
97,736
shares
|
$979,314
0.12% of portfolio
|
Q3 2022
Added 9.99%
|
|
|
Aqr Arbitrage LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
96,082
shares
|
$962,741
0.05% of portfolio
|
Q4 2024
Reduced 27.79%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
90,891
shares
|
$910,727
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
79,774
shares
|
$799,335
0.0% of portfolio
|
Q4 2024
Added 179.79%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
69,370
shares
|
$695,087
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
|
$679,466
0.0% of portfolio
|
Q3 2024
Added 2.56%
|
|
|
Institute For Wealth Management, Llc.
|
Jan 23, 2025 Q4 2024 |
59,078
shares
|
$591,961
0.07% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
52,000
shares
|
$521,040
0.0% of portfolio
|
Q4 2024
Reduced 8.34%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
44,338
shares
|
$444,266
0.01% of portfolio
|
Q4 2024
New holding
|