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 65 institutions that hold shares in the stock, with a total of 7.01 Million shares, which have been reported (via 13F filing form) to have a value of $81.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Saba Capital Management, L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
1,635,252
shares
|
$19 Million
0.57% of portfolio
|
Q3 2025
Added 0.49%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
916,262
shares
|
$10.6 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.44%
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
Nov 13, 2025 Q3 2025 |
888,713
shares
|
$10.3 Million
0.21% of portfolio
|
Q3 2025
Added 15.11%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
390,077
shares
|
$4.53 Million
0.02% of portfolio
|
Q3 2025
Added 42.03%
|
|
|
Bulldog Investors, LLP
Saddle Brook, NJ |
Nov 14, 2025 Q3 2025 |
312,463
shares
|
$3.63 Million
1.31% of portfolio
|
Q1 2025
Reduced 0.62%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 06, 2025 Q3 2025 |
227,875
shares
|
$2.65 Million
0.05% of portfolio
|
Q3 2025
Added 33.76%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
198,189
shares
|
$2.3 Million
0.0% of portfolio
|
Q3 2025
Added 23.02%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
185,809
shares
|
$2.16 Million
0.34% of portfolio
|
Q3 2025
Added 15.39%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
166,147
shares
|
$1.93 Million
0.0% of portfolio
|
Q3 2025
Reduced 4.69%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
146,144
shares
|
$1.7 Million
0.0% of portfolio
|
Q3 2025
Added 0.68%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
141,718
shares
|
$1.65 Million
0.01% of portfolio
|
Q3 2025
Reduced 4.57%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
141,388
shares
|
$1.64 Million
0.0% of portfolio
|
Q3 2025
Reduced 42.49%
|
|
|
Wolverine Asset Management LLC
|
Oct 28, 2025 Q3 2025 |
112,334
shares
|
$1.31 Million
0.02% of portfolio
|
Q3 2025
Reduced 17.72%
|
|
|
Shaker Financial Services, LLC
|
Oct 22, 2025 Q3 2025 |
99,201
shares
|
$1.15 Million
0.41% of portfolio
|
Q3 2025
Reduced 8.15%
|
|
|
Vima LLC
Troy, MI |
Oct 24, 2024 Q3 2024 |
98,755
shares
|
$1.15 Million
2.21% of portfolio
|
Q3 2024
Reduced 14.53%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
97,736
shares
|
$1.14 Million
0.12% of portfolio
|
Q3 2022
Added 9.99%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
81,490
shares
|
$946,913
0.0% of portfolio
|
Q1 2025
Added 2.15%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
80,538
shares
|
$935,851
0.0% of portfolio
|
Q3 2025
Added 1.25%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
78,042
shares
|
$906,848
0.0% of portfolio
|
Q3 2025
Reduced 41.54%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
74,910
shares
|
$870,454
0.0% of portfolio
|
Q3 2025
Reduced 0.66%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
69,370
shares
|
$806,079
0.0% of portfolio
|
Q4 2024
Added 7.29%
|
|
|
Uhlmann Price Securities, LLC
Skokie, IL |
Nov 06, 2025 Q3 2025 |
67,837
shares
|
$788,265
0.48% of portfolio
|
Q3 2025
Added 1.74%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
67,811
shares
|
$787,963
0.0% of portfolio
|
Q3 2024
Added 2.56%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 14, 2025 Q3 2025 |
58,519
shares
|
$679,990
0.07% of portfolio
|
Q3 2025
Reduced 16.19%
|
|
|
Institute For Wealth Management, Llc.
|
Oct 17, 2025 Q3 2025 |
55,884
shares
|
$649,372
0.07% of portfolio
|
Q3 2025
Added 0.05%
|
|