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 62 institutions that hold shares in the stock, with a total of 6.52 Million shares, which have been reported (via 13F filing form) to have a value of $63.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Saba Capital Management, L.P.
New York, NY |
May 15, 2025 Q1 2025 |
1,403,987
shares
|
$13.7 Million
0.35% of portfolio
|
Q3 2024
Added 29.52%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
1,024,682
shares
|
$10 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.82%
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
May 13, 2025 Q1 2025 |
475,568
shares
|
$4.64 Million
0.1% of portfolio
|
Q1 2025
Added 49.42%
|
|
|
Bulldog Investors, LLP
Saddle Brook, NJ |
May 15, 2025 Q1 2025 |
312,463
shares
|
$3.05 Million
1.21% of portfolio
|
Q1 2025
Reduced 0.62%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
287,175
shares
|
$2.8 Million
0.0% of portfolio
|
Q1 2025
Reduced 5.26%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
269,453
shares
|
$2.63 Million
0.0% of portfolio
|
Q1 2025
Reduced 5.08%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
May 15, 2025 Q1 2025 |
261,766
shares
|
$2.55 Million
0.05% of portfolio
|
Q1 2025
Reduced 29.04%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
217,121
shares
|
$2.12 Million
0.0% of portfolio
|
Q1 2025
Reduced 10.1%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
216,219
shares
|
$2.11 Million
0.01% of portfolio
|
Q1 2025
Added 14.38%
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
150,961
shares
|
$1.47 Million
0.27% of portfolio
|
Q1 2025
Added 9.15%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
143,680
shares
|
$1.4 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.3%
|
|
|
Shaker Financial Services, LLC
|
May 09, 2025 Q1 2025 |
141,706
shares
|
$1.38 Million
0.52% of portfolio
|
Q1 2025
Added 33.12%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
141,422
shares
|
$1.38 Million
0.01% of portfolio
|
Q1 2025
Reduced 11.28%
|
|
|
Invesco Ltd.
Atlanta, GA |
May 12, 2025 Q1 2025 |
122,838
shares
|
$1.2 Million
0.0% of portfolio
|
Q1 2025
Added 25.54%
|
|
|
Vima LLC
Troy, MI |
Oct 24, 2024 Q3 2024 |
98,755
shares
|
$963,848
2.21% of portfolio
|
Q3 2024
Reduced 14.53%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
97,736
shares
|
$953,903
0.12% of portfolio
|
Q3 2022
Added 9.99%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
May 05, 2025 Q1 2025 |
83,322
shares
|
$813,222
0.09% of portfolio
|
Q1 2025
Reduced 35.99%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
May 15, 2025 Q1 2025 |
81,490
shares
|
$795,342
0.0% of portfolio
|
Q1 2025
Added 2.15%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
79,455
shares
|
$775,480
0.0% of portfolio
|
Q1 2025
Reduced 12.58%
|
|
|
Aqr Arbitrage LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
71,637
shares
|
$699,177
0.04% of portfolio
|
Q1 2025
Reduced 25.44%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
69,370
shares
|
$677,051
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
|
$661,835
0.0% of portfolio
|
Q3 2024
Added 2.56%
|
|
|
Institute For Wealth Management, Llc.
|
Apr 21, 2025 Q1 2025 |
56,370
shares
|
$550,171
0.07% of portfolio
|
Q1 2025
Reduced 4.58%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
52,067
shares
|
$508,173
0.0% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Wolverine Asset Management LLC
|
May 12, 2025 Q1 2025 |
47,071
shares
|
$459,412
0.01% of portfolio
|
Q1 2025
New holding
|