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 6.44 Million shares, which have been reported (via 13F filing form) to have a value of $65.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
42,718
shares
|
$436,577
0.06% of portfolio
|
Q3 2024
Reduced 2.88%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
42,285
shares
|
$432,152
0.0% of portfolio
|
Q1 2025
Reduced 4.63%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
40,859
shares
|
$417,578
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
32,657
shares
|
$333,754
0.0% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
32,006
shares
|
$327,101
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
31,100
shares
|
$317,842
0.1% of portfolio
|
Q4 2022
Reduced 87.47%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Apr 28, 2025 Q1 2025 |
29,939
shares
|
$305,976
0.04% of portfolio
|
Q1 2025
Added 0.44%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
25,462
shares
|
$260,221
0.0% of portfolio
|
Q3 2024
Reduced 6.44%
|
|
|
K2 Principal Fund, L.P.
Toronto, A6 |
May 14, 2025 Q1 2025 |
23,785
shares
|
$243,082
0.11% of portfolio
|
Q1 2025
Added 56.55%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
22,198
shares
|
$226,863
0.0% of portfolio
|
Q1 2025
Reduced 12.22%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
21,831
shares
|
$223,112
0.0% of portfolio
|
Q4 2024
Reduced 4.96%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
20,194
shares
|
$206,382
0.0% of portfolio
|
Q1 2025
Reduced 0.37%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
20,012
shares
|
$204,522
0.0% of portfolio
|
Q1 2025
Reduced 6.43%
|
|
|
Old Port Advisors
|
May 06, 2025 Q1 2025 |
19,061
shares
|
$194,803
0.05% of portfolio
|
Q1 2025
Reduced 3.3%
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
May 15, 2025 Q1 2025 |
18,772
shares
|
$191,849
0.07% of portfolio
|
Q1 2023
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
16,989
shares
|
$173,627
0.0% of portfolio
|
Q1 2025
Reduced 32.37%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
13,821
shares
|
$141,250
0.0% of portfolio
|
Q4 2024
Added 10.7%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
13,547
shares
|
$138,450
0.0% of portfolio
|
Q1 2025
Reduced 45.63%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
May 05, 2025 Q1 2025 |
12,794
shares
|
$130,754
0.08% of portfolio
|
Q4 2024
Added 0.99%
|
|
|
Altfest L J & CO Inc
|
May 09, 2025 Q1 2025 |
11,636
shares
|
$118,919
0.02% of portfolio
|
Q4 2023
Reduced 17.19%
|
|
|
Oak Harbor Wealth Partners, LLC
|
May 12, 2025 Q1 2025 |
11,536
shares
|
$117,897
0.03% of portfolio
|
Q4 2024
Reduced 21.13%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Apr 29, 2025 Q1 2025 |
11,100
shares
|
$113,442
0.03% of portfolio
|
Q1 2022
Reduced 6.72%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
11,057
shares
|
$113,002
0.0% of portfolio
|
Q1 2025
Reduced 21.41%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
10,756
shares
|
$109,926
0.0% of portfolio
|
Q1 2025
Reduced 3.15%
|
|
|
Elequin Capital LP
New York, NY |
May 13, 2025 Q1 2025 |
2,991
shares
|
$30,568
0.0% of portfolio
|
Q1 2025
New holding
|