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 64 institutions that hold shares in the stock, with a total of 6.94 Million shares, which have been reported (via 13F filing form) to have a value of $80.6 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
|
$496,383
0.06% of portfolio
|
Q3 2024
Reduced 2.88%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
40,859
shares
|
$474,781
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
39,807
shares
|
$462,557
0.0% of portfolio
|
Q3 2025
Reduced 6.17%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
32,006
shares
|
$371,909
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
31,100
shares
|
$361,382
0.1% of portfolio
|
Q4 2022
Reduced 87.47%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Oct 28, 2025 Q3 2025 |
30,228
shares
|
$351,249
0.04% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
25,462
shares
|
$295,868
0.0% of portfolio
|
Q3 2024
Reduced 6.44%
|
|
|
Aqr Arbitrage LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
24,981
shares
|
$290,279
0.02% of portfolio
|
Q3 2025
Reduced 51.8%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
24,249
shares
|
$281,773
0.0% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
K2 Principal Fund, L.P.
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
23,785
shares
|
$276,381
0.07% of portfolio
|
Q1 2025
Added 56.55%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
22,198
shares
|
$257,940
0.0% of portfolio
|
Q1 2025
Reduced 12.22%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
19,393
shares
|
$225,346
0.0% of portfolio
|
Q3 2025
Added 3.74%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
18,862
shares
|
$219,176
0.0% of portfolio
|
Q3 2025
Reduced 2.87%
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
Nov 14, 2025 Q3 2025 |
18,772
shares
|
$218,130
0.08% of portfolio
|
Q1 2023
New holding
|
|
|
Pmg Family Office LLC
Plano, TX |
Dec 22, 2025 Q3 2025 |
18,286
shares
|
$212,483
0.24% of portfolio
|
Q3 2025
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
18,257
shares
|
$212,146
0.0% of portfolio
|
Q3 2025
Reduced 0.39%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
17,342
shares
|
$201,514
0.0% of portfolio
|
Q3 2025
Added 12.93%
|
|
|
Old Port Advisors
|
Jan 08, 2026 Q4 2025 |
14,327
shares
|
$166,479
0.04% of portfolio
|
Q4 2025
Reduced 5.01%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
12,807
shares
|
$148,817
0.0% of portfolio
|
Q3 2025
Added 19.07%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
Nov 05, 2025 Q3 2025 |
12,794
shares
|
$148,666
0.09% of portfolio
|
Q4 2024
Added 0.99%
|
|
|
Altfest L J & CO Inc
|
Oct 21, 2025 Q3 2025 |
11,636
shares
|
$135,210
0.02% of portfolio
|
Q4 2023
Reduced 17.19%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Nov 04, 2025 Q3 2025 |
11,536
shares
|
$134,048
0.03% of portfolio
|
Q4 2024
Reduced 21.13%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
11,118
shares
|
$129,191
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Oct 23, 2025 Q3 2025 |
11,100
shares
|
$128,981
0.03% of portfolio
|
Q1 2022
Reduced 6.72%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
10,514
shares
|
$122,172
0.0% of portfolio
|
Q3 2025
Reduced 3.26%
|
|