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 67 institutions that hold shares in the stock, with a total of 6.9 Million shares, which have been reported (via 13F filing form) to have a value of $78.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Aqr Arbitrage LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
51,831
shares
|
$591,910
0.04% of portfolio
|
Q2 2025
Reduced 27.65%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
47,849
shares
|
$546,435
0.0% of portfolio
|
Q2 2025
Added 46.52%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
42,718
shares
|
$487,839
0.06% of portfolio
|
Q3 2024
Reduced 2.88%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
42,423
shares
|
$484,470
0.0% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
40,859
shares
|
$466,609
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
32,006
shares
|
$365,508
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
31,100
shares
|
$355,162
0.1% of portfolio
|
Q4 2022
Reduced 87.47%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Aug 04, 2025 Q2 2025 |
30,095
shares
|
$343,684
0.04% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
25,462
shares
|
$290,776
0.0% of portfolio
|
Q3 2024
Reduced 6.44%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
24,237
shares
|
$276,786
0.0% of portfolio
|
Q2 2025
Added 11.02%
|
|
|
K2 Principal Fund, L.P.
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
23,785
shares
|
$271,624
0.11% of portfolio
|
Q1 2025
Added 56.55%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
22,198
shares
|
$253,501
0.0% of portfolio
|
Q1 2025
Reduced 12.22%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
20,315
shares
|
$231,997
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
19,419
shares
|
$221,764
0.0% of portfolio
|
Q2 2025
Reduced 2.96%
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
Aug 14, 2025 Q2 2025 |
18,772
shares
|
$214,376
0.08% of portfolio
|
Q1 2023
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
18,694
shares
|
$213,485
0.0% of portfolio
|
Q2 2025
Reduced 7.43%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
18,329
shares
|
$209,317
0.0% of portfolio
|
Q2 2025
Added 7.89%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
18,173
shares
|
$207,535
0.0% of portfolio
|
Q2 2025
Added 34.15%
|
|
|
Old Port Advisors
|
Jul 16, 2025 Q2 2025 |
15,596
shares
|
$178,106
0.04% of portfolio
|
Q2 2025
Reduced 18.18%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
15,356
shares
|
$175,365
0.0% of portfolio
|
Q2 2025
Added 35.09%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
Aug 05, 2025 Q2 2025 |
12,794
shares
|
$146,107
0.09% of portfolio
|
Q4 2024
Added 0.99%
|
|
|
Altfest L J & CO Inc
|
Aug 08, 2025 Q2 2025 |
11,636
shares
|
$132,883
0.02% of portfolio
|
Q4 2023
Reduced 17.19%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Jul 31, 2025 Q2 2025 |
11,536
shares
|
$131,741
0.03% of portfolio
|
Q4 2024
Reduced 21.13%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Jul 16, 2025 Q2 2025 |
11,100
shares
|
$126,762
0.03% of portfolio
|
Q1 2022
Reduced 6.72%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
10,868
shares
|
$124,112
0.0% of portfolio
|
Q2 2025
Reduced 1.71%
|