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 6.02 Million shares, which have been reported (via 13F filing form) to have a value of $59.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
32,273
shares
|
$319,825
0.0% of portfolio
|
Q3 2024
Reduced 5.37%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
32,006
shares
|
$317,179
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
31,100
shares
|
$308,201
0.1% of portfolio
|
Q4 2022
Reduced 87.47%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Nov 07, 2024 Q3 2024 |
29,672
shares
|
$294,049
0.04% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
28,989
shares
|
$287,280
0.0% of portfolio
|
Q3 2024
Added 33.31%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
28,512
shares
|
$282,553
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
25,462
shares
|
$252,328
0.0% of portfolio
|
Q3 2024
Reduced 6.44%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
25,287
shares
|
$250,594
0.0% of portfolio
|
Q1 2024
Reduced 51.61%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
23,666
shares
|
$234,530
0.0% of portfolio
|
Q3 2024
Reduced 27.97%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
22,971
shares
|
$227,642
0.0% of portfolio
|
Q2 2024
Added 6.72%
|
|
|
Matisse Capital
|
Oct 17, 2024 Q3 2024 |
22,356
shares
|
$221,547
0.1% of portfolio
|
Q3 2024
Reduced 14.59%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
21,828
shares
|
$216,315
0.0% of portfolio
|
Q3 2024
Added 1.08%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
21,064
shares
|
$208,744
0.0% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
20,971
shares
|
$207,822
0.0% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Old Port Advisors
|
Oct 24, 2024 Q3 2024 |
20,804
shares
|
$206,167
0.05% of portfolio
|
Q3 2024
Reduced 4.56%
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
Nov 14, 2024 Q3 2024 |
18,772
shares
|
$186,030
0.07% of portfolio
|
Q1 2023
New holding
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
18,600
shares
|
$184,326
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Landscape Capital Management, L.L.C.
|
Nov 08, 2024 Q3 2024 |
18,139
shares
|
$179,757
0.02% of portfolio
|
Q3 2024
Reduced 78.87%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
16,350
shares
|
$162,028
0.0% of portfolio
|
Q3 2024
Added 5.14%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Nov 06, 2024 Q3 2024 |
14,626
shares
|
$144,943
0.04% of portfolio
|
Q4 2023
Reduced 35.99%
|
|
|
Wolverine Asset Management LLC
|
Nov 04, 2024 Q3 2024 |
14,442
shares
|
$143,120
0.0% of portfolio
|
Q3 2024
Added 16.41%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
Nov 01, 2024 Q3 2024 |
12,668
shares
|
$125,539
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Altfest L J & CO Inc
|
Nov 05, 2024 Q3 2024 |
11,636
shares
|
$115,312
0.01% of portfolio
|
Q4 2023
Reduced 17.19%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Nov 06, 2024 Q3 2024 |
11,100
shares
|
$110,001
0.03% of portfolio
|
Q1 2022
Reduced 6.72%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
10,958
shares
|
$108,593
0.0% of portfolio
|
Q3 2024
Added 5.13%
|