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 6.92 Million shares, which have been reported (via 13F filing form) to have a value of $80.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
10,141
shares
|
$117,838
0.0% of portfolio
|
Q3 2025
Reduced 44.2%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
7,365
shares
|
$85,581
0.0% of portfolio
|
Q3 2025
Added 1.35%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
3,014
shares
|
$35,022
0.0% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
2,000
shares
|
$23,240
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
2,000
shares
|
$23,240
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Dec 29, 2025 Q3 2025 |
1,767
shares
|
$20,532
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
949
shares
|
$11,027
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
382
shares
|
$4,438
0.0% of portfolio
|
Q4 2024
Added 1.33%
|
|
|
Valley National Advisers Inc
|
Oct 17, 2025 Q3 2025 |
333
shares
|
$3,869
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
93
shares
|
$1,080
0.0% of portfolio
|
Q3 2025
Reduced 94.16%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
67
shares
|
$778
0.0% of portfolio
|
Q3 2025
Reduced 24.72%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2026 Q4 2025 |
15
shares
|
$174
0.0% of portfolio
|
Q1 2025
Reduced 88.97%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
2
shares
|
$23
0.0% of portfolio
|
Q4 2022
Reduced 98.45%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|