Purchases and Sales Made in Q2 2025 in Ellsworth Growth & Income Fund LTD (ECF)
This table provides information about the institutional ownership of Ellsworth Growth & Income Fund LTD (ECF) during Q2 2025. The information is specifically focused on institutions that hold shares of ELLSWORTH GROWTH & INCOME FUND LTD.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
296K+ 62.34% |
$2.45M - $3.04M
|
772K
$8.82M
|
|
|
Aug 14, 2025
Q2 2025
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
223K+ 15.9% |
$1.84M - $2.29M
|
1.63M
$18.6M
|
|
|
Aug 04, 2025
Q2 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
89.5K+ 190.04% |
$739K - $917K
|
137K
$1.56M
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
58.4K+ 27.02% |
$483K - $599K
|
275K
$3.14M
|
|
|
Aug 13, 2025
Q2 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
38.3K+ 31.16% |
$316K - $392K
|
161K
$1.84M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
23.3K+ 44.83% |
$193K - $239K
|
75.4K
$861K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
20.3KNew |
$168K - $208K
|
20.3K
$232K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
15.2K+ 46.52% |
$125K - $156K
|
47.8K
$546K
|
|
|
Aug 11, 2025
Q2 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
10.1K+ 6.67% |
$83.2K - $103K
|
161K
$1.84M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
7.27KNew |
$60K - $74.5K
|
7.27K
$83K
|
|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
7.09K+ 5.01% |
$58.6K - $72.7K
|
149K
$1.7M
|
|
|
Jul 29, 2025
Q2 2025
|
Uhlmann Price Securities, LLC
Skokie, IL |
BUY
|
- |
6.2K+ 10.25% |
$51.2K - $63.6K
|
66.7K
$761K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
4.63K+ 34.15% |
$38.2K - $47.4K
|
18.2K
$208K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.99K+ 35.09% |
$32.9K - $40.9K
|
15.4K
$175K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
3.01KNew |
$24.8K - $30.8K
|
3.01K
$34.3K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
2.41K+ 11.02% |
$19.9K - $24.7K
|
24.2K
$277K
|
|
|
Aug 08, 2025
Q2 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
1.86KNew |
$15.4K - $19.1K
|
1.86K
$21.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.54K+ 2796.36% |
$12.7K - $15.8K
|
1.59K
$18.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.48K+ 1.03% |
$12.2K - $15.1K
|
145K
$1.66M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.34K+ 7.89% |
$11.1K - $13.7K
|
18.3K
$209K
|
|
|
Aug 08, 2025
Q2 2025
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
772New |
$6.38K - $7.91K
|
772
$8.82K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
627+ 47.61% |
$5.18K - $6.43K
|
1.94K
$22.2K
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
BUY
|
- |
333New |
$2.75K - $3.41K
|
333
$3.8K
|
|
|
Aug 04, 2025
Q2 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
156+ 0.52% |
$1.29K - $1.6K
|
30.1K
$344K
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
138+ 0.33% |
$1.14K - $1.41K
|
42.4K
$484K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
87+ 0.11% |
$719 - $892
|
79.5K
$908K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-189- 1.71% |
$1.56K - $1.94K
|
10.9K
$124K
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-512- 0.91% |
$4.23K - $5.25K
|
55.9K
$638K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-593- 2.96% |
$4.9K - $6.08K
|
19.4K
$222K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.5K- 7.43% |
$12.4K - $15.4K
|
18.7K
$213K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-2.3K- 96.27% |
$19K - $23.5K
|
89
$1.02K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.45K- 17.76% |
$20.3K - $25.2K
|
11.4K
$130K
|
|
|
Jul 16, 2025
Q2 2025
|
Old Port Advisors
|
SELL
|
- |
-3.47K- 18.18% |
$28.6K - $35.5K
|
15.6K
$178K
|
|
|
Aug 04, 2025
Q2 2025
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-13.5K- 16.2% |
$112K - $138K
|
69.8K
$797K
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Arbitrage LLC
Greenwich, CT |
SELL
|
- |
-19.8K- 27.65% |
$164K - $203K
|
51.8K
$592K
|
|
|
Aug 05, 2025
Q2 2025
|
Shaker Financial Services, LLC
|
SELL
|
- |
-33.7K- 23.78% |
$278K - $345K
|
108K
$1.23M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-41.3K- 14.39% |
$341K - $423K
|
246K
$2.81M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-83.6K- 38.51% |
$691K - $857K
|
134K
$1.52M
|
|
|
Aug 12, 2025
Q2 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-91.4K- 34.92% |
$755K - $937K
|
170K
$1.95M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-95.1K- 35.31% |
$786K - $975K
|
174K
$1.99M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-104K- 10.18% |
$862K - $1.07M
|
920K
$10.5M
|