Purchases and Sales Made in Q4 2024 in Ellsworth Growth & Income Fund LTD (ECF)
This table provides information about the institutional ownership of Ellsworth Growth & Income Fund LTD (ECF) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Bulldog Investors, LLP
Saddle Brook, NJ |
BUY
|
- |
221K+ 238.17% |
$1.98M - $2.21M
|
314K
$2.91M
|
|
|
Feb 13, 2025
Q4 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
197K+ 161.49% |
$1.76M - $1.96M
|
318K
$2.94M
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
140K+ 61.44% |
$1.26M - $1.4M
|
369K
$3.41M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
90.9KNew |
$814K - $908K
|
90.9K
$841K
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
69.6K+ 58.33% |
$624K - $696K
|
189K
$1.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
51.3K+ 179.79% |
$459K - $512K
|
79.8K
$738K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
44.3KNew |
$397K - $443K
|
44.3K
$410K
|
|
|
Feb 14, 2025
Q4 2024
|
K2 Principal Fund, L.P.
Toronto, A6 |
BUY
|
- |
15.2KNew |
$136K - $152K
|
15.2K
$141K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13KNew |
$117K - $130K
|
13K
$120K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
10.6K+ 8.28% |
$94.7K - $106K
|
138K
$1.28M
|
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
8.25K+ 5.45% |
$73.9K - $82.4K
|
159K
$1.47M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
4.72K+ 7.29% |
$42.2K - $47.1K
|
69.4K
$642K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
2KNew |
$17.9K - $20K
|
2K
$18.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Glassman Wealth Services
|
BUY
|
- |
1.54KNew |
$13.8K - $15.4K
|
1.54K
$14.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
1.25K+ 5.28% |
$11.2K - $12.5K
|
24.9K
$230K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
926+ 0.65% |
$8.3K - $9.25K
|
144K
$1.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
387+ 1.2% |
$3.47K - $3.87K
|
32.7K
$302K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
148+ 1.35% |
$1.33K - $1.48K
|
11.1K
$103K
|
|
|
Feb 06, 2025
Q4 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
135+ 0.45% |
$1.21K - $1.35K
|
29.8K
$276K
|
|
|
Jan 29, 2025
Q4 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
126+ 0.99% |
$1.13K - $1.26K
|
12.8K
$118K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
41+ 0.2% |
$367 - $410
|
21K
$194K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
27+ 0.05% |
$242 - $270
|
59.1K
$546K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
5+ 1.33% |
$44.8 - $50
|
382
$3.53K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3+ 1.2% |
$26.9 - $30
|
253
$2.34K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-2- 0.43% |
$17.9 - $20
|
461
$4.26K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-15- 0.61% |
$134 - $150
|
2.43K
$22.5K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-86Closed |
$771 - $859
|
0
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-441- 2.02% |
$3.95K - $4.41K
|
21.4K
$198K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-794- 3.77% |
$7.11K - $7.93K
|
20.3K
$187K
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
SELL
|
- |
-1.09K- 5.25% |
$9.78K - $10.9K
|
19.7K
$182K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.13K- 0.11% |
$10.1K - $11.3K
|
1.03M
$9.56M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.14K- 4.96% |
$10.2K - $11.4K
|
21.8K
$202K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.28K- 13.94% |
$20.4K - $22.8K
|
14.1K
$130K
|
|
|
Feb 07, 2025
Q4 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-3.09K- 21.13% |
$27.7K - $30.9K
|
11.5K
$107K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.87K- 13.35% |
$34.7K - $38.7K
|
25.1K
$232K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-4.73K- 8.34% |
$42.4K - $47.3K
|
52K
$481K
|
|
|
Feb 13, 2025
Q4 2024
|
Shaker Financial Services, LLC
|
SELL
|
- |
-4.81K- 4.33% |
$43.1K - $48.1K
|
106K
$985K
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-6.06K- 5.83% |
$54.3K - $60.6K
|
97.8K
$905K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-20.4K- 6.69% |
$182K - $203K
|
284K
$2.63M
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-22.7K- 8.58% |
$203K - $226K
|
242K
$2.23M
|
|
|
Feb 21, 2025
Q4 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-25.9K- 16.59% |
$232K - $259K
|
130K
$1.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Arbitrage LLC
Greenwich, CT |
SELL
|
- |
-37K- 27.79% |
$331K - $369K
|
96.1K
$889K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-49.7K- 14.09% |
$446K - $497K
|
303K
$2.8M
|