Latest Institutional Purchases of Ellsworth Growth & Income Fund LTD (ECF)
This list provides information on the latest institutional transactions involving Ellsworth Growth & Income Fund LTD (ECF) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2025
Q3 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
117K+ 15.11% |
$1.19M - $1.38M
|
889K
$10.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
115K+ 42.03% |
$1.17M - $1.37M
|
390K
$4.53M
|
|
|
Nov 06, 2025
Q3 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
57.5K+ 33.76% |
$584K - $681K
|
228K
$2.65M
|
|
|
Nov 13, 2025
Q3 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
37.1K+ 23.02% |
$377K - $439K
|
198K
$2.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
24.8K+ 15.39% |
$252K - $293K
|
186K
$2.16M
|
|
|
Dec 22, 2025
Q3 2025
|
Pmg Family Office LLC
Plano, TX |
BUY
|
- |
18.3KNew |
$186K - $217K
|
18.3K
$212K
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
11.1KNew |
$113K - $132K
|
11.1K
$129K
|
|
|
Nov 14, 2025
Q3 2025
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
8.03K+ 0.49% |
$81.6K - $95.1K
|
1.64M
$19M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.05K+ 19.07% |
$20.8K - $24.3K
|
12.8K
$149K
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2KNew |
$20.3K - $23.7K
|
2K
$23.2K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.99K+ 12.93% |
$20.2K - $23.5K
|
17.3K
$202K
|
|
|
Nov 06, 2025
Q3 2025
|
Uhlmann Price Securities, LLC
Skokie, IL |
BUY
|
- |
1.16K+ 1.74% |
$11.8K - $13.7K
|
67.8K
$788K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
996+ 1.25% |
$10.1K - $11.8K
|
80.5K
$936K
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
989+ 0.68% |
$10K - $11.7K
|
146K
$1.7M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
699+ 3.74% |
$7.1K - $8.28K
|
19.4K
$225K
|
|
|
Oct 28, 2025
Q3 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
133+ 0.44% |
$1.35K - $1.57K
|
30.2K
$351K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
98+ 1.35% |
$996 - $1.16K
|
7.37K
$85.6K
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
26+ 0.05% |
$264 - $308
|
55.9K
$649K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
12+ 0.05% |
$122 - $142
|
24.2K
$282K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
7+ 0.23% |
$71.1 - $82.9
|
3.01K
$35K
|
|
| Q2 2025 | |||||||
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
20.3KNew |
$168K - $208K
|
20.3K
$236K
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
15.2K+ 46.52% |
$125K - $156K
|
47.8K
$556K
|
|
|
Aug 08, 2025
Q2 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
1.86KNew |
$15.4K - $19.1K
|
1.86K
$21.6K
|
|
|
Aug 08, 2025
Q2 2025
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
772New |
$6.38K - $7.91K
|
772
$8.97K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
627+ 47.61% |
$5.18K - $6.43K
|
1.94K
$22.6K
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
BUY
|
- |
333New |
$2.75K - $3.41K
|
333
$3.87K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 14, 2025
Q1 2025
|
K2 Principal Fund, L.P.
Toronto, A6 |
BUY
|
- |
8.59K+ 56.55% |
$78K - $87K
|
23.8K
$276K
|
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
2.99KNew |
$27.2K - $30.3K
|
2.99K
$34.8K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.77KNew |
$16K - $17.9K
|
1.77K
$20.5K
|
|
|
May 15, 2025
Q1 2025
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
1.72K+ 2.15% |
$15.6K - $17.4K
|
81.5K
$947K
|
|
| Q4 2024 | |||||||
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
4.72K+ 7.29% |
$42.2K - $47.1K
|
69.4K
$806K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
2KNew |
$17.9K - $20K
|
2K
$23.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Glassman Wealth Services
|
BUY
|
- |
1.54KNew |
$13.8K - $15.4K
|
1.54K
$17.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
126+ 0.99% |
$1.13K - $1.26K
|
12.8K
$149K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
5+ 1.33% |
$44.8 - $50
|
382
$4.44K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3+ 1.2% |
$26.9 - $30
|
253
$2.94K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
32KNew |
$262K - $288K
|
32K
$372K
|
|
|
Nov 14, 2024
Q3 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
18.6KNew |
$153K - $167K
|
18.6K
$216K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.43KNew |
$28.1K - $30.8K
|
3.43K
$39.8K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.69K+ 2.56% |
$13.9K - $15.2K
|
67.8K
$788K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
52KNew |
$408K - $426K
|
52K
$605K
|
|
|
May 10, 2024
Q1 2024
|
Rpo LLC
Stamford, CT |
BUY
|
- |
35.7KNew |
$280K - $292K
|
35.7K
$414K
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
22.3KNew |
$175K - $183K
|
22.3K
$259K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
10.7KNew |
$83.9K - $87.6K
|
10.7K
$124K
|
|
|
May 14, 2024
Q1 2024
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
10.2KNew |
$80.1K - $83.7K
|
10.2K
$119K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.02K+ 25.18% |
$23.7K - $24.8K
|
15K
$175K
|
|
|
May 14, 2024
Q1 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
1.91K+ 1.67% |
$15K - $15.6K
|
116K
$1.35M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
35+ 1.62% |
$274 - $287
|
2.19K
$25.4K
|
|
| Q4 2023 | |||||||
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
9.9KNew |
$72K - $82.4K
|
9.9K
$115K
|
|