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 61 institutions that hold shares in the stock, with a total of 6.52 Million shares, which have been reported (via 13F filing form) to have a value of $56.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
42,718
shares
|
$369,937
0.06% of portfolio
|
Q3 2024
Reduced 2.88%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
40,859
shares
|
$353,838
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
32,660
shares
|
$282,835
0.0% of portfolio
|
Q4 2024
Added 1.2%
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
32,006
shares
|
$277,171
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
31,100
shares
|
$269,326
0.1% of portfolio
|
Q4 2022
Reduced 87.47%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Feb 06, 2025 Q4 2024 |
29,807
shares
|
$258,128
0.04% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
25,462
shares
|
$220,500
0.0% of portfolio
|
Q3 2024
Reduced 6.44%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
25,287
shares
|
$218,985
0.0% of portfolio
|
Q1 2024
Reduced 51.61%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
25,119
shares
|
$217,530
0.0% of portfolio
|
Q4 2024
Reduced 13.35%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
24,915
shares
|
$215,763
0.0% of portfolio
|
Q4 2024
Added 5.28%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
21,831
shares
|
$189,056
0.0% of portfolio
|
Q4 2024
Reduced 4.96%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
21,387
shares
|
$185,211
0.0% of portfolio
|
Q4 2024
Reduced 2.02%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
21,012
shares
|
$181,963
0.0% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
20,270
shares
|
$175,538
0.0% of portfolio
|
Q4 2024
Reduced 3.77%
|
|
|
Old Port Advisors
|
Jan 02, 2025 Q4 2024 |
19,712
shares
|
$170,705
0.05% of portfolio
|
Q4 2024
Reduced 5.25%
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
Feb 13, 2025 Q4 2024 |
18,772
shares
|
$162,565
0.08% of portfolio
|
Q1 2023
New holding
|
|
|
K2 Principal Fund, L.P.
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
15,193
shares
|
$131,571
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
14,070
shares
|
$121,846
0.0% of portfolio
|
Q4 2024
Reduced 13.94%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
13,003
shares
|
$112,605
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
Jan 29, 2025 Q4 2024 |
12,794
shares
|
$110,796
0.1% of portfolio
|
Q4 2024
Added 0.99%
|
|
|
Altfest L J & CO Inc
|
Feb 07, 2025 Q4 2024 |
11,636
shares
|
$100,767
0.02% of portfolio
|
Q4 2023
Reduced 17.19%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Feb 07, 2025 Q4 2024 |
11,536
shares
|
$99,901
0.03% of portfolio
|
Q4 2024
Reduced 21.13%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
11,106
shares
|
$96,177
0.0% of portfolio
|
Q4 2024
Added 1.35%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Feb 12, 2025 Q4 2024 |
11,100
shares
|
$96,126
0.03% of portfolio
|
Q1 2022
Reduced 6.72%
|
|
|
Ceera Investments, LLC
Bellaire, TX |
Feb 07, 2025 Q4 2024 |
10,219
shares
|
$88,496
0.04% of portfolio
|
Q1 2024
New holding
|