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Ellsworth Growth and Income Fund (ECF) Institutional Ownership

Ellsworth Growth and Income Fund logo
$11.78 -0.06 (-0.51%)
Closing price 09/23/2025 04:00 PM Eastern
Extended Trading
$11.76 -0.01 (-0.13%)
As of 09/23/2025 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for Ellsworth Growth and Income Fund (NYSE:ECF)

Current
Institutional Ownership
Percentage
35.88%
Number of
Institutional Buyers
(last 12 months)
21
Total
Institutional Inflows
(last 12 months)
$13.96M
Number of
Institutional Sellers
(last 12 months)
19
Total
Institutional Outflows
(last 12 months)
$9.84M
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Skip Chart & View Institutional Buying and Selling Data

ECF Institutional Buying and Selling by Quarter

Ellsworth Growth and Income Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/4/2025 Osaic Holdings Inc.15,356$157K0.0%+11.1%0.112%
8/15/2025 Ameriprise Financial Inc.245,858$2.52M0.0%-14.4%1.797%
8/15/2025 AQR Arbitrage LLC51,831$531K0.0%-27.6%0.379%
8/14/2025 NewEdge Advisors LLC75,407$773K0.0%+44.8%0.551%
8/13/2025 Baird Financial Group Inc.145,155$1.49M0.0%+1.0%1.061%
8/13/2025 Guggenheim Capital LLC148,511$1.52M0.0%+5.0%1.085%
8/13/2025 Invesco Ltd.161,109$1.65M0.0%+31.2%1.177%
8/12/2025 Advisors Asset Management Inc.170,355$1.75M0.0%-34.9%1.245%
8/5/2025 Shaker Financial Services LLC108,007$1.11M0.4%-23.8%0.789%
8/4/2025 Wolverine Asset Management LLC136,527$1.40M0.0%+190.0%0.998%
8/4/2025 WNY Asset Management LLC69,822$716K0.1%-16.2%0.510%
7/29/2025 Uhlmann Price Securities LLC66,680$683K0.5%+10.3%0.487%
7/16/2025 Old Port Advisors15,596$160K0.0%-18.2%0.114%
7/14/2025 AdvisorNet Financial Inc3,007$31K0.0%N/A0.022%
7/10/2025 Wealth Enhancement Advisory Services LLC133,506$1.37M0.0%-38.5%0.976%
5/16/2025K2 Principal Fund L.P.23,785$216K0.0%+56.6%0.174%
5/16/2025AQR Arbitrage LLC71,637$650K0.0%-25.4%0.524%
5/16/2025Advisors Asset Management Inc.261,766$2.38M0.0%-29.0%1.913%
5/13/2025Elequin Capital LP2,991$27K0.0%N/A0.022%
5/13/2025Sit Investment Associates Inc.475,568$4.32M0.1%+49.4%3.476%
5/13/2025HighTower Advisors LLC11,057$100K0.0%-21.4%0.081%
5/12/2025Invesco Ltd.122,838$1.12M0.0%+25.5%0.898%
5/12/2025Wolverine Asset Management LLC47,071$427K0.0%N/A0.344%
5/9/2025Shaker Financial Services LLC141,706$1.29M0.5%+33.1%1.036%
5/5/2025Blue Bell Private Wealth Management LLC150,961$1.37M0.3%+9.1%1.103%
5/5/2025WNY Asset Management LLC83,322$757K0.1%-36.0%0.609%
4/22/2025Cambridge Investment Research Advisors Inc.20,012$182K0.0%-6.4%0.146%
4/21/2025Institute for Wealth Management LLC.56,370$512K0.1%-4.6%0.412%
4/16/2025Wealth Enhancement Advisory Services LLC217,121$1.97M0.0%-10.1%1.587%
3/17/2025Wealth Enhancement Advisory Services LLC241,524$2.34M0.0%-8.6%1.757%
2/21/2025WNY Asset Management LLC130,171$1.26M0.2%-16.6%0.947%
2/17/2025Waverly Advisors LLC44,338$430K0.0%N/A0.322%
2/17/2025K2 Principal Fund L.P.15,193$147K0.0%N/A0.110%
2/17/2025Bulldog Investors LLP314,426$3.05M0.8%+238.2%2.287%
2/17/2025Capstone Investment Advisors LLC79,774$773K0.0%+179.8%0.580%
2/17/2025Ameriprise Financial Inc.303,119$2.94M0.0%-14.1%2.205%
2/14/2025AQR Arbitrage LLC96,082$931K0.0%-27.8%0.699%
2/14/2025Shaker Financial Services LLC106,451$1.03M0.4%-4.3%0.774%
2/13/2025NewEdge Advisors LLC52,000$504K0.0%-8.3%0.378%
2/13/2025Guggenheim Capital LLC159,410$1.55M0.0%+5.5%1.159%
2/13/2025Raymond James Financial Inc.90,891$881K0.0%N/A0.661%
2/13/2025Invesco Ltd.97,844$948K0.0%-5.8%0.712%
2/13/2025Sit Investment Associates Inc.318,285$3.08M0.1%+161.5%2.315%
2/13/2025Wells Fargo & Company MN1,033,114$10.01M0.0%-0.1%7.514%
2/11/2025LPL Financial LLC25,119$243K0.0%-13.3%0.183%
2/10/2025Advisors Asset Management Inc.368,889$3.58M0.1%+61.4%2.683%
2/7/2025HighTower Advisors LLC14,070$136K0.0%-13.9%0.102%
2/7/2025Oak Harbor Wealth Partners LLC11,536$112K0.0%-21.1%0.084%
2/7/2025Blue Bell Private Wealth Management LLC138,308$1.34M0.3%+8.3%1.006%
2/6/2025Raymond James Financial Inc.90,891$881K0.0%N/A0.661%
2/3/2025Private Advisor Group LLC21,831$212K0.0%-5.0%0.159%
1/31/2025Sanctuary Advisors LLC69,370$698K0.0%+7.3%0.505%
1/2/2025Old Port Advisors19,712$191K0.1%-5.2%0.143%
11/25/2024Sanctuary Advisors LLC64,655$628K0.0%+310.0%0.470%
11/15/2024Kovitz Investment Group Partners LLC32,006$288K0.0%N/A0.233%
11/14/2024Capstone Investment Advisors LLC28,512$256K0.0%N/A0.207%
11/9/2024Landscape Capital Management L.L.C.18,139$163K0.0%-78.9%0.132%
11/8/2024Cornerstone Advisors LLC90,723$816K0.0%-73.8%0.660%
11/8/2024Advisors Asset Management Inc.228,497$2.05M0.0%-8.0%1.662%
11/4/2024Wolverine Asset Management LLC14,442$130K0.0%+16.4%0.105%
11/1/2024Beckerman Institutional LLC12,668$114K0.1%N/A0.092%
10/24/2024Vima LLC98,755$888K1.8%-14.5%0.718%
10/24/2024Wealth Enhancement Advisory Services LLC264,178$2.38M0.0%-6.8%1.921%
9/5/2024Sanctuary Advisors LLC15,768$122K0.0%N/A0.115%
8/9/2024Cornerstone Advisors LLC346,675$2.86M0.1%+2.9%2.521%
8/8/2024Vima LLC115,545$952K2.1%+20.6%0.840%
8/5/2024Blue Bell Private Wealth Management LLC65,050$536K0.1%+39.7%0.473%
8/3/20249258 Wealth Management LLC43,987$362K0.1%-6.3%0.320%
8/3/2024Shaker Financial Services LLC111,018$915K0.4%+14.2%0.807%
8/2/2024Wolverine Asset Management LLC12,406$102K0.0%-86.8%0.090%
7/18/2024Old Port Advisors21,798$180K0.1%-24.3%0.159%
7/16/2024Wealth Enhancement Advisory Services LLC283,568$2.34M0.0%-10.6%2.062%
6/26/2024Old Port Advisors28,779$234K0.1%-11.7%0.209%
5/17/2024Vima LLC95,791$777K0.2%-16.2%0.697%
5/14/2024Advisors Asset Management Inc.281,333$2.28M0.0%-0.8%2.046%
5/10/2024Cornerstone Advisors LLC337,023$2.74M0.1%+104.6%2.451%
5/10/2024RPO LLC35,664$290K0.4%N/A0.259%
5/7/2024WNY Asset Management LLC167,797$1.36M0.2%-3.3%1.220%
5/1/2024Matisse Capital26,176$213K0.1%N/A0.190%
4/24/2024Blue Bell Private Wealth Management LLC46,560$378K0.1%+231.9%0.339%
4/18/2024Aviance Capital Partners LLC29,449$239K0.0%-5.9%0.214%
4/16/2024Wealth Enhancement Advisory Services LLC317,034$2.57M0.0%+1.9%2.306%
3/5/2024Twin Focus Capital Partners LLC18,600$150K0.0%N/A0.135%
3/4/2024Vima LLC114,377$924K2.1%N/A0.832%
2/15/2024Bulldog Investors LLP76,934$622K0.2%+9.7%0.560%
2/9/2024Oak Harbor Wealth Partners LLC14,626$118K0.0%-36.0%0.106%
2/9/2024Wells Fargo & Company MN1,007,180$8.14M0.0%+8.6%7.325%
2/9/2024Cornerstone Advisors LLC164,745$1.33M0.1%+109.5%1.198%
2/6/2024Aviance Capital Partners LLC31,304$253K0.1%-78.5%0.228%
2/6/20249258 Wealth Management LLC47,293$382K0.1%-13.8%0.344%
2/1/2024Wolverine Asset Management LLC87,919$710K0.0%N/A0.639%
1/31/2024Institute for Wealth Management LLC.60,702$490K0.1%-3.2%0.441%
1/25/2024Blue Bell Private Wealth Management LLC14,029$113K0.0%+1,203.8%0.102%
1/18/2024Altfest L J & Co. Inc.11,636$94K0.0%-17.2%0.085%
1/16/2024Raymond James Financial Services Advisors Inc.62,876$508K0.0%-16.1%0.457%
1/16/2024Raymond James & Associates33,308$269K0.0%-18.3%0.242%
12/14/2023WNY Asset Management LLC173,528$1.40M0.3%-1.6%1.259%
11/15/2023Advisors Asset Management Inc.286,184$2.30M0.0%+54.7%2.077%
11/14/2023AQR Arbitrage LLC76,401$615K0.0%-26.5%0.554%
11/14/2023Saba Capital Management L.P.628,984$5.06M0.1%-10.7%4.564%
(Data available from 1/1/2016 forward)

ECF Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ECF shares?

During the previous two years, 45 institutional investors and hedge funds held shares of Ellsworth Growth and Income Fund. The most heavily invested institutionals were Wells Fargo & Company MN ($10.01M), Saba Capital Management L.P. ($5.06M), Sit Investment Associates Inc. ($4.32M), Bulldog Investors LLP ($3.05M), Ameriprise Financial Inc. ($2.52M), Advisors Asset Management Inc. ($1.75M), and Invesco Ltd. ($1.65M).Learn more on Ellsworth Growth and Income Fund's institutional investors.

What percentage of Ellsworth Growth and Income Fund's stock is owned by institutional investors?

35.88% of Ellsworth Growth and Income Fund's stock is owned by institutional investors. Learn more on ECF's institutional investor holdings.

Which institutional investors have been buying Ellsworth Growth and Income Fund's stock?

Of the 28 institutional investors that purchased Ellsworth Growth and Income Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Sit Investment Associates Inc. ($353.85K), Cornerstone Advisors LLC ($280.16K), Advisors Asset Management Inc. ($241.58K), Bulldog Investors LLP ($228.24K), Wolverine Asset Management LLC ($226.48K), Raymond James Financial Inc. ($181.78K), and Vima LLC ($134.13K).

How much institutional buying is happening at Ellsworth Growth and Income Fund?

Institutional investors have bought a total of 1,457,838 shares in the last 24 months. This purchase volume represents approximately $13.96M in transactions.

Which of Ellsworth Growth and Income Fund's major shareholders have been selling company stock?

Of the 19 institutional investors that sold Ellsworth Growth and Income Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Cornerstone Advisors LLC ($255.95K), Advisors Asset Management Inc. ($218.47K), Wealth Enhancement Advisory Services LLC ($150.06K), Ameriprise Financial Inc. ($91.05K), WNY Asset Management LLC ($86.24K), AQR Arbitrage LLC ($81.23K), and Landscape Capital Management L.L.C. ($67.70K).

How much institutional selling is happening at Ellsworth Growth and Income Fund?

Institutional investors have sold a total of 1,039,957 shares in the last 24 months. This volume of shares sold represents approximately $9.84M in transactions.


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This page (NYSE:ECF) was last updated on 9/24/2025 by MarketBeat.com Staff
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