Free Trial
Tada emoji MarketBeat All Access — Now Just $5.00 for 5 Weeks

Ellsworth Growth and Income Fund (ECF) Institutional Ownership

Ellsworth Growth and Income Fund logo
$11.07 +0.07 (+0.64%)
As of 02:16 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.
Compare

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)
20
Total
Institutional Inflows
(last 12 months)
$14.07M
Number of
Institutional Sellers
(last 12 months)
19
Total
Institutional Outflows
(last 12 months)
$9.84M
Get ECF Insider Trade Alerts

Want to know when executives and insiders are buying or selling Ellsworth Growth and Income Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

ECF Institutional Buying and Selling by Quarter

Ellsworth Growth and Income Fund Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
5/16/2025 K2 Principal Fund L.P.23,785$216K0.0%+56.6%0.174%
5/16/2025 AQR Arbitrage LLC71,637$650K0.0%-25.4%0.524%
5/16/2025 Advisors Asset Management Inc.261,766$2.38M0.0%-29.0%1.913%
5/13/2025 Elequin Capital LP2,991$27K0.0%N/A0.022%
5/13/2025 Sit Investment Associates Inc.475,568$4.32M0.1%+49.4%3.476%
5/13/2025 HighTower Advisors LLC11,057$100K0.0%-21.4%0.081%
5/12/2025 Invesco Ltd.122,838$1.12M0.0%+25.5%0.898%
5/12/2025 Wolverine Asset Management LLC47,071$427K0.0%N/A0.344%
5/9/2025 Shaker Financial Services LLC141,706$1.29M0.5%+33.1%1.036%
5/5/2025 Blue Bell Private Wealth Management LLC150,961$1.37M0.3%+9.1%1.103%
5/5/2025 WNY Asset Management LLC83,322$757K0.1%-36.0%0.609%
4/22/2025 Cambridge Investment Research Advisors Inc.20,012$182K0.0%-6.4%0.146%
4/21/2025 Institute for Wealth Management LLC.56,370$512K0.1%-4.6%0.412%
4/16/2025 Wealth Enhancement Advisory Services LLC217,121$1.97M0.0%-10.1%1.587%
3/17/2025 Wealth Enhancement Advisory Services LLC241,524$2.34M0.0%-8.6%1.757%
2/21/2025 WNY Asset Management LLC130,171$1.26M0.2%-16.6%0.947%
2/17/2025 Waverly Advisors LLC44,338$430K0.0%N/A0.322%
2/17/2025 K2 Principal Fund L.P.15,193$147K0.0%N/A0.110%
2/17/2025 Bulldog Investors LLP314,426$3.05M0.8%+238.2%2.287%
2/17/2025 Capstone Investment Advisors LLC79,774$773K0.0%+179.8%0.580%
2/17/2025 Ameriprise Financial Inc.303,119$2.94M0.0%-14.1%2.205%
2/14/2025 AQR Arbitrage LLC96,082$931K0.0%-27.8%0.699%
2/14/2025 Shaker Financial Services LLC106,451$1.03M0.4%-4.3%0.774%
2/13/2025 NewEdge Advisors LLC52,000$504K0.0%-8.3%0.378%
2/13/2025 Guggenheim Capital LLC159,410$1.55M0.0%+5.5%1.159%
2/13/2025 Raymond James Financial Inc.90,891$881K0.0%N/A0.661%
Chase, Bank of America, Wells Fargo Preparing for BIG Change (Ad)

Thanks to this brand-new law #S.1582 signed by President Trump… Jeff Brown believes the largest banks in America could soon begin to replace every single dollar in your bank account… With a better, more technologically advanced dollar… Potentially making a lot of people rich in the process.tc pixel

Click here to get the details, because this could be a $21 trillion money revolution.
2/13/2025 Invesco Ltd.97,844$948K0.0%-5.8%0.712%
2/13/2025 Sit Investment Associates Inc.318,285$3.08M0.1%+161.5%2.315%
2/13/2025 Wells Fargo & Company MN1,033,114$10.01M0.0%-0.1%7.514%
2/11/2025 LPL Financial LLC25,119$243K0.0%-13.3%0.183%
2/10/2025 Advisors Asset Management Inc.368,889$3.58M0.1%+61.4%2.683%
2/7/2025 HighTower Advisors LLC14,070$136K0.0%-13.9%0.102%
2/7/2025 Oak Harbor Wealth Partners LLC11,536$112K0.0%-21.1%0.084%
2/7/2025 Blue Bell Private Wealth Management LLC138,308$1.34M0.3%+8.3%1.006%
2/6/2025 Raymond James Financial Inc.90,891$881K0.0%N/A0.661%
2/3/2025 Private Advisor Group LLC21,831$212K0.0%-5.0%0.159%
1/31/2025Sanctuary Advisors LLC69,370$698K0.0%+7.3%0.505%
1/2/2025 Old Port Advisors19,712$191K0.1%-5.2%0.143%
11/25/2024Sanctuary Advisors LLC64,655$628K0.0%+310.0%0.470%
11/15/2024 Kovitz Investment Group Partners LLC32,006$288K0.0%N/A0.233%
11/14/2024 Capstone Investment Advisors LLC28,512$256K0.0%N/A0.207%
11/9/2024 Landscape Capital Management L.L.C.18,139$163K0.0%-78.9%0.132%
11/8/2024 Cornerstone Advisors LLC90,723$816K0.0%-73.8%0.660%
11/8/2024 Advisors Asset Management Inc.228,497$2.05M0.0%-8.0%1.662%
11/4/2024 Wolverine Asset Management LLC14,442$130K0.0%+16.4%0.105%
11/1/2024 Beckerman Institutional LLC12,668$114K0.1%N/A0.092%
10/24/2024Vima LLC98,755$888K1.8%-14.5%0.718%
10/24/2024 Wealth Enhancement Advisory Services LLC264,178$2.38M0.0%-6.8%1.921%
9/5/2024Sanctuary Advisors LLC15,768$122K0.0%N/A0.115%
8/9/2024 Cornerstone Advisors LLC346,675$2.86M0.1%+2.9%2.521%
8/8/2024Vima LLC115,545$952K2.1%+20.6%0.840%
8/5/2024 Blue 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%
8/3/2024 Shaker Financial Services LLC111,018$915K0.4%+14.2%0.807%
8/2/2024 Wolverine Asset Management LLC12,406$102K0.0%-86.8%0.090%
7/18/2024 Old Port Advisors21,798$180K0.1%-24.3%0.159%
7/16/2024 Wealth Enhancement Advisory Services LLC283,568$2.34M0.0%-10.6%2.062%
6/26/2024 Old Port Advisors28,779$234K0.1%-11.7%0.209%
5/17/2024Vima LLC95,791$777K0.2%-16.2%0.697%
5/14/2024 Advisors Asset Management Inc.281,333$2.28M0.0%-0.8%2.046%
5/10/2024 Cornerstone Advisors LLC337,023$2.74M0.1%+104.6%2.451%
5/10/2024 RPO LLC35,664$290K0.4%N/A0.259%
5/7/2024 WNY Asset Management LLC167,797$1.36M0.2%-3.3%1.220%
5/1/2024 Matisse Capital26,176$213K0.1%N/A0.190%
4/24/2024 Blue Bell Private Wealth Management LLC46,560$378K0.1%+231.9%0.339%
4/18/2024 Aviance Capital Partners LLC29,449$239K0.0%-5.9%0.214%
4/16/2024 Wealth Enhancement Advisory Services LLC317,034$2.57M0.0%+1.9%2.306%
3/5/2024 Twin Focus Capital Partners LLC18,600$150K0.0%N/A0.135%
3/4/2024Vima LLC114,377$924K2.1%N/A0.832%
2/15/2024 Bulldog Investors LLP76,934$622K0.2%+9.7%0.560%
2/9/2024 Oak Harbor Wealth Partners LLC14,626$118K0.0%-36.0%0.106%
2/9/2024 Wells Fargo & Company MN1,007,180$8.14M0.0%+8.6%7.325%
2/9/2024 Cornerstone Advisors LLC164,745$1.33M0.1%+109.5%1.198%
2/6/2024 Aviance Capital Partners LLC31,304$253K0.1%-78.5%0.228%
2/6/20249258 Wealth Management LLC47,293$382K0.1%-13.8%0.344%
2/1/2024 Wolverine Asset Management LLC87,919$710K0.0%N/A0.639%
Chase, Bank of America, Wells Fargo Preparing for BIG Change (Ad)

Thanks to this brand-new law #S.1582 signed by President Trump… Jeff Brown believes the largest banks in America could soon begin to replace every single dollar in your bank account… With a better, more technologically advanced dollar… Potentially making a lot of people rich in the process.tc pixel

Click here to get the details, because this could be a $21 trillion money revolution.
1/31/2024 Institute for Wealth Management LLC.60,702$490K0.1%-3.2%0.441%
1/25/2024 Blue Bell Private Wealth Management LLC14,029$113K0.0%+1,203.8%0.102%
1/18/2024 Altfest 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%
12/14/2023 WNY Asset Management LLC173,528$1.40M0.3%-1.6%1.259%
11/15/2023 Advisors Asset Management Inc.286,184$2.30M0.0%+54.7%2.077%
11/14/2023 AQR Arbitrage LLC76,401$615K0.0%-26.5%0.554%
11/14/2023 Saba Capital Management L.P.628,984$5.06M0.1%-10.7%4.564%
11/9/2023 Cornerstone Advisors LLC78,635$633K0.0%+18.2%0.571%
(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, 44 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 27 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 1,472,071 shares in the last 24 months. This purchase volume represents approximately $14.07M 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.


Related Companies

This page (NYSE:ECF) was last updated on 8/28/2025 by MarketBeat.com Staff
From Our Partners
INVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting Off
Right now, we’re witnessing a monumental shift in the world.
Traders Agency | Sponsoredtc pixel
Everyone’s watching Nvidia right now. Here’s why I’m excited.
So, unless you’ve been living under a rock, you probably saw the news… Nvidia just signed a $7 BILLION deal...
Timothy Sykes | Sponsoredtc pixel
BONUS GUIDE - Ben Stein Prepares For the Next Financial Crisis
With inflation high, debt soaring, and global tensions rising, a financial storm may be brewing. Economist ...
Goldco Precious Metals | Sponsoredtc pixel
Think you missed gold’s boom? Think again
If you've been watching gold's historic run and wondering if it's too late… I've got good news. Because the...
Investors Alley | Sponsoredtc pixel
Elon’s Secret Social Security Bombshell
To All Americans Born Before April 16th, 1963: Did Trump Just Give The Green Light To Radically RE-DO Social S...
Banyan Hill Publishing | Sponsoredtc pixel
Altucher: It Looks Like My Trump prediction is coming true
New Hampshire just launched a Strategic Crypto Reserve — and James Altucher says it’s the first sign that “Tru...
Paradigm Press | Sponsoredtc pixel
Trump's "Big Beautiful Bill" hides ugly truth
Washington’s new “Big Beautiful Bill” promises tax breaks… but the fine print tells a different story: trillio...
Defi Master | Sponsoredtc pixel
Trump’s national nightmare is here
AI is no longer just about chatbots — it’s becoming the backbone of the global economy. While U.S. firms push ...
Porter & Company | Sponsoredtc pixel