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Ellsworth Growth and Income Fund (ECF) Institutional Ownership

Ellsworth Growth and Income Fund logo
$9.23
-0.01 (-0.11%)
(As of 11/1/2024 ET)

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)
14
Total
Institutional Inflows
(last 12 months)
$6.25M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$2.86M
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ECF Institutional Buying and Selling by Quarter

Ellsworth Growth and Income Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/1/2024Beckerman Institutional LLC12,668$114K0.1%N/A0.092%
10/24/2024 Vima 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%
8/9/2024Cornerstone Advisors LLC346,675$2.86M0.1%+2.9%2.521%
8/8/2024 Vima 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%
8/2/2024Wolverine 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%
5/17/2024 Vima 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%
4/24/2024 Blue 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%
4/16/2024 Wealth 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%
3/4/2024 Vima 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%
1/25/2024 Blue 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%
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11/9/2023Cornerstone Advisors LLC78,635$633K0.0%+18.2%0.571%
11/8/20239258 Wealth Management LLC54,851$442K0.1%-5.5%0.398%
(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, 25 institutional investors and hedge funds held shares of Ellsworth Growth and Income Fund. The most heavily invested institutionals were Wells Fargo & Company MN ($8.14M), Saba Capital Management L.P. ($5.06M), Cornerstone Advisors LLC ($2.86M), Wealth Enhancement Advisory Services LLC ($2.38M), Advisors Asset Management Inc. ($2.28M), WNY Asset Management LLC ($1.36M), and Shaker Financial Services LLC ($915K).Learn more on ECF's institutional investors.

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

35.88% of Ellsworth Growth and Income Fund 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 stock?

Of the 14 institutional investors that purchased Ellsworth Growth and Income Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Cornerstone Advisors LLC ($280.16K), Vima LLC ($134.13K), Advisors Asset Management Inc. ($101.19K), Wolverine Asset Management LLC ($87.92K), Wells Fargo & Company MN ($79.75K), Blue Bell Private Wealth Management LLC ($63.97K), and RPO LLC ($35.66K).

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

Institutional investors have bought a total of 882,383 shares in the last 24 months. This purchase volume represents approximately $6.25M in transactions.

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

Of the 15 institutional investors that sold Ellsworth Growth and Income Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Aviance Capital Partners LLC ($115.95K), Wolverine Asset Management LLC ($81.44K), Saba Capital Management L.P. ($75.27K), Wealth Enhancement Advisory Services LLC ($52.86K), Vima LLC ($35.38K), AQR Arbitrage LLC ($27.55K), and 9258 Wealth Management LLC ($13.75K).

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

Institutional investors have sold a total of 455,972 shares in the last 24 months. This volume of shares sold represents approximately $2.86M in transactions.



This page (NYSE:ECF) was last updated on 11/2/2024 by MarketBeat.com Staff
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