Ellsworth Growth and Income Fund Ltd Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| SABA CAPITAL MANAGEMENT, L.P. | 11/14/2025 | 1.64 M | $18.97 M | 0.49% | 11.96% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 916.26 K | $10.63 M | -0.44% | 6.70% |
| SIT INVESTMENT ASSOCIATES INC | 11/13/2025 | 888.71 K | $10.31 M | 15.11% | 6.50% |
| PATHSTONE HOLDINGS, LLC | 11/13/2025 | 390.08 K | $4.52 M | 42.03% | 2.85% |
| BULLDOG INVESTORS, LLP | 11/14/2025 | 312.46 K | $3.62 M | 0.00% | 2.28% |
| ADVISORS ASSET MANAGEMENT, INC. | 11/06/2025 | 227.88 K | $2.64 M | 33.76% | 1.67% |
| INVESCO LTD. | 11/13/2025 | 198.19 K | $2.30 M | 23.02% | 1.45% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 10/22/2025 | 185.81 K | $2.16 M | 15.39% | 1.36% |
| MORGAN STANLEY | 11/14/2025 | 166.15 K | $1.93 M | -4.69% | 1.21% |
| BAIRD FINANCIAL GROUP, INC. | 11/13/2025 | 146.14 K | $1.70 M | 0.68% | 1.07% |
| GUGGENHEIM CAPITAL LLC | 11/13/2025 | 141.72 K | $1.64 M | -4.57% | 1.04% |
| AMERIPRISE FINANCIAL INC | 11/14/2025 | 141.39 K | $1.64 M | -42.49% | 1.03% |
| WOLVERINE ASSET MANAGEMENT LLC | 10/28/2025 | 112.33 K | $1.30 M | -17.72% | 0.82% |
| SHAKER FINANCIAL SERVICES, LLC | 10/22/2025 | 99.20 K | $1.15 M | -8.15% | 0.73% |
| CAPSTONE INVESTMENT ADVISORS, LLC | 11/14/2025 | 81.49 K | $945.28 K | 0.00% | 0.60% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 80.54 K | $934.25 K | 1.25% | 0.59% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 10/29/2025 | 78.04 K | $931.82 K | -41.54% | 0.57% |
| NEWEDGE ADVISORS, LLC | 11/17/2025 | 74.91 K | $868.96 K | -0.66% | 0.55% |
| UHLMANN PRICE SECURITIES, LLC | 11/07/2025 | 67.84 K | $786.88 K | 1.74% | 0.50% |
| WNY ASSET MANAGEMENT, LLC | 11/14/2025 | 58.52 K | $678.82 K | -16.19% | 0.43% |
| INSTITUTE FOR WEALTH MANAGEMENT, LLC. | 10/17/2025 | 55.88 K | $648.26 K | 0.05% | 0.41% |
| ROYAL BANK OF CANADA | 11/14/2025 | 42.78 K | $496.00 K | -10.59% | 0.31% |
| WAVERLY ADVISORS, LLC | 11/14/2025 | 39.81 K | $461.76 K | -6.17% | 0.29% |
| KOVITZ INVESTMENT GROUP PARTNERS, LLC | 11/10/2025 | 32.01 K | $371.27 K | 0.00% | 0.23% |
| AVIANCE CAPITAL PARTNERS, LLC | 10/29/2025 | 30.23 K | $350.65 K | 0.44% | 0.22% |
| AQR ARBITRAGE LLC | 11/14/2025 | 24.98 K | $289.78 K | -51.80% | 0.18% |
| PRIVATE ADVISOR GROUP, LLC | 11/13/2025 | 24.25 K | $281.29 K | 0.05% | 0.18% |
| K2 PRINCIPAL FUND, L.P. | 11/13/2025 | 23.79 K | $275.91 K | 0.00% | 0.17% |
| CAPTRUST FINANCIAL ADVISORS | 11/19/2025 | 22.20 K | $257.50 K | 0.00% | 0.16% |
| COMMONWEALTH EQUITY SERVICES, LLC | 10/22/2025 | 19.39 K | $225.00 K | 3.74% | 0.14% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 11/12/2025 | 18.86 K | $219.00 K | -2.87% | 0.14% |
| RUGGAARD & ASSOCIATES LLC | 11/14/2025 | 18.77 K | $217.76 K | 0.00% | 0.14% |
| 12/22/2025 | 18.29 K | $212.12 K | 100.00% | 0.13% | |
| LPL FINANCIAL LLC | 11/12/2025 | 18.26 K | $211.78 K | -0.39% | 0.13% |
| ADVISOR GROUP HOLDINGS, INC. | 11/14/2025 | 17.34 K | $194.81 K | 12.93% | 0.13% |
| OLD PORT ADVISORS | 10/06/2025 | 15.08 K | $174.95 K | -3.30% | 0.11% |
| CETERA INVESTMENT ADVISERS | 11/14/2025 | 12.81 K | $148.57 K | 19.07% | 0.09% |
| BECKERMAN INSTITUTIONAL, LLC | 11/06/2025 | 12.79 K | $148.41 K | 0.00% | 0.09% |
| ALTFEST L J & CO INC | 10/21/2025 | 11.64 K | $134.98 K | 0.00% | 0.09% |
| OAK HARBOR WEALTH PARTNERS, LLC | 11/04/2025 | 11.54 K | $133.82 K | 0.00% | 0.08% |
| CREATIVE PLANNING | 11/14/2025 | 11.12 K | $128.97 K | 100.00% | 0.08% |
| MERIDIAN INVESTMENT COUNSEL INC. | 10/23/2025 | 11.10 K | $128.76 K | 0.00% | 0.08% |
| HIGHTOWER ADVISORS, LLC | 11/07/2025 | 10.51 K | $121.96 K | -3.26% | 0.08% |
| UBS GROUP AG | 11/13/2025 | 10.14 K | $117.64 K | -44.20% | 0.07% |
| GLOBAL RETIREMENT PARTNERS, LLC | 10/21/2025 | 7.37 K | $85.44 K | 1.35% | 0.05% |
| ADVISORNET FINANCIAL, INC | 10/09/2025 | 3.01 K | $34.96 K | 0.23% | 0.02% |
| MAI CAPITAL MANAGEMENT | 11/10/2025 | 2.00 K | $23.20 K | 0.00% | 0.01% |
| SUNBELT SECURITIES, INC. | 11/19/2025 | 2.00 K | $23.20 K | 100.00% | 0.01% |
| CAPE INVESTMENT ADVISORY, INC. | 12/29/2025 | 1.77 K | $20.50 K | 0.00% | 0.01% |
| GPS WEALTH STRATEGIES GROUP, LLC | 11/03/2025 | 382 | $4.43 K | 0.00% | 0.00% |
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Ellsworth Growth and Income Fund Ltd institutional Ownership - FAQ's
During the previous two years, 72 institutional investors and hedge funds held shares of Ellsworth Growth and Income Fund Ltd. The most heavily invested institutionals were:
Institute for Wealth Management, LLC.: 53,857
Sound Income Strategies, LLC: 62
HighTower Advisors, LLC: 0
OAK HARBOR WEALTH PARTNERS, LLC: 0
GPS Wealth Strategies Group, LLC: 0
ALTFEST L J & CO INC: 0
47.77% of Ellsworth Growth and Income Fund Ltd stock is owned by institutional investors.
Institutional investors have bought a total of 8.28 M shares in the last 24 months. This purchase volume represents approximately $98.45 M in transactions.