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. | 08/14/2026 | 1.60 M | $21.19 M | 0.00% | 11.75% |
| SIT INVESTMENT ASSOCIATES INC | 08/12/2026 | 936.65 K | $12.37 M | 0.39% | 6.86% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 931.85 K | $12.31 M | -1.67% | 6.82% |
| ADVISORS ASSET MANAGEMENT, INC. | 08/14/2026 | 402.88 K | $5.32 M | -0.61% | 2.95% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 08/06/2026 | 239.14 K | $3.16 M | 14.86% | 1.75% |
| BULLDOG INVESTORS, LLP | 08/14/2026 | 228.13 K | $3.01 M | -0.21% | 1.67% |
| PATHSTONE HOLDINGS, LLC | 08/13/2026 | 209.39 K | $2.77 M | -15.28% | 1.53% |
| GUGGENHEIM CAPITAL LLC | 08/12/2026 | 193.78 K | $2.56 M | 16.37% | 1.42% |
| INVESCO LTD. | 08/14/2026 | 191.60 K | $2.53 M | -17.82% | 1.40% |
| MORGAN STANLEY | 08/13/2026 | 142.80 K | $1.89 M | -1.07% | 1.05% |
| BAIRD FINANCIAL GROUP, INC. | 08/12/2026 | 133.44 K | $1.76 M | -1.26% | 0.98% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 104.10 K | $1.38 M | 2.02% | 0.76% |
| VIMA LLC | 07/24/2026 | 88.23 K | $1.17 M | 100.00% | 0.65% |
| CAPSTONE INVESTMENT ADVISORS, LLC | 08/17/2026 | 81.49 K | $1.08 M | 0.00% | 0.60% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 81.33 K | $1.07 M | 0.00% | 0.60% |
| WOLVERINE ASSET MANAGEMENT LLC | 08/10/2026 | 76.78 K | $1.01 M | 1,889.56% | 0.56% |
| UHLMANN PRICE SECURITIES, LLC | 07/24/2026 | 73.89 K | $976.09 K | 7.52% | 0.54% |
| EVOLVE PRIVATE WEALTH, LLC | 08/12/2026 | 66.20 K | $874.54 K | -3.74% | 0.48% |
| ROYAL BANK OF CANADA | 08/14/2026 | 54.66 K | $722.00 K | -1.18% | 0.40% |
| INSTITUTE FOR WEALTH MANAGEMENT, LLC. | 07/28/2026 | 52.29 K | $690.75 K | -0.89% | 0.38% |
| NEWEDGE ADVISORS, LLC | 08/12/2026 | 49.98 K | $660.29 K | -22.69% | 0.37% |
| SHAKER FINANCIAL SERVICES, LLC | 07/15/2026 | 45.70 K | $603.68 K | 95.04% | 0.33% |
| WAVERLY ADVISORS, LLC | 08/14/2026 | 38.92 K | $514.12 K | -8.42% | 0.29% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 07/15/2026 | 37.51 K | $480.48 K | -5.27% | 0.27% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 32.59 K | $430.54 K | 0.00% | 0.24% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 32.33 K | $427.11 K | 220.63% | 0.24% |
| COLONY GROUP, LLC | 08/12/2026 | 32.01 K | $422.80 K | 0.00% | 0.23% |
| AVIANCE CAPITAL PARTNERS, LLC | 07/31/2026 | 30.91 K | $408.26 K | 0.49% | 0.23% |
| PRIVATE ADVISOR GROUP, LLC | 07/27/2026 | 27.03 K | $357.05 K | 0.05% | 0.20% |
| K2 PRINCIPAL FUND, L.P. | 08/07/2026 | 24.62 K | $325.22 K | 0.00% | 0.18% |
| LPL FINANCIAL LLC | 08/07/2026 | 23.55 K | $311.04 K | 0.47% | 0.17% |
| UBS GROUP AG | 08/13/2026 | 20.18 K | $266.63 K | 66.85% | 0.15% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 19.83 K | $262.00 K | 7.44% | 0.15% |
| RUGGAARD & ASSOCIATES LLC | 08/17/2026 | 18.77 K | $247.98 K | 0.00% | 0.14% |
| PMG FAMILY OFFICE LLC | 07/16/2026 | 18.53 K | $244.77 K | 0.93% | 0.14% |
| CAPTRUST FINANCIAL ADVISORS | 08/13/2026 | 18.24 K | $240.98 K | -17.82% | 0.13% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 17.44 K | $230.00 K | -0.18% | 0.13% |
| CEERA INVESTMENTS, LLC | 08/06/2026 | 13.72 K | $181.23 K | 100.00% | 0.10% |
| BECKERMAN INSTITUTIONAL, LLC | 08/11/2026 | 12.79 K | $169.01 K | 0.00% | 0.09% |
| OLD PORT ADVISORS | 07/21/2026 | 11.97 K | $158.08 K | -3.62% | 0.09% |
| READYSTATE ASSET MANAGEMENT LP | 08/14/2026 | 11.65 K | $153.90 K | 100.00% | 0.09% |
| MERIDIAN INVESTMENT COUNSEL INC. | 07/23/2026 | 11.10 K | $146.63 K | 0.00% | 0.08% |
| IFG ADVISORY, LLC | 08/14/2026 | 4.05 K | $53.54 K | 100.00% | 0.03% |
| GILPIN WEALTH MANAGEMENT, LLC | 07/24/2026 | 4.00 K | $52.84 K | 0.00% | 0.03% |
| GLOBAL RETIREMENT PARTNERS, LLC | 08/06/2026 | 2.12 K | $27.95 K | 100.00% | 0.02% |
| CLEAR STREET GROUP INC. | 08/12/2026 | 1.84 K | $24.24 K | 100.00% | 0.01% |
| CAPE INVESTMENT ADVISORY, INC. | 07/23/2026 | 1.77 K | $23.34 K | 100.00% | 0.01% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 08/12/2026 | 1.30 K | $17.17 K | 100.00% | 0.01% |
| INTEGRATED WEALTH CONCEPTS LLC | 08/12/2026 | 1.22 K | $16.09 K | 100.00% | 0.01% |
| BASEPOINT WEALTH LLC | 08/10/2026 | 1.10 K | $14.48 K | 1.39% | 0.01% |
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Ellsworth Growth and Income Fund Ltd institutional Ownership - FAQ's
During the previous two years, 83 institutional investors and hedge funds held shares of Ellsworth Growth and Income Fund Ltd. The most heavily invested institutionals were:
Saba Capital Management, L.P.: 1.6 M
SIT INVESTMENT ASSOCIATES INC: 936,651
WELLS FARGO & COMPANY/MN: 931,846
Advisors Asset Management, Inc.: 402,884
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC: 239,144
Bulldog Investors, LLP: 228,134
47.30% of Ellsworth Growth and Income Fund Ltd stock is owned by institutional investors.
Institutional investors have bought a total of 8.62 M shares in the last 24 months. This purchase volume represents approximately $97.30 M in transactions.