ECF — ELLSWORTH GROWTH & INCOME FD

Ownership history in Beckerman Institutional, LLC  ·  6 quarters on record

This page tracks every 13F SEC filing in which Beckerman Institutional, LLC reported a position in ELLSWORTH GROWTH & INCOME FD (ECF). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.1% (2024 Q4)
Avg. % of fund
0.09%
First filed
2024 Q3
Last filed
2025 Q4
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 12,794 — 0% 0.08% $149K $11.44
2025 Q3 UNCHANGED 12,794 — 0% 0.09% $148K $11.00
2025 Q2 UNCHANGED 12,794 — 0% 0.09% $131K $9.59
2025 Q1 UNCHANGED 12,794 — 0% 0.08% $116K $8.36
2024 Q4 ADDED 12,794 +126 +1.0% 0.10% $124K $8.80
2024 Q3 INITIATED 12,668 — — 0.10% $114K $8.05
% of Fund (quarterly)    ECF price (monthly, adj. close)

Other funds also holding ECF

As of 2025 Q4 — sorted by position size

Bulldog Investors, LLP 3Y 7Y 0.69% Saba Capital Management, L.P. 3Y 7Y 0.58% BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 3Y 7Y 0.34% SIT INVESTMENT ASSOCIATES INC 3Y 7Y 0.22% Shaker Financial Services, LLC 3Y 7Y 0.11% Ruggaard & Associates LLC 0.09% Advisors Asset Management, Inc. 3Y 7Y 0.08% Institute for Wealth Management, LLC. 3Y 7Y 0.07% EVOLVE PRIVATE WEALTH, LLC 0.05% Aviance Capital Partners, LLC 3Y 7Y 0.04%
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