Who owns Ellsworth Fund?

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Analyze quarterly positions in Ellsworth Fund with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of Ellsworth Fund stock

Who bought or sold Ellsworth Fund this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Wells Fargo & Company 1.0M $8.1M 9% Dec 2023
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Saba Capital Management 635k $5.1M 1% Dec 2023
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Wealth Enhancement Advisory Services 317k $2.6M 2% Mar 2024
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Advisors Asset Management 284k $2.3M -1% Dec 2023
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Guggenheim Capital, LLC Managers 263k $2.1M 4% Dec 2023
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WNY Asset Management 174k $1.4M 0% Dec 2023
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Cornerstone Advisors 165k $1.3M 110% Dec 2023
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Baird Financial 130k $1.0M 5% Dec 2023
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Vima 114k $924k 100% Dec 2023
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FourThought Financial Partners 114k $923k -1% Dec 2023
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CNH Partners 101k $816k 32% Dec 2023
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Pathstone Holdings 94k $755k 100% Dec 2023
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Wolverine Asset Management 88k $710k 100% Dec 2023
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Brooklyn Capital Management 77k $622k 10% Dec 2023
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Raymond James Financial Services Advisors 63k $508k -16% Dec 2023
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Institute For Wealth Management 61k $491k -3% Dec 2023
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Captrust Financial Advisors 52k $422k 0% Dec 2023
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9258 Wealth Management 47k $382k -14% Dec 2023
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Landscape Capital Management 39k $316k 100% Dec 2023
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Royal Bank of Canada 37k $302k -5% Dec 2023
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UBS Group 35k $281k 5% Dec 2023
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Raymond James & Associates 33k $269k -18% Dec 2023
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Relative Value Partners 32k $259k 0% Dec 2023
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Advisor Group Holdings 31k $252k -25% Dec 2023
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Aviance Capital Partners 29k $239k -6% Mar 2024
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Cambridge Investment Research Advisors 26k $213k -15% Dec 2023
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Commonwealth Equity Services 24k $190k -3% Dec 2023
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Private Advisor 22k $174k 0% Dec 2023
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Ruggaard & Associates 19k $152k 0% Dec 2023
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Twin Focus Capital Partners 19k $150k 100% Dec 2023
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Oak Harbor Wealth Partners 15k $118k -36% Dec 2023
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Blue Bell Private Wealth Management 14k $113k 1204% Dec 2023
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Pnc Financial Services 12k $97k 0% Dec 2023
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Altfest L J & Co 12k $94k -17% Dec 2023
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Meridian Investment Counsel 11k $90k 0% Dec 2023
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Huntington National Bank 9.9k $80k 100% Dec 2023
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Nelson, Van Denburg & Campbell Wealth Management 2.2k $17k 33% Dec 2023
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Jpmorgan Chase & Co 1.1k $8.6k -81% Dec 2023
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GPS Wealth Strategies Group 377.00 $3.0k 1% Dec 2023
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Bank of America Corporation 336.00 $2.7k -91% Dec 2023
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Principal Securities 330.00 $2.7k 100% Dec 2023
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Us Bancorp 200.00 $1.6k 100% Dec 2023
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IFP Advisors 86.00 $695.000400 0% Dec 2023
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GAMMA Investing 15.00 $121.999500 100% Mar 2024
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Parallel Advisors 2.00 $17.000000 0% Dec 2023
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Who sold out of Ellsworth Fund?

Fund or Company Name Date Sold Shares Held Valued At
Mariner Wealth Advisors Sep 2023 22k $180k
Stifel Financial Sep 2023 11k $85k