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
Saba Capital Management 1.6M $19M 0% Sep 2025
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Wells Fargo & Company 916k $11M 0% Sep 2025
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Sit Investment Associates 889k $10M 15% Sep 2025
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Pathstone Holdings 390k $4.5M 42% Sep 2025
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Brooklyn Capital Management 313k $3.6M 0% Sep 2025
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Advisors Asset Management 228k $2.6M 34% Sep 2025
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Invesco 198k $2.3M 23% Sep 2025
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Blue Bell Private Wealth Management 186k $2.2M 15% Sep 2025
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Morgan Stanley 174k $1.8M 100% Jun 2025
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Baird Financial 146k $1.7M 1% Sep 2025
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Guggenheim Capital, LLC Managers 142k $1.6M -5% Sep 2025
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Ameriprise Financial 141k $1.6M -42% Sep 2025
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Wolverine Asset Management 112k $1.3M -18% Sep 2025
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Shaker Financial Services 99k $1.2M -8% Sep 2025
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Capstone Investment Advisors 82k $945k 0% Sep 2025
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Raymond James Financial 81k $934k 1% Sep 2025
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Wealth Enhancement Advisory Services 78k $932k -42% Sep 2025
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Goss Wealth Management 75k $869k -1% Sep 2025
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Uhlmann Price Securities 68k $787k 2% Sep 2025
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WNY Asset Management 59k $679k -16% Sep 2025
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Institute For Wealth Management 56k $648k 0% Sep 2025
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Royal Bank of Canada 43k $496k -11% Sep 2025
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Warren Averett Asset Management 40k $462k -6% Sep 2025
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Kovitz Investment Group Partners 32k $371k 0% Sep 2025
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Aviance Capital Partners 30k $351k 0% Sep 2025
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CNH Partners 25k $290k -52% Sep 2025
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Private Advisor 24k $281k 0% Sep 2025
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K2 Principal Fund 24k $276k 0% Sep 2025
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Captrust Financial Advisors 22k $258k 0% Sep 2025
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Commonwealth Equity Services 19k $225k 4% Sep 2025
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Cambridge Investment Research Advisors 19k $219k -3% Sep 2025
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Ruggaard & Associates 19k $218k 0% Sep 2025
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LPL Financial 18k $212k 0% Sep 2025
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Advisor Group Holdings 17k $195k 13% Sep 2025
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Old Port Advisors 15k $175k -3% Sep 2025
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Cetera Investment Advisers 13k $149k 19% Sep 2025
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Beckerman Institutional 13k $148k 0% Sep 2025
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Altfest L J & Co 12k $135k 0% Sep 2025
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Oak Harbor Wealth Partners 12k $134k 0% Sep 2025
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Creative Planning 11k $129k 100% Sep 2025
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Meridian Investment Counsel 11k $129k 0% Sep 2025
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HighTower Advisors 11k $122k -3% Sep 2025
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UBS Group 10k $118k -44% Sep 2025
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Global Retirement Partners 7.4k $85k 1% Sep 2025
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AdvisorNet Financial 3.0k $35k 0% Sep 2025
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MAI Wealth Advisors 2.0k $23k 0% Sep 2025
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Sunbelt Securities 2.0k $23k 100% Sep 2025
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Cape Investment Advisory 1.8k $18k 0% Jun 2025
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GPS Wealth Strategies Group 382.00 $4.4k 0% Sep 2025
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Valley National Advisers 333.00 $3.0k 0% Sep 2025
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Brian McDonald 67.00 $776.999000 -25% Sep 2025
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GAMMA Investing 15.00 $174.000000 0% Sep 2025
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Parallel Advisors 2.00 $25.000000 0% Sep 2025
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Who sold out of Ellsworth Fund?

Fund or Company Name Date Sold Shares Held Valued At
Susquehanna International Jun 2025 20k $208k
Ameriflex Group Jun 2025 1.9k $20k
Cornerstone Advisors Jun 2025 772.00 $7.9k
Steward Partners Investment Advisory Jun 2025 253.00 $2.6k