Who owns Ellsworth Fund?
- Ticker: ECF
- CUSIP Number: 289074106
Tip: Access positions for across all investors
Analyze quarterly positions in Ellsworth Fund with up to 7 years of data, all consolidated into one spreadsheet
Download as csvTop 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 | 946k | $11M | 3% | Dec 2025 |
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| Sit Investment Associates | 933k | $11M | 5% | Dec 2025 |
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| Advisors Asset Management | 394k | $4.6M | 73% | Dec 2025 |
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| Pathstone Holdings | 278k | $3.2M | -29% | Dec 2025 |
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| Brooklyn Capital Management | 268k | $3.1M | -14% | Dec 2025 |
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| Invesco | 232k | $2.7M | 17% | Dec 2025 |
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| Blue Bell Private Wealth Management | 200k | $2.3M | 8% | Dec 2025 |
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| Guggenheim Capital, LLC Managers | 164k | $1.9M | 16% | Dec 2025 |
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| Baird Financial | 145k | $1.7M | -1% | Dec 2025 |
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| Ameriprise Financial | 141k | $1.6M | -42% | 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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| Goss Wealth Management | 69k | $802k | -8% | Dec 2025 |
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| Uhlmann Price Securities | 68k | $788k | 0% | Dec 2025 |
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| Wealth Enhancement Advisory Services | 62k | $740k | -20% | Dec 2025 |
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| WNY Asset Management | 59k | $679k | -16% | Sep 2025 |
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| Institute For Wealth Management | 54k | $626k | -4% | Dec 2025 |
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| Royal Bank of Canada | 43k | $496k | -11% | Sep 2025 |
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| Warren Averett Asset Management | 41k | $479k | 3% | Dec 2025 |
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| Commonwealth Equity Services | 33k | $379k | 68% | Dec 2025 |
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| Colony | 32k | $372k | 100% | Dec 2025 |
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| Aviance Capital Partners | 31k | $356k | 1% | Dec 2025 |
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| Shaker Financial Services | 30k | $345k | -70% | Dec 2025 |
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| Private Advisor | 25k | $292k | 4% | Dec 2025 |
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| CNH Partners | 25k | $290k | -52% | Sep 2025 |
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| K2 Principal Fund | 25k | $286k | 4% | Dec 2025 |
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| LPL Financial | 23k | $271k | 28% | Dec 2025 |
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| Captrust Financial Advisors | 22k | $258k | 0% | Sep 2025 |
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| Ruggaard & Associates | 19k | $218k | 0% | Dec 2025 |
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| PMG Family Office | 18k | $213k | 0% | Dec 2025 |
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| Cambridge Investment Research Advisors | 17k | $194k | -11% | Dec 2025 |
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| Advisor Group Holdings | 16k | $190k | -6% | Dec 2025 |
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| Old Port Advisors | 14k | $167k | -5% | Dec 2025 |
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| Beckerman Institutional | 13k | $149k | 0% | Dec 2025 |
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| Meridian Investment Counsel | 11k | $129k | 0% | Dec 2025 |
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| Cetera Investment Advisers | 11k | $128k | -14% | Dec 2025 |
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| UBS Group | 11k | $124k | 5% | Dec 2025 |
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| AdvisorNet Financial | 3.0k | $35k | 1% | Dec 2025 |
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| Global Retirement Partners | 2.1k | $24k | -72% | Dec 2025 |
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| MAI Wealth Advisors | 2.0k | $23k | 0% | Dec 2025 |
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| Sunbelt Securities | 2.0k | $23k | 0% | Dec 2025 |
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| Cape Investment Advisory | 1.8k | $21k | 0% | Dec 2025 |
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| Valley National Advisers | 333.00 | $3.0k | 0% | Dec 2025 |
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| Sound Income Strategies | 62.00 | $771.001000 | 100% | Dec 2025 |
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| GAMMA Investing | 15.00 | $174.000000 | 0% | Dec 2025 |
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| Parallel Advisors | 2.00 | $25.000000 | 0% | Dec 2025 |
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Who sold out of Ellsworth Fund?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Wolverine Asset Management | Sep 2025 | 112k | $1.3M |
| Kovitz Investment Group Partners | Sep 2025 | 32k | $371k |
| Altfest L J & Co | Sep 2025 | 12k | $135k |
| Oak Harbor Wealth Partners | Sep 2025 | 12k | $134k |
| Creative Planning | Sep 2025 | 11k | $129k |
| HighTower Advisors | Sep 2025 | 11k | $122k |
| Ameriflex Group | Jun 2025 | 1.9k | $20k |
| GPS Wealth Strategies Group | Sep 2025 | 382.00 | $4.4k |
| Brian McDonald | Sep 2025 | 67.00 | $776.999000 |