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 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