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 1.1M $8.9M 64% Jun 2024
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Wells Fargo & Company 1.0M $9.3M -1% Sep 2024
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Wealth Enhancement Advisory Services 284k $2.3M -11% Jun 2024
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Morgan Stanley 269k $2.2M 12% Jun 2024
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Advisors Asset Management 229k $2.1M -8% Sep 2024
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WNY Asset Management 156k $1.4M -6% Sep 2024
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Guggenheim Capital, LLC Managers 151k $1.4M -33% Sep 2024
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CNH Partners 133k $1.2M -22% Sep 2024
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Blue Bell Private Wealth Management 128k $1.1M 96% Sep 2024
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Pathstone Holdings 119k $1.1M 37% Sep 2024
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Shaker Financial Services 111k $1.0M 0% Sep 2024
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Invesco 104k $934k 3% Sep 2024
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Vima 99k $888k -15% Sep 2024
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Brooklyn Capital Management 93k $835k 12% Sep 2024
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Cornerstone Advisors 91k $816k -74% Sep 2024
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Raymond James Financial Services Advisors 68k $610k 3% Sep 2024
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Sanctuary Advisors 65k $628k 310% Sep 2024
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Goss Wealth Management 62k $510k -4% Jun 2024
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Institute For Wealth Management 59k $531k -2% Sep 2024
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9258 Wealth Management 43k $384k -3% Sep 2024
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Royal Bank of Canada 32k $291k -5% Sep 2024
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Kovitz Investment Group Partners 32k $288k 100% Sep 2024
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Aviance Capital Partners 30k $267k 0% Sep 2024
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LPL Financial 29k $261k 33% Sep 2024
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Capstone Investment Advisors 29k $256k 100% Sep 2024
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Raymond James & Associates 26k $229k -6% Sep 2024
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Captrust Financial Advisors 25k $227k 0% Sep 2024
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Private Advisor 23k $207k 0% Sep 2024
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Deschutes Portfolio Strategy 22k $201k -15% Sep 2024
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Cambridge Investment Research Advisors 22k $196k 1% Sep 2024
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Commonwealth Equity Services 21k $189k 1% Sep 2024
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Advisor Group Holdings 21k $189k -29% Sep 2024
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Old Port Advisors 21k $187k -5% Sep 2024
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Ruggaard & Associates 19k $155k 0% Jun 2024
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Twin Focus Capital Partners 19k $167k 0% Sep 2024
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Landscape Capital Management 18k $163k -79% Sep 2024
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HighTower Advisors 16k $121k -3% Jun 2024
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Oak Harbor Wealth Partners 15k $132k 0% Sep 2024
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Wolverine Asset Management 14k $130k 16% Sep 2024
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Beckerman Institutional 13k $114k 100% Sep 2024
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Altfest L J & Co 12k $105k 0% Sep 2024
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Meridian Investment Counsel 11k $100k 0% Sep 2024
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Cetera Investment Advisers 10k $86k -8% Jun 2024
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Ceera Investments 10k $92k 0% Sep 2024
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CoreCap Advisors 3.4k $31k 100% Sep 2024
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Brian McDonald 2.4k $22k -35% Sep 2024
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Bessemer 463.00 $4.0k 10% Sep 2024
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GPS Wealth Strategies Group 377.00 $3.4k 0% Sep 2024
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Steward Partners Investment Advisory 250.00 $2.1k 100% Jun 2024
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IFP Advisors 86.00 $709.001200 0% Jun 2024
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Bank of America Corporation 55.00 $493.999000 -84% Sep 2024
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GAMMA Investing 15.00 $135.000000 0% Sep 2024
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Parallel Advisors 2.00 $19.000000 0% Sep 2024
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Who sold out of Ellsworth Fund?

Fund or Company Name Date Sold Shares Held Valued At
Rpo Jun 2024 36k $294k
Relative Value Partners Mar 2024 32k $253k
Stifel Financial Mar 2024 11k $87k
First Manhattan Mar 2024 50.00 $405.000000