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
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Who bought or sold Ellsworth Fund this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
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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 |