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 csv
Download as Excel
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 | $21M | 0% | Jun 2026 |
|
| Sit Investment Associates | 937k | $12M | 0% | Jun 2026 |
|
| Wells Fargo & Company | 932k | $12M | -2% | Jun 2026 |
|
| Advisors Asset Management | 403k | $5.3M | -1% | Jun 2026 |
|
| Blue Bell Private Wealth Management | 239k | $3.2M | 15% | Jun 2026 |
|
| Brooklyn Capital Management | 228k | $3.0M | 0% | Jun 2026 |
|
| Pathstone Holdings | 209k | $2.8M | -15% | Jun 2026 |
|
| Guggenheim Capital, LLC Managers | 194k | $2.6M | 16% | Jun 2026 |
|
| Invesco | 192k | $2.5M | -18% | Jun 2026 |
|
| Morgan Stanley | 144k | $1.6M | -7% | Mar 2026 |
|
| Baird Financial | 133k | $1.8M | -1% | Jun 2026 |
|
| Ameriprise Financial | 104k | $1.4M | 2% | Jun 2026 |
|
| Vima | 88k | $1.2M | 100% | Jun 2026 |
|
| Capstone Investment Advisors | 82k | $1.1M | 0% | Jun 2026 |
|
| Raymond James Financial | 81k | $1.1M | 0% | Jun 2026 |
|
| Wolverine Asset Management | 77k | $1.0M | 1890% | Jun 2026 |
|
| Uhlmann Price Securities | 74k | $976k | 8% | Jun 2026 |
|
| Evolve Private Wealth | 66k | $875k | -4% | Jun 2026 |
|
| Royal Bank of Canada | 55k | $722k | -1% | Jun 2026 |
|
| Institute For Wealth Management | 52k | $691k | -1% | Jun 2026 |
|
| Goss Wealth Management | 50k | $660k | -23% | Jun 2026 |
|
| Shaker Financial Services | 46k | $604k | 95% | Jun 2026 |
|
| Warren Averett Asset Management | 39k | $514k | -8% | Jun 2026 |
|
| Wealth Enhancement Advisory Services | 38k | $481k | 100% | Jun 2026 |
|
| Commonwealth Equity Services | 33k | $431k | 0% | Jun 2026 |
|
| Envestnet Asset Management | 32k | $427k | 221% | Jun 2026 |
|
| Colony | 32k | $423k | 0% | Jun 2026 |
|
| Aviance Capital Partners | 31k | $408k | 0% | Jun 2026 |
|
| Private Advisor | 27k | $357k | 0% | Jun 2026 |
|
| K2 Principal Fund | 25k | $325k | 0% | Jun 2026 |
|
| LPL Financial | 24k | $311k | 0% | Jun 2026 |
|
| UBS Group | 20k | $267k | 67% | Jun 2026 |
|
| Advisor Group Holdings | 20k | $262k | 7% | Jun 2026 |
|
| Ruggaard & Associates | 19k | $248k | 0% | Jun 2026 |
|
| PMG Family Office | 19k | $245k | 1% | Jun 2026 |
|
| Captrust Financial Advisors | 18k | $241k | -18% | Jun 2026 |
|
| Cambridge Investment Research Advisors | 17k | $230k | 0% | Jun 2026 |
|
| Ceera Investments | 14k | $181k | 100% | Jun 2026 |
|
| Beckerman Institutional | 13k | $169k | 0% | Jun 2026 |
|
| Old Port Advisors | 12k | $158k | -4% | Jun 2026 |
|
| Readystate Asset Management | 12k | $154k | 100% | Jun 2026 |
|
| Meridian Investment Counsel | 11k | $147k | 0% | Jun 2026 |
|
| IFG Advisory | 4.1k | $54k | 100% | Jun 2026 |
|
| Gilpin Wealth Management | 4.0k | $53k | 0% | Jun 2026 |
|
| Global Retirement Partners | 2.1k | $28k | 3% | Jun 2026 |
|
| Sunbelt Securities | 2.0k | $22k | 0% | Mar 2026 |
|
| Clear Street Group | 1.8k | $24k | 100% | Jun 2026 |
|
| Cape Investment Advisory | 1.8k | $23k | 100% | Jun 2026 |
|
| Northwestern Mutual Wealth Management Company | 1.3k | $17k | 100% | Jun 2026 |
|
| Basepoint Wealth | 1.1k | $15k | 1% | Jun 2026 |
|
| AdvisorNet Financial | 555.00 | $7.3k | -82% | Jun 2026 |
|
| Parallel Advisors | 2.00 | $28.000000 | 0% | Jun 2026 |
|
Who sold out of Ellsworth Fund?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| MAI Wealth Advisors | Mar 2026 | 2.0k | $22k |
| Jones Financial Companies, L.L | Mar 2026 | 455.00 | $4.9k |
| Medallion Wealth Advisors | Mar 2026 | 352.00 | $3.9k |
| Highline Wealth Partners | Mar 2026 | 250.00 | $2.8k |