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
Wells Fargo & Company 1.0M $8.5M 4% Mar 2024
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Saba Capital Management 662k $5.4M 4% Mar 2024
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Ameriprise Financial 372k $3.0M 35% Mar 2024
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Cornerstone Advisors 337k $2.7M 105% Mar 2024
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Wealth Enhancement Advisory Services 317k $2.6M 2% Mar 2024
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Advisors Asset Management 284k $2.3M -1% Dec 2023
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Guggenheim Capital, LLC Managers 263k $2.1M 4% Dec 2023
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Morgan Stanley 240k $1.9M -34% Mar 2024
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WNY Asset Management 168k $1.4M -3% Mar 2024
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CNH Partners 141k $1.1M 40% Mar 2024
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Baird Financial 130k $1.0M 5% Dec 2023
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FourThought Financial Partners 116k $943k 2% Mar 2024
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Shaker Financial Services 97k $790k 100% Mar 2024
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Vima 96k $777k -16% Mar 2024
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Wolverine Asset Management 94k $762k 7% Mar 2024
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Pathstone Holdings 93k $756k -1% Mar 2024
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Landscape Capital Management 85k $688k 117% Mar 2024
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Brooklyn Capital Management 78k $631k 1% Mar 2024
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Goss Wealth Management 64k $522k 0% Mar 2024
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Raymond James Financial Services Advisors 62k $502k -2% Mar 2024
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Institute For Wealth Management 61k $493k 0% Mar 2024
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Logan Stone Capital 52k $423k 100% Mar 2024
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9258 Wealth Management 47k $381k -1% Mar 2024
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Blue Bell Private Wealth Management 47k $378k 232% Mar 2024
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Rpo 36k $290k 100% Mar 2024
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Royal Bank of Canada 32k $262k -14% Mar 2024
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Relative Value Partners 32k $253k 0% Mar 2024
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UBS Group 32k $260k -8% Mar 2024
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Raymond James & Associates 31k $253k -6% Mar 2024
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Advisor Group Holdings 30k $240k -5% Mar 2024
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Aviance Capital Partners 29k $239k -6% Mar 2024
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Deschutes Portfolio Strategy 26k $213k 100% Mar 2024
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Captrust Financial Advisors 25k $205k -52% Mar 2024
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Cambridge Investment Research Advisors 23k $185k -13% Mar 2024
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Modera Wealth Management 22k $181k 100% Mar 2024
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Commonwealth Equity Services 22k $180k -6% Mar 2024
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Private Advisor 22k $175k 0% Mar 2024
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Ruggaard & Associates 19k $152k 0% Mar 2024
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Twin Focus Capital Partners 19k $151k 0% Mar 2024
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LPL Financial 17k $137k 12% Mar 2024
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HighTower Advisors 16k $124k 100% Mar 2024
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Pnc Financial Services 15k $122k 25% Mar 2024
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Oak Harbor Wealth Partners 15k $119k 0% Mar 2024
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Altfest L J & Co 12k $94k 0% Mar 2024
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Meridian Investment Counsel 11k $90k 0% Mar 2024
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Stifel Financial 11k $87k 100% Mar 2024
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Huntington National Bank 9.9k $80k 0% Mar 2024
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Brian McDonald 3.8k $31k 11% Mar 2024
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Nelson, Van Denburg & Campbell Wealth Management 2.2k $18k 2% Mar 2024
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GPS Wealth Strategies Group 377.00 $3.1k 0% Mar 2024
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Bank of America Corporation 336.00 $2.7k 0% Mar 2024
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Principal Securities 330.00 $2.7k 0% Mar 2024
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Us Bancorp 125.00 $1.0k -38% Mar 2024
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IFP Advisors 86.00 $695.000400 0% Dec 2023
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First Manhattan 50.00 $405.000000 0% Mar 2024
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GAMMA Investing 15.00 $121.999500 100% Mar 2024
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Parallel Advisors 2.00 $17.000000 0% Mar 2024
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Who sold out of Ellsworth Fund?

Fund or Company Name Date Sold Shares Held Valued At
Jpmorgan Chase & Co Dec 2023 1.1k $8.6k