Stock TransactionsELLSWORTH GROWTH & INCOME FD

Total Bought
221,775
18 transactions
Total Sold
132,367
19 transactions
Net
+89,408
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
Change in Shares
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
Change in Weight (%)
Type
WOLVERINE ASSET MANAGEMENT LLC3,85976,777+72,9180.000.01+0.01buy
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC208,201239,144+30,9430.330.39+0.06buy
GUGGENHEIM CAPITAL LLC166,514193,775+27,2610.010.02+0.00buy
Shaker Financial Services, LLC23,43145,699+22,2680.090.19+0.10buy
ENVESTNET ASSET MANAGEMENT INC10,08432,332+22,2480.000.00+0.00buy
CEERA INVESTMENTS, LLC013,719+13,7190.000.08+0.08buy
READYSTATE ASSET MANAGEMENT LP011,650+11,6500.000.01+0.01buy
UHLMANN PRICE SECURITIES, LLC68,71873,888+5,1700.050.04-0.02buy
IFG Advisory, LLC04,053+4,0530.000.00+0.00buy
SIT INVESTMENT ASSOCIATES INC933,053936,651+3,5980.210.23+0.02buy
AMERIPRISE FINANCIAL INC102,042104,102+2,0600.000.00+0.00buy
Cape Investment Advisory, Inc.01,767+1,7670.000.01+0.01buy
OSAIC HOLDINGS, INC.18,45819,831+1,3730.000.00+0.00buy
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO01,300+1,3000.000.00+0.00buy
Integrated Wealth Concepts LLC01,218+1,2180.000.00+0.00buy
Aviance Capital Partners, LLC30,75430,905+1510.040.04+0.00buy
Global Retirement Partners, LLC2,0522,116+640.000.00+0.00buy
Private Advisor Group, LLC27,01527,029+140.000.00+0.00buy
CAPSTONE INVESTMENT ADVISORS, LLC81,49081,49000.010.01-0.00hold
MERIDIAN INVESTMENT COUNSEL INC.11,10011,10000.030.03+0.00hold
K2 PRINCIPAL FUND, L.P.24,61924,61900.030.03+0.00hold
Saba Capital Management, L.P.1,604,2731,604,27300.570.65+0.07hold
Focus Partners Wealth32,00632,00600.000.00+0.00hold
Parallel Advisors, LLC2200.000.00-0.00hold
Ruggaard & Associates LLC18,77218,77200.080.09+0.01hold
Beckerman Institutional, LLC12,79412,79400.080.08+0.00hold
COMMONWEALTH EQUITY SERVICES, LLC32,59232,59200.000.00+0.00hold
RAYMOND JAMES FINANCIAL INC81,32881,32800.000.00+0.00hold
Cambridge Investment Research Advisors, Inc.17,47017,438-320.000.00+0.00sell
HIGHLINE WEALTH PARTNERS LLC2500-2500.000.00-0.00sell
Old Port Advisors12,41611,967-4490.030.03-0.00sell
JONES FINANCIAL COMPANIES LLLP4550-4550.000.00-0.00sell
Institute for Wealth Management, LLC.52,75652,289-4670.060.06-0.00sell
Bulldog Investors, LLP228,613228,134-4790.570.66+0.09sell
ROYAL BANK OF CANADA55,30954,655-6540.000.00+0.00sell
MORGAN STANLEY144,347142,802-1,5450.000.00+0.00sell
Baird Financial Group, Inc.135,153133,444-1,7090.000.00+0.00sell
MAI Capital Management2,0000-2,0000.000.00-0.00sell
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC39,59437,508-2,0860.000.00-0.00sell
Advisors Asset Management, Inc.405,352402,884-2,4680.080.08+0.01sell
AdvisorNet Financial, Inc3,041555-2,4860.000.00-0.00sell
Waverly Advisors, LLC42,49938,919-3,5800.000.00-0.00sell
CAPTRUST FINANCIAL ADVISORS22,19818,242-3,9560.000.00-0.00sell
NewEdge Advisors, LLC64,65049,984-14,6660.000.00-0.00sell
WELLS FARGO & COMPANY/MN947,639931,846-15,7930.000.00+0.00sell
Pathstone Holdings, LLC247,149209,392-37,7570.010.01-0.00sell
Invesco Ltd.233,133191,598-41,5350.000.00-0.00sell
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