Free Trial
→ The Trump Dump is starting; Get out of stocks now? (From Paradigm Press) (Ad) Free BCV Stock Alerts

Bancroft Fund (BCV) Institutional Ownership

Bancroft Fund logo
$19.76 +0.01 (+0.03%)
Closing price 07/25/2025 03:53 PM Eastern
Extended Trading
$19.78 +0.02 (+0.08%)
As of 07/25/2025 04:11 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for Bancroft Fund (NYSE:BCV)

Current
Institutional Ownership
Percentage
22.43%
Number of
Institutional Buyers
(last 12 months)
19
Total
Institutional Inflows
(last 12 months)
$11.29M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$4.05M
Get BCV Insider Trade Alerts

Want to know when executives and insiders are buying or selling Bancroft Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

BCV Institutional Buying and Selling by Quarter

Bancroft Fund Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/18/2025 Consolidated Portfolio Review Corp33,898$641K0.1%-27.5%0.578%
5/15/2025Royal Bank of Canada42,161$735K0.0%+2.0%0.719%
5/13/2025Sit Investment Associates Inc.283,072$4.93M0.1%+166.9%4.829%
5/12/2025Invesco Ltd.13,096$228K0.0%N/A0.223%
5/6/2025John G Ullman & Associates Inc.85,344$1.49M0.2%-1.9%1.456%
5/5/2025Blue Bell Private Wealth Management LLC61,943$1.08M0.2%+11.7%1.057%
5/5/2025Beckerman Institutional LLC75,763$1.32M1.0%+13.4%1.292%
4/25/2025Koshinski Asset Management Inc.14,720$256K0.0%-9.2%0.251%
4/23/2025 Consolidated Portfolio Review Corp46,739$814K0.1%-10.6%0.797%
4/22/2025Cambridge Investment Research Advisors Inc.52,342$912K0.0%-8.2%0.893%
2/17/2025Saba Capital Management L.P.282,401$5.00M0.1%+11.6%4.811%
2/17/2025Bulldog Investors LLP39,176$694K0.2%+75.3%0.667%
2/17/2025Ameriprise Financial Inc.57,843$1.02M0.0%+5.0%0.985%
2/14/2025Stifel Financial Corp11,717$208K0.0%N/A0.200%
2/14/2025Shaker Financial Services LLC65,394$1.16M0.4%-22.1%1.114%
2/13/2025NewEdge Advisors LLC19,300$342K0.0%-20.4%0.329%
2/13/2025GABELLI & Co INVESTMENT ADVISERS INC.28,000$496K0.1%N/A0.477%
2/13/2025Guggenheim Capital LLC57,464$1.02M0.0%+76.9%0.979%
2/13/2025Raymond James Financial Inc.12,520$222K0.0%N/A0.213%
2/13/2025Sit Investment Associates Inc.106,056$1.88M0.0%N/A1.807%
2/13/2025Wells Fargo & Company MN23,414$415K0.0%-14.7%0.399%
2/12/2025Landscape Capital Management L.L.C.17,462$309K0.0%-36.3%0.297%
2/11/2025LPL Financial LLC45,168$800K0.0%+7.1%0.769%
2/10/2025Advisors Asset Management Inc.145,320$2.57M0.0%-1.2%2.476%
2/10/2025Commonwealth Equity Services LLC15,987$283K0.0%-7.9%0.272%
2/7/2025Cornerstone Advisors LLC31,426$557K0.0%-51.0%0.535%
2/7/2025Blue Bell Private Wealth Management LLC55,465$982K0.2%+57.2%0.945%
2/6/2025Raymond James Financial Inc.12,520$222K0.0%N/A0.213%
2/5/2025John G Ullman & Associates Inc.86,982$1.54M0.2%-6.1%1.482%
1/28/2025Mezzasalma Advisors LLC40,806$723K0.2%N/A0.695%
1/16/2025Koshinski Asset Management Inc.16,204$287K0.0%-5.7%0.276%
11/9/2024John G Ullman & Associates Inc.92,656$1.55M0.2%-4.0%1.578%
11/9/2024Landscape Capital Management L.L.C.27,428$460K0.0%-21.2%0.467%
11/8/2024Cornerstone Advisors LLC64,115$1.08M0.0%-43.5%1.092%
11/8/2024Advisors Asset Management Inc.147,075$2.47M0.0%-0.9%2.504%
11/6/2024Curi RMB Capital LLC15,000$252K0.0%-25.0%0.256%
11/4/2024Wolverine Asset Management LLC27,478$461K0.0%+424.3%0.468%
11/1/2024Beckerman Institutional LLC67,260$1.13M0.9%N/A1.146%
10/31/2024Shaker Financial Services LLC83,989$1.41M0.5%+23.7%1.430%
10/24/2024 Consolidated Portfolio Review Corp52,646$883K0.2%+1.3%0.896%
I was wrong about Trump (Ad)

I made a mistake. A mistake I feel very foolish about. After speaking with Donald Trump and some of his advisors, I believed him. I believed the promise that he would finally confront the single most dangerous threat to American life. That he would fix the ticking time bomb I’ve been warning about for 15 years. But I was wrong.

Let me show you exactly what we’re doing to prepare.
10/10/2024Koshinski Asset Management Inc.17,188$288K0.0%-5.4%0.293%
8/9/2024Cornerstone Advisors LLC113,423$1.78M0.1%+30.5%1.931%
8/5/2024Blue Bell Private Wealth Management LLC18,690$293K0.1%+19.2%0.318%
8/3/2024Shaker Financial Services LLC67,889$1.06M0.4%-45.9%1.157%
8/2/2024Wolverine Asset Management LLC5,241$82K0.0%-11.5%0.089%
8/1/2024 Consolidated Portfolio Review Corp51,976$814K0.2%-10.9%0.885%
7/31/2024Commonwealth Equity Services LLC17,507$274K0.0%-5.4%0.298%
7/26/2024Cambridge Investment Research Advisors Inc.64,028$1.00M0.0%+9.0%1.091%
5/15/2024GABELLI & Co INVESTMENT ADVISERS INC.33,000$528K0.1%-5.7%0.562%
5/14/2024Advisors Asset Management Inc.139,259$2.23M0.0%+84.3%2.372%
5/10/2024Cornerstone Advisors LLC86,934$1.39M0.1%+16.2%1.480%
5/9/2024Koshinski Asset Management Inc.27,649$442K0.0%-19.2%0.471%
5/6/2024John G Ullman & Associates Inc.101,122$1.62M0.2%+9.0%1.723%
4/30/2024 Consolidated Portfolio Review Corp58,336$933K0.2%+102.5%0.994%
4/24/2024Blue Bell Private Wealth Management LLC15,686$251K0.1%+9.7%0.267%
4/22/2024 PFG Investments LLC63,454$1.02M0.1%N/A1.081%
2/15/2024Bulldog Investors LLP22,345$357K0.1%+47.6%0.383%
2/13/2024GABELLI & Co INVESTMENT ADVISERS INC.35,000$559K0.1%-12.5%0.600%
2/9/2024Cornerstone Advisors LLC74,803$1.20M0.1%+89.1%1.283%
2/7/2024Shaker Financial Services LLC66,966$1.07M0.4%-9.9%1.149%
1/31/2024John G Ullman & Associates Inc.92,772$1.48M0.2%+409.3%1.591%
1/29/2024 Consolidated Portfolio Review Corp28,804$460K0.1%N/A0.494%
1/29/2024Koshinski Asset Management Inc.34,211$547K0.1%+71.9%0.587%
1/29/2024Round Rock Advisors LLC16,115$258K0.1%-31.9%0.276%
1/25/2024Blue Bell Private Wealth Management LLC14,295$228K0.1%+23.2%0.245%
1/16/2024Raymond James & Associates23,505$376K0.0%-17.7%0.403%
11/14/2023AQR Arbitrage LLC23,148$365K0.0%+3.4%0.394%
11/9/2023Cornerstone Advisors LLC39,557$624K0.0%+127.7%0.673%
11/2/2023Shaker Financial Services LLC74,295$1.17M0.5%-30.4%1.264%
11/1/2023John G Ullman & Associates Inc.18,214$287K0.0%N/A0.310%
10/30/2023Blue Bell Private Wealth Management LLC11,599$183K0.0%-38.8%0.197%
(Data available from 1/1/2016 forward)

BCV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BCV shares?

During the previous two years, 31 institutional investors and hedge funds held shares of Bancroft Fund. The most heavily invested institutionals were Saba Capital Management L.P. ($5.00M), Sit Investment Associates Inc. ($4.93M), Advisors Asset Management Inc. ($2.57M), John G Ullman & Associates Inc. ($1.49M), Beckerman Institutional LLC ($1.32M), Shaker Financial Services LLC ($1.16M), and Blue Bell Private Wealth Management LLC ($1.08M).Learn more on Bancroft Fund's institutional investors.

What percentage of Bancroft Fund's stock is owned by institutional investors?

22.43% of Bancroft Fund's stock is owned by institutional investors. Learn more on BCV's institutional investor holdings.

Which institutional investors have been buying Bancroft Fund's stock?

Of the 24 institutional investors that purchased Bancroft Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Sit Investment Associates Inc. ($283.07K), John G Ullman & Associates Inc. ($101.12K), Cornerstone Advisors LLC ($96.05K), Beckerman Institutional LLC ($76.21K), Advisors Asset Management Inc. ($63.71K), PFG Investments LLC ($63.45K), and Consolidated Portfolio Review Corp ($59.01K).

How much institutional buying is happening at Bancroft Fund?

Institutional investors have bought a total of 650,752 shares in the last 24 months. This purchase volume represents approximately $11.29M in transactions.

Which of Bancroft Fund's major shareholders have been selling company stock?

Of the 13 institutional investors that sold Bancroft Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Cornerstone Advisors LLC ($82.00K), Shaker Financial Services LLC ($76.15K), Consolidated Portfolio Review Corp ($24.74K), Landscape Capital Management L.L.C. ($17.34K), John G Ullman & Associates Inc. ($11.18K), Curi RMB Capital LLC ($5K), and NewEdge Advisors LLC ($4.95K).

How much institutional selling is happening at Bancroft Fund?

Institutional investors have sold a total of 239,563 shares in the last 24 months. This volume of shares sold represents approximately $4.05M in transactions.


Related Companies

This page (NYSE:BCV) was last updated on 7/27/2025 by MarketBeat.com Staff
From Our Partners
INVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting Off
Right now, we’re witnessing a monumental shift in the world.
Traders Agency | Sponsored
Market Panic: Trump Just Dropped a Bomb on Your Stocks
tock Market Panic: Trump Just Dropped a Bomb on Your Stocks The market is in freefall—and Trump's new tarif...
American Alternative | Sponsored
I was wrong about Trump
I made a mistake. A mistake I feel very foolish about. After speaking with Donald Trump and some of his ...
Porter & Company | Sponsored
Google did what!?!?
A new technology has sparked a modern-day gold rush in Silicon Valley. OpenAI’s Sam Altman invested $375M. Bil...
Stansberry Research | Sponsored
Presidential Bombshell: $150T Resource to Be Released as soon as this Summer?
Something extraordinary is happening in Washington. For the first time in over a century, a sitting Preside...
Paradigm Press | Sponsored
Treasury Secretary Bessent Is Betting Big on Gold
When the U.S. Treasury Secretary’s largest personal investment is gold — that’s a signal. Now a veteran gol...
Golden Portfolio | Sponsored
How to Collect Up To $5,917/mo From Trump’s Made In USA Boom
How to Collect Up To $5,917/mo From Trump's Made In USA Boom Thanks to President Trump's America-First poli...
Investors Alley | Sponsored
Critical AI announcement set to ignite AI 2.0
I just put together an urgent new presentation that you need to see right away. In short: I believe we are...
Timothy Sykes | Sponsored