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Bancroft Fund (BCV) Institutional Ownership

Bancroft Fund logo
$19.13 +0.13 (+0.68%)
As of 07/3/2025 03:30 PM Eastern
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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)
$11.37M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$3.81M
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BCV Institutional Buying and Selling by Quarter

Bancroft Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
4/23/2025Consolidated 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%
10/24/2024Consolidated Portfolio Review Corp52,646$883K0.2%+1.3%0.896%
10/10/2024Koshinski Asset Management Inc.17,188$288K0.0%-5.4%0.293%
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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%
8/1/2024Consolidated 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%
4/30/2024Consolidated 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%
4/22/2024PFG 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%
1/29/2024Consolidated 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 656,040 shares in the last 24 months. This purchase volume represents approximately $11.37M 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), Landscape Capital Management L.L.C. ($17.34K), Consolidated Portfolio Review Corp ($11.90K), 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 226,722 shares in the last 24 months. This volume of shares sold represents approximately $3.81M in transactions.


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This page (NYSE:BCV) was last updated on 7/6/2025 by MarketBeat.com Staff
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