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Bancroft Fund (BCV) Institutional Ownership

Bancroft Fund logo
$25.40 -0.30 (-1.17%)
Closing price 06/26/2026 04:10 PM Eastern
Extended Trading
$25.42 +0.03 (+0.10%)
As of 06/26/2026 04:10 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 Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for Bancroft Fund (NYSEAMERICAN:BCV)

Current
Institutional Ownership
Percentage
22.43%
Number of
Institutional Buyers
(last 12 months)
24
Total
Institutional Inflows
(last 12 months)
$13.20M
Number of
Institutional Sellers
(last 12 months)
18
Total
Institutional Outflows
(last 12 months)
$5.92M
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Skip Chart & View Institutional Buying and Selling Data

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
6/3/2026 NewEdge Advisors LLC15,200$327K0.0%-8.4%0.261%
5/18/2026 Royal Bank of Canada36,148$779K0.0%+2.1%0.621%
5/16/2026 Saba Capital Management L.P.277,479$5.98M0.2%-23.2%4.768%
5/14/2026 GABELLI & Co INVESTMENT ADVISERS INC.25,700$554K0.1%-4.8%0.442%
5/13/2026 First Trust Advisors LP25,913$558K0.0%+114.4%0.445%
5/8/2026 PNC Financial Services Group Inc.9,205$198K0.0%+48.3%0.158%
4/16/2026 Uhlmann Price Securities LLC24,189$521K0.0%+2.8%0.416%
2/25/2026 Sit Investment Associates Inc.255,169$5.64M0.1%-10.3%4.353%
2/19/2026 Invesco Ltd.74,091$1.64M0.0%+38.2%1.264%
2/18/2026 Saba Capital Management L.P.361,294$7.99M0.2%+14.9%6.163%
2/18/2026 Evolve Private Wealth LLC21,541$476K0.0%N/A0.367%
2/17/2026 Guggenheim Capital LLC97,301$2.15M0.0%+30.5%1.660%
2/17/2026 Cetera Investment Advisers19,659$434K0.0%-6.7%0.335%
2/17/2026 Royal Bank of Canada35,419$783K0.0%-16.2%0.604%
2/13/2026 Stifel Financial Corp29,460$651K0.0%+12.0%0.503%
2/13/2026 First Trust Advisors LP12,086$267K0.0%+28.4%0.206%
2/13/2026 Wells Fargo & Company MN19,894$440K0.0%-44.6%0.339%
2/12/2026 Commonwealth Equity Services LLC14,068$311K0.0%-12.0%0.240%
2/11/2026 LPL Financial LLC65,376$1.45M0.0%-1.7%1.115%
2/10/2026 Beckerman Institutional LLC73,904$1.63M0.9%-1.4%1.261%
2/9/2026 Blue Bell Private Wealth Management LLC97,374$2.15M0.3%+21.3%1.661%
2/6/2026 PNC Financial Services Group Inc.6,205$137K0.0%-6.8%0.106%
2/5/2026 GABELLI & Co INVESTMENT ADVISERS INC.27,000$597K0.1%-3.6%0.461%
1/30/2026 Caldwell Trust Co2,479$55K0.0%N/A0.042%
1/26/2026 Shaker Financial Services LLC27,688$612K0.2%-21.0%0.472%
1/21/2026 Mezzasalma Advisors LLC39,356$866K0.2%+1.3%0.671%
11/17/2025 NewEdge Advisors LLC17,000$372K0.0%-4.5%0.290%
11/17/2025 Verition Fund Management LLC31,929$699K0.0%N/A0.545%
11/17/2025 Bulldog Investors LLP39,448$863K0.2%N/A0.673%
11/17/2025 Bank of America Corp DE99,628$2.18M0.0%+25,710.4%1.700%
11/17/2025 Ameriprise Financial Inc.306,950$6.72M0.0%+7.4%5.236%
11/13/2025 Pathstone Holdings LLC99,665$2.18M0.0%+245.0%1.700%
11/13/2025 First Trust Advisors LP9,416$206K0.0%N/A0.161%
11/7/2025 PNC Financial Services Group Inc.6,660$146K0.0%+8.1%0.114%
11/7/2025 Uhlmann Price Securities LLC23,152$507K0.3%+3.8%0.395%
11/6/2025 Advisors Asset Management Inc.56,498$1.24M0.0%-61.0%0.964%
11/6/2025 Beckerman Institutional LLC74,919$1.64M1.0%-1.1%1.278%
10/28/2025 Wolverine Asset Management LLC3,760$82K0.0%-70.3%0.064%
10/22/2025 Shaker Financial Services LLC35,042$767K0.3%N/A0.598%
10/22/2025 Blue Bell Private Wealth Management LLC80,279$1.76M0.3%+23.0%1.369%
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10/16/2025 Mezzasalma Advisors LLC38,832$850K0.2%-4.9%0.662%
9/4/2025 Osaic Holdings Inc.8,415$159K0.0%+95.8%0.144%
8/15/2025 Ameriprise Financial Inc.285,799$5.40M0.0%+32.8%4.875%
8/14/2025 Raymond James Financial Inc.7,174$136K0.0%N/A0.122%
8/14/2025 NewEdge Advisors LLC17,800$336K0.0%-7.8%0.304%
8/13/2025 Guggenheim Capital LLC78,810$1.49M0.0%+29.2%1.344%
8/13/2025 Invesco Ltd.31,618$598K0.0%+141.4%0.539%
8/12/2025 Advisors Asset Management Inc.145,007$2.74M0.0%-0.6%2.474%
8/12/2025 Laurel Wealth Advisors LLC3,780$71K0.0%+1,790.0%0.064%
8/8/2025 Cetera Investment Advisers18,946$358K0.0%+5.0%0.323%
8/4/2025 Wolverine Asset Management LLC12,649$239K0.0%N/A0.216%
8/1/2025 Envestnet Asset Management Inc.19,773$374K0.0%+26.7%0.337%
7/29/2025 Uhlmann Price Securities LLC22,296$421K0.3%+13.5%0.380%
7/29/2025 Mezzasalma Advisors LLC40,842$772K0.2%+1.4%0.697%
7/29/2025 John G Ullman & Associates Inc.82,913$1.57M0.2%-2.8%1.414%
7/29/2025 Koshinski Asset Management Inc.12,335$233K0.0%-16.2%0.210%
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%
4/23/2025Consolidated 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%
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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%
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%


BCV Institutional Ownership - Frequently Asked Questions

During the previous two years, 39 institutional investors and hedge funds held shares of Bancroft Fund. The most heavily invested institutionals were Ameriprise Financial Inc. ($6.72M), Saba Capital Management L.P. ($5.98M), Sit Investment Associates Inc. ($5.64M), Pathstone Holdings LLC ($2.18M), Bank of America Corp DE ($2.18M), Blue Bell Private Wealth Management LLC ($2.15M), and Guggenheim Capital LLC ($2.15M).Learn more on Bancroft Fund's institutional investors.

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

Of the 31 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), Bank of America Corp DE ($99.24K), Ameriprise Financial Inc. ($94.50K), Beckerman Institutional LLC ($76.21K), Saba Capital Management L.P. ($76.04K), Pathstone Holdings LLC ($70.78K), and Guggenheim Capital LLC ($65.48K).

Institutional investors have bought a total of 621,765 shares in the last 24 months. This purchase volume represents approximately $13.20M in transactions.

Of the 18 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: Advisors Asset Management Inc. ($89.31K), Saba Capital Management L.P. ($83.82K), Sit Investment Associates Inc. ($29.27K), Wells Fargo & Company MN ($16.05K), Consolidated Portfolio Review Corp ($12.84K), Wolverine Asset Management LLC ($8.89K), and Shaker Financial Services LLC ($7.35K).

Institutional investors have sold a total of 274,000 shares in the last 24 months. This volume of shares sold represents approximately $5.92M in transactions.


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This page (NYSEAMERICAN:BCV) was last updated on 6/27/2026 by MarketBeat.com Staff.
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