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Bancroft Fund (BCV) Institutional Ownership

Bancroft Fund logo
$21.10 -0.12 (-0.57%)
As of 11:04 AM Eastern
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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)
22
Total
Institutional Inflows
(last 12 months)
$17.35M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$3.43M
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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
11/12/2026First Trust Advisors LP46,541$1.07M0.0%+13.4%0.849%
11/11/2026 Advisors Asset Management Inc.162,211$3.74M0.0%N/A2.960%
11/3/2026 Uhlmann Price Securities LLC27,224$628K0.0%+3.5%0.468%
10/30/2026 Blue Bell Private Wealth Management LLC136,827$3.16M0.4%+13.8%2.351%
10/14/2026 Mezzasalma Advisors LLC37,244$860K0.2%+1.4%0.640%
10/14/2026 Shaker Financial Services LLC14,645$338K0.1%-3.2%0.252%
9/9/2026Integrated Wealth Concepts LLC2,810$73K0.0%N/A0.048%
9/9/2026NewEdge Advisors LLC12,500$325K0.0%-17.8%0.215%
8/20/2026Susquehanna International Group LLP11,574$301K0.0%N/A0.199%
8/17/2026Bank of America Corp DE100,823$2.62M0.0%N/A1.732%
8/12/2026Evolve Private Wealth LLC20,178$524K0.0%N/A0.347%
8/11/2026 Beckerman Institutional LLC72,888$1.89M0.9%N/A1.252%
8/11/2026 Allworth Financial LP1,000$26K0.0%N/A0.017%
6/3/2026NewEdge Advisors LLC15,200$327K0.0%-8.4%0.261%
5/18/2026Royal Bank of Canada36,148$779K0.0%+2.1%0.621%
5/16/2026Saba Capital Management L.P.277,479$5.98M0.2%-23.2%4.768%
5/14/2026GABELLI & Co INVESTMENT ADVISERS INC.25,700$554K0.1%-4.8%0.442%
5/13/2026First 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%
2/25/2026Sit Investment Associates Inc.255,169$5.64M0.1%-10.3%4.353%
2/19/2026Invesco Ltd.74,091$1.64M0.0%+38.2%1.264%
2/18/2026Saba Capital Management L.P.361,294$7.99M0.2%+14.9%6.163%
2/18/2026Evolve Private Wealth LLC21,541$476K0.0%N/A0.367%
2/17/2026Guggenheim Capital LLC97,301$2.15M0.0%+30.5%1.660%
2/17/2026Cetera Investment Advisers19,659$434K0.0%-6.7%0.335%
2/17/2026Royal Bank of Canada35,419$783K0.0%-16.2%0.604%
2/13/2026Stifel Financial Corp29,460$651K0.0%+12.0%0.503%
2/13/2026First Trust Advisors LP12,086$267K0.0%+28.4%0.206%
2/13/2026Wells 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%
2/5/2026GABELLI & 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%
11/17/2025NewEdge Advisors LLC17,000$372K0.0%-4.5%0.290%
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11/17/2025Verition Fund Management LLC31,929$699K0.0%N/A0.545%
11/17/2025Bulldog Investors LLP39,448$863K0.2%N/A0.673%
11/17/2025Bank of America Corp DE99,628$2.18M0.0%+25,710.4%1.700%
11/17/2025Ameriprise Financial Inc.306,950$6.72M0.0%+7.4%5.236%
11/13/2025Pathstone Holdings LLC99,665$2.18M0.0%+245.0%1.700%
11/13/2025First 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%
10/16/2025 Mezzasalma Advisors LLC38,832$850K0.2%-4.9%0.662%
9/4/2025Osaic Holdings Inc.8,415$159K0.0%+95.8%0.144%
8/15/2025Ameriprise Financial Inc.285,799$5.40M0.0%+32.8%4.875%
8/14/2025Raymond James Financial Inc.7,174$136K0.0%N/A0.122%
8/14/2025NewEdge Advisors LLC17,800$336K0.0%-7.8%0.304%
8/13/2025Guggenheim Capital LLC78,810$1.49M0.0%+29.2%1.344%
8/13/2025Invesco 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%
8/8/2025Cetera Investment Advisers18,946$358K0.0%+5.0%0.323%
8/4/2025 Wolverine Asset Management LLC12,649$239K0.0%N/A0.216%
8/1/2025Envestnet 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%
7/18/2025Consolidated 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%
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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%


BCV Institutional Ownership - Frequently Asked Questions

During the previous two years, 41 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), Advisors Asset Management Inc. ($3.74M), Blue Bell Private Wealth Management LLC ($3.16M), Bank of America Corp DE ($2.62M), and Pathstone Holdings LLC ($2.18M).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 32 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 ($200.07K), Advisors Asset Management Inc. ($162.21K), Ameriprise Financial Inc. ($94.50K), Beckerman Institutional LLC ($81.84K), Saba Capital Management L.P. ($76.04K), and Blue Bell Private Wealth Management LLC ($75.40K).

Institutional investors have bought a total of 742,504 shares in the last 24 months. This purchase volume represents approximately $17.35M in transactions.

Of the 12 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: Saba Capital Management L.P. ($83.82K), Sit Investment Associates Inc. ($29.27K), Wells Fargo & Company MN ($16.05K), Shaker Financial Services LLC ($7.84K), Royal Bank of Canada ($6.83K), NewEdge Advisors LLC ($4.90K), and GABELLI & Co INVESTMENT ADVISERS INC. ($2.30K).

Institutional investors have sold a total of 156,958 shares in the last 24 months. This volume of shares sold represents approximately $3.43M in transactions.


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Institutional ownership data for NYSEAMERICAN:BCV is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 11/12/2026. New 13F filings are added each quarter as they're published.
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