Top 5 Stocks to Buy Now
→ Goldman Sachs just told you what to buy (most people missed it) (From Behind the Markets) (Ad)tc pixel Free BCV Stock Alerts

Bancroft Fund (BCV) Institutional Ownership

Bancroft Fund logo
$26.07 0.00 (0.00%)
Closing price 06/18/2026 04:10 PM Eastern
Extended Trading
$26.06 0.00 (-0.02%)
As of 06/18/2026 04:17 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.
Compare

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
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.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

BCV Institutional Buying and Selling by Quarter

Bancroft Fund Major Shareholders & Ownership History

Export
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%
Goldman Sachs just told you what to buy (most people missed it) (Ad)

Goldman Sachs just revealed that 40% of AI data centers will be crippled by electricity shortages by 2027 - not chips, not funding, but power. Demand is growing 15% per year and the grid can't keep up. One small company makes the exact equipment these data centers need. They're sitting on $1.5 billion in orders, their hardware is already inside Musk's Colossus, and the stock still trades like a name nobody's heard of. Analyst Dylan Jovine is releasing the ticker for free.tc pixel

See the stock positioned to solve AI's biggest power crisis
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%
SpaceX will crumble without these 5 companies (Ad)

The SpaceX IPO is drawing near, but the real opportunity may lie in 5 lesser-known companies providing the critical infrastructure SpaceX depends on to operate. Goldman Sachs and Morgan Stanley are reportedly already building positions in one of these names. Another is a resource miner that Elon Musk's broader empire - including Tesla - relies on. Lance Ippolito has detailed all five inside his free SpaceX Investing Blackbook.tc pixel

Download the free SpaceX Investing Blackbook before these names go mainstream
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.


Related Companies

This page (NYSEAMERICAN:BCV) was last updated on 6/19/2026 by MarketBeat.com Staff.
From Our Partners
Trump's gold order: the announcement they won't put on the front page
On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no deb...
Reagan Gold Group | Sponsoredtc pixel
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
Trump Takes Emergency Action - Plus Elon Musk's New Venture
Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Tru...
Altimetry | Sponsoredtc pixel
This is the worst news for stocks in 50 years
Goldman Sachs and Morgan Stanley are issuing a rare warning: what's ahead for U.S. stocks could be the worst e...
TradeSmith | Sponsoredtc pixel
A huge SpaceX error just led one stock to 3X move!
SPCE surged roughly 300% in a single week after investors hunting SpaceX exposure piled into the wrong ticker....
InvestPub | Sponsoredtc pixel
CODE RED: AI Meltdown Imminent?
After correctly predicting the 2008 and 2020 stock market meltdowns, I believe this AI company is about to tri...
Paradigm Press | Sponsoredtc pixel
The roadshow starts Monday. This stock isn't ready.
The SpaceX roadshow kicks off June 8. Goldman Sachs, the lead underwriter, will present the full S-1 to the wo...
Behind the Markets | Sponsoredtc pixel
Hey, it's Jon Najarian. The SpaceX IPO is right around the corner. But I discovered Elon may have something BIGGER planned. Check this out before June 9th...
After being invited to the SpaceX launch headquarters in Cape Canaveral from one of Elon's top lobbyists… Hall...
Banyan Hill Publishing | Sponsoredtc pixel