Bancroft Fund (BCV) Institutional Ownership

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Current Institutional Ownership Percentage: 18.15%
Number of Institutional Buyers (last 12 months): 14

Number of Institutional Sellers (last 12 months): 8

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BCV Institutional Buying and Selling by Quarter

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Bancroft Fund Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
10/26/2023	Advisor Partners II LLC	13,756	$217K	0.0%	N/A	0.234%
8/21/2023	Osaic Holdings Inc.	1,890	$32K	0.0%	-80.3%	0.032%
8/15/2023	Wells Fargo & Company MN	50,568	$864K	0.0%	-3.9%	0.860%
8/15/2023	Royal Bank of Canada	54,187	$926K	0.0%	+1.7%	0.922%
8/15/2023	Bulldog Investors LLP	15,143	$259K	0.1%	N/A	0.258%
8/11/2023	Cornerstone Advisors LLC	17,371	$297K	0.0%	N/A	0.295%
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8/10/2023	Osaic Holdings Inc.	1,890	$32K	0.0%	-80.3%	0.032%
8/10/2023	GABELLI & Co INVESTMENT ADVISERS INC.	40,000	$684K	0.1%	N/A	0.680%
8/10/2023	Commonwealth Equity Services LLC	18,193	$311K	0.0%	N/A	0.309%
8/8/2023	Blue Bell Private Wealth Management LLC	18,946	$324K	0.1%	+31.3%	0.322%
8/7/2023	Wolverine Asset Management LLC	12,888	$220K	0.0%	+8.7%	0.219%
8/7/2023	Shaker Financial Services LLC	106,701	$1.82M	0.8%	-2.4%	1.815%
7/31/2023	LPL Financial LLC	71,223	$1.22M	0.0%	-56.5%	1.211%
7/28/2023	Koshinski Asset Management Inc.	19,893	$340K	0.0%	-15.2%	0.338%
7/25/2023	Raymond James & Associates	34,255	$585K	0.0%	+4.0%	0.583%
7/20/2023	Round Rock Advisors LLC	23,653	$404K	0.1%	-5.4%	0.402%
7/13/2023	Cambridge Investment Research Advisors Inc.	60,934	$1.04M	0.0%	+22.4%	1.036%
5/22/2023	Ameriprise Financial Inc.	52,257	$888K	0.0%	+13.9%	0.889%
5/18/2023	JPMorgan Chase & Co.	4,467	$76K	0.0%	N/A	0.076%
5/12/2023	UBS Group AG	79,084	$1.34M	0.0%	+6.9%	1.345%
5/11/2023	Cambridge Investment Research Advisors Inc.	49,783	$846K	0.0%	+4.4%	0.847%
5/10/2023	LPL Financial LLC	163,637	$2.78M	0.0%	-15.2%	2.783%
5/8/2023	Shaker Financial Services LLC	109,308	$1.86M	0.8%	+6.3%	1.859%
5/8/2023	Wolverine Asset Management LLC	11,852	$201K	0.0%	-69.4%	0.202%
5/8/2023	Blue Bell Private Wealth Management LLC	14,429	$245K	0.1%	+168.2%	0.245%
4/24/2023	Oak Harbor Wealth Partners LLC	13,460	$229K	0.1%	-7.8%	0.229%
4/14/2023	Raymond James & Associates	32,947	$560K	0.0%	-4.2%	0.560%
2/21/2023	Northwestern Mutual Wealth Management Co.	5,453	$89K	0.0%	-22.3%	0.093%
2/15/2023	Logan Stone Capital LLC	16,863	$276K	0.1%	N/A	0.286%
2/15/2023	Morgan Stanley	193,476	$3.17M	0.0%	+2.5%	3.285%
2/13/2023	Wells Fargo & Company MN	47,961	$786K	0.0%	-20.6%	0.814%
2/13/2023	Atria Wealth Solutions Inc.	18,641	$305K	0.0%	N/A	0.316%
2/10/2023	Advisor Group Holdings Inc.	9,610	$157K	0.0%	-28.7%	0.163%
2/8/2023	Raymond James & Associates	34,397	$563K	0.0%	+2.4%	0.584%
2/8/2023	UBS Group AG	73,946	$1.21M	0.0%	+69.7%	1.255%
2/8/2023	Cambridge Investment Research Advisors Inc.	47,672	$781K	0.0%	+16.5%	0.809%
2/7/2023	LPL Financial LLC	192,887	$3.16M	0.0%	+1.3%	3.275%
2/3/2023	Blue Bell Private Wealth Management LLC	5,379	$88K	0.0%	+715.0%	0.091%
2/3/2023	Shaker Financial Services LLC	102,804	$1.68M	0.8%	+50.1%	1.745%
2/1/2023	Wolverine Asset Management LLC	38,759	$635K	0.0%	+4.0%	0.658%
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1/24/2023	Koshinski Asset Management Inc.	23,850	$391K	0.0%	N/A	0.405%
1/19/2023	Round Rock Advisors LLC	25,405	$416K	0.2%	+11.2%	0.432%
1/18/2023	Oak Harbor Wealth Partners LLC	14,605	$239K	0.1%	+15.2%	0.248%
11/14/2022	Royal Bank of Canada	55,132	$922K	0.0%	-3.9%	0.937%
11/10/2022	Wolverine Asset Management LLC	37,257	$622K	0.0%	-34.1%	0.633%
11/10/2022	UBS Group AG	43,565	$728K	0.0%	+88.2%	0.740%
11/9/2022	Shaker Financial Services LLC	68,490	$1.15M	0.6%	+111.2%	1.163%
11/8/2022	Advisors Asset Management Inc.	108,635	$1.82M	0.0%	-3.5%	1.845%
10/25/2022	Raymond James & Associates	33,599	$562K	0.0%	-12.4%	0.570%
10/18/2022	McIlrath & Eck LLC	6,496	$109K	0.0%	N/A	0.110%
10/17/2022	Cambridge Investment Research Advisors Inc.	40,936	$684K	0.0%	+1.6%	0.695%
8/16/2022	RMB Capital Management LLC	16,000	$289K	0.0%	-20.0%	0.272%
8/13/2022	NewEdge Advisors LLC	32,200	$582K	0.0%	+6.6%	0.547%
8/12/2022	LPL Financial LLC	188,931	$3.41M	0.0%	+2.4%	3.209%
8/11/2022	UBS Group AG	23,147	$418K	0.0%	+121.0%	0.393%
8/8/2022	Advisors Asset Management Inc.	112,627	$2.03M	0.0%	-38.8%	1.913%
8/4/2022	Northwestern Mutual Wealth Management Co.	13,507	$244K	0.0%	-6.6%	0.229%
8/3/2022	Wolverine Asset Management LLC	56,543	$1.02M	0.0%	-26.2%	0.960%
8/1/2022	Shaker Financial Services LLC	32,435	$586K	0.3%	-24.2%	0.551%
8/1/2022	RMB Capital Management LLC	16,000	$289K	0.0%	-20.0%	0.272%
7/25/2022	Oak Harbor Wealth Partners LLC	12,866	$232K	0.1%	+11.6%	0.219%
7/22/2022	Round Rock Advisors LLC	23,005	$415K	0.2%	+15.0%	0.391%
7/13/2022	Cambridge Investment Research Advisors Inc.	40,274	$727K	0.0%	+3.7%	0.684%
6/7/2022	Bank of America Corp DE	1,247	$28K	0.0%	-35.7%	0.021%
5/17/2022	Advisors Asset Management Inc.	184,089	$4.19M	0.1%	-27.4%	3.127%
5/16/2022	Atria Wealth Solutions Inc.	11,163	$254K	0.0%	N/A	0.190%
5/16/2022	Invesco Ltd.	13,404	$305K	0.0%	-33.7%	0.228%
5/16/2022	UBS Group AG	10,473	$239K	0.0%	+375.6%	0.178%
5/13/2022	NewEdge Advisors LLC	30,200	$688K	0.0%	+25.3%	0.513%
5/12/2022	Cambridge Investment Research Advisors Inc.	38,827	$884K	0.0%	-26.5%	0.660%
5/11/2022	Raymond James & Associates	38,987	$888K	0.0%	+4.2%	0.662%
5/11/2022	Oak Harbor Wealth Partners LLC	11,530	$263K	0.1%	+6.0%	0.196%
5/9/2022	Northwestern Mutual Wealth Management Co.	14,465	$329K	0.0%	-18.9%	0.246%
5/6/2022	RMB Capital Management LLC	20,000	$456K	0.0%	N/A	0.340%
5/6/2022	Shaker Financial Services LLC	42,804	$975K	0.4%	+17.1%	0.727%
5/4/2022	Advisor Group Holdings Inc.	21,603	$492K	0.0%	-48.9%	0.367%
5/4/2022	Wolverine Asset Management LLC	76,578	$1.74M	0.0%	+236.9%	1.300%
4/20/2022	Koshinski Asset Management Inc.	22,857	$521K	0.0%	+4.6%	0.388%
2/19/2022	Western Pacific Wealth Management LP	1,844	$48K	0.0%	N/A	0.033%
2/17/2022	Oak Harbor Wealth Partners LLC	10,879	$288K	0.1%	N/A	0.197%
2/15/2022	Advisors Asset Management Inc.	253,701	$6.71M	0.1%	-33.6%	4.598%
2/14/2022	LPL Financial LLC	186,300	$4.92M	0.0%	+87.0%	3.376%
2/9/2022	Wolverine Asset Management LLC	22,730	$600K	0.0%	-45.2%	0.412%
2/9/2022	Baird Financial Group Inc.	11,585	$306K	0.0%	+39.4%	0.210%
2/8/2022	Raymond James Financial Services Advisors Inc.	10,815	$286K	0.0%	+9.2%	0.196%
2/8/2022	Raymond James & Associates	37,424	$989K	0.0%	+4.1%	0.678%
2/7/2022	Shaker Financial Services LLC	36,561	$966K	0.3%	+5.9%	0.663%
2/3/2022	Cambridge Investment Research Advisors Inc.	52,845	$1.40M	0.0%	+18.9%	0.958%
2/3/2022	Advisor Group Holdings Inc.	42,271	$1.12M	0.0%	+12.6%	0.766%
2/3/2022	Northwestern Mutual Wealth Management Co.	17,844	$471K	0.0%	-83.0%	0.323%
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2/1/2022	6 Meridian	8,328	$220K	0.0%	N/A	0.151%
1/20/2022	Round Rock Advisors LLC	20,005	$529K	0.2%	N/A	0.362%
1/18/2022	David J Yvars Group	2,135	$309K	0.2%	-80.8%	0.039%
1/14/2022	Koshinski Asset Management Inc.	21,850	$577K	0.0%	+5.9%	0.396%
11/16/2021	Cetera Advisors LLC	7,807	$231K	0.0%	-77.8%	0.141%
11/16/2021	LPL Financial LLC	99,627	$2.95M	0.0%	N/A	1.805%
11/15/2021	Royal Bank of Canada	56,635	$1.68M	0.0%	+4.4%	1.026%
11/12/2021	GABELLI & Co INVESTMENT ADVISERS INC.	60,000	$1.78M	0.2%	-3.2%	1.087%
11/12/2021	Wolverine Asset Management LLC	41,509	$1.23M	0.0%	N/A	0.752%
11/8/2021	Ceera Investments LLC	12,445	$369K	0.2%	+3.1%	0.226%

(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 Morgan Stanley ($3.17M), Shaker Financial Services LLC ($1.82M), Advisors Asset Management Inc. ($1.82M), UBS Group AG ($1.34M), LPL Financial LLC ($1.22M), Cambridge Investment Research Advisors Inc. ($1.04M), and Royal Bank of Canada ($926K).Learn more on BCV's institutional investors.
What percentage of Bancroft Fund stock is owned by institutional investors?: 18.15% of Bancroft Fund stock is owned by institutional investors. Learn more on BCV's institutional investor holdings.
Which institutional investors have been buying Bancroft Fund stock?: Of the 24 institutional investors that purchased Bancroft Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Shaker Financial Services LLC ($83.12K), UBS Group AG ($76.88K), Wolverine Asset Management LLC ($56.39K), GABELLI & Co INVESTMENT ADVISERS INC. ($40K), Atria Wealth Solutions Inc. ($29.80K), Koshinski Asset Management Inc. ($24.86K), and Cambridge Investment Research Advisors Inc. ($22.11K).

How much institutional buying is happening at Bancroft Fund?: Institutional investors have bought a total of 503,886 shares in the last 24 months. This purchase volume represents approximately $0.00 in transactions.
Which Bancroft Fund major shareholders have been selling company stock?: Of the 17 institutional investors that sold Bancroft Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Advisors Asset Management Inc. ($145.07K), LPL Financial LLC ($121.66K), Wolverine Asset Management LLC ($66.23K), Advisor Group Holdings Inc. ($24.54K), Osaic Holdings Inc. ($15.45K), Wells Fargo & Company MN ($14.50K), and Cambridge Investment Research Advisors Inc. ($14.02K).
How much institutional selling is happening at Bancroft Fund?: Institutional investors have sold a total of 450,355 shares in the last 24 months. This volume of shares sold represents approximately $0.00 in transactions.

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This page (NYSEAMERICAN:BCV) was last updated on 4/19/2024 by MarketBeat.com Staff

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Bancroft Fund (BCV) Institutional Ownership

BCV Institutional Buying and Selling by Quarter

Bancroft Fund Major Shareholders & Ownership History

BCV Institutional Ownership - Frequently Asked Questions

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Bancroft Fund (BCV) Institutional Ownership

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

BCV Institutional Buying and Selling by Quarter

Bancroft Fund Major Shareholders & Ownership History

BCV Institutional Ownership - Frequently Asked Questions