Bancroft Fund (BCV) Institutional Ownership

$15.61
+0.05 (+0.32%)
(As of 05/17/2024 08:53 PM ET)

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

Current
Institutional Ownership
Percentage
22.43%
Number of
Institutional Buyers
(last 12 months)
9
Total
Institutional Inflows
(last 12 months)
$5.46M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$535.22K
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BCV Institutional Buying and Selling by Quarter

Bancroft Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/15/2024 GABELLI & Co INVESTMENT ADVISERS INC.33,000$528K0.1%-5.7%0.562%
5/14/2024 Advisors Asset Management Inc.139,259$2.23M0.0%+84.3%2.372%
5/10/2024 Cornerstone Advisors LLC86,934$1.39M0.1%+16.2%1.480%
5/9/2024 Koshinski Asset Management Inc.27,649$442K0.0%-19.2%0.471%
5/6/2024 John G Ullman & Associates Inc.101,122$1.62M0.2%+9.0%1.723%
4/30/2024 Consolidated Portfolio Review Corp58,336$933K0.2%+102.5%0.994%
4/24/2024 Blue Bell Private Wealth Management LLC15,686$251K0.1%+9.7%0.267%
4/22/2024 PFG Investments LLC63,454$1.02M0.1%N/A1.081%
2/15/2024 Bulldog Investors LLP22,345$357K0.1%+47.6%0.383%
2/13/2024 GABELLI & Co INVESTMENT ADVISERS INC.35,000$559K0.1%-12.5%0.600%
2/9/2024 Cornerstone Advisors LLC74,803$1.20M0.1%+89.1%1.283%
2/7/2024 Shaker Financial Services LLC66,966$1.07M0.4%-9.9%1.149%
1/31/2024 John G Ullman & Associates Inc.92,772$1.48M0.2%+409.3%1.591%
1/29/2024 Consolidated Portfolio Review Corp28,804$460K0.1%N/A0.494%
1/29/2024 Koshinski Asset Management Inc.34,211$547K0.1%+71.9%0.587%
1/29/2024 Round Rock Advisors LLC16,115$258K0.1%-31.9%0.276%
1/25/2024 Blue Bell Private Wealth Management LLC14,295$228K0.1%+23.2%0.245%
1/16/2024 Raymond James & Associates23,505$376K0.0%-17.7%0.403%
11/14/2023 AQR Arbitrage LLC23,148$365K0.0%+3.4%0.394%
11/9/2023 Cornerstone Advisors LLC39,557$624K0.0%+127.7%0.673%
11/2/2023 Shaker Financial Services LLC74,295$1.17M0.5%-30.4%1.264%
11/1/2023 John G Ullman & Associates Inc.18,214$287K0.0%N/A0.310%
10/30/2023 Blue 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, 13 institutional investors and hedge funds held shares of Bancroft Fund. The most heavily invested institutionals were Advisors Asset Management Inc. ($2.23M), John G Ullman & Associates Inc. ($1.62M), Cornerstone Advisors LLC ($1.39M), Shaker Financial Services LLC ($1.07M), PFG Investments LLC ($1.02M), Consolidated Portfolio Review Corp ($933K), and GABELLI & Co INVESTMENT ADVISERS INC. ($528K).Learn more on BCV's institutional investors.

What percentage of Bancroft Fund stock is owned by institutional investors?

22.43% 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 9 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: John G Ullman & Associates Inc. ($101.12K), Cornerstone Advisors LLC ($69.56K), Advisors Asset Management Inc. ($63.71K), PFG Investments LLC ($63.45K), Consolidated Portfolio Review Corp ($58.34K), Koshinski Asset Management Inc. ($14.31K), and Bulldog Investors LLP ($7.20K).

How much institutional buying is happening at Bancroft Fund?

Institutional investors have bought a total of 382,541 shares in the last 24 months. This purchase volume represents approximately $5.46M in transactions.

Which Bancroft Fund major shareholders have been selling company stock?

The following institutional investors have sold Bancroft Fund stock in the last 24 months: Shaker Financial Services LLC ($39.74K), Round Rock Advisors LLC ($7.54K), Blue Bell Private Wealth Management LLC ($7.35K), GABELLI & Co INVESTMENT ADVISERS INC. ($7K), Koshinski Asset Management Inc. ($6.56K), and Raymond James & Associates ($5.06K).

How much institutional selling is happening at Bancroft Fund?

Institutional investors have sold a total of 73,241 shares in the last 24 months. This volume of shares sold represents approximately $535.22K in transactions.


This page (NYSE:BCV) was last updated on 5/20/2024 by MarketBeat.com Staff

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