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Bancroft Fund (BCV) Institutional Ownership

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$20.12 +0.16 (+0.80%)
Closing price 04:00 PM Eastern
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$20.16 +0.04 (+0.20%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Bancroft Fund (NYSE:BCV)

Current
Institutional Ownership
Percentage
22.43%
Number of
Institutional Buyers
(last 12 months)
21
Total
Institutional Inflows
(last 12 months)
$12.11M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$3.16M
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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
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%
8/13/2025 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%
5/12/2025 Invesco Ltd.13,096$228K0.0%N/A0.223%
5/6/2025 John G Ullman & Associates Inc.85,344$1.49M0.2%-1.9%1.456%
5/5/2025 Blue Bell Private Wealth Management LLC61,943$1.08M0.2%+11.7%1.057%
5/5/2025 Beckerman Institutional LLC75,763$1.32M1.0%+13.4%1.292%
4/25/2025 Koshinski Asset Management Inc.14,720$256K0.0%-9.2%0.251%
4/23/2025 Consolidated Portfolio Review Corp46,739$814K0.1%-10.6%0.797%
4/22/2025 Cambridge 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%
2/14/2025 Shaker Financial Services LLC65,394$1.16M0.4%-22.1%1.114%
2/13/2025NewEdge Advisors LLC19,300$342K0.0%-20.4%0.329%
2/13/2025 GABELLI & Co INVESTMENT ADVISERS INC.28,000$496K0.1%N/A0.477%
2/13/2025 Guggenheim 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%
2/12/2025 Landscape Capital Management L.L.C.17,462$309K0.0%-36.3%0.297%
2/11/2025 LPL Financial LLC45,168$800K0.0%+7.1%0.769%
2/10/2025 Advisors Asset Management Inc.145,320$2.57M0.0%-1.2%2.476%
2/10/2025 Commonwealth Equity Services LLC15,987$283K0.0%-7.9%0.272%
2/7/2025 Cornerstone Advisors LLC31,426$557K0.0%-51.0%0.535%
2/7/2025 Blue Bell Private Wealth Management LLC55,465$982K0.2%+57.2%0.945%
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2/6/2025Raymond James Financial Inc.12,520$222K0.0%N/A0.213%
2/5/2025 John G Ullman & Associates Inc.86,982$1.54M0.2%-6.1%1.482%
1/28/2025 Mezzasalma Advisors LLC40,806$723K0.2%N/A0.695%
1/16/2025 Koshinski Asset Management Inc.16,204$287K0.0%-5.7%0.276%
11/9/2024 John G Ullman & Associates Inc.92,656$1.55M0.2%-4.0%1.578%
11/9/2024 Landscape Capital Management L.L.C.27,428$460K0.0%-21.2%0.467%
11/8/2024 Cornerstone Advisors LLC64,115$1.08M0.0%-43.5%1.092%
11/8/2024 Advisors 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%
11/4/2024 Wolverine Asset Management LLC27,478$461K0.0%+424.3%0.468%
11/1/2024 Beckerman Institutional LLC67,260$1.13M0.9%N/A1.146%
10/31/2024 Shaker Financial Services LLC83,989$1.41M0.5%+23.7%1.430%
10/24/2024 Consolidated Portfolio Review Corp52,646$883K0.2%+1.3%0.896%
10/10/2024 Koshinski Asset Management Inc.17,188$288K0.0%-5.4%0.293%
8/9/2024 Cornerstone Advisors LLC113,423$1.78M0.1%+30.5%1.931%
8/5/2024 Blue Bell Private Wealth Management LLC18,690$293K0.1%+19.2%0.318%
8/3/2024 Shaker Financial Services LLC67,889$1.06M0.4%-45.9%1.157%
8/2/2024 Wolverine Asset Management LLC5,241$82K0.0%-11.5%0.089%
8/1/2024 Consolidated Portfolio Review Corp51,976$814K0.2%-10.9%0.885%
7/31/2024 Commonwealth Equity Services LLC17,507$274K0.0%-5.4%0.298%
7/26/2024 Cambridge Investment Research Advisors Inc.64,028$1.00M0.0%+9.0%1.091%
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%
2/15/2024Bulldog 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%
1/16/2024Raymond James & Associates23,505$376K0.0%-17.7%0.403%
11/14/2023AQR 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, 35 institutional investors and hedge funds held shares of Bancroft Fund. The most heavily invested institutionals were Saba Capital Management L.P. ($5.00M), Sit Investment Associates Inc. ($4.93M), Advisors Asset Management Inc. ($2.74M), John G Ullman & Associates Inc. ($1.57M), Guggenheim Capital LLC ($1.49M), Beckerman Institutional LLC ($1.32M), and Shaker Financial Services LLC ($1.16M).Learn more on Bancroft Fund's institutional investors.

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

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

Which institutional investors have been buying Bancroft Fund's stock?

Of the 28 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), John G Ullman & Associates Inc. ($101.12K), Cornerstone Advisors LLC ($96.05K), Beckerman Institutional LLC ($76.21K), Advisors Asset Management Inc. ($63.71K), PFG Investments LLC ($63.45K), and Consolidated Portfolio Review Corp ($59.01K).

How much institutional buying is happening at Bancroft Fund?

Institutional investors have bought a total of 689,244 shares in the last 24 months. This purchase volume represents approximately $12.11M in transactions.

Which of Bancroft Fund's major shareholders have been selling company stock?

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: Cornerstone Advisors LLC ($82.00K), Shaker Financial Services LLC ($18.60K), Consolidated Portfolio Review Corp ($18.38K), Landscape Capital Management L.L.C. ($17.34K), John G Ullman & Associates Inc. ($13.61K), NewEdge Advisors LLC ($6.45K), and Koshinski Asset Management Inc. ($5.84K).

How much institutional selling is happening at Bancroft Fund?

Institutional investors have sold a total of 181,093 shares in the last 24 months. This volume of shares sold represents approximately $3.16M in transactions.


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This page (NYSE:BCV) was last updated on 8/14/2025 by MarketBeat.com Staff
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