Who owns Bancroft Fund?

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Analyze quarterly positions in Bancroft Fund with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of Bancroft Fund stock

Who bought or sold Bancroft Fund this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Saba Capital Management 315k $6.9M 25% Sep 2025
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Ameriprise Financial 307k $6.7M 7% Sep 2025
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Sit Investment Associates 284k $6.2M 0% Sep 2025
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Morgan Stanley 105k $3.5M 100% Jun 2025
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Pathstone Holdings 100k $2.2M 245% Sep 2025
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Blue Bell Private Wealth Management 80k $1.8M 23% Sep 2025
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Beckerman Institutional 75k $1.6M -1% Sep 2025
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Guggenheim Capital, LLC Managers 75k $1.6M -5% Sep 2025
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LPL Financial 67k $1.5M -2% Sep 2025
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UBS Group 65k $1.4M -1% Sep 2025
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Advisors Asset Management 57k $1.2M -61% Sep 2025
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Invesco 54k $1.2M 70% Sep 2025
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Cambridge Investment Research Advisors 49k $1.1M -1% Sep 2025
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Royal Bank of Canada 42k $924k 1% Sep 2025
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Brooklyn Capital Management 39k $863k 100% Sep 2025
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Mezzasalma Advisors 39k $850k -5% Sep 2025
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Wells Fargo & Company 36k $787k 75% Sep 2025
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Shaker Financial Services 35k $767k 100% Sep 2025
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Verition Fund Management 32k $699k 100% Sep 2025
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Gabelli Securities 28k $613k 0% Sep 2025
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Stifel Financial 26k $575k 120% Sep 2025
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Uhlmann Price Securities 23k $507k 4% Sep 2025
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Cetera Investment Advisers 21k $461k 11% Sep 2025
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Envestnet Asset Management 19k $425k -2% Sep 2025
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Goss Wealth Management 17k $372k -4% Sep 2025
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Commonwealth Equity Services 16k $350k 0% Sep 2025
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RMB Capital Management 15k $328k 0% Sep 2025
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First Trust Advisors 9.4k $206k 100% Sep 2025
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Advisor Group Holdings 8.2k $177k -3% Sep 2025
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Pnc Financial Services 6.7k $146k 8% Sep 2025
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Wolverine Asset Management 3.8k $82k -70% Sep 2025
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Ancora Advisors 1.0k $22k 0% Sep 2025
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Hanson McClain Advisors 1.0k $22k 0% Sep 2025
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LRI Investments 305.00 $6.7k 0% Sep 2025
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CoreCap Advisors 14.00 $317.000600 0% Sep 2025
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Who sold out of Bancroft Fund?

Fund or Company Name Date Sold Shares Held Valued At
John G.Ullman & Associates Jun 2025 83k $1.6M
Consolidated Portfolio Review Corp Jun 2025 34k $641k
Koshinski Asset Management Jun 2025 12k $233k
McIlrath & Eck Jun 2025 7.6k $143k
Raymond James Financial Jun 2025 7.2k $136k
Jpmorgan Chase & Co Mar 2025 1.5k $26k