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 302k $6.7M -2% Dec 2025
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Sit Investment Associates 255k $5.6M -10% Dec 2025
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Pathstone Holdings 123k $2.7M 23% Dec 2025
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Blue Bell Private Wealth Management 97k $2.2M 21% Dec 2025
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Guggenheim Capital, LLC Managers 97k $2.2M 30% Dec 2025
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Invesco 74k $1.6M 38% Dec 2025
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Beckerman Institutional 74k $1.6M -1% Dec 2025
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LPL Financial 65k $1.4M -2% Dec 2025
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UBS Group 65k $1.4M 0% Dec 2025
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Cambridge Investment Research Advisors 46k $1.0M -6% Dec 2025
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Royal Bank of Canada 42k $924k 1% Sep 2025
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Brooklyn Capital Management 39k $872k 0% Dec 2025
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Mezzasalma Advisors 39k $866k 1% Dec 2025
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Stifel Financial 30k $651k 12% Dec 2025
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Shaker Financial Services 28k $612k -21% Dec 2025
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Gabelli Securities 27k $597k -4% Dec 2025
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Uhlmann Price Securities 24k $520k 2% Dec 2025
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Wells Fargo & Company 20k $440k -45% Dec 2025
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Cetera Investment Advisers 20k $435k -7% Dec 2025
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Envestnet Asset Management 18k $387k -10% Dec 2025
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Goss Wealth Management 17k $367k -2% Dec 2025
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RMB Capital Management 15k $328k 0% Sep 2025
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Commonwealth Equity Services 14k $311k -12% Dec 2025
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First Trust Advisors 12k $267k 28% Dec 2025
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Advisor Group Holdings 8.4k $186k 3% Dec 2025
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Pnc Financial Services 6.2k $137k -7% Dec 2025
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Caldwell Trust 2.5k $55k 100% Dec 2025
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Noble Wealth Management PBC 1.0k $22k 0% Dec 2025
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Ancora Advisors 1.0k $22k 0% Dec 2025
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Hanson McClain Advisors 1.0k $22k 0% Dec 2025
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LRI Investments 309.00 $6.8k 1% Dec 2025
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Who sold out of Bancroft Fund?

Fund or Company Name Date Sold Shares Held Valued At
Advisors Asset Management Sep 2025 57k $1.2M
Verition Fund Management Sep 2025 32k $699k
Wolverine Asset Management Sep 2025 3.8k $82k