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 265k $6.9M -4% Jun 2026
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Sit Investment Associates 255k $6.6M 0% Jun 2026
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Ameriprise Financial 251k $6.5M -18% Jun 2026
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Advisors Asset Management 162k $4.2M 353% Jun 2026
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Pathstone Holdings 149k $3.9M 2% Jun 2026
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Morgan Stanley 148k $3.3M -14% Mar 2026
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Blue Bell Private Wealth Management 120k $3.1M 11% Jun 2026
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Bank of America Corporation 101k $2.6M 0% Jun 2026
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Guggenheim Capital, LLC Managers 92k $2.4M 1% Jun 2026
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Invesco 82k $2.1M -8% Jun 2026
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Beckerman Institutional 73k $1.9M -1% Jun 2026
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UBS Group 58k $1.5M -4% Jun 2026
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LPL Financial 48k $1.2M -19% Jun 2026
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First Trust Advisors 41k $1.1M 58% Jun 2026
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Royal Bank of Canada 40k $1.0M 11% Jun 2026
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Cambridge Investment Research Advisors 40k $1.0M -3% Jun 2026
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Brooklyn Capital Management 39k $1.0M 0% Jun 2026
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Mezzasalma Advisors 37k $954k -8% Jun 2026
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Stifel Financial 29k $754k -6% Jun 2026
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Uhlmann Price Securities 26k $683k 9% Jun 2026
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Gabelli Securities 26k $668k 0% Jun 2026
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Evolve Private Wealth 20k $524k -6% Jun 2026
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Cetera Investment Advisers 20k $517k 3% Jun 2026
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Wells Fargo & Company 20k $512k 0% Jun 2026
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Advisor Group Holdings 19k $488k 8% Jun 2026
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Envestnet Asset Management 16k $422k 1% Jun 2026
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Shaker Financial Services 15k $393k -1% Jun 2026
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Commonwealth Equity Services 14k $366k 0% Jun 2026
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Concurrent Investment Advisors 13k $335k 1% Jun 2026
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Goss Wealth Management 13k $325k -18% Jun 2026
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Susquehanna International 12k $301k 100% Jun 2026
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Pnc Financial Services 9.2k $239k 0% Jun 2026
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Decision Investments 7.8k $203k 100% Jun 2026
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Raymond James Financial 7.8k $203k 100% Jun 2026
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Institute For Wealth Management 6.0k $157k 100% Jun 2026
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Integrated Wealth Concepts 2.8k $73k 100% Jun 2026
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Clear Street Group 1.4k $37k 100% Jun 2026
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Caldwell Trust 1.2k $32k -50% Jun 2026
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Noble Wealth Management PBC 1.0k $26k 0% Jun 2026
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Hanson McClain Advisors 1.0k $26k 0% Jun 2026
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LRI Investments 309.00 $8.0k 0% Jun 2026
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Assetmark 290.00 $7.5k 0% Jun 2026
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Who sold out of Bancroft Fund?

Fund or Company Name Date Sold Shares Held Valued At
Wolverine Asset Management Mar 2026 14k $294k
Ancora Advisors Mar 2026 1.0k $22k