Bancroft Fund Ltd Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| SABA CAPITAL MANAGEMENT, L.P. | 08/14/2026 | 265.07 K | $6.89 M | -4.47% | 4.71% |
| SIT INVESTMENT ASSOCIATES INC | 08/12/2026 | 255.17 K | $6.63 M | 0.00% | 4.53% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 250.91 K | $6.52 M | -17.53% | 4.46% |
| ADVISORS ASSET MANAGEMENT, INC. | 08/14/2026 | 162.40 K | $4.22 M | 352.60% | 2.89% |
| PATHSTONE HOLDINGS, LLC | 08/13/2026 | 148.53 K | $3.86 M | 2.14% | 2.64% |
| MORGAN STANLEY | 08/13/2026 | 141.66 K | $3.68 M | -4.41% | 2.52% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 08/06/2026 | 120.21 K | $3.12 M | 11.46% | 2.14% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 100.82 K | $2.62 M | 0.00% | 1.79% |
| GUGGENHEIM CAPITAL LLC | 08/12/2026 | 92.19 K | $2.40 M | 0.93% | 1.64% |
| INVESCO LTD. | 08/14/2026 | 81.87 K | $2.13 M | -8.15% | 1.45% |
| BECKERMAN INSTITUTIONAL, LLC | 08/11/2026 | 72.89 K | $1.89 M | -1.39% | 1.30% |
| UBS GROUP AG | 08/13/2026 | 58.39 K | $1.52 M | -4.09% | 1.04% |
| LPL FINANCIAL LLC | 08/07/2026 | 47.67 K | $1.24 M | -19.22% | 0.85% |
| FIRST TRUST ADVISORS LP | 08/11/2026 | 41.03 K | $1.07 M | 58.33% | 0.73% |
| ROYAL BANK OF CANADA | 08/14/2026 | 40.13 K | $1.04 M | 11.00% | 0.71% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 39.60 K | $1.03 M | -2.83% | 0.70% |
| BULLDOG INVESTORS, LLP | 08/14/2026 | 39.45 K | $1.03 M | 0.00% | 0.70% |
| MEZZASALMA ADVISORS, LLC | 08/10/2026 | 36.72 K | $954.42 K | -7.93% | 0.65% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 29.01 K | $754.05 K | -5.78% | 0.52% |
| UHLMANN PRICE SECURITIES, LLC | 07/24/2026 | 26.29 K | $683.40 K | 8.70% | 0.47% |
| GABELLI & CO INVESTMENT ADVISERS, INC. | 08/12/2026 | 25.70 K | $667.94 K | 0.00% | 0.46% |
| EVOLVE PRIVATE WEALTH, LLC | 08/12/2026 | 20.18 K | $524.43 K | -6.39% | 0.36% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 19.91 K | $517.42 K | 2.86% | 0.35% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 19.68 K | $511.58 K | 0.00% | 0.35% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 18.78 K | $488.23 K | 8.30% | 0.33% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 16.24 K | $422.00 K | 0.77% | 0.29% |
| SHAKER FINANCIAL SERVICES, LLC | 07/15/2026 | 15.13 K | $393.28 K | -0.58% | 0.27% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 14.07 K | $365.63 K | 0.00% | 0.25% |
| CONCURRENT INVESTMENT ADVISORS, LLC | 07/27/2026 | 12.88 K | $334.61 K | 1.34% | 0.23% |
| NEWEDGE ADVISORS, LLC | 08/12/2026 | 12.50 K | $324.88 K | -17.76% | 0.22% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 11.57 K | $300.81 K | 100.00% | 0.21% |
| PNC FINANCIAL SERVICES GROUP, INC. | 08/07/2026 | 9.21 K | $239.24 K | 0.00% | 0.16% |
| DECISION INVESTMENTS, INC | 07/13/2026 | 7.80 K | $202.72 K | 100.00% | 0.14% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 7.79 K | $202.47 K | 100.00% | 0.14% |
| INSTITUTE FOR WEALTH MANAGEMENT, LLC. | 07/28/2026 | 6.05 K | $157.13 K | 100.00% | 0.11% |
| INTEGRATED WEALTH CONCEPTS LLC | 08/12/2026 | 2.81 K | $73.05 K | 100.00% | 0.05% |
| CLEAR STREET GROUP INC. | 08/12/2026 | 1.43 K | $37.22 K | 100.00% | 0.03% |
| CALDWELL TRUST CO | 08/03/2026 | 1.24 K | $32.23 K | -49.98% | 0.02% |
| ALLWORTH FINANCIAL LP | 08/11/2026 | 1.00 K | $25.99 K | 0.00% | 0.02% |
| NOBLE WEALTH MANAGEMENT PBC | 07/01/2026 | 1.00 K | $25.99 K | 0.00% | 0.02% |
| LRI INVESTMENTS, LLC | 07/14/2026 | 309 | $8.04 K | 0.00% | 0.01% |
| ASSETMARK, INC | 07/30/2026 | 290 | $7.54 K | 0.00% | 0.01% |
| WOLVERINE ASSET MANAGEMENT LLC | 08/10/2026 | 0 | $0 | -100.00% | 0.00% |
| ANCORA ADVISORS, LLC | 08/14/2026 | 0 | $0 | -100.00% | 0.00% |
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Bancroft Fund Ltd institutional Ownership - FAQ's
During the previous two years, 59 institutional investors and hedge funds held shares of Bancroft Fund Ltd. The most heavily invested institutionals were:
Saba Capital Management, L.P.: 265,074
SIT INVESTMENT ASSOCIATES INC: 255,169
AMERIPRISE FINANCIAL INC: 250,913
Advisors Asset Management, Inc.: 162,398
Pathstone Holdings, LLC: 148,531
MORGAN STANLEY: 141,663
40.44% of Bancroft Fund Ltd stock is owned by institutional investors.
Institutional investors have bought a total of 2.79 M shares in the last 24 months. This purchase volume represents approximately $61.03 M in transactions.