Bancroft Fund Ltd Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 304.27 K | $6.55 M | 0.68% | 5.23% |
| SABA CAPITAL MANAGEMENT, L.P. | 05/15/2026 | 277.48 K | $5.98 M | -23.20% | 4.77% |
| SIT INVESTMENT ASSOCIATES INC | 05/13/2026 | 255.17 K | $5.50 M | 0.00% | 4.38% |
| MORGAN STANLEY | 05/15/2026 | 148.20 K | $3.19 M | -14.03% | 2.55% |
| PATHSTONE HOLDINGS, LLC | 05/11/2026 | 145.42 K | $3.13 M | 18.60% | 2.50% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 05/11/2026 | 107.85 K | $2.32 M | 10.76% | 1.85% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 100.82 K | $2.17 M | -0.39% | 1.73% |
| GUGGENHEIM CAPITAL LLC | 05/15/2026 | 91.34 K | $1.97 M | -6.13% | 1.57% |
| INVESCO LTD. | 05/12/2026 | 89.14 K | $1.92 M | 20.31% | 1.53% |
| BECKERMAN INSTITUTIONAL, LLC | 05/04/2026 | 73.92 K | $1.59 M | 0.02% | 1.27% |
| UBS GROUP AG | 05/05/2026 | 60.87 K | $1.31 M | -6.53% | 1.05% |
| LPL FINANCIAL LLC | 05/06/2026 | 59.01 K | $1.27 M | -9.74% | 1.01% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 40.75 K | $878.00 K | -11.70% | 0.70% |
| MEZZASALMA ADVISORS, LLC | 04/17/2026 | 39.89 K | $859.12 K | 1.34% | 0.69% |
| BULLDOG INVESTORS, LLP | 05/08/2026 | 39.45 K | $849.71 K | 0.00% | 0.68% |
| ROYAL BANK OF CANADA | 05/15/2026 | 36.15 K | $779.00 K | 2.06% | 0.62% |
| ADVISORS ASSET MANAGEMENT, INC. | 05/15/2026 | 35.88 K | $772.87 K | 100.00% | 0.62% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 30.79 K | $663.26 K | 4.52% | 0.53% |
| FIRST TRUST ADVISORS LP | 05/13/2026 | 25.91 K | $558.16 K | 114.41% | 0.45% |
| GABELLI & CO INVESTMENT ADVISERS, INC. | 05/14/2026 | 25.70 K | $553.58 K | -4.81% | 0.44% |
| UHLMANN PRICE SECURITIES, LLC | 04/16/2026 | 24.19 K | $521.04 K | 2.85% | 0.42% |
| 04/16/2026 | 21.56 K | $464.29 K | 0.07% | 0.37% | |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 19.68 K | $423.99 K | -1.06% | 0.34% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 19.35 K | $416.89 K | -1.55% | 0.33% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 17.34 K | $373.54 K | 106.37% | 0.30% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 16.11 K | $347.08 K | -7.98% | 0.28% |
| SHAKER FINANCIAL SERVICES, LLC | 05/12/2026 | 15.22 K | $327.86 K | -45.03% | 0.26% |
| NEWEDGE ADVISORS, LLC | 06/03/2026 | 15.20 K | $327.41 K | -8.43% | 0.26% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 14.07 K | $303.03 K | 0.00% | 0.24% |
| WOLVERINE ASSET MANAGEMENT LLC | 05/04/2026 | 13.64 K | $293.76 K | 100.00% | 0.23% |
| CONCURRENT INVESTMENT ADVISORS, LLC | 04/21/2026 | 12.71 K | $273.67 K | 100.00% | 0.22% |
| PNC FINANCIAL SERVICES GROUP, INC. | 05/08/2026 | 9.21 K | $198.28 K | 48.35% | 0.16% |
| 04/22/2026 | 2.48 K | $53.40 K | 0.00% | 0.04% | |
| ANCORA ADVISORS, LLC | 05/15/2026 | 1.00 K | $21.54 K | 0.00% | 0.02% |
| ALLWORTH FINANCIAL LP | 05/15/2026 | 1.00 K | $21.54 K | 0.00% | 0.02% |
| NOBLE WEALTH MANAGEMENT PBC | 04/02/2026 | 1.00 K | $21.54 K | 0.00% | 0.02% |
| LRI INVESTMENTS, LLC | 04/30/2026 | 309 | $6.66 K | 0.00% | 0.01% |
| ASSETMARK, INC | 05/06/2026 | 290 | $6.25 K | 100.00% | 0.01% |
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Bancroft Fund Ltd institutional Ownership - FAQ's
During the previous two years, 51 institutional investors and hedge funds held shares of Bancroft Fund Ltd. The most heavily invested institutionals were:
AMERIPRISE FINANCIAL INC: 304,265
Saba Capital Management, L.P.: 277,479
SIT INVESTMENT ASSOCIATES INC: 255,169
MORGAN STANLEY: 148,204
Pathstone Holdings, LLC: 145,422
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC: 107,851
37.66% of Bancroft Fund Ltd stock is owned by institutional investors.
Institutional investors have bought a total of 2.68 M shares in the last 24 months. This purchase volume represents approximately $58.68 M in transactions.