BANCROFT FUND LTD (BCV) Institutional Ownership Changes & 13F Activity

BANCROFT FUND LTD (BCV). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Ameriprise Financial Inc, Advisors Asset Management, Inc., Invesco Ltd., First Trust Advisors Lp, and Saba Capital Management, L.P..

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Ameriprise Financial IncBuy+250,913250,913$6.52MQ2 2026Aug 14, 2026
Advisors Asset Management, Inc.Buy+126,517+352.6%162,398$4.22MQ2 2026Aug 14, 2026
Invesco Ltd.Buy+81,87381,873$2.13MQ2 2026Aug 14, 2026
Saba Capital Management, L.P.Sell-12,405-4.5%265,074$6.89MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpBuy+11,57411,574$300.81KQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+7,7907,790$202.47KQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+3,977+11.0%40,125$1.04MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+1,440+8.3%18,781$488.23KQ2 2026Aug 14, 2026
Morgan StanleySell-6,541-4.4%141,663$3.68MQ2 2026Aug 13, 2026
Ubs Group AgSell-2,488-4.1%58,385$1.52MQ2 2026Aug 13, 2026
Newedge Advisors, LlcSell-2,700-17.8%12,500$324.88KQ2 2026Aug 12, 2026
Stifel Financial CorpSell-1,779-5.8%29,013$754.05KQ2 2026Aug 12, 2026
Clear Street Group Inc.Buy+1,4321,432$37.22KQ2 2026Aug 12, 2026
Evolve Private Wealth, LlcSell-1,377-6.4%20,178$524.43KQ2 2026Aug 12, 2026
Guggenheim Capital LlcBuy+852+0.9%92,190$2.40MQ2 2026Aug 12, 2026
Cetera Investment AdvisersBuy+554+2.9%19,908$517.42KQ2 2026Aug 12, 2026
First Trust Advisors LpBuy+15,116+58.3%41,029$1.07MQ2 2026Aug 11, 2026
Beckerman Institutional, LlcSell-1,031-1.4%72,888$1.89MQ2 2026Aug 11, 2026
Mezzasalma Advisors, LlcSell-3,162-7.9%36,723$954.42KQ2 2026Aug 10, 2026
Lpl Financial LlcSell-11,343-19.2%47,668$1.24MQ2 2026Aug 07, 2026
Blue Bell Private Wealth Management, LlcBuy+12,357+11.5%120,208$3.12MQ2 2026Aug 06, 2026
Caldwell Trust CoSell-1,239-50.0%1,240$32.23KQ2 2026Aug 03, 2026
Envestnet Asset Management IncBuy+124+0.8%16,237$422.00KQ2 2026Aug 03, 2026
Cambridge Investment Research Advisors, Inc.Sell-1,152-2.8%39,596$1.03KQ2 2026Jul 30, 2026
Institute For Wealth Management, Llc.Buy+6,0466,046$157.13KQ2 2026Jul 28, 2026
Concurrent Investment Advisors, LlcBuy+170+1.3%12,875$334.61KQ2 2026Jul 27, 2026
Uhlmann Price Securities, LlcBuy+2,104+8.7%26,293$683.40KQ2 2026Jul 24, 2026
Shaker Financial Services, LlcSell-89-0.6%15,132$393.28KQ2 2026Jul 15, 2026
Decision Investments, IncBuy+7,8007,800$202.72KQ2 2026Jul 13, 2026
Ancora Advisors LlcSell-1,000-100.0%0$0.00Q2 2026May 15, 2026
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Frequently asked questions about BCV activity

  • Which institutional owners are buying BCV?

    Institutional owners buying BCV include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in BCV activity?

    "Buy" means an investor increased their reported position in BCV compared to the prior reporting period. This reflects growing exposure to BANCROFT FUND LTD (BCV) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in BCV increasing?

    Institutional interest in BCV can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.