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