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. | 02/17/2026 | 361.29 K | $7.98 M | 14.86% | 6.21% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 302.21 K | $6.68 M | -1.54% | 5.19% |
| SIT INVESTMENT ASSOCIATES INC | 02/12/2026 | 255.17 K | $5.64 M | -10.29% | 4.38% |
| MORGAN STANLEY | 02/13/2026 | 172.39 K | $3.81 M | 22.93% | 2.96% |
| PATHSTONE HOLDINGS, LLC | 02/13/2026 | 122.62 K | $2.71 M | 23.03% | 2.11% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 101.21 K | $2.24 M | 1.59% | 1.74% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 02/09/2026 | 97.37 K | $2.15 M | 21.29% | 1.67% |
| GUGGENHEIM CAPITAL LLC | 02/17/2026 | 97.30 K | $2.15 M | 30.46% | 1.67% |
| INVESCO LTD. | 02/19/2026 | 74.09 K | $1.64 M | 38.24% | 1.27% |
| BECKERMAN INSTITUTIONAL, LLC | 02/10/2026 | 73.90 K | $1.63 M | -1.35% | 1.27% |
| LPL FINANCIAL LLC | 02/11/2026 | 65.38 K | $1.44 M | -1.74% | 1.12% |
| UBS GROUP AG | 01/29/2026 | 65.13 K | $1.44 M | 0.41% | 1.12% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 46.15 K | $1.02 M | -6.12% | 0.79% |
| BULLDOG INVESTORS, LLP | 02/13/2026 | 39.45 K | $871.80 K | 0.00% | 0.68% |
| MEZZASALMA ADVISORS, LLC | 01/21/2026 | 39.36 K | $866.23 K | 1.35% | 0.68% |
| ROYAL BANK OF CANADA | 02/17/2026 | 35.42 K | $783.00 K | -16.16% | 0.61% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 29.46 K | $651.07 K | 12.04% | 0.51% |
| SHAKER FINANCIAL SERVICES, LLC | 01/26/2026 | 27.69 K | $611.91 K | -20.99% | 0.48% |
| GABELLI & CO INVESTMENT ADVISERS, INC. | 02/05/2026 | 27.00 K | $596.70 K | -3.57% | 0.46% |
| UHLMANN PRICE SECURITIES, LLC | 01/12/2026 | 23.52 K | $519.79 K | 1.59% | 0.40% |
| 02/17/2026 | 21.54 K | $476.06 K | 100.00% | 0.37% | |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 19.89 K | $439.66 K | -44.65% | 0.34% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 19.66 K | $434.46 K | -6.72% | 0.34% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 17.51 K | $386.98 K | -9.82% | 0.30% |
| NEWEDGE ADVISORS, LLC | 02/18/2026 | 16.60 K | $366.86 K | -2.35% | 0.29% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 14.07 K | $310.90 K | -12.00% | 0.24% |
| FIRST TRUST ADVISORS LP | 02/13/2026 | 12.09 K | $267.10 K | 28.36% | 0.21% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 8.40 K | $185.79 K | 2.93% | 0.14% |
| PNC FINANCIAL SERVICES GROUP, INC. | 02/06/2026 | 6.21 K | $137.13 K | -6.83% | 0.11% |
| 01/30/2026 | 2.48 K | $54.79 K | 100.00% | 0.04% | |
| ANCORA ADVISORS, LLC | 02/17/2026 | 1.00 K | $22.10 K | 0.00% | 0.02% |
| ALLWORTH FINANCIAL LP | 02/05/2026 | 1.00 K | $22.10 K | 0.00% | 0.02% |
| NOBLE WEALTH MANAGEMENT PBC | 01/05/2026 | 1.00 K | $22.10 K | 0.00% | 0.02% |
| LRI INVESTMENTS, LLC | 02/04/2026 | 309 | $6.84 K | 1.31% | 0.01% |
| WOLVERINE ASSET MANAGEMENT LLC | 02/02/2026 | 0 | $0 | -100.00% | 0.00% |
| ADVISORS ASSET MANAGEMENT, INC. | 02/12/2026 | 0 | $0 | -100.00% | 0.00% |
| RMB CAPITAL MANAGEMENT, LLC | 02/17/2026 | 0 | $0 | -100.00% | 0.00% |
| VERITION FUND MANAGEMENT LLC | 02/13/2026 | 0 | $0 | -100.00% | 0.00% |
| CORECAP ADVISORS, LLC | 01/13/2026 | 0 | $0 | -100.00% | 0.00% |
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Bancroft Fund Ltd institutional Ownership - FAQ's
During the previous two years, 52 institutional investors and hedge funds held shares of Bancroft Fund Ltd. The most heavily invested institutionals were:
Saba Capital Management, L.P.: 361,294
AMERIPRISE FINANCIAL INC: 302,213
SIT INVESTMENT ASSOCIATES INC: 255,169
MORGAN STANLEY: 172,388
Pathstone Holdings, LLC: 122,619
BANK OF AMERICA CORP /DE/: 101,214
37.76% of Bancroft Fund Ltd stock is owned by institutional investors.
Institutional investors have bought a total of 2.69 M shares in the last 24 months. This purchase volume represents approximately $61.28 M in transactions.