Institutional Ownership Bancroft Fund LTD (BCV)
This table provides information about the institutional ownership of Bancroft Fund LTD (BCV). We have compiled data on the 44 institutions that hold shares in the stock, with a total of 1.89 Million shares, which have been reported (via 13F filing form) to have a value of $36.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
14,720
shares
|
$286,598
0.02% of portfolio
|
Q1 2025
Reduced 9.16%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
13,756
shares
|
$267,829
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Invesco Ltd.
Atlanta, GA |
May 12, 2025 Q1 2025 |
13,096
shares
|
$254,979
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
12,372
shares
|
$240,882
0.0% of portfolio
|
Q3 2024
Reduced 22.38%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
11,643
shares
|
$226,689
0.0% of portfolio
|
Q1 2025
Reduced 0.63%
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
7,427
shares
|
$144,603
0.02% of portfolio
|
Q1 2025
Added 1.8%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
6,160
shares
|
$119,935
0.0% of portfolio
|
Q1 2025
Reduced 5.9%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
4,297
shares
|
$83,662
0.0% of portfolio
|
Q4 2024
Reduced 12.4%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
1,971
shares
|
$38,375
0.0% of portfolio
|
Q4 2024
Added 1.7%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
1,496
shares
|
$29,127
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
1,458
shares
|
$28,387
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
1,000
shares
|
$19,470
0.0% of portfolio
|
Q4 2022
Reduced 50.35%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
1,000
shares
|
$19,470
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
386
shares
|
$7,515
0.0% of portfolio
|
Q4 2024
Added 1.58%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
305
shares
|
$5,938
0.0% of portfolio
|
Q4 2024
Added 1.67%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
200
shares
|
$3,894
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
177
shares
|
$3,446
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
14
shares
|
$272
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|