Purchases and Sales Made in Q1 2025 in Bancroft Fund LTD (BCV)
This table provides information about the institutional ownership of Bancroft Fund LTD (BCV) during Q1 2025. The information is specifically focused on institutions that hold shares of BANCROFT FUND LTD.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 13, 2025
Q1 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
177K+ 166.91% |
$3.08M - $3.32M
|
283K
$5.51M
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
157K+ 272.03% |
$2.74M - $2.95M
|
215K
$4.19M
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
13.1KNew |
$228K - $245K
|
13.1K
$255K
|
|
May 05, 2025
Q1 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
8.95K+ 13.4% |
$156K - $168K
|
75.8K
$1.48M
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
7.94K+ 17.59% |
$138K - $149K
|
53.1K
$1.03M
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
6.48K+ 11.68% |
$113K - $121K
|
61.9K
$1.21M
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
3.55K+ 6.18% |
$61.9K - $66.6K
|
61K
$1.19M
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
2.67K+ 4.21% |
$46.5K - $50K
|
66K
$1.29M
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.5KNew |
$26.1K - $28K
|
1.5K
$29.1K
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.46KNew |
$25.4K - $27.3K
|
1.46K
$28.4K
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
807+ 1.95% |
$14.1K - $15.1K
|
42.2K
$821K
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
491+ 0.34% |
$8.55K - $9.2K
|
146K
$2.84M
|
|
Jul 16, 2025
Q1 2025
|
Uhlmann Price Securities, LLC
Skokie, IL |
BUY
|
- |
334+ 1.73% |
$5.82K - $6.26K
|
19.6K
$383K
|
|
May 15, 2025
Q1 2025
|
Bulldog Investors, LLP
Saddle Brook, NJ |
BUY
|
- |
272+ 0.69% |
$4.74K - $5.1K
|
39.4K
$768K
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
170+ 0.95% |
$2.96K - $3.19K
|
18K
$351K
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
131+ 1.8% |
$2.28K - $2.45K
|
7.43K
$145K
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-74- 0.63% |
$1.29K - $1.39K
|
11.6K
$227K
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-128- 2.89% |
$2.23K - $2.4K
|
4.3K
$83.7K
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-383- 2.39% |
$6.67K - $7.18K
|
15.6K
$304K
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-386- 5.9% |
$6.72K - $7.23K
|
6.16K
$120K
|
|
Apr 18, 2025
Q1 2025
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-517- 1.27% |
$9.01K - $9.69K
|
40.3K
$784K
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-522- 0.57% |
$9.09K - $9.78K
|
91.3K
$1.78M
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.48K- 9.16% |
$25.9K - $27.8K
|
14.7K
$287K
|
|
May 06, 2025
Q1 2025
|
John G Ullman & Associates Inc
|
SELL
|
- |
-1.64K- 1.88% |
$28.5K - $30.7K
|
85.3K
$1.66M
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-2.74K- 6.62% |
$47.8K - $51.4K
|
38.7K
$754K
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.12K- 13.33% |
$54.4K - $58.5K
|
20.3K
$395K
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.66K- 8.17% |
$81.1K - $87.3K
|
52.3K
$1.02M
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-5.54K- 10.59% |
$96.4K - $104K
|
46.7K
$910K
|
|
May 15, 2025
Q1 2025
|
Saba Capital Management, L.P.
New York, NY |
SELL
|
- |
-22.7K- 8.05% |
$396K - $426K
|
260K
$5.06M
|