BCV: Bancroft Fund Ltd insider trading, 5% holders and institutional ownership
From public SEC filings: open-market insider purchases and sales (Form 4, last 180 days), holders of 5% or more (Schedules 13D and 13G) and institutional ownership (Form 13F). Insider and 5% data delayed 48 hours.
Insider trading
0 open-market buys totaling - and 0 sales totaling - in the last 180 days.
Activist and 5% holders
| Filed | What | Holder | Stake | Change | Filing |
|---|---|---|---|---|---|
| 2026-08-14 | Fell below 5% | Ameriprise Financial, Inc. | 4.50% | SEC |
Institutional ownership (Q2 2026)
41 institutions reported holding $51.41M of Bancroft Fund Ltd on Form 13F (38 the quarter before). 5 opened a new position and 2 sold out. Shares held by institutions: +4%.
| Largest holders | Shares | Value |
|---|---|---|
| Saba Capital Management, L.P. | 265,074 | $6.89M |
| AMERIPRISE FINANCIAL INC | 250,913 | $6.52M |
| Advisors Asset Management, Inc. | 162,398 | $4.22M |
| Pathstone Holdings, LLC | 148,531 | $3.86M |
| MORGAN STANLEY | 141,663 | $3.68M |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 120,208 | $3.12M |
| BANK OF AMERICA CORP /DE/ | 100,823 | $2.62M |
| GUGGENHEIM CAPITAL LLC | 92,190 | $2.40M |
| Invesco Ltd. | 81,873 | $2.13M |
| Beckerman Institutional, LLC | 72,888 | $1.89M |
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