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| Bruce & Co Inc
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| |
|---|---|
| CRD # | 104735 |
| SEC # | 801-10193 |
| CIK # | 0001358331 |
| AUM | $473.9 MM (2024-03-28) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 312-236-9160 |
| Address | 20 N Wacker Drive Ste 2414 Chicago, IL 60606 |
| Source | [IAPD] [EDGAR] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| ABBV | 269,466.6 | 27.7 | |
| ALL | 34,565.4 | 20.8 | |
| DUK | 81,378.5 | 20.6 | |
| CMS | 19,311.0 | 19.0 | |
| T | 147,547.0 | 18.8 | |
| ABT | 187,298.3 | 15.8 | |
| IIIN | 665.8 | 10.6 | |
| XEL | 38,120.3 | 10.5 | |
| AAPL | 2,382,844.0 | 8.4 | |
| PFE | 284,248.0 | 7.7 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 2 | 9.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 455.4 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 9.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 4 | 473.9 |
| By Discretionary | ||
| Discretionary | 4 | 473.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 4 | 473.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 473.9 | |
| Total | 4 | 473.9 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001358331] |
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