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Get Institutions for : 
Boulder Growth & Income Fund (BIF)  
$14.60 0.03 (0.21%) as of 4:30 Tue 5/21


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 107    7
Total shares held : 
 14,546,170  
% of shares held : 
 14.8%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   1  
Amount of shares held : 
 -3,909,210  
% of shares held change : 
   -3.98%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $12.91  
Last Quarter's Ending Price : 
 $13.87  
Last Quarter's Average Price : 
 $13.16  
Change from last quarter's     
avg. price to the last closing  : 
1.44 (10.94%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
13
 410,679
 2.82%
 
Increased Positions :
29
 647,114
 4.45%
 
Unchanged Positions :
30
 2,066,323
 14.21%
 
Decreased Positions :
35
-1,464,167
-10.07%
 
Closed Positions :
6
-3,502,836
-24.08%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   MORGAN STANLEY 1781 - 2024-03-31 3,210,667 $48,353,000 -528,136
   BROOKLYN CAPITAL MANAGEMENT LLC 1 - 2024-03-31 1,227,430 $18,485,000 -133,084
   Pathstone Holdings LLC 179 - 2024-03-31 1,117,284 $16,826,000 87,480
   Allspring Global Investments Holdings LLC 648 - 2024-03-31 1,010,374 $15,216,000 0
   SHAKER FINANCIAL SERVICES, LLC 1 - 2024-03-31 679,159 $10,228,000 60,391
   CSS LLC/IL 4 - 2024-03-31 598,807 $9,018,000 5,752
   COHEN & STEERS INC 114 - 2024-03-31 486,158 $7,322,000 0
   NATIONAL ASSET MANAGEMENT, INC. 117 - 2024-03-31 545,138 $7,076,000 -116,150
   1607 CAPITAL PARTNERS, LLC 56 - 2024-03-31 432,926 $6,520,000 240,481
   RAYMOND JAMES & ASSOCIATES 1580 - 2024-03-31 330,163 $4,972,000 -3,363
   WOLVERINE ASSET MANAGEMENT LLC 40 - 2024-03-31 328,542 $4,948,000 106,531
   CNH PARTNERS LLC 81 - 2024-03-31 322,226 $4,853,000 88,438
   ADVISOR PARTNERS II LLC 120 *New 2023-09-30 326,013 $4,232,000 326,013
   Almitas Capital LLC 25 - 2024-03-31 227,390 $3,424,000 65,123
   Atria Wealth Solutions Inc. 469 - 2024-03-31 210,432 $3,169,000 590
   FLAGSHIP HARBOR ADVISORS LLC 115 - 2024-03-31 200,211 $3,015,000 -224
   Rocky Mountain Advisers LLC 10 - 2024-03-31 189,795 $2,858,000 860
   Deschutes Portfolio Strategy LLC 17 - 2024-03-31 170,000 $2,560,000 15,000
   WELLS FARGO & CO/MN 2430 - 2024-03-31 164,278 $2,474,000 -5,142
   Quantedge Capital Pte Ltd 32 - 2024-03-31 160,103 $2,411,000 24,700
   ROYAL BANK OF CANADA 2392 - 2024-03-31 159,099 $2,396,000 8,113
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 40 - 2024-03-31 135,726 $2,044,000 18,857
   Winning Points Advisors LLC 9 - 2023-03-31 166,004 $2,039,000 1,220
   THOMAS J. HERZFELD ADVISORS, INC. 47 - 2024-03-31 126,905 $1,911,000 -269,250
   PUNCH & ASSOCIATES INVESTMENT MANAGEMENT INC 144 - 2024-03-31 113,382 $1,708,000 -239,053
   RPO LLC 10 - 2024-03-31 112,893 $1,700,000 0
   BANK OF AMERICA CORP /DE/ 3747 - 2024-03-31 104,526 $1,574,000 1,711
   HIGHTOWER ADVISORS, LLC 1540 - 2024-03-31 101,990 $1,534,000 5,821
   LANDSCAPE CAPITAL MANAGEMENT L.L.C. 226 - 2024-03-31 95,356 $1,436,000 54,500
   PARK AVENUE SECURITIES LLC 539 - 2024-03-31 87,564 $1,319,000 -1,938
   ENVESTNET ASSET MANAGEMENT INC 2844 - 2024-03-31 84,936 $1,279,000 -2,559
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1569 - 2024-03-31 83,264 $1,254,000 4,731
   DAVIDSON D A & CO 666 - 2024-03-31 81,966 $1,234,000 -1,064
   KARPUS MANAGEMENT INC 188 - 2024-03-31 76,555 $1,153,000 35,552
   UBS Group AG 3454 - 2024-03-31 74,441 $1,121,000 -3,330
   OPPENHEIMER & CO INC 706 - 2024-03-31 73,432 $1,106,000 165
   MML INVESTORS SERVICES LLC 1389 - 2024-03-31 70,946 $1,068,000 445
   Goss Wealth Management LLC 988 - 2024-03-31 66,078 $995,000 15,393
   Walleye Trading Advisors LLC 980 - 2024-03-31 65,396 $985,000 21,085
   Advisor Group Holdings Inc. 2407 - 2024-03-31 61,175 $921,000 -3,631
   LPL FINANCIAL CORP 3215 - 2024-03-31 60,469 $911,000 -910
   DCF Advisers LLC 42 - 2024-03-31 59,000 $889,000 0
   TWIN FOCUS CAPITAL PARTNERS, LLC 78 - 2024-03-31 55,019 $829,000 0
   STIFEL FINANCIAL CORP 2332 - 2024-03-31 51,635 $778,000 535
   Flow State Investments L.P. 61 *New 2024-03-31 51,001 $768,000 51,001
   THRIVENT FINANCIAL FOR LUTHERANS 1975 - 2024-03-31 49,931 $752,000 483
   KINGSWOOD WEALTH ADVISORS LLC 257 - 2024-03-31 49,225 $741,000 6,675
   Clear Creek Financial Management LLC 187 - 2024-03-31 48,700 $733,000 0
   Sugarloaf Wealth Management LLC 70 - 2024-03-31 44,963 $677,000 -2,316
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2357 - 2024-03-31 40,355 $608,000 -10,343
   GRACE & WHITE INC /NY 80 - 2024-03-31 36,560 $551,000 0
   WEALTHTRUST AXIOM LLC 125 - 2024-03-31 36,620 $551,000 1
   FIXED INCOME SECURITIES INC 900 - 2024-03-31 34,172 $515,000 -1,047
   ALTA CAPITAL MANAGEMENT LLC/ 73 - 2024-03-31 31,211 $470,000 0
   MARINER WEALTH ADVISORS, LLC 2109 - 2024-03-31 29,737 $448,000 7,848
   FINANCIAL NETWORK 2012 - 2024-03-31 28,952 $436,000 0
   COMMONWEALTH EQUITY SERVICES LLC. 2974 - 2024-03-31 26,755 $403,000 1,535
   RAYMOND JAMES TRUST CO 886 - 2024-03-31 23,693 $357,000 -8,590
   ROUNDVIEW CAPITAL LLC 281 - 2024-03-31 22,772 $343,000 -7,629
   Creekmur Asset Management LLC 84 - 2024-03-31 22,145 $333,000 -18,691
   ANCORA ADVISORS, LLC 560 - 2024-03-31 21,141 $318,000 0
   HIGHLANDER CAPITAL MANAGEMENT, LLC - 2023-12-31 20,926 $290,000 -2,278
   Stolper Co 83 - 2024-03-31 19,105 $288,000 0
   Private Advisor Group LLC 1873 - 2024-03-31 18,855 $284,000 6,992
   Stratos Wealth Partners LTD. 1151 - 2024-03-31 16,779 $253,000 -215
   LEVEL FOUR ADVISORY SERVICES LLC 659 - 2024-03-31 18,198 $252,000 0
   Taddei Ludwig & Associates Inc. 66 - 2024-03-31 16,168 $243,000 0
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 571 - 2024-03-31 15,665 $236,000 -1,000
   BASSETT HARGROVE INVESTMENT COUNSEL LLC 45 - 2023-09-30 17,250 $224,000 0
   Sontag Advisory LLC 577 - 2024-03-31 14,678 $221,000 0
   JANNEY MONTGOMERY SCOTT LLC 2508 - 2024-03-31 14,323 $216,000 0
   HANOVER ADVISORS INC 91 - 2024-03-31 13,926 $210,000 0
   CREATIVE PLANNING 2534 - 2024-03-31 13,664 $206,000 0
   CALDWELL SUTTER CAPITAL INC. 200 - 2024-03-31 12,932 $195,000 -1,112
   High Falls Advisors Inc 122 - 2024-03-31 12,401 $187,000 120
   Horizon Wealth Management LLC 80 - 2024-03-31 12,276 $185,000 118
   Integrated Capital Management Inc. 47 - 2024-03-31 12,191 $184,000 376
   MONETARY MANAGEMENT GROUP INC 196 - 2024-03-31 12,000 $181,000 0
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 4573 *New 2024-03-31 11,955 $180,000 11,955
   STEPHENS INC /AR/ 1178 - 2024-03-31 11,583 $174,000 0
   WEDBUSH MORGAN SECURITIES INC 1131 - 2024-03-31 11,208 $169,000 582
   CAMELOT PORTFOLIOS, LLC 122 - 2024-03-31 10,851 $163,000 0
   MATRIX PRIVATE CAPITAL GROUP LLC 106 - 2024-03-31 10,300 $155,000 0
   Moloney Securities Asset Management LLC 413 - 2024-03-31 10,133 $153,000 0
   Connecticut Wealth Management LLC 321 - 2024-03-31 10,128 $153,000 0
   Tactive Advisors LLC 88 - 2023-12-31 10,402 $144,000 0
   NBC SECURITIES INC. 851 - 2024-03-31 9,385 $141,000 37
   PRINCIPAL SECURITIES INC. 1170 - 2024-03-31 8,673 $131,000 -944
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1719 *New 2024-03-31 8,465 $127,000 8,465
   J P MORGAN CHASE & CO 4407 - 2024-03-31 7,920 $119,000 -4,785
   BAYSTATE WEALTH MANAGEMENT LLC 279 *New 2023-12-31 7,000 $97,000 7,000
   Game Plan Financial Advisors LLC 93 - 2024-03-31 6,000 $90,000 0
   COMERICA BANK 2582 - 2024-03-31 5,796 $87,000 -506
   Global Retirement Partners LLC 1155 - 2024-03-31 5,523 $83,000 44
   CWM LLC 1985 - 2024-03-31 5,415 $82,000 0
   Sargent Bickham Lagudis LLC 362 - 2022-12-31 6,036 $77,000 5
   Nemes Rush Group LLC 263 - 2024-03-31 3,609 $54,000 0
   Steward Partners Investment Advisory LLC 2139 - 2024-03-31 3,100 $47,000 0
   JONES FINANCIAL COMPANIES LLLP 839 *New 2024-03-31 1,764 $27,000 1,764
   Householder Group Estate & Retirement Specialist L 632 - 2024-03-31 1,608 $24,000 0
  100 Records found
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