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Get Institutions for : 
Boulder Growth & Income Fund (BIF)  
$14.43 0.13 (0.89%) as of 4:30 Thu 5/23


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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  : 
1.27 (9.65%)  




 
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  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Pathstone Holdings LLC 179 - 2024-03-31 1,117,284 $16,826,000 87,480
   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
   1607 CAPITAL PARTNERS, LLC 56 - 2024-03-31 432,926 $6,520,000 240,481
   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
   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
   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
   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
   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
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1569 - 2024-03-31 83,264 $1,254,000 4,731
   KARPUS MANAGEMENT INC 188 - 2024-03-31 76,555 $1,153,000 35,552
   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
   STIFEL FINANCIAL CORP 2332 - 2024-03-31 51,635 $778,000 535
   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
   MARINER WEALTH ADVISORS, LLC 2109 - 2024-03-31 29,737 $448,000 7,848
   COMMONWEALTH EQUITY SERVICES LLC. 2974 - 2024-03-31 26,755 $403,000 1,535
   Private Advisor Group LLC 1873 - 2024-03-31 18,855 $284,000 6,992
   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
   WEDBUSH MORGAN SECURITIES INC 1131 - 2024-03-31 11,208 $169,000 582
   NBC SECURITIES INC. 851 - 2024-03-31 9,385 $141,000 37
   Global Retirement Partners LLC 1155 - 2024-03-31 5,523 $83,000 44
   Sargent Bickham Lagudis LLC 362 - 2022-12-31 6,036 $77,000 5
   BESSEMER GROUP INC 1409 - 2024-03-31 1,559 $23,000 276
   Coppell Advisory Solutions LLC 790 - 2023-12-31 1,200 $17,000 1,200

  38 Records found
  1    
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