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Get Institutions for : 
Boulder Growth & Income Fund (BIF)  
$14.56 0.04 (0.27%) as of 4:30 Wed 5/22


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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  : 
1.40 (10.64%)  




 
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
   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
   NATIONAL ASSET MANAGEMENT, INC. 117 - 2024-03-31 545,138 $7,076,000 -116,150
   RAYMOND JAMES & ASSOCIATES 1580 - 2024-03-31 330,163 $4,972,000 -3,363
   FLAGSHIP HARBOR ADVISORS LLC 115 - 2024-03-31 200,211 $3,015,000 -224
   WELLS FARGO & CO/MN 2430 - 2024-03-31 164,278 $2,474,000 -5,142
   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
   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
   DAVIDSON D A & CO 666 - 2024-03-31 81,966 $1,234,000 -1,064
   UBS Group AG 3454 - 2024-03-31 74,441 $1,121,000 -3,330
   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
   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
   FIXED INCOME SECURITIES INC 900 - 2024-03-31 34,172 $515,000 -1,047
   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
   HIGHLANDER CAPITAL MANAGEMENT, LLC - 2023-12-31 20,926 $290,000 -2,278
   Stratos Wealth Partners LTD. 1151 - 2024-03-31 16,779 $253,000 -215
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 571 - 2024-03-31 15,665 $236,000 -1,000
   CALDWELL SUTTER CAPITAL INC. 200 - 2024-03-31 12,932 $195,000 -1,112
   PRINCIPAL SECURITIES INC. 1170 - 2024-03-31 8,673 $131,000 -944
   J P MORGAN CHASE & CO 4407 - 2024-03-31 7,920 $119,000 -4,785
   COMERICA BANK 2582 - 2024-03-31 5,796 $87,000 -506
   HANSON MCCLAIN, INC. 3698 - 2024-03-31 7 $0 -756

  28 Records found
  1    
  Page 1 of 1
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