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Get Institutions for : 
Boulder Capital Opportunities Ii Ltd (BOCT)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 84    16
Total shares held : 
 3,320,847  
% of shares held : 
 36.9%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   30  
Amount of shares held : 
 248,819  
% of shares held change : 
   2.76%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
18
 128,705
 3.88%
 
Increased Positions :
31
 348,593
 10.5%
 
Unchanged Positions :
18
 130,051
 3.92%
 
Decreased Positions :
17
-216,454
-6.52%
 
Closed Positions :
2
-12,025
-0.36%
 
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
   COMMONWEALTH EQUITY SERVICES LLC. 438 - 2024-03-31 586,465 $23,734,000 -23,512
   CAPTRUST FINANCIAL ADVISORS 452 - 2024-03-31 144,231 $5,837,000 -485
   Wealthquest Corp 27 - 2024-03-31 88,720 $3,590,000 -171,336
   Advisor Group Holdings Inc. 1382 - 2024-03-31 75,437 $3,053,000 -12,295
   ENVESTNET ASSET MANAGEMENT INC 2320 - 2024-03-31 72,577 $2,937,000 -4,037
   DFPG INVESTMENTS INC. 120 - 2023-12-31 70,116 $2,674,000 -885
   MULTIFINANCIAL SECURITIES CORP 694 - 2024-03-31 64,700 $2,618,000 -4,202
   Berkshire Money Management Inc. 25 - 2024-03-31 62,027 $2,510,000 -72,043
   Cresset Asset Management LLC 626 - 2024-03-31 49,834 $2,017,000 -1
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1277 - 2024-03-31 47,769 $1,933,000 -9,173
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 52 - 2024-03-31 39,338 $1,592,000 -761
   FSA Advisors Inc. 10 - 2024-03-31 36,985 $1,497,000 -477
   Beacon Pointe Advisors LLC 643 - 2024-03-31 28,153 $1,139,000 -417
   JANNEY MONTGOMERY SCOTT LLC 1479 - 2024-03-31 26,198 $1,060,000 -1,096
   BB&T CORP 1590 - 2024-03-31 24,767 $1,002,000 -16
   Beacon Financial Advisory LLC 62 - 2024-03-31 22,318 $903,000 -1,762
   DHJJ Financial Advisors Ltd. 52 - 2024-03-31 19,183 $776,000 -185
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2208 - 2024-03-31 18,950 $767,000 -1
   Lantz Financial LLC 97 - 2024-03-31 17,777 $719,000 -92
   Sigma Planning Corp 613 - 2024-03-31 17,563 $711,000 -1,995
   Bedel Financial Consulting Inc. 106 - 2024-03-31 16,400 $664,000 -61
   Spire Wealth Management 462 - 2024-03-31 15,629 $633,000 -3,296
   FINANCIAL NETWORK 1858 - 2024-03-31 13,781 $558,000 -3,529
   BCS Wealth Management 131 - 2024-03-31 12,598 $510,000 -1,421
   SRS Capital Advisors Inc. 187 - 2024-03-31 11,384 $461,000 -80
   TOWNSQUARE CAPITAL LLC 901 - 2024-03-31 10,043 $406,000 -4,529
   CITADEL ADVISORS LLC 4136 - 2024-03-31 7,917 $320,000 -6,849
   Brookstone Capital Management 768 - 2024-03-31 7,091 $287,000 -188,601
   Betterment LLC 328 - 2024-03-31 6,366 $258,000 -260
   Continuum Advisory LLC 333 - 2024-03-31 6,280 $256,000 -424
   Vantage Financial Partners LLC 129 - 2024-03-31 5,494 $222,000 -323
   AdvisorNet Financial Inc 833 - 2024-03-31 1,141 $46,000 -900
  32 Records found
  1    
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