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Get Institutions for : 
Boulder Growth & Income Fund (BIF)  
$14.49 0.04 (0.28%) as of 4:30 Thu 5/9


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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  : 
1.33 (10.11%)  




 
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 1681 - 2023-12-31 3,738,803 $51,857,000 -1,104,320
   BROOKLYN CAPITAL MANAGEMENT LLC 1 - 2023-12-31 1,360,514 $18,761,000 154,353
   Allspring Global Investments Holdings LLC 648 - 2024-03-31 1,010,374 $15,216,000 0
   Pathstone Holdings LLC 193 - 2023-12-31 1,029,804 $14,283,000 0
   NATIONAL ASSET MANAGEMENT, INC. 81 - 2023-12-31 661,288 $9,172,000 116,150
   SHAKER FINANCIAL SERVICES, LLC 1 - 2023-12-31 618,768 $8,582,000 6,643
   CSS LLC/IL 5 - 2023-12-31 593,055 $8,226,000 5,562
   COHEN & STEERS INC 117 - 2023-12-31 486,158 $6,743,000 0
   THOMAS J. HERZFELD ADVISORS, INC. 12 - 2023-12-31 396,155 $5,495,000 -44,453
   RAYMOND JAMES & ASSOCIATES 1580 - 2024-03-31 330,163 $4,972,000 -3,363
   PUNCH & ASSOCIATES INVESTMENT MANAGEMENT INC 125 - 2023-12-31 352,435 $4,888,000 -26,951
   ADVISOR PARTNERS II LLC 120 *New 2023-09-30 326,013 $4,232,000 326,013
   CNH PARTNERS LLC 117 - 2023-12-31 233,788 $3,243,000 58,686
   WOLVERINE ASSET MANAGEMENT LLC 95 - 2023-12-31 222,011 $3,079,000 -16,255
   FLAGSHIP HARBOR ADVISORS LLC 115 - 2024-03-31 200,211 $3,015,000 -224
   Atria Wealth Solutions Inc. 470 - 2023-12-31 209,842 $2,911,000 -299
   Rocky Mountain Advisers LLC 10 - 2024-03-31 189,795 $2,858,000 860
   1607 CAPITAL PARTNERS, LLC 104 - 2023-12-31 192,445 $2,669,000 39,142
   Deschutes Portfolio Strategy LLC - 2024-03-31 170,000 $2,560,000 15,000
   WELLS FARGO & CO/MN 2392 - 2023-12-31 169,420 $2,350,000 7,747
   Almitas Capital LLC 39 - 2023-12-31 162,267 $2,251,000 29,386
   ROYAL BANK OF CANADA 2537 - 2023-12-31 150,986 $2,094,000 -12,621
   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
   Quantedge Capital Pte Ltd 32 - 2023-12-31 135,403 $1,878,000 2,300
   RPO LLC 14 - 2023-12-31 112,893 $1,566,000 0
   BANK OF AMERICA CORP /DE/ 3764 - 2023-12-31 102,815 $1,426,000 23,531
   HIGHTOWER ADVISORS, LLC 1643 - 2023-12-31 96,169 $1,337,000 -6,706
   PARK AVENUE SECURITIES LLC 539 - 2024-03-31 87,564 $1,319,000 -1,938
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1569 - 2024-03-31 83,264 $1,254,000 4,731
   ENVESTNET ASSET MANAGEMENT INC 2784 - 2023-12-31 87,495 $1,214,000 -3,139
   DAVIDSON D A & CO 663 - 2023-12-31 83,030 $1,152,000 -4,670
   UBS Group AG 3355 - 2023-12-31 77,771 $1,079,000 1,136
   OPPENHEIMER & CO INC 704 - 2023-12-31 73,267 $1,016,000 -165
   MML INVESTORS SERVICES LLC 1376 - 2023-12-31 70,501 $978,000 246
   Advisor Group Holdings Inc. 2619 - 2023-12-31 64,806 $899,000 -35,400
   LPL FINANCIAL CORP 3136 - 2023-12-31 61,379 $851,000 -571
   DCF Advisers LLC 41 - 2023-12-31 59,000 $818,000 0
   TWIN FOCUS CAPITAL PARTNERS, LLC 80 - 2023-12-31 55,019 $763,000 0
   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
   STIFEL FINANCIAL CORP 2350 - 2023-12-31 51,100 $709,000 -8,300
   Goss Wealth Management LLC 1101 *New 2023-12-31 50,685 $699,000 50,685
   SkyView Investment Advisors LLC 80 - 2023-12-31 49,618 $688,000 -382
   THRIVENT FINANCIAL FOR LUTHERANS 2000 *New 2023-12-31 49,448 $686,000 49,448
   Sugarloaf Wealth Management LLC 70 - 2024-03-31 44,963 $677,000 -2,316
   Walleye Trading Advisors LLC 1006 - 2023-12-31 44,311 $615,000 11,366
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2357 - 2024-03-31 40,355 $608,000 -10,343
   KARPUS MANAGEMENT INC 215 *New 2023-12-31 41,003 $569,000 41,003
   LANDSCAPE CAPITAL MANAGEMENT L.L.C. 381 - 2023-12-31 40,856 $567,000 30,338
   Creekmur Asset Management LLC - 2023-12-31 40,836 $566,000 0
   GRACE & WHITE INC /NY 80 - 2024-03-31 36,560 $551,000 0
   AE Wealth Management LLC 1397 *New 2023-12-31 36,946 $522,000 36,946
   WEALTHTRUST AXIOM LLC 123 - 2023-12-31 36,619 $508,000 -250
   CAPTRUST FINANCIAL ADVISORS 1745 - 2023-12-31 35,420 $491,000 3,058
   FIXED INCOME SECURITIES INC 895 - 2023-12-31 35,219 $488,000 -1,543
   ALTA CAPITAL MANAGEMENT LLC/ 73 - 2024-03-31 31,211 $470,000 0
   ROUNDVIEW CAPITAL LLC 258 - 2023-12-31 30,401 $422,000 -764
   COMMONWEALTH EQUITY SERVICES LLC. 2974 - 2024-03-31 26,755 $403,000 1,535
   FINANCIAL NETWORK 2037 - 2023-12-31 28,952 $402,000 -762
   RAYMOND JAMES TRUST CO 886 - 2024-03-31 23,693 $357,000 -8,590
   MARINER WEALTH ADVISORS, LLC 2334 - 2023-12-31 21,889 $304,000 -2,379
   ANCORA ADVISORS, LLC 571 - 2023-12-31 21,141 $293,000 -2,000
   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 - 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 656 - 2023-12-31 18,198 $252,000 1,142
   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
   GUGGENHEIM CAPITAL LLC 1767 - 2023-12-31 16,274 $226,000 667
   BASSETT HARGROVE INVESTMENT COUNSEL LLC 45 - 2023-09-30 17,250 $224,000 0
   JANNEY MONTGOMERY SCOTT LLC 2508 - 2024-03-31 14,323 $216,000 0
   Sontag Advisory LLC 612 - 2023-12-31 14,678 $204,000 0
   NOMURA HOLDINGS INC 886 *New 2023-12-31 14,260 $198,000 14,260
   CALDWELL SUTTER CAPITAL INC. 200 - 2024-03-31 12,932 $195,000 -1,112
   CREATIVE PLANNING 2439 - 2023-12-31 13,664 $190,000 0
   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
   J P MORGAN CHASE & CO 4245 - 2023-12-31 12,705 $176,000 6,253
   High Falls Advisors Inc 109 - 2023-12-31 12,281 $170,000 125
   MONETARY MANAGEMENT GROUP INC 194 - 2023-12-31 12,000 $166,000 0
   STEPHENS INC /AR/ 1117 - 2023-12-31 11,583 $161,000 0
   Moloney Securities Asset Management LLC - 2024-03-31 10,133 $153,000 0
   Connecticut Wealth Management LLC - 2024-03-31 10,128 $153,000 0
   CAMELOT PORTFOLIOS, LLC - 2023-12-31 10,851 $151,000 0
   WEDBUSH MORGAN SECURITIES INC 1002 - 2023-12-31 10,626 $147,000 23
   Tactive Advisors LLC 88 - 2023-12-31 10,402 $144,000 0
   MATRIX PRIVATE CAPITAL GROUP LLC 104 - 2023-12-31 10,300 $143,000 0
   NBC SECURITIES INC. 851 - 2024-03-31 9,385 $141,000 37
   PRINCIPAL SECURITIES INC. 1076 - 2023-12-31 9,617 $133,000 0
   ELEQUIN CAPITAL LP 159 - 2023-12-31 8,227 $114,000 -10,070
   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 2533 - 2023-12-31 6,302 $87,000 -323
   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 256 *New 2023-12-31 3,609 $50,000 3,609
   Steward Partners Investment Advisory LLC 2047 - 2023-12-31 3,100 $43,000 0
  100 Records found
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