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Get Institutions for : 
Boulder Growth & Income Fund (BIF)  
$14.52 0.03 (0.21%) as of 4:30 Fri 5/10


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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  : 
1.36 (10.33%)  




 
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
   BROOKLYN CAPITAL MANAGEMENT LLC 1 - 2023-12-31 1,360,514 $18,761,000 154,353
   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
   CNH PARTNERS LLC 117 - 2023-12-31 233,788 $3,243,000 58,686
   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 17 - 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
   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
   BANK OF AMERICA CORP /DE/ 3764 - 2023-12-31 102,815 $1,426,000 23,531
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1569 - 2024-03-31 83,264 $1,254,000 4,731
   UBS Group AG 3355 - 2023-12-31 77,771 $1,079,000 1,136
   MML INVESTORS SERVICES LLC 1376 - 2023-12-31 70,501 $978,000 246
   KINGSWOOD WEALTH ADVISORS LLC 257 - 2024-03-31 49,225 $741,000 6,675
   Walleye Trading Advisors LLC 1006 - 2023-12-31 44,311 $615,000 11,366
   LANDSCAPE CAPITAL MANAGEMENT L.L.C. 381 - 2023-12-31 40,856 $567,000 30,338
   CAPTRUST FINANCIAL ADVISORS 1745 - 2023-12-31 35,420 $491,000 3,058
   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
   LEVEL FOUR ADVISORY SERVICES LLC 656 - 2023-12-31 18,198 $252,000 1,142
   GUGGENHEIM CAPITAL LLC 1767 - 2023-12-31 16,274 $226,000 667
   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
   WEDBUSH MORGAN SECURITIES INC 1002 - 2023-12-31 10,626 $147,000 23
   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
   Coppell Advisory Solutions LLC 790 - 2023-12-31 1,200 $17,000 1,200
   Focused Wealth Management Inc 495 - 2023-12-31 907 $13,000 9

  35 Records found
  1    
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