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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
   MORGAN STANLEY 1681 - 2023-12-31 3,738,803 $51,857,000 -1,104,320
   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
   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
   ROYAL BANK OF CANADA 2537 - 2023-12-31 150,986 $2,094,000 -12,621
   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
   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
   OPPENHEIMER & CO INC 704 - 2023-12-31 73,267 $1,016,000 -165
   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
   STIFEL FINANCIAL CORP 2350 - 2023-12-31 51,100 $709,000 -8,300
   SkyView Investment Advisors LLC 80 - 2023-12-31 49,618 $688,000 -382
   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
   WEALTHTRUST AXIOM LLC 123 - 2023-12-31 36,619 $508,000 -250
   FIXED INCOME SECURITIES INC 895 - 2023-12-31 35,219 $488,000 -1,543
   ROUNDVIEW CAPITAL LLC 258 - 2023-12-31 30,401 $422,000 -764
   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
   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
   ELEQUIN CAPITAL LP 159 - 2023-12-31 8,227 $114,000 -10,070
   COMERICA BANK 2533 - 2023-12-31 6,302 $87,000 -323
   ADVISORY SERVICES NETWORK, LLC 2294 - 2023-12-31 2,113 $29,000 -58,210
   BESSEMER GROUP INC 1487 - 2023-12-31 1,283 $18,000 -75
   HANSON MCCLAIN, INC. 3698 - 2024-03-31 7 $0 -756
  36 Records found
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