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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. 408 - 2023-12-31 609,977 $23,466,000 90,804
   TRUSTCORE FINANCIAL SERVICES LLC 16 - 2022-12-31 597,420 $18,974,000 526,185
   Wealthquest Corp 17 - 2023-12-31 260,056 $10,004,000 -72,231
   INTEGRAL INVESTMENT ADVISORS INC. 5 - 2023-12-31 228,608 $8,795,000 49,914
   Penserra Capital Management LLC 139 - 2023-12-31 156,833 $6,033,000 22,962
   HIGHTOWER ADVISORS, LLC 883 - 2023-12-31 152,956 $5,886,000 6,004
   CAPTRUST FINANCIAL ADVISORS 524 - 2023-12-31 144,716 $5,567,000 2,509
   Berkshire Money Management Inc. 18 - 2023-12-31 134,070 $5,158,000 -95,107
   Advisor Group Holdings Inc. 1466 - 2023-12-31 87,732 $3,375,000 10,341
   ENVESTNET ASSET MANAGEMENT INC 2218 - 2023-12-31 76,614 $2,947,000 -17,299
   Fragasso Group Inc. 68 - 2024-03-31 70,457 $2,851,000 0
   DFPG INVESTMENTS INC. 120 - 2023-12-31 70,116 $2,674,000 -885
   MULTIFINANCIAL SECURITIES CORP 423 - 2023-12-31 68,902 $2,651,000 7,916
   HPM Partners LLC - 2023-12-31 52,777 $2,030,000 18,207
   LPL FINANCIAL CORP 2393 - 2023-12-31 51,001 $1,962,000 22,305
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1277 - 2024-03-31 47,769 $1,933,000 -9,173
   Cresset Asset Management LLC 603 - 2023-12-31 49,835 $1,917,000 9,486
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 52 - 2024-03-31 39,338 $1,592,000 -761
   Kestra Advisory Services LLC 906 - 2023-12-31 41,081 $1,580,000 -3,290
   Diligent Investors LLC 63 - 2023-12-31 39,328 $1,513,000 -12
   Beacon Pointe Advisors LLC 625 - 2023-12-31 28,570 $1,099,000 359
   JANNEY MONTGOMERY SCOTT LLC 1406 - 2023-12-31 27,294 $1,050,000 577
   Maltin Wealth Management Inc. 52 - 2024-03-31 24,151 $977,000 0
   BB&T CORP 1594 - 2023-12-31 24,783 $953,000 0
   Beacon Financial Advisory LLC - 2023-12-31 24,080 $926,000 3,980
   GOLDMAN SACHS GROUP INC/ 3563 *New 2023-12-31 23,469 $903,000 23,469
   WPWealth LLP 29 - 2023-12-31 21,591 $831,000 0
   Krilogy Financial LLC 163 - 2024-03-31 20,260 $820,000 0
   DHJJ Financial Advisors Ltd. 52 - 2024-03-31 19,183 $776,000 -185
   McAdam LLC 130 *New 2024-03-31 19,052 $771,000 19,052
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2208 - 2024-03-31 18,950 $767,000 -1
   CoreCap Advisors LLC 279 - 2023-12-31 19,877 $765,000 1,368
   Sigma Planning Corp 329 - 2023-12-31 19,558 $752,000 7,556
   My Personal CFO LLC 48 - 2024-03-31 18,300 $741,000 0
   Lantz Financial LLC 97 - 2024-03-31 17,777 $719,000 -92
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3288 *New 2023-12-31 18,118 $697,000 18,118
   FINANCIAL NETWORK 1653 - 2023-12-31 17,310 $666,000 -12,289
   OLD MISSION CAPITAL LLC 534 *New 2023-12-31 16,950 $652,000 16,950
   FIRST COMMONWEALTH FINANCIAL CORP /PA/ 99 - 2023-12-31 16,808 $647,000 1,545
   Spire Wealth Management 462 - 2024-03-31 15,629 $633,000 -3,296
   Bedel Financial Consulting Inc. 107 - 2023-12-31 16,461 $633,000 -446
   MML INVESTORS SERVICES LLC 1637 - 2023-12-31 15,748 $606,000 7,336
   BEDEL FINANCIAL CONSULTING INC 101 - 2023-09-30 16,907 $600,000 0
   CITADEL ADVISORS LLC 3467 - 2023-12-31 14,766 $568,000 -8,671
   TOWNSQUARE CAPITAL LLC 754 - 2023-12-31 14,572 $561,000 6,546
   Global Trust Asset Management LLC 89 - 2024-03-31 13,700 $554,000 0
   Valtinson Bruner Financial Planning LLC 69 - 2023-12-31 14,342 $552,000 2,443
   BCS Wealth Management 131 - 2024-03-31 12,598 $510,000 -1,421
   RAYMOND JAMES & ASSOCIATES 3048 - 2024-03-31 11,763 $476,000 611
   SRS Capital Advisors Inc. 174 - 2023-12-31 11,464 $441,000 -368
   RFG Advisory Group LLC 527 *New 2024-03-31 10,746 $435,000 10,746
   XML Financial LLC 233 - 2023-12-31 10,503 $404,000 0
   THOROUGHBRED FINANCIAL SERVICES LLC 405 - 2023-12-31 10,163 $390,000 0
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1784 *New 2024-03-31 8,847 $358,000 8,847
   AXXCESS WEALTH MANAGEMENT LLC 647 *New 2023-12-31 7,603 $292,000 7,603
   Brookstone Capital Management 768 - 2024-03-31 7,091 $287,000 -188,601
   Snowden Capital Advisors LLC 922 *New 2023-12-31 7,093 $273,000 7,093
   H D Vest Advisory Services 1284 - 2023-12-31 7,015 $270,000 -1,012
   ROYAL BANK OF CANADA 4206 *New 2023-12-31 6,976 $268,000 6,976
   Continuum Advisory LLC 396 *New 2023-12-31 6,704 $258,000 6,704
   Betterment LLC 291 - 2023-12-31 6,626 $255,000 -1,107
   Straight Path Wealth Management - 2023-12-31 6,000 $231,000 0
   Epic Trust Investment Advisors LLC 100 - 2024-03-31 5,665 $229,000 0
   BCJ Capital Management LLC 273 *New 2023-12-31 5,850 $225,000 5,850
   Benchmark Investment Advisors LLC 283 *New 2023-12-31 5,850 $225,000 5,850
   Vantage Financial Partners LLC 114 - 2023-12-31 5,817 $224,000 5,817
   Stratos Wealth Advisors LLC 615 - 2024-03-31 5,256 $213,000 0
   Weaver Consulting Group 193 *New 2024-03-31 4,987 $202,000 4,987
   IFP Advisors Inc 939 - 2023-12-31 5,036 $194,000 90
   PRINCIPAL SECURITIES INC. 1135 - 2023-12-31 2,908 $112,000 0
   BENJAMIN F. EDWARDS & COMPANY INC. 1042 - 2023-12-31 2,596 $100,000 0
   Steward Partners Investment Advisory LLC 1721 - 2023-12-31 2,449 $94,000 832
   HARBOUR INVESTMENTS INC. 1164 *New 2023-12-31 2,396 $92,000 2,396
   ADVISORY SERVICES NETWORK, LLC 1941 *New 2023-12-31 1,420 $55,000 1,420
   AdvisorNet Financial Inc 833 - 2024-03-31 1,141 $46,000 -900
   Sunbelt Securities Inc. 978 - 2024-03-31 750 $30,000 0
   MORGAN STANLEY 6170 *New 2023-12-31 619 $24,000 619
   Capital Analysts Inc. 770 - 2023-12-31 616 $24,000 0
   Cape Investment Advisory Inc. 505 - 2023-12-31 600 $23,000 0
   BLAIR WILLIAM & CO/IL 1644 *New 2023-12-31 562 $22,000 562
   Householder Group Estate & Retirement Specialist L *New 2023-12-31 458 $17,000 458
   CREATIVE FINANCIAL DESIGNS INC /ADV 975 *New 2023-12-31 400 $15,000 400
   Caitlin John LLC 385 - 2023-12-31 370 $14,000 0
   Larson Financial Group LLC 1018 - 2023-12-31 254 $10,000 0
   EverSource Wealth Advisors LLC 1983 - 2023-12-31 100 $4,000 0
   US BANCORP 3649 *New 2023-12-31 56 $2,000 56
   UBS Group AG 6707 - 2023-12-31 44 $2,000 44
   SageView Advisory Group LLC 598 *Closed 2023-12-31 0 $0 -6,202
   AE Wealth Management LLC 2030 *Closed 2023-12-31 0 $0 -5,823
   FMR LLC 4773 - 2023-12-31 1 $0 -2
   Michael S. Ryan Inc. 43 *Closed 2024-03-31 0 $0 -89,802
   PROEQUITIES INC. 8824 - 2023-12-31 0 $0 0
  92 Records found
  1    
  Page 1 of 1
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