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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
   Fragasso Group Inc. 68 - 2024-03-31 70,457 $2,851,000 0
   Diligent Investors LLC 65 - 2024-03-31 39,328 $1,592,000 0
   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
   WPWealth LLP 29 - 2023-12-31 21,591 $831,000 0
   Krilogy Financial LLC 163 - 2024-03-31 20,260 $820,000 0
   My Personal CFO LLC 48 - 2024-03-31 18,300 $741,000 0
   Valtinson Bruner Financial Planning LLC 68 - 2024-03-31 14,342 $580,000 0
   Global Trust Asset Management LLC 89 - 2024-03-31 13,700 $554,000 0
   THOROUGHBRED FINANCIAL SERVICES LLC 315 - 2024-03-31 10,163 $411,000 0
   XML Financial LLC 233 - 2023-12-31 10,503 $404,000 0
   H D Vest Advisory Services 1319 - 2024-03-31 7,015 $284,000 0
   Straight Path Wealth Management 62 - 2024-03-31 6,000 $243,000 0
   Epic Trust Investment Advisors LLC 100 - 2024-03-31 5,665 $229,000 0
   Stratos Wealth Advisors LLC 615 - 2024-03-31 5,256 $213,000 0
   PRINCIPAL SECURITIES INC. 1204 - 2024-03-31 2,908 $118,000 0
   BENJAMIN F. EDWARDS & COMPANY INC. 1074 - 2024-03-31 2,596 $105,000 0
   Sunbelt Securities Inc. 978 - 2024-03-31 750 $30,000 0
   Capital Analysts Inc. 770 - 2023-12-31 616 $24,000 0
   BLAIR WILLIAM & CO/IL 1660 - 2024-03-31 562 $23,000 0
   Cape Investment Advisory Inc. 505 - 2023-12-31 600 $23,000 0
   Householder Group Estate & Retirement Specialist L 687 - 2024-03-31 458 $19,000 0
   CREATIVE FINANCIAL DESIGNS INC /ADV 1013 - 2024-03-31 400 $16,000 0
   Larson Financial Group LLC 1042 - 2024-03-31 254 $10,000 0
   EverSource Wealth Advisors LLC 1983 - 2023-12-31 100 $4,000 0
   PROEQUITIES INC. 8795 - 2024-03-31 0 $0 0
  26 Records found
  1    
  Page 1 of 1
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