Who owns Boulder Growth & Income Fund?

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Analyze quarterly positions in Boulder Growth & Income Fund with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of Boulder Growth & Income Fund stock

Who bought or sold Boulder Growth & Income Fund this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Brooklyn Capital Management 1.2M $19M 0% Sep 2024
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Pathstone Holdings 1.2M $19M 11% Sep 2024
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JP Wealth Management 926k $15M 100% Dec 2024
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Allspring Global Investments Holdings 814k $13M -3% Sep 2024
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1607 Capital Partners 788k $12M 22% Sep 2024
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CSS 661k $10M -1% Sep 2024
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Shaker Financial Services 655k $10M 3% Sep 2024
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CNH Partners 433k $6.8M 8% Sep 2024
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National Asset Management 378k $5.9M -5% Sep 2024
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Cohen & Steers Capital Management 355k $5.6M -28% Sep 2024
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Wolverine Asset Management 313k $4.9M 1% Sep 2024
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Blue Bell Private Wealth Management 226k $3.6M 56% Sep 2024
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Almitas Capital 221k $3.5M 0% Sep 2024
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Karpus Investment Management 203k $3.2M 25% Sep 2024
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Flagship Harbor Advisors 202k $3.2M 0% Dec 2024
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Rocky Mountain Advisers 191k $3.0M 0% Sep 2024
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LPL Financial 185k $2.9M 32% Sep 2024
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Deschutes Portfolio Strategy 180k $2.9M 0% Dec 2024
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Quantedge Capital Pte 174k $2.8M 100% Sep 2024
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Royal Bank of Canada 167k $2.7M -13% Sep 2024
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Sanctuary Advisors 165k $2.7M -1% Sep 2024
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Wells Fargo & Company 161k $2.5M -2% Sep 2024
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Raymond James & Associates 155k $2.5M -55% Sep 2024
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Bank of America Corporation 152k $2.4M 9% Sep 2024
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Consolidated Portfolio Review Corp 142k $2.3M 100% Dec 2024
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Rpo 130k $2.1M 0% Sep 2024
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Landscape Capital Management 127k $2.0M 9% Sep 2024
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Atria Wealth Solutions 119k $1.9M -3% Sep 2024
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HighTower Advisors 102k $1.6M -3% Sep 2024
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Cambridge Investment Research Advisors 102k $1.6M 11% Sep 2024
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Principal Securities 88k $1.4M 914% Sep 2024
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Envestnet Asset Management 83k $1.3M -4% Sep 2024
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Park Avenue Securities 83k $1.3M 3% Dec 2024
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D.A. Davidson & Co. 83k $1.3M 1% Sep 2024
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UBS Group 81k $1.3M 3% Sep 2024
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Oppenheimer & Co 73k $1.1M 100% Sep 2024
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Mml Investors Services 73k $1.1M 0% Sep 2024
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Goss Wealth Management 70k $1.1M 3% Sep 2024
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Walleye Trading Advisors 63k $993k -2% Sep 2024
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Bryn Mawr Trust 63k $988k 100% Sep 2024
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DCF Advisers 59k $932k 0% Sep 2024
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Kingswood Wealth Advisors 56k $904k 14% Dec 2024
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Twin Focus Capital Partners 55k $869k 100% Sep 2024
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Thrivent Financial for Lutherans 51k $804k 100% Sep 2024
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Stifel Financial 51k $803k -2% Sep 2024
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Raymond James Financial Services Advisors 50k $789k -2% Sep 2024
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Clear Creek Financial Management 49k $780k -2% Dec 2024
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Wealthtrust Axiom 37k $579k 0% Sep 2024
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Grace & White 37k $578k 0% Sep 2024
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Heritage Wealth Management 32k $501k 0% Sep 2024
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Cetera Investment Advisers 31k $485k 5% Sep 2024
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Advisor Group Holdings 29k $451k 100% Sep 2024
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Mariner Wealth Advisors 27k $430k -2% Sep 2024
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Ancora Advisors 21k $334k 0% Sep 2024
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Commonwealth Equity Services 21k $329k -53% Sep 2024
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Raymond James Trust 20k $315k -10% Sep 2024
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Roundview Capital 20k $311k -5% Sep 2024
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Oakmont Partners 19k $308k 100% Dec 2024
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Sather Financial 19k $303k 100% Sep 2024
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Private Advisor 18k $287k -2% Sep 2024
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Stolper 18k $289k -2% Dec 2024
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Level Four Advisory Services 18k $274k 21% Sep 2024
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Boothbay Fund Management 17k $271k 0% Sep 2024
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Calamos Advisors 17k $272k 100% Dec 2024
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Carnegie Lake Advisors 17k $263k 100% Sep 2024
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Taddei, Ludwig & Associates 16k $256k 0% Sep 2024
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Sontag Advisory 15k $232k 0% Sep 2024
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Creative Planning 15k $232k 0% Sep 2024
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Stratos Wealth Partners 14k $231k 1% Dec 2024
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Janney Montgomery Scott 14k $229k 0% Dec 2024
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Integrated Capital Management 14k $225k 0% Dec 2024
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Hanover Advisors 14k $221k 0% Sep 2024
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Kestra Advisory Services 14k $216k 28% Sep 2024
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Synovus Financial Corp. 13k $202k 100% Sep 2024
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High Falls Advisors 13k $200k 1% Sep 2024
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Horizon Wealth Management 13k $200k 0% Dec 2024
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Thomas J. Herzfeld Advisors 12k $195k 0% Sep 2024
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Absolute Investment Advisers 12k $197k 100% Dec 2024
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Hudson Value Partners 12k $193k 100% Sep 2024
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Nations Financial Group 12k $190k -17% Sep 2024
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Monetary Management 12k $189k 0% Sep 2024
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Stephens 12k $183k 0% Sep 2024
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Darren Munn 11k $171k 0% Sep 2024
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Caldwell Sutter Capital 11k $172k 0% Dec 2024
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Buffington Mohr McNeal 11k $172k 100% Dec 2024
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Moloney Securities Asset Management 11k $168k 0% Sep 2024
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Connecticut Wealth Management 10k $160k 0% Sep 2024
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Jones Financial Companies, L.L 9.0k $142k 100% Sep 2024
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Creekmur Asset Management 7.1k $112k -37% Sep 2024
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Pnc Financial Services 6.4k $101k 134% Sep 2024
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Sugarloaf Wealth Management 6.3k $102k -85% Dec 2024
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Jpmorgan Chase & Co 6.3k $100k 0% Sep 2024
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Game Plan Financial Advisors 6.0k $95k 0% Sep 2024
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Northwestern Mutual Wealth Management Company 5.9k $93k 0% Sep 2024
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CWM 5.7k $90k 6% Sep 2024
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Global Retirement Partners 5.6k $89k 1% Sep 2024
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Claris Advisors, Llc / Mo / 4.5k $71k 100% Sep 2024
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Brian McDonald 4.2k $67k -16% Sep 2024
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Steward Partners Investment Advisory 3.7k $59k 0% Sep 2024
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Nemes Rush Group 3.6k $54k 0% Sep 2024
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Atlantic Trust 2.2k $35k 0% Sep 2024
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Bessemer 1.7k $28k 2% Sep 2024
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Tortoise Investment Management 1.7k $26k 100% Sep 2024
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AdvisorNet Financial 1.5k $24k 0% Dec 2024
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MCF Advisors 1.1k $17k 0% Dec 2024
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Thurston, Springer, Miller, Herd & Titak 700.00 $11k 0% Dec 2024
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American National Bank 493.00 $7.9k 0% Dec 2024
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Asset Dedication 184.00 $2.9k 0% Dec 2024
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Assetmark 167.00 $2.6k 0% Sep 2024
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Geneos Wealth Management 113.00 $1.8k -79% Dec 2024
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Farther Finance Advisors 18.00 $284.000400 0% Sep 2024
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Nbc Securities 9.00 $152.000100 -100% Dec 2024
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Hanson McClain Advisors 8.00 $120.000000 0% Sep 2024
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Who sold out of Boulder Growth & Income Fund?

Fund or Company Name Date Sold Shares Held Valued At
Atlas Wealth Jun 2024 3.4M $50B
Punch & Associates Investment Management Jun 2024 76k $1.1M
Advisors Asset Management Jun 2024 32k $466k
Alta Capital Management Jun 2024 31k $454k
Susquehanna International Jun 2024 13k $186k
Quarry Jun 2024 11k $153k
Matrix Private Capital Group Jun 2024 10k $150k
Householder Group Estate & Retirement Specialist Sep 2024 1.6k $25k