BOULDER GROWTH & INCOME FD I shareholder history

Current and past BOULDER GROWTH & INCOME FD I shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
Bulldog Investors, LLP 54540.11%2.01%5.44%Q2 2010Q3 202354
WELLS FARGO & COMPANY/MN 42420.00%0.00%0.00%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.00%0.00%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.01%0.01%Q2 2013Q3 202342
Thomas J. Herzfeld Advisors, Inc. 42420.65%3.68%7.31%Q2 2013Q3 202342
Ancora Advisors LLC 3560.00%0.05%0.16%Q2 2013Q3 202341
ROCKY MOUNTAIN ADVISERS, LLC 40401.19%4.86%9.00%Q4 2013Q3 202340
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 40400.07%0.22%0.48%Q4 2013Q3 202340
CSS LLC/IL 40400.02%0.32%0.53%Q4 2013Q3 202340
D.A. DAVIDSON & CO. 3540.00%0.01%0.02%Q4 2013Q3 202339
RAYMOND JAMES & ASSOCIATES 39390.00%0.05%0.10%Q1 2014Q3 202339
BANK OF AMERICA CORP /DE/ 3530.00%0.00%0.00%Q2 2013Q3 202338
OPPENHEIMER & CO INC 35350.00%0.02%0.04%Q1 2015Q3 202335
Stratos Wealth Partners, LTD. 35350.01%0.02%0.08%Q1 2015Q3 202335
WOLVERINE ASSET MANAGEMENT LLC 1110.00%0.02%0.04%Q2 2013Q3 202335
GRACE & WHITE INC /NY 35350.02%0.08%0.12%Q1 2015Q3 202335
Roundview Capital LLC 35350.04%0.07%0.11%Q1 2015Q3 202335
UBS Group AG 35350.00%0.00%0.00%Q1 2015Q3 202335
Shaker Financial Services, LLC 35350.50%2.23%4.69%Q1 2015Q3 202335
Focused Wealth Management, Inc 35350.00%0.00%0.00%Q1 2015Q3 202335
CITIGROUP INC 34340.00%0.00%0.00%Q2 2013Q3 202134
LPL Financial LLC 14100.00%0.00%0.01%Q4 2013Q3 202334
Cetera Advisor Networks LLC 22120.00%0.01%0.02%Q1 2015Q3 202334
Cambridge Investment Research Advisors, Inc. 22100.00%0.00%0.02%Q3 2015Q3 202332
Camelot Portfolios, LLC 32320.05%0.10%0.22%Q4 2015Q3 202332
Raymond James Financial Services Advisors, Inc. 31310.00%0.00%0.01%Q1 2016Q3 202331
PARAMETRIC PORTFOLIO ASSOCIATES LLC 1540.00%0.01%0.02%Q2 2013Q1 202230
SHEPHERD KAPLAN KROCHUK, LLC 2730.01%0.05%0.10%Q2 2013Q2 202230
DALTON GREINER HARTMAN MAHER & CO 29290.02%0.09%0.15%Q2 2013Q2 202029
Janney Montgomery Scott LLC 29290.00%0.00%0.00%Q3 2016Q3 202329
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 28280.12%0.55%1.10%Q4 2016Q3 202328
FLAGSHIP HARBOR ADVISORS, LLC 28280.21%0.36%0.52%Q4 2016Q3 202328
WEDBUSH SECURITIES INC 2310.01%0.04%0.09%Q1 2015Q3 202327
US BANCORP \DE\ 1020.00%0.00%0.00%Q3 2013Q4 202227
Advisory Services Network, LLC 27270.01%0.03%0.05%Q1 2017Q3 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.00%0.01%Q2 2013Q4 201927
MML INVESTORS SERVICES, LLC 27270.01%0.03%0.07%Q1 2017Q3 202327
Highlander Capital Management, LLC 27270.01%0.09%0.12%Q1 2017Q3 202327
Steward Partners Investment Advisory, LLC 1870.00%0.00%0.00%Q1 2017Q3 202325
Matisse Capital 25250.40%3.31%6.90%Q4 2015Q4 202125
B. Riley Wealth Advisors, Inc. 25250.10%0.43%1.12%Q3 2017Q3 202325
Geneos Wealth Management Inc. 25250.00%0.00%0.00%Q2 2016Q2 202225
HSBC HOLDINGS PLC 25250.00%0.01%0.01%Q1 2012Q1 201825
PNC FINANCIAL SERVICES GROUP, INC. 2040.00%0.00%0.00%Q4 2013Q1 202224
COMMONWEALTH EQUITY SERVICES, LLC 24240.00%0.00%0.00%Q4 2017Q3 202324
GOLDMAN SACHS GROUP INC 1910.00%0.00%0.00%Q1 2012Q1 202024
GEODE CAPITAL MANAGEMENT, LLC 24240.00%0.00%0.00%Q2 2014Q1 202024
Winning Points Advisors, LLC 2221.43%2.21%2.67%Q4 2016Q1 202324
Modera Wealth Management, LLC 24240.01%0.04%0.06%Q1 2015Q4 202024
INVESTMENT HOUSE LLC 23230.02%0.04%0.04%Q2 2015Q4 202023
STIFEL FINANCIAL CORP 23230.00%0.00%0.00%Q1 2018Q3 202323
AdvisorNet Financial, Inc 2110.00%0.00%0.01%Q4 2017Q3 202322
RB Capital Management, LLC 22220.00%0.11%0.21%Q4 2016Q1 202222
1832 Asset Management L.P. 22220.00%0.01%0.02%Q4 2017Q1 202322
RAYMOND JAMES TRUST N.A. 22220.01%0.02%0.02%Q2 2018Q3 202322
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
ENVESTNET ASSET MANAGEMENT INC 21210.00%0.00%0.00%Q3 2018Q3 202321
Cetera Advisors LLC 1730.00%0.01%0.02%Q2 2017Q2 202220
American Portfolios Advisors 20200.00%0.00%0.00%Q4 2017Q3 202220
GUGGENHEIM CAPITAL LLC 1230.00%0.00%0.00%Q3 2014Q3 202320
STEPHENS INC /AR/ 20200.00%0.00%0.01%Q4 2018Q3 202320
RIVERNORTH CAPITAL MANAGEMENT, LLC 19190.05%1.03%2.22%Q2 2013Q4 201719
High Falls Advisors, Inc 19190.00%0.04%0.05%Q1 2019Q3 202319
Clean Yield Group 1090.00%0.00%0.00%Q4 2018Q3 202319
Walleye Trading LLC 18180.00%0.00%0.00%Q3 2017Q4 202118
SIGNATUREFD, LLC 1620.00%0.02%0.05%Q1 2014Q1 202118
IFP Advisors, Inc 1440.00%0.02%0.06%Q4 2015Q4 202218
TWIN FOCUS CAPITAL PARTNERS, LLC 18180.13%0.17%0.35%Q2 2019Q3 202318
Creative Planning 510.00%0.00%0.00%Q2 2013Q3 202318
CWM, LLC 1120.00%0.00%0.01%Q4 2018Q3 202318
Trilogy Capital Inc. 17170.01%0.02%0.02%Q2 2018Q2 202217
M Holdings Securities, Inc. 17170.04%0.06%0.10%Q1 2015Q1 201917
PARK AVENUE SECURITIES LLC 1410.02%0.02%0.03%Q1 2019Q3 202317
MARINER INVESTMENT GROUP LLC 17170.16%1.54%3.48%Q2 2013Q2 201717
HighTower Advisors, LLC 1240.00%0.00%0.00%Q3 2016Q3 202316
Sugarloaf Wealth Management, LLC 16160.14%0.20%0.29%Q4 2019Q3 202316
6 Meridian 1150.08%0.13%0.21%Q4 2017Q4 202116
MATRIX PRIVATE CAPITAL GROUP LLC 16160.08%0.11%0.18%Q4 2019Q3 202316
9258 Wealth Management, LLC 16160.03%0.07%0.21%Q4 2018Q3 202216
SENTINEL TRUST CO LBA 16160.07%0.35%0.59%Q2 2013Q1 201716
Karpus Management, Inc. 16160.03%0.69%1.28%Q2 2013Q1 201716
TFS CAPITAL LLC 880.01%0.04%0.16%Q2 2013Q2 201716
Cardan Capital Partners, LLC 16160.01%0.05%0.08%Q1 2017Q4 202016
FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD 16160.11%0.15%0.18%Q1 2015Q4 201816
DCF Advisers, LLC 16160.35%0.46%0.60%Q4 2019Q3 202316
WealthTrust Axiom LLC 15150.07%0.14%0.17%Q1 2020Q3 202315
Stolper Co 15150.10%0.15%0.17%Q1 2020Q3 202315
MSI Financial Services Inc 15150.09%0.15%0.18%Q2 2013Q4 201615
OSAIC HOLDINGS, INC. 15150.00%0.00%0.00%Q1 2020Q3 202315
MGO ONE SEVEN LLC 1210.01%0.02%0.05%Q4 2017Q4 202215
Advisor Group, Inc. 15150.00%0.01%0.01%Q2 2016Q4 201915
Round Table Services, LLC 1050.05%0.08%0.14%Q4 2015Q4 201915
Patriot Financial Group Insurance Agency, LLC 15150.00%0.00%0.01%Q4 2018Q2 202215
Gramercy Funds Management LLC 15151.26%3.03%5.05%Q2 2013Q4 201615
Walleye Capital LLC 1210.00%0.04%0.12%Q1 2019Q3 202315
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 870.06%0.13%0.25%Q2 2018Q1 202215
First Financial Bank - Trust Division 14140.02%0.03%0.04%Q2 2020Q3 202314
MCF Advisors LLC 770.00%0.00%0.00%Q1 2020Q3 202314
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 770.01%0.04%0.12%Q2 2014Q4 202014
JBF Capital, Inc. 1210.00%0.06%0.09%Q1 2015Q3 202014
Marks Group Wealth Management, Inc 14140.02%0.03%0.04%Q4 2019Q1 202314
Baird Financial Group, Inc. 1310.00%0.00%0.01%Q2 2015Q4 202214
AQR Arbitrage LLC 610.00%0.02%0.10%Q3 2015Q3 202314
Sargent Bickham Lagudis LLC 14140.01%0.01%0.01%Q3 2019Q4 202214
BANK OF MONTREAL /CAN/ 710.00%0.00%0.00%Q3 2018Q3 202214
Close Asset Management Ltd 13130.03%0.04%0.06%Q1 2017Q1 202013
RPG Investment Advisory, LLC 13130.00%0.00%0.01%Q3 2017Q3 202013
INTEGRATED CAPITAL MANAGEMENT, INC. 1120.10%0.15%0.17%Q2 2020Q3 202313
Commonwealth Equity Services, Inc 940.00%0.00%0.00%Q2 2013Q3 201713
ASSETMARK, INC 13130.00%0.00%0.00%Q4 2015Q4 201813
NORTHERN TRUST CORP 13130.00%0.00%0.00%Q1 2016Q1 201913
BOENNING & SCATTERGOOD, INC. 12120.04%0.05%0.05%Q1 2020Q4 202212
Centaur Capital 12120.83%2.31%3.36%Q4 2015Q3 201812
SYNOVUS FINANCIAL CORP 930.00%0.00%0.00%Q1 2018Q1 202212
Lenox Wealth Advisors, LLC 12120.02%0.03%0.03%Q2 2019Q1 202212
Quantedge Capital Pte Ltd 650.39%1.36%3.76%Q4 2020Q3 202311
COHEN & STEERS, INC. 11110.00%0.01%0.02%Q1 2021Q3 202311
WestHill Financial Advisors, Inc. 920.06%0.06%0.07%Q4 2020Q3 202311
Kelman-Lazarov, Inc. 11110.06%0.15%0.28%Q1 2016Q3 201811
J.W. COLE ADVISORS, INC. 910.02%0.03%0.05%Q4 2019Q4 202211
MONTAG A & ASSOCIATES INC 11110.01%0.01%0.01%Q4 2020Q2 202311
WFG Advisors, LP 11110.01%0.65%1.46%Q4 2014Q2 201711
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 11110.00%0.00%0.01%Q1 2015Q3 201711
Global Retirement Partners, LLC 740.00%0.00%0.01%Q4 2020Q3 202311
St. James Investment Company, LLC 11110.03%0.05%0.09%Q2 2017Q4 201911
BRINKER CAPITAL INC 10100.03%0.09%0.19%Q1 2016Q2 201810
Proficio Capital Partners LLC 10100.25%0.43%0.57%Q2 2018Q3 202010
Anchor Investment Management, LLC 10100.01%0.01%0.01%Q1 2016Q2 201810
Eudaimonia Partners, LLC 550.13%0.17%0.20%Q1 2020Q3 202310
Rockefeller Capital Management L.P. 520.00%0.00%0.00%Q1 2019Q4 202210
FMR LLC 610.00%0.00%0.00%Q3 2018Q2 202310
Accel Wealth Management 10100.00%0.00%0.00%Q4 2020Q1 202310
AMERICAN INTERNATIONAL GROUP, INC. 990.00%0.00%0.00%Q1 2014Q1 20169
BB&T SECURITIES, LLC 990.00%0.00%0.00%Q3 2017Q3 20199
Ratio Wealth Group 990.07%0.09%0.12%Q4 2020Q4 20229
Advisory Alpha, LLC 720.02%0.41%0.74%Q1 2017Q1 20219
SG Americas Securities, LLC 990.00%0.01%0.02%Q2 2013Q2 20159
Benchmark Capital Advisors 991.01%1.14%1.45%Q4 2016Q4 20189
Advisors Asset Management, Inc. 990.01%0.01%0.02%Q3 2021Q3 20239
BASSETT HARGROVE INVESTMENT COUNSEL, LLC 540.35%0.38%0.41%Q2 2021Q3 20239
MILLENNIUM MANAGEMENT LLC 410.00%0.00%0.00%Q1 2017Q4 20208
BESSEMER GROUP INC 880.00%0.00%0.00%Q4 2021Q3 20238
Joel Isaacson & Co., LLC 880.00%0.00%0.00%Q1 2015Q4 20168
RMB Capital Management, LLC 510.00%0.02%0.06%Q3 2015Q2 20208
BNP PARIBAS FINANCIAL MARKETS 880.00%0.00%0.01%Q2 2013Q1 20158
Kestra Advisory Services, LLC 880.00%0.00%0.00%Q3 2020Q2 20228
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 880.02%0.03%0.04%Q4 2021Q3 20238
BARCLAYS PLC 770.00%0.00%0.00%Q4 2016Q2 20187
Private Advisor Group, LLC 410.00%0.00%0.01%Q1 2016Q3 20237
AMERIPRISE FINANCIAL INC 210.00%0.00%0.00%Q2 2013Q3 20227
Context Capital Management, LLC 770.19%0.28%0.37%Q1 2015Q3 20167
Financial Advocates Investment Management 610.02%0.04%0.05%Q4 2017Q1 20207
CAMDEN NATIONAL BANK 770.03%0.03%0.03%Q2 2018Q4 20197
Sowell Financial Services LLC 770.00%0.00%0.00%Q3 2019Q1 20217
Tower Research Capital LLC (TRC) 110.00%0.00%0.00%Q2 2013Q4 20207
Weaver Consulting Group 770.00%0.01%0.01%Q1 2019Q3 20207
Asset Dedication, LLC 510.00%0.00%0.00%Q1 2022Q3 20236
Mariner, LLC 510.00%0.00%0.00%Q1 2022Q3 20236
Wealthspire Advisors, LLC 310.00%0.00%0.00%Q3 2021Q3 20236
TRUIST FINANCIAL CORP 660.00%0.00%0.00%Q4 2019Q1 20216
Atria Wealth Solutions, Inc. 510.04%0.04%0.05%Q1 2022Q3 20236
Horizon Wealth Management, LLC 660.06%0.08%0.12%Q2 2022Q3 20236
NEXT Financial Group, Inc 660.00%0.01%0.02%Q2 2016Q3 20176
Full Value Advisors, LLC 510.02%0.16%0.77%Q4 2006Q2 20086
Sterneck Capital Management, LLC 660.19%0.28%0.33%Q1 2015Q2 20166
Sandy Spring Bank 660.00%0.01%0.02%Q4 2018Q1 20206
NEW ENGLAND GUILD WEALTH ADVISORS, INC. 660.04%0.07%0.12%Q4 2017Q1 20196
FineMark National Bank & Trust 660.01%0.01%0.01%Q4 2016Q1 20186
BANK OF NOVA SCOTIA 310.00%0.01%0.01%Q3 2016Q4 20186
First Bank & Trust 660.00%0.00%0.00%Q1 2021Q2 20226
Belpointe Asset Management LLC 550.03%0.04%0.05%Q2 2018Q2 20195
Royal Fund Management, LLC 550.01%0.01%0.01%Q4 2018Q4 20195
Cerity Partners LLC 550.01%0.01%0.02%Q2 2019Q2 20205
ATWOOD & PALMER INC 550.00%0.00%0.00%Q4 2021Q4 20225
SEI INVESTMENTS CO 320.00%0.00%0.00%Q3 2016Q4 20175
JPMORGAN CHASE & CO 410.00%0.00%0.00%Q4 2018Q3 20235
SII INVESTMENTS INC/WI 310.01%0.02%0.03%Q3 2015Q1 20175
Almitas Capital LLC 550.16%0.53%0.83%Q3 2022Q3 20235
Crescent Capital Consulting, LLC 550.00%0.00%0.00%Q4 2020Q4 20215
ANCORA FAMILY WEALTH ADVISORS, LLC 550.06%0.13%0.25%Q3 2015Q3 20165
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 410.00%0.00%0.00%Q2 2020Q1 20225
MONETARY MANAGEMENT GROUP INC 410.04%0.05%0.05%Q2 2022Q3 20235
Parallel Advisors, LLC 550.01%0.01%0.01%Q4 2018Q4 20195
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 440.00%0.00%0.00%Q1 2020Q4 20204
Prospera Financial Services Inc 310.01%0.01%0.01%Q1 2022Q1 20234
Clear Creek Financial Management, LLC 440.08%0.10%0.12%Q4 2022Q3 20234
Weiss Asset Management LP 210.03%0.04%0.06%Q4 2015Q4 20184
Allspring Global Investments Holdings, LLC 440.01%0.01%0.02%Q4 2022Q3 20234
EverSource Wealth Advisors, LLC 440.00%0.00%0.00%Q3 2022Q2 20234
BOOTHBAY FUND MANAGEMENT, LLC 210.02%0.11%0.20%Q4 2014Q2 20174
Quad-Cities Investment Group, LLC 440.01%0.03%0.04%Q4 2018Q3 20194
Nalls Sherbakoff Group, LLC 310.01%0.02%0.04%Q4 2018Q3 20234
Sound Income Strategies, LLC 440.00%0.00%0.01%Q4 2018Q3 20194
Elequin Capital, LP 440.01%0.04%0.07%Q4 2022Q3 20234
Evercore Wealth Management, LLC 440.00%0.00%0.00%Q4 2013Q3 20144
FIRST MANHATTAN CO. LLC. 440.00%0.00%0.00%Q1 2015Q4 20154
Atlas Wealth LLC 448.21%9.19%11.72%Q4 2022Q3 20234
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Claraphi Advisory Network, LLC 440.18%0.20%0.24%Q4 2017Q3 20184
TWO SIGMA SECURITIES, LLC 110.00%0.01%0.02%Q3 2017Q2 20204
CALDWELL SUTTER CAPITAL, INC. 440.10%0.12%0.16%Q4 2022Q3 20234
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 310.02%0.02%0.03%Q1 2015Q3 20234
FIFTH THIRD BANCORP 110.00%0.00%0.00%Q1 2015Q4 20204
OppenheimerFunds, Inc. 440.00%0.00%0.00%Q1 2018Q4 20184
LEVEL FOUR ADVISORY SERVICES, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Transamerica Financial Advisors, Inc. 110.00%0.00%0.00%Q4 2018Q2 20203
LAZARD ASSET MANAGEMENT LLC 330.01%0.03%0.05%Q1 2016Q3 20163
Golden State Wealth Management, LLC 210.00%0.00%0.00%Q2 2019Q1 20203
Aris Wealth Services, Inc. 330.02%0.03%0.04%Q1 2015Q3 20153
HARBOUR INVESTMENTS, INC. 330.00%0.00%0.00%Q1 2021Q3 20213
Valeo Financial Advisors, LLC 330.00%0.00%0.00%Q4 2019Q2 20203
Aviance Capital Partners, LLC 330.27%0.34%0.47%Q1 2015Q3 20153
Hightower 6M Holding, LLC 330.06%0.08%0.10%Q1 2022Q3 20223
Raffles Associates 330.80%0.86%0.92%Q1 2015Q3 20153
BOSTON PROVIDENT, L.P. 330.40%0.45%0.48%Q1 2015Q3 20153
Livingston Group Asset Management CO (operating as Southport Capital Management) 330.06%0.06%0.07%Q1 2020Q3 20203
Lido Advisors, LLC 330.01%0.01%0.01%Q3 2022Q1 20233
Householder Group Estate & Retirement Specialist, LLC 110.00%0.00%0.01%Q3 2022Q3 20233
HUNTINGTON NATIONAL BANK 330.00%0.00%0.00%Q1 2023Q3 20233
1607 Capital Partners, LLC 330.05%0.11%0.15%Q1 2023Q3 20233
CAPTRUST FINANCIAL ADVISORS 330.00%0.00%0.00%Q1 2023Q3 20233
GREAT VALLEY ADVISOR GROUP, INC. 330.03%0.08%0.11%Q4 2018Q2 20193
BDO Wealth Advisors, LLC 210.00%0.00%0.00%Q2 2017Q1 20233
PFG Advisors 330.01%0.01%0.02%Q4 2022Q2 20233
FNY Investment Advisers, LLC 330.04%0.05%0.07%Q1 2021Q3 20213
LBA Wealth Management, LLC 220.00%0.00%0.00%Q4 2016Q1 20172
Citadel Advisors 110.00%0.00%0.00%Q2 2018Q3 20212
Orion Portfolio Solutions, LLC 220.00%0.00%0.00%Q1 2020Q2 20202
Gradient Investments LLC 110.00%0.00%0.00%Q3 2022Q3 20232
KINGSWOOD WEALTH ADVISORS, LLC 220.09%0.14%0.18%Q2 2023Q3 20232
WHITTIER TRUST CO 220.00%0.00%0.00%Q4 2019Q1 20202
SkyView Investment Advisors, LLC 220.17%0.22%0.26%Q2 2023Q3 20232
SeaCrest Wealth Management, LLC 220.00%0.00%0.00%Q4 2017Q1 20182
CADENCE BANK NA 220.05%0.05%0.05%Q4 2016Q1 20172
Clear Harbor Asset Management, LLC 110.00%0.00%0.01%Q4 2019Q3 20202
Game Plan Financial Advisors, LLC 220.12%0.16%0.20%Q4 2019Q1 20202
Vigilare Wealth Management 220.12%0.20%0.28%Q4 2019Q1 20202
NINE MASTS CAPITAL Ltd 220.04%0.10%0.16%Q2 2018Q3 20182
JNBA Financial Advisors 110.00%0.01%0.03%Q3 2016Q2 20192
RPO LLC 221.50%1.57%1.65%Q2 2023Q3 20232
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 220.02%0.02%0.02%Q2 2018Q3 20182
Integrated Wealth Concepts LLC 220.00%0.00%0.00%Q3 2022Q4 20222
Sculptor Capital LP 220.00%0.01%0.02%Q1 2015Q2 20152
WESTERN INVESTMENT LLC 220.35%0.36%0.37%Q2 2013Q3 20132
Virtu KCG Holdings LLC 110.00%0.00%0.00%Q4 2015Q3 20162
BEACH INVESTMENT COUNSEL INC/PA 220.01%0.01%0.01%Q2 2021Q3 20212
NewEdge Advisors, LLC 220.00%0.00%0.00%Q4 2022Q1 20232
First Allied Advisory Services, Inc. 220.01%0.01%0.01%Q2 2015Q3 20152
FormulaFolio Investments, LLC 220.00%0.00%0.01%Q1 2021Q2 20212
McIlrath & Eck, LLC 110.02%0.02%0.02%Q4 2021Q2 20222
MIDAS MANAGEMENT CORP 220.70%0.70%0.70%Q4 2013Q1 20142
AE Wealth Management LLC 220.11%0.12%0.13%Q2 2017Q3 20172
SUSQUEHANNA INTERNATIONAL GROUP, LLP 110.00%0.00%0.00%Q2 2019Q3 20202
Independent Advisor Alliance 110.08%0.08%0.08%Q4 2019Q4 20191
Meridian Wealth Partners, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
SIGNET FINANCIAL MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Maryland Capital Management 110.02%0.02%0.02%Q3 2016Q3 20161
NATIONAL PLANNING CORP 110.00%0.00%0.00%Q4 2014Q4 20141
Realta Investment Advisors 110.00%0.00%0.00%Q2 2019Q2 20191
Formidable Asset Management, LLC 110.04%0.04%0.04%Q3 2015Q3 20151
Berman Capital Advisors, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
Wealthcare Advisory Partners LLC 110.00%0.00%0.00%Q2 2019Q2 20191
Retirement Planning Co of New England, Inc. 110.03%0.03%0.03%Q4 2021Q4 20211
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 110.00%0.00%0.00%Q4 2018Q4 20181
Wealth Advisory Solutions, LLC 112.08%2.08%2.08%Q1 2021Q1 20211
NOMURA HOLDINGS INC 110.00%0.00%0.00%Q2 2013Q2 20131
EATON VANCE MANAGEMENT 110.00%0.00%0.00%Q1 2021Q1 20211
Capital Wealth Planning, LLC 110.01%0.01%0.01%Q2 2019Q2 20191
Legacy Advisors, LLC 110.01%0.01%0.01%Q1 2017Q1 20171
Measured Wealth Private Client Group, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
CLOUGH CAPITAL PARTNERS L P 110.08%0.08%0.08%Q4 2021Q4 20211
Vanguard Capital Wealth Advisors 110.32%0.32%0.32%Q4 2017Q4 20171
REILLY FINANCIAL ADVISORS, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Koshinski Asset Management, Inc. 110.01%0.01%0.01%Q1 2022Q1 20221
NBC SECURITIES, INC. 110.01%0.01%0.01%Q3 2023Q3 20231
Gemmer Asset Management LLC 110.03%0.03%0.03%Q1 2016Q1 20161
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
CORBYN INVESTMENT MANAGEMENT INC/MD 110.01%0.01%0.01%Q1 2018Q1 20181
Heritage Financial Services, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Veritable, L.P. 110.00%0.00%0.00%Q1 2015Q1 20151
UBS AG 110.00%0.00%0.00%Q2 2013Q2 20131
ALLIANCEBERNSTEIN L.P. 110.00%0.00%0.00%Q1 2016Q1 20161
Comprehensive Financial Consultants Institutional, Inc. 110.06%0.06%0.06%Q4 2021Q4 20211
My Personal CFO, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
EXENCIAL WEALTH ADVISORS, LLC 110.02%0.02%0.02%Q1 2013Q1 20131
Executive Wealth Management, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
COMMERCE BANK 110.00%0.00%0.00%Q4 2018Q4 20181
DOLIVER ADVISORS, LP 110.08%0.08%0.08%Q1 2013Q1 20131
IEQ CAPITAL, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Tradewinds Capital Management, LLC 110.01%0.01%0.01%Q4 2017Q4 20171
CENTAURUS FINANCIAL, INC. 110.00%0.00%0.00%Q2 2018Q2 20181
CALTON & ASSOCIATES, INC. 110.00%0.00%0.00%Q4 2017Q4 20171
Boyle Capital Management, L.L.C. 110.21%0.21%0.21%Q2 2015Q2 20151
MASSMUTUAL TRUST CO FSB/ADV 110.00%0.00%0.00%Q2 2016Q2 20161
Claro Advisors LLC 110.00%0.00%0.00%Q4 2018Q4 20181
BAIRD ROBERT W & CO INC /WI/ 110.00%0.00%0.00%Q1 2015Q1 20151
Virtu Financial LLC 110.01%0.01%0.01%Q3 2017Q3 20171
RE Dickinson Investment Advisors, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Cable Hill Partners, LLC 110.00%0.00%0.00%Q3 2016Q3 20161
J.P. Morgan Private Wealth Advisors LLC 110.00%0.00%0.00%Q1 2016Q1 20161
CIBC Private Wealth Group, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
JANE STREET GROUP, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Winslow, Evans & Crocker, Inc. 110.00%0.00%0.00%Q4 2013Q4 20131
MONETA GROUP INVESTMENT ADVISORS LLC 110.00%0.00%0.00%Q2 2018Q2 20181
AVANTAX ADVISORY SERVICES, INC. 110.00%0.00%0.00%Q3 2020Q3 20201
Coppell Advisory Solutions LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 110.02%0.02%0.02%Q2 2019Q2 20191
CIBC WORLD MARKET INC. 110.00%0.00%0.00%Q3 2017Q3 20171
ADVISOR PARTNERS II, LLC 110.17%0.17%0.17%Q3 2023Q3 20231
Pinnacle Wealth Planning Services, Inc. 110.02%0.02%0.02%Q4 2020Q4 20201
STEADFAST CAPITAL MANAGEMENT LP 110.02%0.02%0.02%Q1 2015Q1 20151
Baystate Wealth Management LLC 110.00%0.00%0.00%Q2 2018Q2 20181
Old North State Trust, LLC 110.06%0.06%0.06%Q1 2023Q1 20231
AlphaStar Capital Management, LLC 110.12%0.12%0.12%Q4 2017Q4 20171
Joseph P. Lucia & Associates, LLC 110.01%0.01%0.01%Q1 2022Q1 20221
External links

This page lists all the filers that currently own BOULDER GROWTH & INCOME FD I or have owned BOULDER GROWTH & INCOME FD I in the past.