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Boulder Total Return Fund (BTF) Institutional Ownership

Boulder Total Return Fund logo

Institutional Ownership Changes (13F Filings) for Boulder Total Return Fund (NYSE:BTF)

Number of
Institutional Buyers
(last 12 months)
4
Total
Institutional Inflows
(last 12 months)
$392.29K
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$3.14M
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BTF Institutional Buying and Selling by Quarter

Boulder Total Return Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/12/2025 Orion Portfolio Solutions LLC10,958$161K0.0%N/A0.000%
2/10/2025 Commonwealth Equity Services LLC20,746$304K0.0%+50.9%0.000%
1/30/2025 Allworth Financial LP3,200$48K0.0%N/A0.000%
1/27/2025 Sloy Dahl & Holst LLC229,367$3.36M0.4%-5.3%0.000%
10/22/2024 International Assets Investment Management LLC4,908$80K0.0%+1,536.0%0.000%
10/17/2024 Sloy Dahl & Holst LLC242,266$3.96M0.7%-2.3%0.000%
7/22/2024 Sloy Dahl & Holst LLC248,060$4.59M1.0%-9.3%0.000%
4/24/2024 Spire Wealth Management1,956$41K0.0%-31.3%0.000%
4/19/2024 Sloy Dahl & Holst LLC273,375$5.79M1.4%-29.0%0.000%
2/6/2024 Spire Wealth Management2,847$39K0.0%-40.7%0.000%
2/6/2024 Summit Global Investments11,230$150K0.0%N/A0.000%
1/30/2024 Sloy Dahl & Holst LLC385,112$5.15M1.1%-0.3%0.000%
11/2/2023 Sloy Dahl & Holst LLC386,089$3.85M0.8%-7.4%0.000%
7/19/2023 Sloy Dahl & Holst LLC416,834$4.82M0.9%-0.5%0.000%
7/14/2023 IMC Chicago LLC29,443$340K0.0%N/A0.000%
5/9/2023 Spire Wealth Management4,803$54K0.0%+68.7%0.000%
5/3/2023 Jump Financial LLC73,880$827K0.0%-18.7%0.000%
2/10/2023 HRT Financial LP51,998$343K0.0%N/A0.000%
1/31/2023 Summit Global Investments21,200$140K0.0%-35.2%0.000%
1/30/2023 Paragon Advisors LLC23,054$152K0.1%+29.8%0.000%
1/30/2023 Sloy Dahl & Holst LLC419,348$2.77M1.0%-1.4%0.000%
11/8/2022 IFP Advisors Inc6,300$153K0.0%+142.3%0.000%
11/8/2022 IMC Chicago LLC95,742$717K0.0%-29.7%0.000%
11/7/2022 Jump Financial LLC83,887$628K0.0%-5.4%0.000%
11/1/2022 Paragon Advisors LLC17,756$133K0.1%-39.0%0.000%
10/19/2022 Sloy Dahl & Holst LLC425,370$3.19M0.7%N/A0.000%
8/5/2022 IMC Chicago LLC136,212$986K0.0%N/A0.000%
7/22/2022 Paragon Advisors LLC29,107$211K0.1%N/A0.000%
5/10/2022 Insight Inv LLC12,400$219K0.2%+9.7%0.000%
2/8/2022 IMC Chicago LLC13,321$238K0.0%N/A0.000%
(Data available from 1/1/2016 forward)

BTF Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BTF shares?

During the previous two years, 9 institutional investors and hedge funds held shares of Boulder Total Return Fund. The most heavily invested institutionals were Sloy Dahl & Holst LLC ($3.36M), Jump Financial LLC ($827K), IMC Chicago LLC ($340K), Commonwealth Equity Services LLC ($304K), Orion Portfolio Solutions LLC ($161K), Summit Global Investments ($150K), and International Assets Investment Management LLC ($80K).Learn more on BTF's institutional investors.

Which institutional investors have been buying Boulder Total Return Fund stock?

The following institutional investors have purchased Boulder Total Return Fund stock in the last 24 months: IMC Chicago LLC ($29.44K), Summit Global Investments ($11.23K), Orion Portfolio Solutions LLC ($10.96K), Commonwealth Equity Services LLC ($7.00K), International Assets Investment Management LLC ($4.61K), Allworth Financial LP ($3.20K), and Spire Wealth Management ($1.96K).

How much institutional buying is happening at Boulder Total Return Fund?

Institutional investors have bought a total of 68,393 shares in the last 24 months. This purchase volume represents approximately $904.45K in transactions.

Which Boulder Total Return Fund major shareholders have been selling company stock?

The following institutional investors have sold Boulder Total Return Fund stock in the last 24 months: Sloy Dahl & Holst LLC ($189.42K), Jump Financial LLC ($17.04K), and Spire Wealth Management ($2.85K).

How much institutional selling is happening at Boulder Total Return Fund?

Institutional investors have sold a total of 209,301 shares in the last 24 months. This volume of shares sold represents approximately $3.70M in transactions.



This page (NYSE:BTF) was last updated on 2/22/2025 by MarketBeat.com Staff
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