This company has been marked as potentially delisted and may not be actively trading. Boulder Total Return Fund (BTF) Institutional Ownership Add Share Share Ownership Stock AnalysisDividendHeadlinesOptions ChainOwnershipTrendsBuy This Stock Institutional Ownership Changes (13F Filings) for Boulder Total Return Fund (NYSE:BTF)Number ofInstitutional Buyers(last 12 months)4TotalInstitutional Inflows(last 12 months)$392.29KNumber ofInstitutional Sellers(last 12 months)1TotalInstitutional Outflows(last 12 months)$289.92K Get BTF Insider Trade Alerts Want to know when executives and insiders are buying or selling Boulder Total Return Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data BTF Institutional Buying and Selling by Quarter Boulder Total Return Fund Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails2/12/2025Orion Portfolio Solutions LLC10,958$161K0.0%N/A0.000% 2/10/2025Commonwealth Equity Services LLC20,746$304K0.0%+50.9%0.000% 1/30/2025Allworth 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% Get the Latest News and Ratings for BTF and Related StocksEnter your email address below to receive the latest news and analysts' ratings for Boulder Total Return Fund and its competitors with MarketBeat's FREE daily newsletter. 2/6/2024Summit 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% 5/3/2023Jump Financial LLC73,880$827K0.0%-18.7%0.000% 2/10/2023HRT Financial LP51,998$343K0.0%N/A0.000% 1/31/2023Summit 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% 11/7/2022Jump 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, the following institutional investors and hedge funds held shares of Boulder Total Return Fund shares: Sloy Dahl & Holst LLC ($3.36M), Commonwealth Equity Services LLC ($304K), Orion Portfolio Solutions LLC ($161K), Summit Global Investments ($150K), International Assets Investment Management LLC ($80K), and Allworth Financial LP ($48K), and Spire Wealth Management ($41K).Learn more on Boulder Total Return Fund's institutional investors. Which institutional investors have been buying Boulder Total Return Fund's stock? The following institutional investors have purchased Boulder Total Return Fund's stock in the last 24 months: Summit Global Investments ($11.23K), Orion Portfolio Solutions LLC ($10.96K), Commonwealth Equity Services LLC ($7.00K), International Assets Investment Management LLC ($4.61K), and Allworth Financial LP ($3.20K). How much institutional buying is happening at Boulder Total Return Fund? Institutional investors have bought a total of 25,764 shares in the last 24 months. This purchase volume represents approximately $392.29K in transactions. Which of Boulder Total Return Fund's 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 ($18.69K). How much institutional selling is happening at Boulder Total Return Fund? Institutional investors have sold a total of 18,693 shares in the last 24 months. This volume of shares sold represents approximately $289.92K in transactions. 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