Costello Asset Management, Inc Boulder Growth & Income Fund Transaction History
Costello Asset Management, Inc
- $260 Million
- Q2 2025
A detailed history of Costello Asset Management, Inc transactions in Boulder Growth & Income Fund stock. As of the latest transaction made, Costello Asset Management, Inc holds 9,042 shares of STEW stock, worth $161,490. This represents 0.06% of its overall portfolio holdings.
Number of Shares
9,042
Previous 8,931
1.24%
Holding current value
$161,490
Previous $154,000
3.25%
% of portfolio
0.06%
Previous 0.06%
Shares
2 transactions
Others Institutions Holding STEW
# of Institutions
131Shares Held
16.3MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.43MShares$43.4 Million0.0% of portfolio
-
Jp Wealth Management, Inc. Mt. Pleasant, SC1.26MShares$22.4 Million15.35% of portfolio
-
Bulldog Investors, LLP Saddle Brook, NJ1.12MShares$20 Million7.41% of portfolio
-
Pathstone Holdings, LLC Englewood, NJ969KShares$17.3 Million0.07% of portfolio
-
1607 Capital Partners, LLC Richmond, VA774KShares$13.8 Million1.11% of portfolio
About BOULDER GROWTH & INCOME FUND
- Ticker STEW
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management
- Description
- SRH Total Return Fund, Inc. is a closed-ended balanced mutual fund launched and managed by Boulder Investment Advisers, L.L.C. It is co-managed by Stewart West Indies Trading Co Ltd. and Rocky Mountain Advisers, Llc. The fund invests in public equity and fixed income markets across the globe. It seeks to invest in securities of companies operati...