Thomas J. Herzfeld Advisors, Inc. Boulder Growth & Income Fund Transaction History
Thomas J. Herzfeld Advisors, Inc.
- $312 Billion
- Q4 2024
A detailed history of Thomas J. Herzfeld Advisors, Inc. transactions in Boulder Growth & Income Fund stock. As of the latest transaction made, Thomas J. Herzfeld Advisors, Inc. holds 12,341 shares of STEW stock, worth $203,996. This represents 0.06% of its overall portfolio holdings.
Number of Shares
12,341
Previous 12,338
0.02%
Holding current value
$203,996
Previous $195 Million
1.42%
% of portfolio
0.06%
Previous 0.06%
Shares
31 transactions
Others Institutions Holding STEW
# of Institutions
125Shares Held
16.4MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.57MShares$42.4 Million0.0% of portfolio
-
Bulldog Investors, LLP Saddle Brook, NJ1.22MShares$20.2 Million8.58% of portfolio
-
Pathstone Holdings, LLC Englewood, NJ1.2MShares$19.8 Million0.09% of portfolio
-
Jp Wealth Management, Inc. Mt. Pleasant, SC926KShares$15.3 Million10.9% of portfolio
-
1607 Capital Partners, LLC Richmond, VA789KShares$13 Million1.02% 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...