Boulder Growth & Income Fund STEW
We take great care to ensure that the data presented and summarized in this overview for BOULDER GROWTH & INCOME FUND is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.
Top Institutions Holding STEW
View all-
Morgan Stanley New York, NY3.21MShares$45.7 Million0.0% of portfolio
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Bulldog Investors, LLP Saddle Brook, NJ1.23MShares$17.5 Million7.95% of portfolio
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Pathstone Holdings, LLC Englewood, NJ1.12MShares$15.9 Million0.08% of portfolio
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Allspring Global Investments Holdings, LLC1.01MShares$14.4 Million0.02% of portfolio
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Shaker Financial Services, LLC679KShares$9.66 Million3.99% of portfolio
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Css LLC Chicago, IL599KShares$8.52 Million1.0% of portfolio
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National Asset Management, Inc. Boca Raton, FL545KShares$7.76 Million0.19% of portfolio
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Cohen & Steers, Inc. New York, NY486KShares$6.92 Million0.02% of portfolio
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1607 Capital Partners, LLC Richmond, VA433KShares$6.16 Million0.53% of portfolio
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Raymond James & Associates St Petersburg, FL330KShares$4.7 Million0.0% of portfolio
Latest Institutional Activity in STEW
Top Purchases
Top Sells
About STEW
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 operating across diversified industries. The fund primarily invests in dividend paying value stocks of companies across all capitalizations, as well as in fixed income securities issued by companies. It employs both fundamental and quantitative analysis with a bottom-up security picking approach, focusing on such factors as defensible businesses with solid financial positions and strong operating track records to create its portfolio. The fund benchmarks the performance of its portfolio against the S&P 500 Composite Index. SRH Total Return Fund, Inc. was formed on December 7, 1972 and is domiciled in the United States.
Insider Transactions at STEW
Insider Transaction List
View all| Date | Insider | Transaction | Ownership Type | Shares Traded | Value / Price |
|---|---|---|---|---|---|
|
May 07
2024
|
Thomas Jack Moore Director |
BUY
Open market or private purchase
|
Direct |
1,426
+32.51%
|
$29,220,166
$20491.62 P/Share
|
|
Nov 08
2023
|
Thomas Jack Moore Director |
BUY
Open market or private purchase
|
Direct |
1,534
+50.0%
|
$19,942
$13.03 P/Share
|
|
Mar 03
2021
|
Stephen C Miller Chief Legal Officer |
SELL
Open market or private sale
|
Direct |
25,862
-69.34%
|
$310,344
$12.04 P/Share
|
|
Oct 30
2020
|
Mildred B. Horejsi Trust > 10% Shareholder |
SELL
Open market or private sale
|
Direct |
5,543,695
-100.0%
|
$33,262,170
$6.56 P/Share
|
|
Oct 30
2020
|
Lola Brown Trust 1 B > 10% Shareholder |
SELL
Open market or private sale
|
Direct |
10,146,367
-100.0%
|
$60,878,202
$6.56 P/Share
|
|
Oct 30
2020
|
Stewart R. Horejsi Trust No. 2 > 10% Shareholder |
SELL
Open market or private sale
|
Direct |
2,411,987
-100.0%
|
$14,471,922
$6.56 P/Share
|
|
Oct 30
2020
|
Ernest Horejsi Trust No 1 B > 10% Shareholder |
SELL
Open market or private sale
|
Direct |
12,689,062
-100.0%
|
$76,134,372
$6.56 P/Share
|
|
Oct 30
2020
|
Susan L Ciciora Trust > 10% Shareholder |
BUY
Open market or private purchase
|
Direct |
15,690,062
+29.93%
|
$94,140,372
$6.56 P/Share
|
|
Oct 30
2020
|
Stewart West Indies Trust > 10% Shareholder |
BUY
Open market or private purchase
|
Direct |
15,101,049
+39.65%
|
$90,606,294
$6.56 P/Share
|
Last 12 Months Summary
| Open market or private purchase | 2.96K shares |
|---|