Institutional Ownership Boulder Growth & Income Fund (STEW)
This table provides information about the institutional ownership of Boulder Growth & Income Fund (STEW). We have compiled data on the 127 institutions that hold shares in the stock, with a total of 15.6 Million shares, which have been reported (via 13F filing form) to have a value of $278 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
2,429,593
shares
|
$43.3 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.39%
|
|
|
Jp Wealth Management, Inc.
Mt. Pleasant, SC |
Jul 22, 2025 Q2 2025 |
1,286,433
shares
|
$22.9 Million
17.01% of portfolio
|
Q2 2025
Added 32.83%
|
|
|
Bulldog Investors, LLP
Saddle Brook, NJ |
Aug 14, 2025 Q2 2025 |
1,117,582
shares
|
$19.9 Million
7.41% of portfolio
|
Q2 2025
Reduced 8.0%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
969,356
shares
|
$17.3 Million
0.07% of portfolio
|
Q2 2025
Reduced 16.77%
|
|
|
1607 Capital Partners, LLC
Richmond, VA |
Aug 14, 2025 Q2 2025 |
773,575
shares
|
$13.8 Million
1.11% of portfolio
|
Q2 2025
Reduced 1.51%
|
|
|
Allspring Global Investments Holdings, LLC
|
Jul 25, 2025 Q2 2025 |
612,949
shares
|
$10.9 Million
0.02% of portfolio
|
Q2 2025
Added 13.21%
|
|
|
Css LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
461,785
shares
|
$8.23 Million
0.84% of portfolio
|
Q2 2025
Reduced 26.07%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2025 Q2 2025 |
401,868
shares
|
$7.16 Million
0.35% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Karpus Management, Inc.
Pittsford, NY |
Aug 14, 2025 Q2 2025 |
372,566
shares
|
$6.64 Million
0.27% of portfolio
|
Q2 2025
Reduced 26.84%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
326,013
shares
|
$5.81 Million
0.17% of portfolio
|
Q3 2023
New holding
|
|
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
Aug 13, 2025 Q2 2025 |
325,726
shares
|
$5.8 Million
2.05% of portfolio
|
Q2 2025
Added 90128.81%
|
|
|
Aqr Arbitrage LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
316,222
shares
|
$5.64 Million
0.37% of portfolio
|
Q2 2025
Reduced 28.9%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
281,567
shares
|
$5.02 Million
0.0% of portfolio
|
Q2 2025
Added 12.32%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
277,869
shares
|
$4.95 Million
0.86% of portfolio
|
Q2 2025
Added 2.7%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
240,942
shares
|
$4.29 Million
0.0% of portfolio
|
Q2 2025
Added 8.83%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
236,409
shares
|
$4.21 Million
0.0% of portfolio
|
Q2 2025
Added 26.31%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
209,039
shares
|
$3.73 Million
0.0% of portfolio
|
Q2 2025
Added 4.54%
|
|
|
Flagship Harbor Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
206,955
shares
|
$3.69 Million
0.19% of portfolio
|
Q2 2025
Added 2.94%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
204,998
shares
|
$3.65 Million
0.5% of portfolio
|
Q2 2025
Added 1.5%
|
|
|
Quantedge Capital Pte LTD
Singapore, U0 |
Aug 14, 2025 Q2 2025 |
200,303
shares
|
$3.57 Million
3.31% of portfolio
|
Q2 2025
Added 1.57%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
196,417
shares
|
$3.5 Million
0.0% of portfolio
|
Q2 2025
Added 5.26%
|
|
|
Rocky Mountain Advisers, LLC
|
Jul 22, 2025 Q2 2025 |
187,837
shares
|
$3.35 Million
2.79% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
Matisse Capital
|
Jul 23, 2025 Q2 2025 |
180,000
shares
|
$3.21 Million
1.55% of portfolio
|
Q2 2024
Added 5.88%
|
|
|
Rpo LLC
Stamford, CT |
Aug 11, 2025 Q2 2025 |
168,990
shares
|
$3.01 Million
52.84% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
165,077
shares
|
$2.94 Million
0.02% of portfolio
|
Q4 2024
Added 0.12%
|