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 123 institutions that hold shares in the stock, with a total of 15.9 Million shares, which have been reported (via 13F filing form) to have a value of $276 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
2,489,052
shares
|
$43.2 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.96%
|
|
|
Bulldog Investors, LLP
Saddle Brook, NJ |
May 15, 2025 Q1 2025 |
1,214,710
shares
|
$21.1 Million
8.94% of portfolio
|
Q1 2025
Reduced 0.61%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
1,164,698
shares
|
$20.2 Million
0.09% of portfolio
|
Q1 2025
Reduced 2.64%
|
|
|
Jp Wealth Management, Inc.
Mt. Pleasant, SC |
Apr 18, 2025 Q1 2025 |
968,445
shares
|
$16.8 Million
13.46% of portfolio
|
Q1 2025
Added 4.54%
|
|
|
1607 Capital Partners, LLC
Richmond, VA |
May 15, 2025 Q1 2025 |
785,460
shares
|
$13.6 Million
1.09% of portfolio
|
Q1 2025
Reduced 0.4%
|
|
|
Css LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
624,652
shares
|
$10.8 Million
1.3% of portfolio
|
Q1 2025
Reduced 6.22%
|
|
|
Allspring Global Investments Holdings, LLC
|
Apr 24, 2025 Q1 2025 |
541,448
shares
|
$9.39 Million
0.02% of portfolio
|
Q1 2025
Added 1.34%
|
|
|
Karpus Management, Inc.
Pittsford, NY |
May 14, 2025 Q1 2025 |
509,215
shares
|
$8.83 Million
0.36% of portfolio
|
Q1 2025
Added 14.63%
|
|
|
Aqr Arbitrage LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
444,748
shares
|
$7.72 Million
0.5% of portfolio
|
Q1 2025
Reduced 1.68%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
401,936
shares
|
$6.97 Million
0.22% of portfolio
|
Q4 2024
Added 6.35%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
326,013
shares
|
$5.66 Million
0.17% of portfolio
|
Q3 2023
New holding
|
|
|
Almitas Capital LLC
Santa Monica, CA |
May 15, 2025 Q1 2025 |
301,991
shares
|
$5.24 Million
2.95% of portfolio
|
Q4 2024
Added 36.79%
|
|
|
Shaker Financial Services, LLC
|
May 09, 2025 Q1 2025 |
280,886
shares
|
$4.87 Million
1.96% of portfolio
|
Q1 2025
Reduced 61.35%
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
270,574
shares
|
$4.69 Million
0.93% of portfolio
|
Q1 2025
Added 5.25%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
250,689
shares
|
$4.35 Million
0.0% of portfolio
|
Q1 2025
Added 55.03%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
221,395
shares
|
$3.84 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.24%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Apr 22, 2025 Q1 2025 |
201,973
shares
|
$3.5 Million
0.56% of portfolio
|
Q1 2025
Added 42.12%
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
201,048
shares
|
$3.49 Million
0.19% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
199,954
shares
|
$3.47 Million
0.0% of portfolio
|
Q1 2025
Added 9.31%
|
|
|
Quantedge Capital Pte LTD
Singapore, U0 |
May 15, 2025 Q1 2025 |
197,203
shares
|
$3.42 Million
1.11% of portfolio
|
Q1 2025
Added 2.07%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
187,166
shares
|
$3.25 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.19%
|
|
|
Rocky Mountain Advisers, LLC
|
May 05, 2025 Q1 2025 |
186,995
shares
|
$3.24 Million
2.68% of portfolio
|
Q1 2025
Reduced 2.73%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
186,601
shares
|
$3.24 Million
0.0% of portfolio
|
Q1 2025
Added 17.39%
|
|
|
Matisse Capital
|
Apr 24, 2025 Q1 2025 |
180,000
shares
|
$3.12 Million
1.68% of portfolio
|
Q2 2024
Added 5.88%
|
|
|
Rpo LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
169,290
shares
|
$2.94 Million
2.09% of portfolio
|
Q4 2024
Added 30.18%
|