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 125 institutions that hold shares in the stock, with a total of 16.4 Million shares, which have been reported (via 13F filing form) to have a value of $274 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
2,565,074
shares
|
$42.9 Million
0.0% of portfolio
|
Q4 2024
Reduced 5.91%
|
|
|
Bulldog Investors, LLP
Saddle Brook, NJ |
Feb 14, 2025 Q4 2024 |
1,222,178
shares
|
$20.4 Million
8.58% of portfolio
|
Q2 2024
Reduced 0.43%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
1,196,302
shares
|
$20 Million
0.09% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Jp Wealth Management, Inc.
Mt. Pleasant, SC |
Jan 24, 2025 Q4 2024 |
926,405
shares
|
$15.5 Million
10.9% of portfolio
|
Q4 2024
New holding
|
|
|
1607 Capital Partners, LLC
Richmond, VA |
Feb 13, 2025 Q4 2024 |
788,578
shares
|
$13.2 Million
1.02% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Shaker Financial Services, LLC
|
Feb 13, 2025 Q4 2024 |
726,726
shares
|
$12.1 Million
4.63% of portfolio
|
Q4 2024
Added 10.92%
|
|
|
Css LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
666,055
shares
|
$11.1 Million
1.03% of portfolio
|
Q4 2024
Added 0.73%
|
|
|
Allspring Global Investments Holdings, LLC
|
Jan 29, 2025 Q4 2024 |
534,312
shares
|
$8.93 Million
0.01% of portfolio
|
Q4 2024
Reduced 34.4%
|
|
|
Aqr Arbitrage LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
452,370
shares
|
$7.56 Million
0.39% of portfolio
|
Q4 2024
Added 4.51%
|
|
|
Karpus Management, Inc.
Pittsford, NY |
Feb 14, 2025 Q4 2024 |
444,244
shares
|
$7.42 Million
0.26% of portfolio
|
Q4 2024
Added 119.29%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
401,936
shares
|
$6.72 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
|
$5.45 Million
0.17% of portfolio
|
Q3 2023
New holding
|
|
|
Almitas Capital LLC
Santa Monica, CA |
Feb 14, 2025 Q4 2024 |
301,991
shares
|
$5.05 Million
2.36% of portfolio
|
Q4 2024
Added 36.79%
|
|
|
Wolverine Asset Management LLC
|
Feb 03, 2025 Q4 2024 |
288,883
shares
|
$4.83 Million
0.09% of portfolio
|
Q4 2024
Reduced 7.67%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
257,068
shares
|
$4.3 Million
0.82% of portfolio
|
Q4 2024
Added 13.87%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
228,801
shares
|
$3.82 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cohen & Steers, Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
202,158
shares
|
$3.38 Million
0.01% of portfolio
|
Q4 2024
Reduced 43.08%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
201,904
shares
|
$3.37 Million
0.18% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Quantedge Capital Pte LTD
Singapore, U0 |
Feb 14, 2025 Q4 2024 |
193,203
shares
|
$3.23 Million
1.2% of portfolio
|
Q4 2024
Added 10.78%
|
|
|
Rocky Mountain Advisers, LLC
|
Jan 29, 2025 Q4 2024 |
192,242
shares
|
$3.21 Million
2.54% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
191,361
shares
|
$3.2 Million
0.0% of portfolio
|
Q4 2024
Added 3.29%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
182,927
shares
|
$3.06 Million
0.0% of portfolio
|
Q4 2024
Added 13.7%
|
|
|
Matisse Capital
|
Jan 24, 2025 Q4 2024 |
180,000
shares
|
$3.01 Million
1.5% of portfolio
|
Q2 2024
Added 5.88%
|
|
|
Rpo LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
169,290
shares
|
$2.83 Million
3.94% of portfolio
|
Q4 2024
Added 30.18%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
165,077
shares
|
$2.76 Million
0.02% of portfolio
|
Q4 2024
Added 0.12%
|