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 124 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 $264 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
2,726,169
shares
|
$45.2 Million
0.0% of portfolio
|
Q3 2024
Reduced 9.61%
|
|
|
Bulldog Investors, LLP
Saddle Brook, NJ |
Nov 14, 2024 Q3 2024 |
1,222,178
shares
|
$20.3 Million
9.75% of portfolio
|
Q2 2024
Reduced 0.43%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
1,197,409
shares
|
$19.9 Million
0.09% of portfolio
|
Q3 2024
Added 11.49%
|
|
|
Jp Wealth Management, Inc.
Mt. Pleasant, SC |
Jan 24, 2025 Q4 2024 |
926,405
shares
|
$15.4 Million
10.9% of portfolio
|
Q4 2024
New holding
|
|
|
1607 Capital Partners, LLC
Richmond, VA |
Nov 14, 2024 Q3 2024 |
787,766
shares
|
$13.1 Million
1.14% of portfolio
|
Q3 2024
Added 22.37%
|
|
|
Css LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
661,213
shares
|
$11 Million
1.05% of portfolio
|
Q3 2024
Reduced 1.31%
|
|
|
Shaker Financial Services, LLC
|
Oct 31, 2024 Q3 2024 |
655,209
shares
|
$10.9 Million
3.97% of portfolio
|
Q3 2024
Added 3.02%
|
|
|
Allspring Global Investments Holdings, LLC
|
Jan 29, 2025 Q4 2024 |
534,312
shares
|
$8.86 Million
0.01% of portfolio
|
Q4 2024
Reduced 34.4%
|
|
|
Aqr Arbitrage LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
432,839
shares
|
$7.18 Million
0.32% of portfolio
|
Q3 2024
Added 7.6%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
377,931
shares
|
$6.27 Million
0.17% of portfolio
|
Q3 2024
Reduced 4.87%
|
|
|
Cohen & Steers, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
355,158
shares
|
$5.89 Million
0.01% of portfolio
|
Q3 2024
Reduced 28.42%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
326,013
shares
|
$5.41 Million
0.17% of portfolio
|
Q3 2023
New holding
|
|
|
Wolverine Asset Management LLC
|
Nov 04, 2024 Q3 2024 |
312,888
shares
|
$5.19 Million
0.11% of portfolio
|
Q3 2024
Added 1.3%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
225,752
shares
|
$3.74 Million
0.72% of portfolio
|
Q3 2024
Added 55.97%
|
|
|
Almitas Capital LLC
Santa Monica, CA |
Nov 14, 2024 Q3 2024 |
220,762
shares
|
$3.66 Million
1.63% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Karpus Management, Inc.
Pittsford, NY |
Nov 13, 2024 Q3 2024 |
202,579
shares
|
$3.36 Million
0.1% of portfolio
|
Q3 2024
Added 24.67%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
201,904
shares
|
$3.35 Million
0.18% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Rocky Mountain Advisers, LLC
|
Jan 29, 2025 Q4 2024 |
192,242
shares
|
$3.19 Million
2.54% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
185,270
shares
|
$3.07 Million
0.0% of portfolio
|
Q3 2024
Added 32.19%
|
|
|
Matisse Capital
|
Jan 24, 2025 Q4 2024 |
180,000
shares
|
$2.98 Million
1.5% of portfolio
|
Q2 2024
Added 5.88%
|
|
|
Quantedge Capital Pte LTD
Singapore, U0 |
Nov 13, 2024 Q3 2024 |
174,403
shares
|
$2.89 Million
0.84% of portfolio
|
Q3 2024
Reduced 1.86%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
166,496
shares
|
$2.76 Million
0.0% of portfolio
|
Q3 2024
Reduced 13.13%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
164,871
shares
|
$2.73 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
160,892
shares
|
$2.67 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.58%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
155,118
shares
|
$2.57 Million
0.0% of portfolio
|
Q3 2024
Reduced 54.86%
|