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 $284 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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%
|
|
|
Cohen & Steers, Inc.
New York, NY |
May 15, 2025 Q1 2025 |
164,158
shares
|
$2.93 Million
0.01% of portfolio
|
Q1 2025
Reduced 18.8%
|
|
|
Wolverine Asset Management LLC
|
May 12, 2025 Q1 2025 |
156,103
shares
|
$2.78 Million
0.07% of portfolio
|
Q1 2025
Reduced 45.96%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
155,118
shares
|
$2.77 Million
0.0% of portfolio
|
Q3 2024
Reduced 54.86%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
119,518
shares
|
$2.13 Million
0.0% of portfolio
|
Q1 2025
Added 33.04%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
114,155
shares
|
$2.04 Million
0.01% of portfolio
|
Q1 2025
Added 4.93%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
May 15, 2025 Q1 2025 |
111,819
shares
|
$1.99 Million
0.01% of portfolio
|
Q1 2025
Added 1.96%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
109,447
shares
|
$1.95 Million
0.02% of portfolio
|
Q1 2025
Reduced 2.81%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
101,188
shares
|
$1.81 Million
0.04% of portfolio
|
Q4 2024
Added 14.9%
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
100,000
shares
|
$1.78 Million
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
98,674
shares
|
$1.76 Million
0.0% of portfolio
|
Q1 2025
Reduced 5.18%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
96,071
shares
|
$1.71 Million
0.03% of portfolio
|
Q1 2025
Added 32.02%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
88,524
shares
|
$1.58 Million
0.0% of portfolio
|
Q1 2025
Added 1.37%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
82,921
shares
|
$1.48 Million
0.01% of portfolio
|
Q1 2025
Added 3.03%
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
82,675
shares
|
$1.47 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
78,375
shares
|
$1.4 Million
0.05% of portfolio
|
Q1 2025
Added 38.9%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
74,767
shares
|
$1.33 Million
0.0% of portfolio
|
Q1 2025
Added 1.33%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
67,862
shares
|
$1.21 Million
0.01% of portfolio
|
Q1 2025
Reduced 9.84%
|
|
|
Readystate Asset Management LP
Chicago, IL |
May 06, 2025 Q1 2025 |
65,399
shares
|
$1.17 Million
0.04% of portfolio
|
Q1 2025
Added 133.4%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
62,500
shares
|
$1.12 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Hightower 6 M Holding, LLC
|
Oct 25, 2022 Q3 2022 |
56,754
shares
|
$1.01 Million
0.06% of portfolio
|
Q3 2022
Reduced 15.9%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
56,397
shares
|
$1.01 Million
0.03% of portfolio
|
Q4 2024
Added 228.86%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
May 13, 2025 Q1 2025 |
55,019
shares
|
$981,538
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
51,305
shares
|
$915,281
0.0% of portfolio
|
Q4 2024
Added 0.88%
|
|
|
Dcf Advisers, LLC
Greenwich, CT |
May 08, 2025 Q1 2025 |
50,000
shares
|
$892,000
0.44% of portfolio
|
Q1 2025
Reduced 15.25%
|