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 $282 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
161,699
shares
|
$2.78 Million
0.0% of portfolio
|
Q4 2024
Added 6.32%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
158,959
shares
|
$2.73 Million
0.0% of portfolio
|
Q4 2024
Reduced 4.53%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
155,118
shares
|
$2.66 Million
0.0% of portfolio
|
Q3 2024
Reduced 54.86%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jan 27, 2025 Q4 2024 |
142,116
shares
|
$2.44 Million
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
112,606
shares
|
$1.93 Million
0.02% of portfolio
|
Q4 2024
Reduced 4.99%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
109,668
shares
|
$1.88 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
108,787
shares
|
$1.87 Million
0.01% of portfolio
|
Q4 2024
Added 6.88%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
104,060
shares
|
$1.79 Million
0.0% of portfolio
|
Q4 2024
Added 1.66%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
101,188
shares
|
$1.74 Million
0.04% of portfolio
|
Q4 2024
Added 14.9%
|
|
|
Landscape Capital Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
91,715
shares
|
$1.58 Million
0.18% of portfolio
|
Q4 2024
Reduced 27.77%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
91,325
shares
|
$1.57 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
89,836
shares
|
$1.54 Million
0.0% of portfolio
|
Q4 2024
Added 10.87%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
87,326
shares
|
$1.5 Million
0.0% of portfolio
|
Q4 2024
Added 5.51%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
82,691
shares
|
$1.42 Million
0.01% of portfolio
|
Q4 2024
Added 2.86%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
80,484
shares
|
$1.38 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.56%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
75,267
shares
|
$1.29 Million
0.01% of portfolio
|
Q4 2024
Added 7.96%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
73,787
shares
|
$1.27 Million
0.0% of portfolio
|
Q4 2024
Added 1.67%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
72,771
shares
|
$1.25 Million
0.02% of portfolio
|
Q3 2024
Added 1.12%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
62,500
shares
|
$1.07 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Dcf Advisers, LLC
Greenwich, CT |
Feb 11, 2025 Q4 2024 |
59,000
shares
|
$1.01 Million
0.53% of portfolio
|
Q2 2022
Reduced 9.23%
|
|
|
Hightower 6 M Holding, LLC
|
Oct 25, 2022 Q3 2022 |
56,754
shares
|
$975,033
0.06% of portfolio
|
Q3 2022
Reduced 15.9%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
56,425
shares
|
$969,381
0.07% of portfolio
|
Q4 2024
Added 13.82%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
56,397
shares
|
$968,900
0.03% of portfolio
|
Q4 2024
Added 228.86%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Feb 13, 2025 Q4 2024 |
55,019
shares
|
$945,226
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
51,305
shares
|
$881,419
0.02% of portfolio
|
Q4 2024
New holding
|