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 |
|---|---|---|---|---|---|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
49,918
shares
|
$890,537
0.0% of portfolio
|
Q3 2024
Reduced 2.24%
|
|
|
Clear Creek Financial Management, LLC
|
Apr 25, 2025 Q1 2025 |
48,700
shares
|
$868,808
0.09% of portfolio
|
Q4 2024
Reduced 2.21%
|
|
|
Walleye Capital LLC
Plymouth, MN |
May 14, 2025 Q1 2025 |
44,556
shares
|
$794,879
0.0% of portfolio
|
Q1 2025
Reduced 6.3%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
40,535
shares
|
$723,144
0.0% of portfolio
|
Q1 2025
Reduced 19.31%
|
|
|
Grace & White Inc
|
Apr 22, 2025 Q1 2025 |
36,560
shares
|
$652,230
0.15% of portfolio
|
Q3 2017
New holding
|
|
|
Wealth Trust Axiom LLC
|
May 14, 2025 Q1 2025 |
36,120
shares
|
$644,380
0.19% of portfolio
|
Q4 2024
Reduced 1.37%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
34,303
shares
|
$611,965
0.0% of portfolio
|
Q4 2024
Reduced 2.93%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
31,758
shares
|
$566,562
0.0% of portfolio
|
Q1 2025
Added 3.38%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
29,541
shares
|
$527,011
0.17% of portfolio
|
Q1 2025
Reduced 6.1%
|
|
|
Monetary Management Group Inc
St Louis, MO |
May 14, 2025 Q1 2025 |
27,900
shares
|
$497,736
0.13% of portfolio
|
Q1 2025
Added 132.5%
|
|
|
Joel Isaacson & Co., LLC
|
Apr 24, 2025 Q1 2025 |
26,087
shares
|
$465,392
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
23,812
shares
|
$424,806
0.0% of portfolio
|
Q1 2025
Added 11.79%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
23,021
shares
|
$410,694
0.0% of portfolio
|
Q1 2025
Added 9.85%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Apr 29, 2025 Q1 2025 |
22,642
shares
|
$403,933
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Roundview Capital LLC
Princeton, NJ |
May 06, 2025 Q1 2025 |
21,699
shares
|
$387,110
0.03% of portfolio
|
Q1 2025
Added 10.21%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
20,990
shares
|
$374,461
0.13% of portfolio
|
Q1 2024
Added 0.31%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
20,780
shares
|
$370,715
0.0% of portfolio
|
Q1 2025
Reduced 0.97%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
20,564
shares
|
$366,861
0.05% of portfolio
|
Q4 2022
Reduced 10.64%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
19,922
shares
|
$355,408
0.01% of portfolio
|
Q3 2024
Reduced 10.23%
|
|
|
Dakota Wealth Management
|
May 01, 2025 Q1 2025 |
19,770
shares
|
$352,696
0.01% of portfolio
|
Q1 2025
Added 2.86%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
19,585
shares
|
$349,396
0.0% of portfolio
|
Q1 2025
Reduced 6.93%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
19,581
shares
|
$349,325
0.01% of portfolio
|
Q1 2025
Reduced 7.38%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
19,460
shares
|
$347,166
0.01% of portfolio
|
Q1 2025
Added 5.21%
|
|
|
Sather Financial Group Inc
|
May 07, 2025 Q1 2025 |
19,159
shares
|
$341,796
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Stolper CO
|
Jul 10, 2025 Q2 2025 |
17,912
shares
|
$319,550
0.1% of portfolio
|
Q1 2025
Reduced 0.84%
|