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 118 institutions that hold shares in the stock, with a total of 14.6 Million shares, which have been reported (via 13F filing form) to have a value of $239 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
30,723
shares
|
$498,327
0.0% of portfolio
|
Q3 2024
Added 4.81%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
28,547
shares
|
$463,032
0.0% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
27,186
shares
|
$440,956
0.0% of portfolio
|
Q3 2024
Reduced 2.34%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
21,141
shares
|
$342,907
0.01% of portfolio
|
Q4 2023
Reduced 8.64%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
20,990
shares
|
$340,457
0.13% of portfolio
|
Q1 2024
Added 0.31%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
20,830
shares
|
$337,862
0.0% of portfolio
|
Q3 2024
Reduced 53.23%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
20,564
shares
|
$333,548
0.05% of portfolio
|
Q4 2022
Reduced 10.64%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
19,922
shares
|
$323,134
0.01% of portfolio
|
Q3 2024
Reduced 10.23%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
19,677
shares
|
$319,160
0.02% of portfolio
|
Q3 2024
Reduced 4.56%
|
|
|
Sather Financial Group Inc
|
Nov 06, 2024 Q3 2024 |
19,159
shares
|
$310,758
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Stolper CO
|
Oct 09, 2024 Q3 2024 |
18,417
shares
|
$298,723
0.1% of portfolio
|
Q3 2024
Reduced 0.53%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
18,152
shares
|
$294,425
0.0% of portfolio
|
Q3 2024
Reduced 2.39%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
17,642
shares
|
$286,153
0.01% of portfolio
|
Q3 2024
Added 21.24%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
17,149
shares
|
$278,156
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Carnegie Lake Advisors LLC
Princeton, NJ |
Nov 04, 2024 Q3 2024 |
16,642
shares
|
$269,933
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
West Hill Financial Advisors, Inc.
|
Oct 18, 2024 Q3 2024 |
16,168
shares
|
$262,244
0.06% of portfolio
|
Q4 2020
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
14,678
shares
|
$238,077
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
14,664
shares
|
$237,850
0.0% of portfolio
|
Q2 2024
Added 7.32%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
14,343
shares
|
$232,643
0.0% of portfolio
|
Q3 2024
Reduced 15.06%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
14,323
shares
|
$232,319
0.0% of portfolio
|
Q3 2023
Reduced 9.48%
|
|
|
Integrated Capital Management, Inc.
|
Oct 07, 2024 Q3 2024 |
14,065
shares
|
$228,134
0.18% of portfolio
|
Q3 2024
Added 1.33%
|
|
|
Hanover Advisors Inc
Seneca, SC |
Nov 14, 2024 Q3 2024 |
13,976
shares
|
$226,690
0.09% of portfolio
|
Q2 2024
Added 0.36%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
13,688
shares
|
$222,019
0.0% of portfolio
|
Q3 2024
Added 28.2%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 14, 2024 Q3 2024 |
12,794
shares
|
$207,518
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Nov 15, 2024 Q3 2024 |
12,632
shares
|
$204,891
0.05% of portfolio
|
Q3 2024
Added 0.89%
|