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 |
|---|---|---|---|---|---|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
51,305
shares
|
$881,419
0.0% of portfolio
|
Q4 2024
Added 0.88%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
50,235
shares
|
$863,037
0.0% of portfolio
|
Q4 2024
Reduced 1.18%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
49,918
shares
|
$857,591
0.0% of portfolio
|
Q3 2024
Reduced 2.24%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
48,700
shares
|
$836,666
0.09% of portfolio
|
Q4 2024
Reduced 2.21%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Feb 13, 2025 Q4 2024 |
47,551
shares
|
$816,926
0.0% of portfolio
|
Q4 2024
Reduced 24.37%
|
|
|
Grace & White Inc
|
Jan 29, 2025 Q4 2024 |
36,560
shares
|
$628,100
0.14% of portfolio
|
Q3 2017
New holding
|
|
|
Wealth Trust Axiom LLC
|
Feb 13, 2025 Q4 2024 |
36,120
shares
|
$620,541
0.18% of portfolio
|
Q4 2024
Reduced 1.37%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Feb 05, 2025 Q4 2024 |
31,459
shares
|
$540,465
0.17% of portfolio
|
Q4 2024
Reduced 0.79%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
30,720
shares
|
$527,769
0.0% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
28,699
shares
|
$493,048
0.0% of portfolio
|
Q4 2024
Added 0.53%
|
|
|
Readystate Asset Management LP
Chicago, IL |
Feb 14, 2025 Q4 2024 |
28,020
shares
|
$481,383
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
22,149
shares
|
$380,519
0.0% of portfolio
|
Q4 2024
Reduced 18.53%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
21,300
shares
|
$365,934
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
21,141
shares
|
$363,202
0.01% of portfolio
|
Q4 2023
Reduced 8.64%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Feb 14, 2025 Q4 2024 |
21,044
shares
|
$361,535
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
20,990
shares
|
$360,608
0.13% of portfolio
|
Q1 2024
Added 0.31%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
20,983
shares
|
$360,487
0.0% of portfolio
|
Q4 2024
Added 0.73%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
20,957
shares
|
$360,041
0.0% of portfolio
|
Q4 2024
Added 15.45%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
20,564
shares
|
$353,289
0.05% of portfolio
|
Q4 2022
Reduced 10.64%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
19,922
shares
|
$342,259
0.01% of portfolio
|
Q3 2024
Reduced 10.23%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Feb 12, 2025 Q4 2024 |
19,689
shares
|
$338,257
0.02% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Dakota Wealth Management
|
Jan 17, 2025 Q4 2024 |
19,220
shares
|
$330,199
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Sather Financial Group Inc
|
Jan 29, 2025 Q4 2024 |
19,159
shares
|
$329,151
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
18,496
shares
|
$317,761
0.01% of portfolio
|
Q4 2024
Added 4.84%
|
|
|
Stolper CO
|
Apr 08, 2025 Q1 2025 |
17,912
shares
|
$307,728
0.1% of portfolio
|
Q1 2025
Reduced 0.84%
|