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 |
|---|---|---|---|---|---|
|
Calamos Advisors LLC
|
Apr 28, 2025 Q1 2025 |
16,348
shares
|
$291,648
0.0% of portfolio
|
Q1 2025
Reduced 3.85%
|
|
|
West Hill Financial Advisors, Inc.
|
Jul 09, 2025 Q2 2025 |
16,168
shares
|
$288,437
0.06% of portfolio
|
Q4 2020
New holding
|
|
|
Carnegie Lake Advisors LLC
Princeton, NJ |
May 05, 2025 Q1 2025 |
16,129
shares
|
$287,741
0.11% of portfolio
|
Q1 2025
Reduced 3.08%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
15,078
shares
|
$268,991
0.0% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
14,678
shares
|
$261,855
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
14,506
shares
|
$258,787
0.0% of portfolio
|
Q1 2025
Added 0.6%
|
|
|
Integrated Capital Management, Inc.
|
Apr 09, 2025 Q1 2025 |
14,223
shares
|
$253,738
0.21% of portfolio
|
Q1 2025
Added 1.16%
|
|
|
Hanover Advisors Inc
Seneca, SC |
May 14, 2025 Q1 2025 |
13,976
shares
|
$249,331
0.1% of portfolio
|
Q2 2024
Added 0.36%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
13,475
shares
|
$240,394
0.0% of portfolio
|
Q4 2024
Added 110.22%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
May 13, 2025 Q1 2025 |
12,870
shares
|
$229,600
0.05% of portfolio
|
Q1 2025
Added 1.0%
|
|
|
Horizon Wealth Management, LLC
|
Apr 11, 2025 Q1 2025 |
12,503
shares
|
$223,053
0.04% of portfolio
|
Q3 2024
Added 0.89%
|
|
|
Hudson Value Partners, LLC
|
Apr 22, 2025 Q1 2025 |
12,208
shares
|
$217,790
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
12,000
shares
|
$214,080
0.02% of portfolio
|
Q3 2024
Reduced 17.24%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
11,583
shares
|
$206,640
0.0% of portfolio
|
Q4 2020
Reduced 1.02%
|
|
|
Camelot Portfolios, LLC
|
May 13, 2025 Q1 2025 |
10,851
shares
|
$193,581
0.12% of portfolio
|
Q4 2022
Reduced 12.06%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
10,709
shares
|
$191,048
0.09% of portfolio
|
Q3 2024
Reduced 7.67%
|
|
|
Buffington Mohr Mc Neal
|
Apr 28, 2025 Q1 2025 |
10,703
shares
|
$190,941
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jun 04, 2024 Q1 2024 |
10,402
shares
|
$185,571
0.08% of portfolio
|
Q4 2022
New holding
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
9,851
shares
|
$175,741
0.0% of portfolio
|
Q1 2025
Added 1122.21%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
9,570
shares
|
$170,728
0.01% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Costello Asset Management, Inc
|
May 09, 2025 Q1 2025 |
8,931
shares
|
$159,329
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
7,864
shares
|
$140,293
0.0% of portfolio
|
Q4 2024
Added 33.74%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
7,550
shares
|
$134,692
0.0% of portfolio
|
Q1 2025
Reduced 33.73%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
7,000
shares
|
$124,880
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
6,997
shares
|
$124,826
0.03% of portfolio
|
Q1 2025
Added 0.79%
|