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 |
|---|---|---|---|---|---|
|
Calamos Advisors LLC
|
Jan 24, 2025 Q4 2024 |
17,002
shares
|
$292,094
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Carnegie Lake Advisors LLC
Princeton, NJ |
Jan 29, 2025 Q4 2024 |
16,642
shares
|
$285,909
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
West Hill Financial Advisors, Inc.
|
Jan 31, 2025 Q4 2024 |
16,168
shares
|
$277,766
0.06% of portfolio
|
Q4 2020
New holding
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
15,035
shares
|
$258,301
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
14,678
shares
|
$252,168
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
14,419
shares
|
$247,718
0.0% of portfolio
|
Q4 2024
Added 0.53%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
14,323
shares
|
$246,069
0.0% of portfolio
|
Q3 2023
Reduced 9.48%
|
|
|
Integrated Capital Management, Inc.
|
Jan 13, 2025 Q4 2024 |
14,060
shares
|
$241,550
0.19% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Hanover Advisors Inc
Seneca, SC |
Feb 05, 2025 Q4 2024 |
13,976
shares
|
$240,107
0.09% of portfolio
|
Q2 2024
Added 0.36%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
13,475
shares
|
$231,500
0.0% of portfolio
|
Q4 2024
Added 110.22%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Feb 14, 2025 Q4 2024 |
12,743
shares
|
$218,924
0.05% of portfolio
|
Q4 2024
Added 0.88%
|
|
|
Horizon Wealth Management, LLC
|
Jan 13, 2025 Q4 2024 |
12,503
shares
|
$214,801
0.03% of portfolio
|
Q3 2024
Added 0.89%
|
|
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
Feb 12, 2025 Q4 2024 |
12,341
shares
|
$212,018
0.06% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Absolute Investment Advisers LLC
|
Jan 24, 2025 Q4 2024 |
12,300
shares
|
$211,314
0.03% of portfolio
|
Q2 2024
Added 91.06%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Feb 13, 2025 Q4 2024 |
12,000
shares
|
$206,160
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
12,000
shares
|
$206,160
0.01% of portfolio
|
Q3 2024
Reduced 17.24%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
11,583
shares
|
$198,995
0.0% of portfolio
|
Q4 2020
Reduced 1.02%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
11,392
shares
|
$195,714
0.0% of portfolio
|
Q4 2024
Added 207.89%
|
|
|
Camelot Portfolios, LLC
|
Feb 03, 2025 Q4 2024 |
10,851
shares
|
$186,420
0.18% of portfolio
|
Q4 2022
Reduced 12.06%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jan 17, 2025 Q4 2024 |
10,709
shares
|
$183,980
0.08% of portfolio
|
Q3 2024
Reduced 7.67%
|
|
|
Buffington Mohr Mc Neal
|
Jan 22, 2025 Q4 2024 |
10,703
shares
|
$183,877
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jun 04, 2024 Q1 2024 |
10,402
shares
|
$178,706
0.08% of portfolio
|
Q4 2022
New holding
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
9,226
shares
|
$158,502
0.0% of portfolio
|
Q4 2024
Added 2.71%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
7,864
shares
|
$135,103
0.0% of portfolio
|
Q4 2024
Added 33.74%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
7,000
shares
|
$120,260
0.01% of portfolio
|
Q4 2023
New holding
|