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 124 institutions that hold shares in the stock, with a total of 16.3 Million shares, which have been reported (via 13F filing form) to have a value of $289 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
6,348
shares
|
$112,740
0.02% of portfolio
|
Q4 2024
Reduced 85.23%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
6,320
shares
|
$112,243
0.0% of portfolio
|
Q1 2024
Added 25.32%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
6,036
shares
|
$107,199
0.01% of portfolio
|
Q4 2022
Added 0.08%
|
|
|
Game Plan Financial Advisors, LLC
|
May 19, 2025 Q1 2025 |
6,000
shares
|
$106,560
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
5,767
shares
|
$102,421
0.0% of portfolio
|
Q1 2025
Added 0.87%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
5,650
shares
|
$100,344
0.0% of portfolio
|
Q4 2024
Added 0.73%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
4,124
shares
|
$73,242
0.0% of portfolio
|
Q1 2025
Reduced 1.76%
|
|
|
Nemes Rush Group LLC
Novi, MI |
May 07, 2025 Q1 2025 |
3,677
shares
|
$65,303
0.01% of portfolio
|
Q1 2025
Added 0.99%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
2,200
shares
|
$39,072
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,038
shares
|
$36,194
0.0% of portfolio
|
Q2 2020
Added 0.92%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
1,700
shares
|
$30,192
0.0% of portfolio
|
Q2 2025
Added 142.86%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
1,374
shares
|
$24,402
0.0% of portfolio
|
Q1 2025
Added 1115.93%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
1,060
shares
|
$18,825
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
661
shares
|
$11,739
0.01% of portfolio
|
Q1 2025
Added 31.41%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
500
shares
|
$8,880
0.0% of portfolio
|
Q1 2025
Reduced 66.67%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
412
shares
|
$7,317
0.01% of portfolio
|
Q3 2023
Reduced 60.23%
|
|
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
May 14, 2025 Q1 2025 |
361
shares
|
$6,411
0.0% of portfolio
|
Q1 2025
Reduced 97.07%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
184
shares
|
$3,267
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
167
shares
|
$2,965
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
100
shares
|
$1,776
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
18
shares
|
$319
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
8
shares
|
$142
0.0% of portfolio
|
Q2 2024
Added 14.29%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|
|
|
Clean Yield Group
|
Jul 17, 2025 Q2 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|