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 |
|---|---|---|---|---|---|
|
Creekmur Asset Management LLC
Morton, IL |
Feb 12, 2025 Q4 2024 |
6,942
shares
|
$119,263
0.03% of portfolio
|
Q4 2024
Reduced 1.69%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
6,348
shares
|
$109,058
0.02% of portfolio
|
Q4 2024
Reduced 85.23%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
6,320
shares
|
$108,577
0.0% of portfolio
|
Q1 2024
Added 25.32%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
6,036
shares
|
$103,698
0.01% of portfolio
|
Q4 2022
Added 0.08%
|
|
|
Game Plan Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
6,000
shares
|
$103,080
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
5,717
shares
|
$98,218
0.0% of portfolio
|
Q3 2024
Added 5.58%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
5,650
shares
|
$97,067
0.0% of portfolio
|
Q4 2024
Added 0.73%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
4,198
shares
|
$72,121
0.0% of portfolio
|
Q4 2024
Reduced 1.2%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Feb 12, 2025 Q4 2024 |
3,641
shares
|
$62,552
0.01% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
2,200
shares
|
$37,796
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Feb 13, 2025 Q4 2024 |
2,052
shares
|
$35,253
0.0% of portfolio
|
Q4 2024
Added 17.53%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,038
shares
|
$35,012
0.0% of portfolio
|
Q2 2020
Added 0.92%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
1,060
shares
|
$18,210
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
700
shares
|
$12,026
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
500
shares
|
$8,590
0.0% of portfolio
|
Q1 2025
Reduced 66.67%
|
|
|
American National Bank
|
Jan 14, 2025 Q4 2024 |
493
shares
|
$8,469
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
412
shares
|
$7,078
0.01% of portfolio
|
Q3 2023
Reduced 60.23%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
184
shares
|
$3,161
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
167
shares
|
$2,869
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
113
shares
|
$1,941
0.0% of portfolio
|
Q4 2024
Reduced 78.76%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
18
shares
|
$309
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
9
shares
|
$154
0.01% of portfolio
|
Q4 2024
Reduced 99.9%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
8
shares
|
$137
0.0% of portfolio
|
Q2 2024
Added 14.29%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Clean Yield Group
|
Jan 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|