Carnegie Lake Advisors LLC Boulder Growth & Income Fund Transaction History
Carnegie Lake Advisors LLC
- $249 Million
- Q3 2025
A detailed history of Carnegie Lake Advisors LLC transactions in Boulder Growth & Income Fund stock. As of the latest transaction made, Carnegie Lake Advisors LLC holds 11,945 shares of STEW stock, worth $214,532. This represents 0.09% of its overall portfolio holdings.
Number of Shares
11,945
Previous 14,307
16.51%
Holding current value
$214,532
Previous $253,000
14.62%
% of portfolio
0.09%
Previous 0.1%
Shares
4 transactions
Others Institutions Holding STEW
# of Institutions
129Shares Held
16.1MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.36MShares$42.3 Million0.0% of portfolio
-
Jp Wealth Management, Inc. Mt. Pleasant, SC1.26MShares$22.6 Million15.35% of portfolio
-
Bulldog Investors, LLP Saddle Brook, NJ1.12MShares$20.1 Million7.31% of portfolio
-
Pathstone Holdings, LLC Englewood, NJ953KShares$17.1 Million0.07% of portfolio
-
1607 Capital Partners, LLC Richmond, VA801KShares$14.4 Million1.1% of portfolio
About BOULDER GROWTH & INCOME FUND
- Ticker STEW
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management
- Description
- SRH Total Return Fund, Inc. is a closed-ended balanced mutual fund launched and managed by Boulder Investment Advisers, L.L.C. It is co-managed by Stewart West Indies Trading Co Ltd. and Rocky Mountain Advisers, Llc. The fund invests in public equity and fixed income markets across the globe. It seeks to invest in securities of companies operati...