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 129 institutions that hold shares in the stock, with a total of 16.1 Million shares, which have been reported (via 13F filing form) to have a value of $288 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
2,357,646
shares
|
$42.3 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.96%
|
|
|
Jp Wealth Management, Inc.
Mt. Pleasant, SC |
Oct 15, 2025 Q3 2025 |
1,256,283
shares
|
$22.6 Million
15.35% of portfolio
|
Q3 2025
Reduced 2.34%
|
|
|
Bulldog Investors, LLP
Saddle Brook, NJ |
Nov 14, 2025 Q3 2025 |
1,117,582
shares
|
$20.1 Million
7.31% of portfolio
|
Q2 2025
Reduced 8.0%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
952,563
shares
|
$17.1 Million
0.07% of portfolio
|
Q3 2025
Reduced 1.73%
|
|
|
1607 Capital Partners, LLC
Richmond, VA |
Nov 14, 2025 Q3 2025 |
800,865
shares
|
$14.4 Million
1.1% of portfolio
|
Q3 2025
Added 3.53%
|
|
|
Allspring Global Investments Holdings, LLC
|
Oct 20, 2025 Q3 2025 |
661,687
shares
|
$11.9 Million
0.02% of portfolio
|
Q3 2025
Added 7.95%
|
|
|
Css LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
461,785
shares
|
$8.29 Million
0.9% of portfolio
|
Q2 2025
Reduced 26.07%
|
|
|
Gate Pass Capital, LLC
Independence, OH |
Oct 29, 2025 Q3 2025 |
434,460
shares
|
$7.8 Million
4.55% of portfolio
|
Q3 2025
Reduced 0.65%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
404,260
shares
|
$7.26 Million
0.07% of portfolio
|
Q3 2025
Added 0.6%
|
|
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
Nov 12, 2025 Q3 2025 |
375,454
shares
|
$6.74 Million
2.34% of portfolio
|
Q3 2025
Added 15.27%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
326,013
shares
|
$5.86 Million
0.17% of portfolio
|
Q3 2023
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
301,134
shares
|
$5.41 Million
0.87% of portfolio
|
Q3 2025
Added 8.37%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
295,198
shares
|
$5.3 Million
0.0% of portfolio
|
Q3 2025
Added 4.84%
|
|
|
Karpus Management, Inc.
Pittsford, NY |
Nov 14, 2025 Q3 2025 |
285,837
shares
|
$5.13 Million
0.21% of portfolio
|
Q3 2025
Reduced 23.28%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
273,347
shares
|
$4.91 Million
0.0% of portfolio
|
Q3 2025
Added 15.62%
|
|
|
Aqr Arbitrage LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
227,162
shares
|
$4.08 Million
0.3% of portfolio
|
Q3 2025
Reduced 28.16%
|
|
|
Cohen & Steers, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
226,158
shares
|
$4.06 Million
0.01% of portfolio
|
Q3 2025
Added 37.77%
|
|
|
Quantedge Capital Pte LTD
Singapore, U0 |
Nov 14, 2025 Q3 2025 |
220,603
shares
|
$3.96 Million
2.2% of portfolio
|
Q3 2025
Added 10.13%
|
|
|
Flagship Harbor Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
210,009
shares
|
$3.77 Million
0.18% of portfolio
|
Q2 2024
Reduced 3.83%
|
|
|
Shaker Financial Services, LLC
|
Oct 22, 2025 Q3 2025 |
208,391
shares
|
$3.74 Million
1.34% of portfolio
|
Q3 2025
Added 201.07%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
205,549
shares
|
$3.69 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.67%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Nov 12, 2025 Q3 2025 |
203,541
shares
|
$3.66 Million
0.46% of portfolio
|
Q3 2025
Reduced 0.71%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
193,408
shares
|
$3.47 Million
0.0% of portfolio
|
Q3 2025
Reduced 19.73%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
191,687
shares
|
$3.44 Million
0.0% of portfolio
|
Q2 2025
Added 5.26%
|
|
|
Rocky Mountain Advisers, LLC
|
Oct 17, 2025 Q3 2025 |
188,645
shares
|
$3.39 Million
2.72% of portfolio
|
Q3 2025
Added 0.43%
|
|