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 Million shares, which have been reported (via 13F filing form) to have a value of $269 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
2,726,169
shares
|
$45.7 Million
0.0% of portfolio
|
Q3 2024
Reduced 9.61%
|
|
|
Bulldog Investors, LLP
Saddle Brook, NJ |
Nov 14, 2024 Q3 2024 |
1,222,178
shares
|
$20.5 Million
9.75% of portfolio
|
Q2 2024
Reduced 0.43%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
1,197,409
shares
|
$20.1 Million
0.09% of portfolio
|
Q3 2024
Added 11.49%
|
|
|
Jp Wealth Management, Inc.
Mt. Pleasant, SC |
Jan 24, 2025 Q4 2024 |
926,405
shares
|
$15.5 Million
10.9% of portfolio
|
Q4 2024
New holding
|
|
|
1607 Capital Partners, LLC
Richmond, VA |
Nov 14, 2024 Q3 2024 |
787,766
shares
|
$13.2 Million
1.14% of portfolio
|
Q3 2024
Added 22.37%
|
|
|
Css LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
661,213
shares
|
$11.1 Million
1.05% of portfolio
|
Q3 2024
Reduced 1.31%
|
|
|
Shaker Financial Services, LLC
|
Oct 31, 2024 Q3 2024 |
655,209
shares
|
$11 Million
3.97% of portfolio
|
Q3 2024
Added 3.02%
|
|
|
Allspring Global Investments Holdings, LLC
|
Jan 29, 2025 Q4 2024 |
534,312
shares
|
$8.97 Million
0.01% of portfolio
|
Q4 2024
Reduced 34.4%
|
|
|
Aqr Arbitrage LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
432,839
shares
|
$7.26 Million
0.32% of portfolio
|
Q3 2024
Added 7.6%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
377,931
shares
|
$6.34 Million
0.17% of portfolio
|
Q3 2024
Reduced 4.87%
|
|
|
Cohen & Steers, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
355,158
shares
|
$5.96 Million
0.01% of portfolio
|
Q3 2024
Reduced 28.42%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
326,013
shares
|
$5.47 Million
0.17% of portfolio
|
Q3 2023
New holding
|
|
|
Wolverine Asset Management LLC
|
Feb 03, 2025 Q4 2024 |
288,883
shares
|
$4.85 Million
0.09% of portfolio
|
Q4 2024
Reduced 7.67%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
257,068
shares
|
$4.31 Million
0.82% of portfolio
|
Q4 2024
Added 13.87%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
228,801
shares
|
$3.84 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Almitas Capital LLC
Santa Monica, CA |
Nov 14, 2024 Q3 2024 |
220,762
shares
|
$3.7 Million
1.63% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Karpus Management, Inc.
Pittsford, NY |
Nov 13, 2024 Q3 2024 |
202,579
shares
|
$3.4 Million
0.1% of portfolio
|
Q3 2024
Added 24.67%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
201,904
shares
|
$3.39 Million
0.18% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Rocky Mountain Advisers, LLC
|
Jan 29, 2025 Q4 2024 |
192,242
shares
|
$3.23 Million
2.54% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
185,270
shares
|
$3.11 Million
0.0% of portfolio
|
Q3 2024
Added 32.19%
|
|
|
Matisse Capital
|
Jan 24, 2025 Q4 2024 |
180,000
shares
|
$3.02 Million
1.5% of portfolio
|
Q2 2024
Added 5.88%
|
|
|
Quantedge Capital Pte LTD
Singapore, U0 |
Nov 13, 2024 Q3 2024 |
174,403
shares
|
$2.93 Million
0.84% of portfolio
|
Q3 2024
Reduced 1.86%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
166,496
shares
|
$2.79 Million
0.0% of portfolio
|
Q3 2024
Reduced 13.13%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
165,077
shares
|
$2.77 Million
0.02% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
160,892
shares
|
$2.7 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.58%
|