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 |
|---|---|---|---|---|---|
|
Matisse Capital
|
Oct 29, 2025 Q3 2025 |
180,000
shares
|
$3.23 Million
1.54% of portfolio
|
Q2 2024
Added 5.88%
|
|
|
Rpo LLC
Stamford, CT |
Nov 12, 2025 Q3 2025 |
168,990
shares
|
$3.04 Million
0.34% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
165,077
shares
|
$2.96 Million
0.02% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
155,118
shares
|
$2.79 Million
0.0% of portfolio
|
Q3 2024
Reduced 54.86%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
135,174
shares
|
$2.43 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
125,228
shares
|
$2.25 Million
0.04% of portfolio
|
Q3 2025
Added 33.31%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
122,209
shares
|
$2.19 Million
0.01% of portfolio
|
Q3 2025
Added 13.91%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
119,518
shares
|
$2.15 Million
0.0% of portfolio
|
Q3 2025
Reduced 13.6%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
117,391
shares
|
$2.11 Million
0.0% of portfolio
|
Q3 2025
Added 14.36%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
116,862
shares
|
$2.1 Million
0.0% of portfolio
|
Q3 2025
Reduced 3.43%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
111,819
shares
|
$2.01 Million
0.0% of portfolio
|
Q1 2025
Added 1.96%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
106,974
shares
|
$1.92 Million
0.02% of portfolio
|
Q3 2025
Added 11.97%
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
100,000
shares
|
$1.8 Million
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
86,289
shares
|
$1.55 Million
0.02% of portfolio
|
Q3 2025
Reduced 9.25%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
83,016
shares
|
$1.49 Million
0.01% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
78,375
shares
|
$1.41 Million
0.09% of portfolio
|
Q1 2025
Added 38.9%
|
|
|
Readystate Asset Management LP
Chicago, IL |
Nov 07, 2025 Q3 2025 |
73,701
shares
|
$1.32 Million
0.06% of portfolio
|
Q3 2025
Added 24.66%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
72,494
shares
|
$1.3 Million
0.0% of portfolio
|
Q3 2025
Reduced 13.59%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
69,739
shares
|
$1.25 Million
0.01% of portfolio
|
Q3 2025
Added 0.89%
|
|
|
Uhlmann Price Securities, LLC
Skokie, IL |
Nov 06, 2025 Q3 2025 |
69,306
shares
|
$1.24 Million
0.77% of portfolio
|
Q3 2025
Added 0.93%
|
|
|
Hightower 6 M Holding, LLC
|
Oct 25, 2022 Q3 2022 |
56,754
shares
|
$1.02 Million
0.06% of portfolio
|
Q3 2022
Reduced 15.9%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
56,297
shares
|
$1.01 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
Wolverine Asset Management LLC
|
Oct 28, 2025 Q3 2025 |
54,351
shares
|
$976,143
0.02% of portfolio
|
Q3 2025
Added 36.02%
|
|
|
Dcf Advisers, LLC
Greenwich, CT |
Nov 12, 2025 Q3 2025 |
50,000
shares
|
$898,000
0.41% of portfolio
|
Q1 2025
Reduced 15.25%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
49,918
shares
|
$896,527
0.0% of portfolio
|
Q3 2024
Reduced 2.24%
|
|