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 |
|---|---|---|---|---|---|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
50,835
shares
|
$853,011
0.0% of portfolio
|
Q3 2024
Reduced 1.55%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
49,918
shares
|
$837,624
0.0% of portfolio
|
Q3 2024
Reduced 2.24%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
48,700
shares
|
$817,186
0.09% of portfolio
|
Q4 2024
Reduced 2.21%
|
|
|
Wealth Trust Axiom LLC
|
Nov 13, 2024 Q3 2024 |
36,620
shares
|
$614,483
0.18% of portfolio
|
Q1 2024
Added 0.0%
|
|
|
Grace & White Inc
|
Jan 29, 2025 Q4 2024 |
36,560
shares
|
$613,476
0.14% of portfolio
|
Q3 2017
New holding
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Feb 05, 2025 Q4 2024 |
31,459
shares
|
$527,882
0.17% of portfolio
|
Q4 2024
Reduced 0.79%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
30,723
shares
|
$515,531
0.0% of portfolio
|
Q3 2024
Added 4.81%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
28,699
shares
|
$481,569
0.0% of portfolio
|
Q4 2024
Added 0.53%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
27,186
shares
|
$456,181
0.0% of portfolio
|
Q3 2024
Reduced 2.34%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
21,141
shares
|
$354,745
0.01% of portfolio
|
Q4 2023
Reduced 8.64%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
20,990
shares
|
$352,212
0.13% of portfolio
|
Q1 2024
Added 0.31%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
20,957
shares
|
$351,658
0.0% of portfolio
|
Q4 2024
Added 15.45%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
20,830
shares
|
$349,527
0.0% of portfolio
|
Q3 2024
Reduced 53.23%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
20,564
shares
|
$345,063
0.05% of portfolio
|
Q4 2022
Reduced 10.64%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
19,922
shares
|
$334,291
0.01% of portfolio
|
Q3 2024
Reduced 10.23%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
19,677
shares
|
$330,180
0.02% of portfolio
|
Q3 2024
Reduced 4.56%
|
|
|
Dakota Wealth Management
|
Jan 17, 2025 Q4 2024 |
19,220
shares
|
$322,511
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Sather Financial Group Inc
|
Jan 29, 2025 Q4 2024 |
19,159
shares
|
$321,488
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Stolper CO
|
Jan 14, 2025 Q4 2024 |
18,064
shares
|
$303,113
0.1% of portfolio
|
Q4 2024
Reduced 1.92%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
17,642
shares
|
$296,032
0.01% of portfolio
|
Q3 2024
Added 21.24%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
17,149
shares
|
$287,760
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Calamos Advisors LLC
|
Jan 24, 2025 Q4 2024 |
17,002
shares
|
$285,293
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Carnegie Lake Advisors LLC
Princeton, NJ |
Jan 29, 2025 Q4 2024 |
16,642
shares
|
$279,252
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
West Hill Financial Advisors, Inc.
|
Jan 31, 2025 Q4 2024 |
16,168
shares
|
$271,299
0.06% of portfolio
|
Q4 2020
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
14,678
shares
|
$246,296
0.0% of portfolio
|
Q2 2023
New holding
|