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 |
|---|---|---|---|---|---|
|
Clear Creek Financial Management, LLC
|
Nov 07, 2025 Q3 2025 |
46,600
shares
|
$836,936
0.08% of portfolio
|
Q3 2025
Reduced 2.51%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
43,487
shares
|
$781,026
0.11% of portfolio
|
Q2 2025
Reduced 20.96%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
41,809
shares
|
$750,889
0.0% of portfolio
|
Q3 2025
Added 2.14%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
39,611
shares
|
$711,413
0.0% of portfolio
|
Q3 2025
Added 9.03%
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
38,969
shares
|
$699,883
0.03% of portfolio
|
Q3 2025
Reduced 75.86%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
37,833
shares
|
$679,480
0.0% of portfolio
|
Q3 2025
Added 13.91%
|
|
|
Grace & White Inc
|
Oct 23, 2025 Q3 2025 |
36,560
shares
|
$656,617
0.15% of portfolio
|
Q3 2017
New holding
|
|
|
Wealth Trust Axiom LLC
|
Nov 14, 2025 Q3 2025 |
36,120
shares
|
$648,715
0.18% of portfolio
|
Q4 2024
Reduced 1.37%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
29,214
shares
|
$524,683
0.0% of portfolio
|
Q3 2025
Reduced 0.31%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
28,967
shares
|
$520,247
0.0% of portfolio
|
Q3 2025
Added 22.93%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Nov 12, 2025 Q3 2025 |
27,900
shares
|
$501,084
0.12% of portfolio
|
Q1 2025
Added 132.5%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Nov 07, 2025 Q3 2025 |
27,455
shares
|
$493,091
0.09% of portfolio
|
Q3 2025
Added 10.86%
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
25,856
shares
|
$464,373
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Joel Isaacson & Co., LLC
|
Oct 29, 2025 Q3 2025 |
24,867
shares
|
$446,611
0.02% of portfolio
|
Q2 2025
Reduced 4.68%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Nov 04, 2025 Q3 2025 |
22,158
shares
|
$397,957
0.12% of portfolio
|
Q3 2025
Reduced 5.34%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
22,019
shares
|
$395,461
0.0% of portfolio
|
Q3 2025
Added 3.77%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
21,881
shares
|
$392,982
0.01% of portfolio
|
Q3 2025
Added 9.67%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
21,553
shares
|
$387,091
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 12, 2025 Q3 2025 |
21,441
shares
|
$385,080
0.03% of portfolio
|
Q3 2025
Reduced 1.23%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
20,990
shares
|
$376,980
0.13% of portfolio
|
Q1 2024
Added 0.31%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
20,564
shares
|
$369,329
0.05% of portfolio
|
Q4 2022
Reduced 10.64%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
19,922
shares
|
$357,799
0.01% of portfolio
|
Q3 2024
Reduced 10.23%
|
|
|
Integrated Capital Management, Inc.
|
Oct 07, 2025 Q3 2025 |
19,572
shares
|
$351,513
0.26% of portfolio
|
Q3 2025
Added 23.18%
|
|
|
Sather Financial Group Inc
|
Oct 22, 2025 Q3 2025 |
19,159
shares
|
$344,095
0.02% of portfolio
|
Q3 2025
Reduced 2.8%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
18,481
shares
|
$331,918
0.01% of portfolio
|
Q3 2025
Reduced 5.62%
|
|