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 |
|---|---|---|---|---|---|
|
Calamos Advisors LLC
|
Oct 20, 2025 Q3 2025 |
18,310
shares
|
$328,847
0.0% of portfolio
|
Q3 2025
Added 21.74%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
17,975
shares
|
$322,831
0.0% of portfolio
|
Q3 2025
Added 18.89%
|
|
|
Stolper CO
|
Oct 10, 2025 Q3 2025 |
17,912
shares
|
$321,699
0.1% of portfolio
|
Q1 2025
Reduced 0.84%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Oct 31, 2025 Q3 2025 |
17,800
shares
|
$319,688
0.04% of portfolio
|
Q3 2023
Added 50.85%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
17,525
shares
|
$314,749
0.0% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
17,174
shares
|
$308,445
0.0% of portfolio
|
Q3 2025
Added 17.7%
|
|
|
Dakota Wealth Management
|
Nov 10, 2025 Q3 2025 |
17,145
shares
|
$307,924
0.01% of portfolio
|
Q3 2025
Reduced 1.78%
|
|
|
West Hill Financial Advisors, Inc.
|
Oct 10, 2025 Q3 2025 |
16,168
shares
|
$290,377
0.06% of portfolio
|
Q4 2020
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
14,678
shares
|
$263,616
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Greenwood Gearhart Inc
Fayetteville, AR |
Nov 10, 2025 Q3 2025 |
14,128
shares
|
$253,738
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Hanover Advisors Inc
Seneca, SC |
Nov 06, 2025 Q3 2025 |
13,976
shares
|
$251,008
0.1% of portfolio
|
Q2 2024
Added 0.36%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Nov 14, 2025 Q3 2025 |
13,116
shares
|
$235,563
0.05% of portfolio
|
Q3 2025
Added 0.94%
|
|
|
Basepoint Wealth LLC
Cedar Rapids, IA |
Nov 13, 2025 Q3 2025 |
13,079
shares
|
$234,898
0.17% of portfolio
|
Q3 2025
Added 0.88%
|
|
|
Moloney Securities Asset Management, LLC
|
Nov 05, 2025 Q3 2025 |
12,917
shares
|
$231,989
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Horizon Wealth Management, LLC
|
Nov 06, 2025 Q3 2025 |
12,503
shares
|
$224,553
0.04% of portfolio
|
Q3 2024
Added 0.89%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
12,000
shares
|
$215,520
0.01% of portfolio
|
Q3 2024
Reduced 17.24%
|
|
|
Carnegie Lake Advisors LLC
Princeton, NJ |
Oct 20, 2025 Q3 2025 |
11,945
shares
|
$214,532
0.09% of portfolio
|
Q3 2025
Reduced 16.51%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
11,583
shares
|
$208,030
0.0% of portfolio
|
Q4 2020
Reduced 1.02%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
11,475
shares
|
$206,091
0.0% of portfolio
|
Q3 2025
Reduced 9.08%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
11,298
shares
|
$202,912
0.0% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Camelot Portfolios, LLC
|
Nov 17, 2025 Q3 2025 |
10,851
shares
|
$194,883
0.12% of portfolio
|
Q4 2022
Reduced 12.06%
|
|
|
Buffington Mohr Mc Neal
|
Apr 28, 2025 Q1 2025 |
10,703
shares
|
$192,225
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
10,424
shares
|
$187,215
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
10,364
shares
|
$186,137
0.0% of portfolio
|
Q2 2025
Added 37.27%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
9,639
shares
|
$173,116
0.0% of portfolio
|
Q2 2025
Added 22.57%
|
|