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 |
|---|---|---|---|---|---|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
9,608
shares
|
$172,559
0.01% of portfolio
|
Q3 2025
Added 0.4%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 29, 2025 Q3 2025 |
9,389
shares
|
$168,626
0.07% of portfolio
|
Q3 2025
Reduced 12.33%
|
|
|
Costello Asset Management, Inc
|
Nov 06, 2025 Q3 2025 |
9,305
shares
|
$167,117
0.06% of portfolio
|
Q3 2025
Added 2.91%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Nov 12, 2025 Q3 2025 |
7,118
shares
|
$127,839
0.02% of portfolio
|
Q3 2025
Added 0.85%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
7,000
shares
|
$125,720
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
6,348
shares
|
$114,010
0.02% of portfolio
|
Q4 2024
Reduced 85.23%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
6,320
shares
|
$113,507
0.0% of portfolio
|
Q1 2024
Added 25.32%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
6,274
shares
|
$112,681
0.0% of portfolio
|
Q3 2025
Reduced 9.4%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
6,036
shares
|
$108,406
0.01% of portfolio
|
Q4 2022
Added 0.08%
|
|
|
Financial Consulate, Inc
|
Oct 20, 2025 Q3 2025 |
5,838
shares
|
$104,850
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
5,787
shares
|
$103,934
0.0% of portfolio
|
Q3 2025
Added 0.77%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
5,767
shares
|
$103,575
0.0% of portfolio
|
Q1 2025
Added 0.87%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
4,099
shares
|
$73,618
0.0% of portfolio
|
Q3 2025
Reduced 0.61%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2025 Q3 2025 |
3,747
shares
|
$67,296
0.01% of portfolio
|
Q3 2025
Added 0.94%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Nov 13, 2025 Q3 2025 |
2,500
shares
|
$44,900
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,038
shares
|
$36,602
0.0% of portfolio
|
Q2 2020
Added 0.92%
|
|
|
Mcf Advisors LLC
Covington, KY |
Nov 05, 2025 Q3 2025 |
1,060
shares
|
$19,037
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Game Plan Financial Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
1,000
shares
|
$17,960
0.01% of portfolio
|
Q3 2025
Reduced 83.33%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Oct 29, 2025 Q3 2025 |
540
shares
|
$9,698
0.01% of portfolio
|
Q3 2025
Reduced 6.25%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
500
shares
|
$8,980
0.0% of portfolio
|
Q1 2025
Reduced 66.67%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
412
shares
|
$7,399
0.01% of portfolio
|
Q3 2023
Reduced 60.23%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 07, 2025 Q3 2025 |
200
shares
|
$3,592
0.01% of portfolio
|
Q3 2025
Reduced 88.24%
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
184
shares
|
$3,304
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
167
shares
|
$2,999
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Dec 03, 2025 Q3 2025 |
100
shares
|
$1,796
0.0% of portfolio
|
Q2 2025
New holding
|
|