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 124 institutions that hold shares in the stock, with a total of 15.6 Million shares, which have been reported (via 13F filing form) to have a value of $260 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
5,880
shares
|
$97,490
0.0% of portfolio
|
Q2 2024
Reduced 30.54%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
5,717
shares
|
$94,787
0.0% of portfolio
|
Q3 2024
Added 5.58%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
5,650
shares
|
$93,676
0.0% of portfolio
|
Q4 2024
Added 0.73%
|
|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
4,515
shares
|
$74,858
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
4,249
shares
|
$70,448
0.0% of portfolio
|
Q3 2024
Reduced 16.36%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
3,700
shares
|
$61,345
0.0% of portfolio
|
Q2 2024
Added 19.35%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2024 Q3 2024 |
3,609
shares
|
$59,837
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
2,200
shares
|
$36,475
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,038
shares
|
$33,790
0.0% of portfolio
|
Q2 2020
Added 0.92%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
1,746
shares
|
$28,948
0.0% of portfolio
|
Q3 2024
Added 1.93%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
1,667
shares
|
$27,638
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
1,500
shares
|
$24,869
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
1,060
shares
|
$17,574
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
700
shares
|
$11,605
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
American National Bank
|
Jan 14, 2025 Q4 2024 |
493
shares
|
$8,173
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
412
shares
|
$6,830
0.01% of portfolio
|
Q3 2023
Reduced 60.23%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
184
shares
|
$3,050
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
167
shares
|
$2,768
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
113
shares
|
$1,873
0.0% of portfolio
|
Q4 2024
Reduced 78.76%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
18
shares
|
$298
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
9
shares
|
$149
0.01% of portfolio
|
Q4 2024
Reduced 99.9%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
8
shares
|
$132
0.0% of portfolio
|
Q2 2024
Added 14.29%
|
|
|
Clean Yield Group
|
Jan 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|