Purchases and Sales Made in Q3 2025 in Boulder Growth & Income Fund (STEW)
This table provides information about the institutional ownership of Boulder Growth & Income Fund (STEW) during Q3 2025. The information is specifically focused on institutions that hold shares of BOULDER GROWTH & INCOME FUND.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2025
Q3 2025
|
Shaker Financial Services, LLC
|
BUY
|
- |
139K+ 201.07% |
$2.42M - $2.58M
|
208K
$3.74M
|
|
|
Nov 14, 2025
Q3 2025
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
62K+ 37.77% |
$1.08M - $1.15M
|
226K
$4.06M
|
|
|
Nov 12, 2025
Q3 2025
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
49.7K+ 15.27% |
$865K - $923K
|
375K
$6.74M
|
|
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
48.7K+ 7.95% |
$848K - $905K
|
662K
$11.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
36.9K+ 15.62% |
$643K - $686K
|
273K
$4.91M
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
31.3K+ 33.31% |
$544K - $581K
|
125K
$2.25M
|
|
|
Nov 14, 2025
Q3 2025
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
27.3K+ 3.53% |
$475K - $507K
|
801K
$14.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
25.9KNew |
$450K - $480K
|
25.9K
$464K
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
23.3K+ 8.37% |
$405K - $432K
|
301K
$5.41M
|
|
|
Nov 13, 2025
Q3 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
21.6KNew |
$375K - $400K
|
21.6K
$387K
|
|
|
Nov 14, 2025
Q3 2025
|
Quantedge Capital Pte LTD
Singapore, U0 |
BUY
|
- |
20.3K+ 10.13% |
$353K - $377K
|
221K
$3.96M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
14.9K+ 13.91% |
$260K - $277K
|
122K
$2.19M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
14.7K+ 14.36% |
$257K - $274K
|
117K
$2.11M
|
|
|
Nov 07, 2025
Q3 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
14.6K+ 24.66% |
$254K - $271K
|
73.7K
$1.32M
|
|
|
Oct 28, 2025
Q3 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
14.4K+ 36.02% |
$250K - $267K
|
54.4K
$976K
|
|
|
Nov 10, 2025
Q3 2025
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
14.1KNew |
$246K - $262K
|
14.1K
$254K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
13.6K+ 4.84% |
$237K - $253K
|
295K
$5.3M
|
|
|
Nov 05, 2025
Q3 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
12.9KNew |
$225K - $240K
|
12.9K
$232K
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
11.4K+ 11.97% |
$199K - $212K
|
107K
$1.92M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
10.4KNew |
$181K - $194K
|
10.4K
$187K
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
5.84KNew |
$102K - $108K
|
5.84K
$105K
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
5.4K+ 22.93% |
$94K - $100K
|
29K
$520K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
4.62K+ 13.91% |
$80.4K - $85.8K
|
37.8K
$679K
|
|
|
Oct 07, 2025
Q3 2025
|
Integrated Capital Management, Inc.
|
BUY
|
- |
3.68K+ 23.18% |
$64.1K - $68.4K
|
19.6K
$352K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.28K+ 9.03% |
$57.1K - $60.9K
|
39.6K
$711K
|
|
|
Oct 20, 2025
Q3 2025
|
Calamos Advisors LLC
|
BUY
|
- |
3.27K+ 21.74% |
$56.9K - $60.7K
|
18.3K
$329K
|
|
|
Nov 05, 2025
Q3 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
3.05K+ 1.48% |
$53.1K - $56.7K
|
210K
$3.77M
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.86K+ 18.89% |
$49.7K - $53K
|
18K
$323K
|
|
|
Nov 07, 2025
Q3 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
2.69K+ 10.86% |
$46.8K - $49.9K
|
27.5K
$493K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.58K+ 17.7% |
$44.9K - $48K
|
17.2K
$308K
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
2.5KNew |
$43.5K - $46.4K
|
2.5K
$44.9K
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.39K+ 0.6% |
$41.6K - $44.4K
|
404K
$7.26M
|
|
|
Nov 12, 2025
Q3 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.93K+ 9.67% |
$33.6K - $35.8K
|
21.9K
$393K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
874+ 2.14% |
$15.2K - $16.2K
|
41.8K
$751K
|
|
|
Oct 17, 2025
Q3 2025
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
808+ 0.43% |
$14.1K - $15K
|
189K
$3.39M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
800+ 3.77% |
$13.9K - $14.9K
|
22K
$395K
|
|
|
Nov 06, 2025
Q3 2025
|
Uhlmann Price Securities, LLC
Skokie, IL |
BUY
|
- |
640+ 0.93% |
$11.1K - $11.9K
|
69.3K
$1.24M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
616+ 0.89% |
$10.7K - $11.4K
|
69.7K
$1.25M
|
|
|
Nov 06, 2025
Q3 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
263+ 2.91% |
$4.58K - $4.88K
|
9.31K
$167K
|
|
|
Nov 14, 2025
Q3 2025
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
122+ 0.94% |
$2.12K - $2.27K
|
13.1K
$236K
|
|
|
Nov 13, 2025
Q3 2025
|
Basepoint Wealth LLC
Cedar Rapids, IA |
BUY
|
- |
114+ 0.88% |
$1.98K - $2.12K
|
13.1K
$235K
|
|
|
Nov 12, 2025
Q3 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
60+ 0.85% |
$1.04K - $1.11K
|
7.12K
$128K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
47+ 0.06% |
$818 - $873
|
83K
$1.49M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
44+ 0.77% |
$766 - $817
|
5.79K
$104K
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
38+ 0.4% |
$661 - $706
|
9.61K
$173K
|
|
|
Nov 13, 2025
Q3 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
35+ 0.94% |
$609 - $650
|
3.75K
$67.3K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
20+ 0.11% |
$348 - $371
|
17.5K
$315K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
13+ 0.12% |
$226 - $241
|
11.3K
$203K
|
|
|
Oct 23, 2025
Q3 2025
|
Clean Yield Group
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
SELL
|
- |
-25- 0.61% |
$435 - $464
|
4.1K
$73.6K
|
|