Purchases and Sales Made in Q4 2025 in Boulder Growth & Income Fund (STEW)
This table provides information about the institutional ownership of Boulder Growth & Income Fund (STEW) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2026
Q4 2025
|
Jp Wealth Management, Inc.
Mt. Pleasant, SC |
BUY
|
- |
219K+ 17.47% |
$3.81M - $3.98M
|
1.48M
$26.5M
|
|
|
Jan 12, 2026
Q4 2025
|
Uhlmann Price Securities, LLC
Skokie, IL |
BUY
|
- |
15.7K+ 22.71% |
$273K - $286K
|
85K
$1.53M
|
|
|
Jan 20, 2026
Q4 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
2K+ 1000.0% |
$34.7K - $36.3K
|
2.2K
$39.5K
|
|
|
Jan 08, 2026
Q4 2025
|
Integrated Capital Management, Inc.
|
BUY
|
- |
1.08K+ 5.51% |
$18.7K - $19.6K
|
20.7K
$371K
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
200New |
$3.47K - $3.63K
|
200
$3.59K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
86+ 0.5% |
$1.49K - $1.56K
|
17.3K
$310K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.47K- 1.37% |
$25.5K - $26.7K
|
106K
$1.89M
|
|
|
Jan 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-3.48K- 0.53% |
$60.4K - $63.2K
|
658K
$11.8M
|
|
|
Jan 12, 2026
Q4 2025
|
Stolper CO
|
SELL
|
- |
-16.2K- 90.67% |
$282K - $295K
|
1.67K
$30K
|
|