Who owns Boulder Growth & Income Fund?
- Ticker: STEW
- CUSIP Number: 101507101
Tip: Access positions for across all investors
Analyze quarterly positions in Boulder Growth & Income Fund with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold Boulder Growth & Income Fund this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
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Morgan Stanley | 4.8M | $63M | -4% | Sep 2023 |
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Brooklyn Capital Management | 1.4M | $19M | 13% | Dec 2023 |
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Allspring Global Investments Holdings | 1.1M | $15M | 32% | Dec 2023 |
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Pathstone Holdings | 1.0M | $14M | 100% | Dec 2023 |
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National Asset Management | 661k | $9.2M | 21% | Dec 2023 |
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Shaker Financial Services | 619k | $8.6M | 1% | Dec 2023 |
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CSS | 593k | $8.2M | 1% | Dec 2023 |
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Cohen & Steers Capital Management | 486k | $6.3M | 2% | Sep 2023 |
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Thomas J. Herzfeld Advisors | 396k | $5.5M | -10% | Dec 2023 |
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Punch & Associates Investment Management | 352k | $4.9M | -7% | Dec 2023 |
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Raymond James & Associates | 334k | $4.6M | -2% | Dec 2023 |
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Advisor Partners Ii | 326k | $4.2M | 100% | Sep 2023 |
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CNH Partners | 234k | $3.2M | 34% | Dec 2023 |
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Wolverine Asset Management | 222k | $3.1M | -7% | Dec 2023 |
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Atria Wealth Solutions | 210k | $2.9M | 0% | Dec 2023 |
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Flagship Harbor Advisors | 200k | $2.8M | -12% | Dec 2023 |
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Rocky Mountain Advisers | 189k | $2.6M | 0% | Dec 2023 |
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Wells Fargo & Company | 169k | $2.3M | 5% | Dec 2023 |
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Almitas Capital | 162k | $2.3M | 22% | Dec 2023 |
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Deschutes Portfolio Strategy | 155k | $2.1M | 100% | Dec 2023 |
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1607 Capital Partners | 153k | $2.0M | 13% | Sep 2023 |
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Royal Bank of Canada | 151k | $2.1M | -8% | Dec 2023 |
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Quantedge Capital Pte | 133k | $1.7M | 1% | Sep 2023 |
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Blue Bell Private Wealth Management | 117k | $1.6M | -1% | Dec 2023 |
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Rpo | 113k | $1.6M | 0% | Dec 2023 |
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Bank of America Corporation | 103k | $1.4M | 30% | Dec 2023 |
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HighTower Advisors | 96k | $1.3M | -7% | Dec 2023 |
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Envestnet Asset Management | 91k | $1.2M | -4% | Sep 2023 |
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Park Avenue Securities | 90k | $1.2M | -6% | Dec 2023 |
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D.A. Davidson & Co. | 83k | $1.2M | -5% | Dec 2023 |
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Cambridge Investment Research Advisors | 79k | $1.1M | 2% | Dec 2023 |
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UBS Group | 78k | $1.1M | 1% | Dec 2023 |
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Oppenheimer & Co | 73k | $953k | -3% | Sep 2023 |
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Mml Investors Services | 70k | $912k | 2% | Sep 2023 |
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Advisor Group Holdings | 65k | $899k | -35% | Dec 2023 |
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LPL Financial | 62k | $804k | 1% | Sep 2023 |
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DCF Advisers | 59k | $766k | 0% | Sep 2023 |
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Twin Focus Capital Partners | 55k | $763k | 0% | Dec 2023 |
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Stifel Financial | 51k | $709k | -14% | Dec 2023 |
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Raymond James Financial Services Advisors | 51k | $703k | -25% | Dec 2023 |
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SkyView Investment Advisors | 50k | $688k | -1% | Dec 2023 |
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Clear Creek Financial Management | 49k | $676k | -5% | Dec 2023 |
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Sugarloaf Wealth Management | 47k | $656k | 5% | Dec 2023 |
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Walleye Trading Advisors | 44k | $615k | 34% | Dec 2023 |
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Kingswood Wealth Advisors | 43k | $590k | 0% | Dec 2023 |
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Landscape Capital Management | 41k | $567k | 288% | Dec 2023 |
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Creekmur Asset Management | 41k | $566k | 100% | Dec 2023 |
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AE Wealth Management | 37k | $522k | 100% | Dec 2023 |
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Wealthtrust Axiom | 37k | $508k | -1% | Dec 2023 |
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Grace & White | 37k | $507k | 0% | Dec 2023 |
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Captrust Financial Advisors | 35k | $491k | 9% | Dec 2023 |
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Advisors Asset Management | 35k | $489k | -4% | Dec 2023 |
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Raymond James Trust | 32k | $448k | 0% | Dec 2023 |
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Alta Capital Management | 31k | $433k | 100% | Dec 2023 |
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Roundview Capital | 30k | $422k | -2% | Dec 2023 |
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Financial Network Investment Corporation | 30k | $386k | 0% | Sep 2023 |
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Oceanside Advisors | 26k | $358k | 100% | Dec 2023 |
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Commonwealth Equity Services | 25k | $350k | -66% | Dec 2023 |
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Mariner Wealth Advisors | 22k | $304k | -10% | Dec 2023 |
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Ancora Advisors | 21k | $293k | -9% | Dec 2023 |
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Highlander Capital Management | 21k | $290k | -10% | Dec 2023 |
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Stolper | 19k | $265k | 0% | Dec 2023 |
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Level Four Advisory Services | 18k | $252k | 7% | Dec 2023 |
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Bassett Hargrove Investment Counsel | 17k | $224k | 0% | Sep 2023 |
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Stratos Wealth Partners | 17k | $236k | -18% | Dec 2023 |
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Nations Financial Group | 17k | $231k | 0% | Dec 2023 |
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Guggenheim Capital, LLC Managers | 16k | $226k | 4% | Dec 2023 |
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Taddei, Ludwig & Associates | 16k | $224k | 0% | Dec 2023 |
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Sontag Advisory | 15k | $204k | 0% | Dec 2023 |
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Janney Montgomery Scott | 14k | $199k | 0% | Dec 2023 |
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Nomura Holdings | 14k | $198k | 100% | Dec 2023 |
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Caldwell Sutter Capital | 14k | $195k | 0% | Dec 2023 |
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Creative Planning | 14k | $190k | 0% | Dec 2023 |
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Jpmorgan Chase & Co | 13k | $176k | 97% | Dec 2023 |
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High Falls Advisors | 12k | $170k | 1% | Dec 2023 |
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Horizon Wealth Management | 12k | $169k | 1% | Dec 2023 |
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Monetary Management | 12k | $156k | 0% | Sep 2023 |
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Private Advisor | 12k | $165k | -36% | Dec 2023 |
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Integrated Capital Management | 12k | $164k | -6% | Dec 2023 |
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Stephens | 12k | $150k | 0% | Sep 2023 |
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Darren Munn | 11k | $151k | 0% | Dec 2023 |
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Wedbush Morgan Securities | 11k | $147k | 0% | Dec 2023 |
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Tactive Advisors | 10k | $144k | 0% | Dec 2023 |
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Matrix Private Capital Group | 10k | $134k | 0% | Sep 2023 |
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Moloney Securities Asset Management | 10k | $141k | 100% | Dec 2023 |
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Connecticut Wealth Management | 10k | $141k | 100% | Dec 2023 |
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Principal Securities | 9.6k | $133k | 100% | Dec 2023 |
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Nbc Securities | 9.3k | $129k | 0% | Dec 2023 |
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Elequin Capital | 8.2k | $114k | -55% | Dec 2023 |
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Baystate Wealth Management | 7.0k | $97k | 100% | Dec 2023 |
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Brian McDonald | 6.6k | $86k | 100% | Sep 2023 |
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Global Retirement Partners | 5.5k | $75k | 1% | Dec 2023 |
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CWM | 5.4k | $75k | 0% | Dec 2023 |
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Nemes Rush Group | 3.6k | $50k | 100% | Dec 2023 |
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Steward Partners Investment Advisory | 3.1k | $43k | 0% | Dec 2023 |
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Advisory Services Network | 2.1k | $29k | -96% | Dec 2023 |
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Huntington National Bank | 1.7k | $24k | 0% | Dec 2023 |
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Householder Group Estate & Retirement Specialist | 1.6k | $22k | 0% | Dec 2023 |
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AdvisorNet Financial | 1.5k | $21k | 0% | Dec 2023 |
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Bessemer | 1.3k | $18k | -6% | Dec 2023 |
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RE Dickinson Investment Advisors | 1.2k | $16k | 100% | Sep 2023 |
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Coppell Advisory Solutions | 1.2k | $17k | 100% | Dec 2023 |
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MCF Advisors | 1.1k | $15k | 0% | Dec 2023 |
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Focused Wealth Management | 907.00 | $13k | 1% | Dec 2023 |
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Hanson McClain Advisors | 763.00 | $11k | 100% | Dec 2023 |
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American National Bank | 493.00 | $6.8k | 100% | Dec 2023 |
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Nalls Sherbakoff Group | 412.00 | $5.3k | -60% | Sep 2023 |
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Asset Dedication | 184.00 | $3.0k | 0% | Dec 2023 |
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Who sold out of Boulder Growth & Income Fund?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Atlas Wealth | Sep 2023 | 3.4M | $45B |
Eudaimonia Partners | Sep 2023 | 61k | $785k |
First Financial Bank, N.A. - Trust Division | Sep 2023 | 14k | $184k |
Cary Street Partner Investment Advisory | Sep 2023 | 1.3k | $17k |
Gradient Investments | Sep 2023 | 400.00 | $5.2k |