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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Top investors of Boulder Growth & Income Fund stock
Who bought or sold Boulder Growth & Income Fund this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Brooklyn Capital Management | 1.4M | $19M | 13% | Dec 2023 |
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| Pathstone Holdings | 1.0M | $14M | 100% | Dec 2023 |
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| Allspring Global Investments Holdings | 1.0M | $15M | -5% | Mar 2024 |
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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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| 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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| 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 | $3.0M | 0% | Mar 2024 |
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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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| Royal Bank of Canada | 151k | $2.1M | -8% | Dec 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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| Park Avenue Securities | 88k | $1.3M | -2% | Mar 2024 |
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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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| Advisor Group Holdings | 65k | $899k | -35% | Dec 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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| Kingswood Wealth Advisors | 49k | $741k | 16% | Mar 2024 |
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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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| 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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| 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 | $288k | 0% | Mar 2024 |
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| Level Four Advisory Services | 18k | $252k | 7% | Dec 2023 |
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| Stratos Wealth Partners | 17k | $253k | -1% | Mar 2024 |
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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 | $185k | 1% | Mar 2024 |
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| Integrated Capital Management | 12k | $184k | 3% | Mar 2024 |
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| Private Advisor | 12k | $165k | -36% | Dec 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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| 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 | 9.4k | $141k | 0% | Mar 2024 |
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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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| Game Plan Financial Advisors | 6.0k | $90k | 0% | Mar 2024 |
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| Global Retirement Partners | 5.5k | $75k | 1% | Dec 2023 |
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| CWM | 5.4k | $82k | 0% | Mar 2024 |
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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 | $23k | 0% | Mar 2024 |
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| Bessemer | 1.3k | $18k | -6% | Dec 2023 |
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| Coppell Advisory Solutions | 1.2k | $17k | 100% | Dec 2023 |
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| MCF Advisors | 1.1k | $16k | 0% | Mar 2024 |
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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 | $7.4k | 0% | Mar 2024 |
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| Nalls Sherbakoff Group | 412.00 | $5.7k | 0% | Dec 2023 |
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| Asset Dedication | 184.00 | $3.0k | 0% | Mar 2024 |
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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 |