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 |
|---|---|---|---|---|---|
| Morgan Stanley | 2.4M | $43M | 100% | Jun 2025 |
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| JP Wealth Management | 1.3M | $23M | -2% | Sep 2025 |
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| Brooklyn Capital Management | 1.1M | $20M | 0% | Sep 2025 |
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| Pathstone Holdings | 953k | $17M | -2% | Sep 2025 |
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| 1607 Capital Partners | 801k | $15M | 4% | Sep 2025 |
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| Allspring Global Investments Holdings | 662k | $12M | 8% | Sep 2025 |
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| CSS | 462k | $8.4M | 0% | Sep 2025 |
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| National Asset Management | 404k | $7.3M | 1% | Sep 2025 |
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| Thomas J. Herzfeld Advisors | 376k | $6.8M | 15% | Sep 2025 |
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| Blue Bell Private Wealth Management | 301k | $5.5M | 8% | Sep 2025 |
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| Karpus Investment Management | 286k | $5.2M | -23% | Sep 2025 |
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| LPL Financial | 273k | $5.0M | 16% | Sep 2025 |
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| CNH Partners | 227k | $4.1M | -28% | Sep 2025 |
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| Cohen & Steers Capital Management | 226k | $4.1M | 38% | Sep 2025 |
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| Quantedge Capital Pte | 221k | $4.0M | 10% | Sep 2025 |
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| Flagship Harbor Advisors | 210k | $3.8M | 1% | Sep 2025 |
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| Shaker Financial Services | 208k | $3.8M | 201% | Sep 2025 |
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| Wells Fargo & Company | 206k | $3.7M | -2% | Sep 2025 |
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| Consolidated Portfolio Review Corp | 204k | $3.7M | -1% | Sep 2025 |
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| Raymond James Financial | 193k | $3.5M | -20% | Sep 2025 |
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| Royal Bank of Canada | 192k | $3.6M | -2% | Sep 2025 |
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| Rocky Mountain Advisers | 189k | $3.4M | 0% | Sep 2025 |
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| Deschutes Portfolio Strategy | 180k | $3.3M | 0% | Sep 2025 |
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| Rpo | 169k | $3.1M | 0% | Sep 2025 |
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| Two Sigma Investments | 135k | $2.5M | 0% | Sep 2025 |
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| Principal Securities | 125k | $2.3M | 33% | Sep 2025 |
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| Cambridge Investment Research Advisors | 122k | $2.2M | 14% | Sep 2025 |
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| UBS Group | 120k | $2.2M | -14% | Sep 2025 |
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| Envestnet Asset Management | 117k | $2.1M | 14% | Sep 2025 |
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| HighTower Advisors | 117k | $2.1M | -3% | Sep 2025 |
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| Capstone Investment Advisors | 112k | $2.0M | 0% | Sep 2025 |
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| Park Avenue Securities | 107k | $1.9M | 12% | Sep 2025 |
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| SCBT Financial Corporation | 100k | $1.8M | 0% | Sep 2025 |
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| Oppenheimer & Co | 86k | $1.6M | -9% | Sep 2025 |
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| D.A. Davidson & Co. | 83k | $1.5M | 0% | Sep 2025 |
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| Kingswood Wealth Advisors | 78k | $1.4M | 0% | Sep 2025 |
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| Readystate Asset Management | 74k | $1.3M | 25% | Sep 2025 |
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| Mml Investors Services | 73k | $1.3M | -14% | Sep 2025 |
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| Goss Wealth Management | 70k | $1.3M | 1% | Sep 2025 |
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| Uhlmann Price Securities | 69k | $1.3M | 1% | Sep 2025 |
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| Boothbay Fund Management | 56k | $1.0M | 0% | Sep 2025 |
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| Wolverine Asset Management | 54k | $987k | 36% | Sep 2025 |
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| DCF Advisers | 50k | $908k | 0% | Sep 2025 |
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| Clear Creek Financial Management | 47k | $846k | -3% | Sep 2025 |
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| Twin Focus Capital Partners | 44k | $790k | 0% | Sep 2025 |
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| Stifel Financial | 42k | $759k | 2% | Sep 2025 |
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| Advisor Group Holdings | 40k | $719k | 9% | Sep 2025 |
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| IFG Advisory | 39k | $708k | -76% | Sep 2025 |
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| Private Advisor | 38k | $687k | 14% | Sep 2025 |
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| Grace & White | 37k | $664k | 0% | Sep 2025 |
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| Wealthtrust Axiom | 36k | $656k | 0% | Sep 2025 |
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| Cetera Investment Advisers | 29k | $531k | 0% | Sep 2025 |
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| Wiley Bros.-aintree Capital | 29k | $526k | 23% | Sep 2025 |
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| Monetary Management | 28k | $507k | 0% | Sep 2025 |
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| Beverly Hills Private Wealth | 28k | $499k | 11% | Sep 2025 |
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| Meridian Wealth Management | 26k | $470k | 100% | Sep 2025 |
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| Joel Isaacson & Co | 25k | $452k | 0% | Sep 2025 |
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| Heritage Wealth Management | 22k | $402k | -5% | Sep 2025 |
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| Commonwealth Equity Services | 22k | $400k | 4% | Sep 2025 |
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| Level Four Advisory Services | 22k | $397k | 10% | Sep 2025 |
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| Guggenheim Capital, LLC Managers | 22k | $391k | 100% | Sep 2025 |
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| Roundview Capital | 21k | $389k | -1% | Sep 2025 |
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| Integrated Capital Management | 20k | $355k | 23% | Sep 2025 |
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| Sather Financial | 19k | $348k | -3% | Sep 2025 |
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| Ancora Advisors | 19k | $336k | -6% | Sep 2025 |
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| Calamos Advisors | 18k | $333k | 22% | Sep 2025 |
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| Warren Averett Asset Management | 18k | $326k | 19% | Sep 2025 |
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| Stolper | 18k | $325k | 0% | Sep 2025 |
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| NWF Advisory Services | 18k | $323k | 0% | Sep 2025 |
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| Kestra Advisory Services | 18k | $318k | 0% | Sep 2025 |
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| Stratos Wealth Partners | 17k | $312k | 18% | Sep 2025 |
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| Oakmont Partners | 17k | $311k | -2% | Sep 2025 |
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| Taddei, Ludwig & Associates | 16k | $294k | 0% | Sep 2025 |
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| Sontag Advisory | 15k | $267k | 0% | Sep 2025 |
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| Greenwood Gearhart | 14k | $257k | 100% | Sep 2025 |
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| Hanover Advisors | 14k | $254k | 0% | Sep 2025 |
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| High Falls Advisors | 13k | $238k | 1% | Sep 2025 |
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| Basepoint Wealth | 13k | $238k | 1% | Sep 2025 |
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| Moloney Securities Asset Management | 13k | $235k | 100% | Sep 2025 |
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| Horizon Wealth Management | 13k | $227k | 0% | Sep 2025 |
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| Nations Financial Group | 12k | $218k | 0% | Sep 2025 |
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| Carnegie Lake Advisors | 12k | $217k | -17% | Sep 2025 |
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| Stephens | 12k | $210k | 0% | Sep 2025 |
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| Mariner Wealth Advisors | 12k | $208k | -9% | Sep 2025 |
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| Jones Financial Companies, L.L | 11k | $206k | 0% | Sep 2025 |
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| Darren Munn | 11k | $197k | 0% | Sep 2025 |
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| Janney Montgomery Scott | 10k | $189k | 100% | Sep 2025 |
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| Steward Partners Investment Advisory | 10k | $188k | 0% | Sep 2025 |
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| Northwestern Mutual Wealth Management Company | 9.6k | $175k | 0% | Sep 2025 |
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| Nbc Securities | 9.6k | $175k | 0% | Sep 2025 |
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| Caldwell Sutter Capital | 9.4k | $171k | -12% | Sep 2025 |
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| Costello Asset Management | 9.3k | $169k | 3% | Sep 2025 |
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| Creekmur Asset Management | 7.1k | $129k | 1% | Sep 2025 |
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| Jpmorgan Chase & Co | 6.3k | $115k | 0% | Sep 2025 |
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| Pnc Financial Services | 6.3k | $114k | -9% | Sep 2025 |
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| Financial Consulate | 5.8k | $106k | 100% | Sep 2025 |
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| Global Retirement Partners | 5.8k | $105k | 1% | Sep 2025 |
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| CWM | 5.8k | $105k | 0% | Sep 2025 |
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| Brian McDonald | 4.1k | $74k | -1% | Sep 2025 |
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| Nemes Rush Group | 3.7k | $68k | 1% | Sep 2025 |
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| Bank Julius Baer & Co. Ltd, Zurich | 2.5k | $45k | 100% | Sep 2025 |
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| MCF Advisors | 1.1k | $19k | 0% | Sep 2025 |
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| Game Plan Financial Advisors | 1.0k | $18k | -83% | Sep 2025 |
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| WPG Advisers | 540.00 | $9.8k | 100% | Sep 2025 |
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| AdvisorNet Financial | 500.00 | $9.1k | 0% | Sep 2025 |
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| Thurston, Springer, Miller, Herd & Titak | 200.00 | $3.6k | -88% | Sep 2025 |
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| Asset Dedication | 184.00 | $3.3k | 0% | Sep 2025 |
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| Assetmark | 167.00 | $3.0k | 0% | Sep 2025 |
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| Strategic Investment Solutions | 100.00 | $1.8k | 0% | Sep 2025 |
|
| Farther Finance Advisors | 18.00 | $327.000600 | 0% | Sep 2025 |
|
| Hanson McClain Advisors | 8.00 | $144.000000 | 0% | Sep 2025 |
|
Who sold out of Boulder Growth & Income Fund?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Atria Wealth Solutions | Mar 2025 | 109k | $1.9M |
| Bryn Mawr Trust | Jun 2025 | 63k | $1.1M |
| Walleye Trading Advisors | Jun 2025 | 11k | $202k |
| Elequin Capital | Jun 2025 | 11k | $192k |
| Jane Street | Jun 2025 | 11k | $191k |
| Total Investment Management | Jun 2025 | 1.5k | $27k |
| Geneos Wealth Management | Jun 2025 | 1.4k | $24k |
| Tower Research Capital | Jun 2025 | 27.00 | $477.000900 |