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 |
|---|---|---|---|---|---|
| JP Wealth Management | 1.5M | $27M | 17% | Dec 2025 |
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| Brooklyn Capital Management | 1.2M | $23M | 11% | Dec 2025 |
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| Pathstone Holdings | 934k | $17M | -2% | Dec 2025 |
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| 1607 Capital Partners | 801k | $15M | 4% | Sep 2025 |
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| Allspring Global Investments Holdings | 658k | $12M | -1% | Dec 2025 |
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| CSS | 462k | $8.6M | 0% | Dec 2025 |
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| GatePass Capital | 435k | $8.1M | 100% | Dec 2025 |
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| National Asset Management | 404k | $7.3M | 1% | Sep 2025 |
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| LPL Financial | 394k | $7.3M | 44% | Dec 2025 |
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| Thomas J. Herzfeld Advisors | 382k | $7.1M | 2% | Dec 2025 |
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| Blue Bell Private Wealth Management | 327k | $6.1M | 9% | Dec 2025 |
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| Karpus Investment Management | 275k | $5.1M | -4% | Dec 2025 |
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| Quantedge Capital Pte | 231k | $4.3M | 5% | Dec 2025 |
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| CNH Partners | 227k | $4.1M | -28% | Sep 2025 |
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| Cohen & Steers Capital Management | 226k | $4.2M | 0% | Dec 2025 |
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| Raymond James Financial | 218k | $4.0M | 13% | Dec 2025 |
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| Flagship Harbor Advisors | 208k | $3.9M | -1% | Dec 2025 |
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| Royal Bank of Canada | 192k | $3.6M | -2% | Sep 2025 |
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| Rocky Mountain Advisers | 189k | $3.5M | 0% | Dec 2025 |
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| Winning Points Advisors | 184k | $3.4M | 100% | Dec 2025 |
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| Deschutes Portfolio Strategy | 180k | $3.3M | 0% | Dec 2025 |
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| Rpo | 169k | $3.1M | 0% | Dec 2025 |
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| Kingdom Financial Group | 155k | $2.9M | 100% | Dec 2025 |
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| Wells Fargo & Company | 152k | $2.8M | -26% | Dec 2025 |
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| Principal Securities | 136k | $2.5M | 9% | Dec 2025 |
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| Two Sigma Investments | 135k | $2.5M | 0% | Sep 2025 |
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| Cambridge Investment Research Advisors | 125k | $2.3M | 2% | Dec 2025 |
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| Envestnet Asset Management | 118k | $2.2M | 0% | Dec 2025 |
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| HighTower Advisors | 114k | $2.1M | -2% | Dec 2025 |
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| Capstone Investment Advisors | 112k | $2.1M | 0% | Dec 2025 |
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| Shaker Financial Services | 109k | $2.0M | -48% | Dec 2025 |
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| Park Avenue Securities | 106k | $2.0M | -1% | Dec 2025 |
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| SCBT Financial Corporation | 100k | $1.9M | 0% | Dec 2025 |
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| Uhlmann Price Securities | 85k | $1.6M | 23% | Dec 2025 |
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| D.A. Davidson & Co. | 83k | $1.5M | 0% | Dec 2025 |
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| UBS Group | 82k | $1.5M | -32% | Dec 2025 |
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| Kingswood Wealth Advisors | 80k | $1.5M | 1% | Dec 2025 |
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| Mml Investors Services | 75k | $1.4M | 4% | Dec 2025 |
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| Wiley Bros.-aintree Capital | 71k | $1.3M | 146% | Dec 2025 |
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| Oppenheimer & Co | 68k | $1.3M | -21% | Dec 2025 |
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| Goss Wealth Management | 65k | $1.2M | -7% | Dec 2025 |
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| Boothbay Fund Management | 56k | $1.0M | 0% | Dec 2025 |
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| DCF Advisers | 50k | $927k | 0% | Dec 2025 |
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| Clear Creek Financial Management | 45k | $831k | -4% | Dec 2025 |
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| Twin Focus Capital Partners | 44k | $806k | 0% | Dec 2025 |
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| Wealthtrust Axiom | 41k | $758k | 13% | Dec 2025 |
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| Private Advisor | 40k | $738k | 5% | Dec 2025 |
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| Stifel Financial | 39k | $725k | -6% | Dec 2025 |
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| Putnam Fl Investment Management | 38k | $699k | 100% | Dec 2025 |
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| Advisor Group Holdings | 37k | $687k | -6% | Dec 2025 |
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| Grace & White | 37k | $678k | 0% | Dec 2025 |
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| Wolverine Asset Management | 36k | $661k | -34% | Dec 2025 |
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| IFG Advisory | 35k | $654k | -10% | Dec 2025 |
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| Readystate Asset Management | 31k | $574k | -58% | Dec 2025 |
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| Monetary Management | 30k | $551k | 6% | Dec 2025 |
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| Beverly Hills Private Wealth | 29k | $539k | 6% | Dec 2025 |
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| Almitas Capital | 29k | $533k | 100% | Dec 2025 |
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| Cetera Investment Advisers | 27k | $505k | -7% | Dec 2025 |
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| Meridian Wealth Management | 26k | $479k | 0% | Dec 2025 |
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| Joel Isaacson & Co | 25k | $461k | 0% | Dec 2025 |
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| Calamos Advisors | 24k | $449k | 32% | Dec 2025 |
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| Level Four Advisory Services | 22k | $410k | 1% | Dec 2025 |
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| Guggenheim Capital, LLC Managers | 21k | $391k | -2% | Dec 2025 |
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| NWF Advisory Services | 21k | $388k | 18% | Dec 2025 |
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| Integrated Capital Management | 21k | $383k | 6% | Dec 2025 |
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| Heritage Wealth Management | 20k | $368k | -10% | Dec 2025 |
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| Roundview Capital | 19k | $357k | -10% | Dec 2025 |
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| Sather Financial | 19k | $355k | 0% | Dec 2025 |
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| Kestra Advisory Services | 19k | $344k | 6% | Dec 2025 |
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| Ancora Advisors | 19k | $343k | 0% | Dec 2025 |
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| Commonwealth Equity Services | 18k | $333k | -18% | Dec 2025 |
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| Stratos Wealth Partners | 17k | $320k | 1% | Dec 2025 |
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| Oakmont Partners | 17k | $318k | 0% | Dec 2025 |
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| Taddei, Ludwig & Associates | 16k | $300k | 0% | Dec 2025 |
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| Warren Averett Asset Management | 15k | $282k | -15% | Dec 2025 |
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| Sontag Advisory | 15k | $272k | 0% | Dec 2025 |
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| Greenwood Gearhart | 14k | $262k | 0% | Dec 2025 |
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| Hanover Advisors | 14k | $259k | 0% | Dec 2025 |
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| High Falls Advisors | 13k | $246k | 1% | Dec 2025 |
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| Basepoint Wealth | 13k | $245k | 1% | Dec 2025 |
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| Northwestern Mutual Wealth Management Company | 13k | $240k | 34% | Dec 2025 |
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| Moloney Securities Asset Management | 13k | $235k | 100% | Sep 2025 |
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| Horizon Wealth Management | 13k | $232k | 0% | Dec 2025 |
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| Stephens | 12k | $215k | 0% | Dec 2025 |
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| Nations Financial Group | 12k | $213k | -4% | Dec 2025 |
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| Jones Financial Companies, L.L | 11k | $208k | -1% | Dec 2025 |
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| Darren Munn | 11k | $201k | 0% | Dec 2025 |
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| Carnegie Lake Advisors | 11k | $199k | -10% | Dec 2025 |
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| Steward Partners Investment Advisory | 11k | $198k | 3% | Dec 2025 |
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| Mariner Wealth Advisors | 10k | $187k | -12% | Dec 2025 |
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| Caldwell Sutter Capital | 9.4k | $174k | 0% | Dec 2025 |
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| Costello Asset Management | 8.5k | $157k | -9% | Dec 2025 |
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| Nbc Securities | 8.3k | $155k | -13% | Dec 2025 |
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| Global Retirement Partners | 8.0k | $148k | 38% | Dec 2025 |
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| Creekmur Asset Management | 7.1k | $129k | 1% | Sep 2025 |
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| Jpmorgan Chase & Co | 6.3k | $115k | 100% | Sep 2025 |
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| Financial Consulate | 5.9k | $109k | 1% | Dec 2025 |
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| CWM | 5.8k | $107k | 0% | Dec 2025 |
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| Pnc Financial Services | 4.8k | $89k | -24% | Dec 2025 |
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| Nemes Rush Group | 3.8k | $70k | 1% | Dec 2025 |
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| Thurston, Springer, Miller, Herd & Titak | 2.2k | $41k | 1000% | Dec 2025 |
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| Brian McDonald | 1.8k | $33k | -57% | Dec 2025 |
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| Rockefeller Capital Management | 1.7k | $32k | 100% | Dec 2025 |
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| Stolper | 1.7k | $259k | -91% | Dec 2025 |
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| MCF Advisors | 1.1k | $20k | 0% | Dec 2025 |
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| Pinnacle Wealth Planning Services | 1.1k | $20k | 100% | Dec 2025 |
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| Game Plan Financial Advisors | 1.0k | $19k | 0% | Dec 2025 |
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| Optima Capital | 1.0k | $19k | 100% | Dec 2025 |
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| Kilter Group | 721.00 | $13k | 1% | Dec 2025 |
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| AdvisorNet Financial | 500.00 | $9.3k | 0% | Dec 2025 |
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| WPG Advisers | 429.00 | $8.0k | -21% | Dec 2025 |
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| MAI Wealth Advisors | 224.00 | $4.2k | 100% | Dec 2025 |
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| Lodestone Wealth Management | 200.00 | $3.7k | 100% | Dec 2025 |
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| Asset Dedication | 184.00 | $3.4k | 0% | Dec 2025 |
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| Assetmark | 167.00 | $3.1k | 0% | Dec 2025 |
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| Strategic Investment Solutions | 100.00 | $1.9k | 0% | Dec 2025 |
|
| Farther Finance Advisors | 18.00 | $334.000800 | 0% | Dec 2025 |
|
| Hanson McClain Advisors | 8.00 | $148.000000 | 0% | Dec 2025 |
|
Who sold out of Boulder Growth & Income Fund?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Consolidated Portfolio Review Corp | Sep 2025 | 204k | $3.7M |
| Janney Montgomery Scott | Sep 2025 | 10k | $189k |
| Bank Julius Baer & Co. Ltd, Zurich | Sep 2025 | 2.5k | $45k |