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 |
|---|---|---|---|---|---|
| Atlas Wealth | 3.4M | $50B | 100% | Jun 2024 |
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| Morgan Stanley | 3.0M | $44M | -6% | Jun 2024 |
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| Brooklyn Capital Management | 1.2M | $19M | 0% | Sep 2024 |
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| Pathstone Holdings | 1.2M | $19M | 11% | Sep 2024 |
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| Allspring Global Investments Holdings | 814k | $13M | -3% | Sep 2024 |
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| 1607 Capital Partners | 788k | $12M | 22% | Sep 2024 |
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| CSS | 661k | $10M | -1% | Sep 2024 |
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| Shaker Financial Services | 655k | $10M | 3% | Sep 2024 |
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| Cohen & Steers Capital Management | 496k | $7.2M | 2% | Jun 2024 |
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| CNH Partners | 433k | $6.8M | 8% | Sep 2024 |
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| National Asset Management | 378k | $5.9M | -5% | Sep 2024 |
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| Wolverine Asset Management | 313k | $4.9M | 1% | Sep 2024 |
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| Blue Bell Private Wealth Management | 226k | $3.6M | 56% | Sep 2024 |
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| Almitas Capital | 221k | $3.5M | 0% | Sep 2024 |
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| Karpus Investment Management | 203k | $3.2M | 25% | Sep 2024 |
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| Flagship Harbor Advisors | 202k | $3.2M | 1% | Sep 2024 |
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| Rocky Mountain Advisers | 191k | $3.0M | 0% | Sep 2024 |
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| LPL Financial | 185k | $2.9M | 32% | Sep 2024 |
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| Deschutes Portfolio Strategy | 180k | $2.8M | 0% | Sep 2024 |
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| Quantedge Capital Pte | 174k | $2.8M | 9% | Sep 2024 |
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| Royal Bank of Canada | 167k | $2.7M | -13% | Sep 2024 |
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| Sanctuary Advisors | 165k | $2.7M | -1% | Sep 2024 |
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| Wells Fargo & Company | 161k | $2.5M | -2% | Sep 2024 |
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| Raymond James & Associates | 155k | $2.5M | -55% | Sep 2024 |
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| Bank of America Corporation | 152k | $2.4M | 9% | Sep 2024 |
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| Rpo | 130k | $2.1M | 0% | Sep 2024 |
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| Landscape Capital Management | 127k | $2.0M | 9% | Sep 2024 |
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| Atria Wealth Solutions | 119k | $1.9M | -3% | Sep 2024 |
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| HighTower Advisors | 106k | $1.5M | 4% | Jun 2024 |
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| Cambridge Investment Research Advisors | 102k | $1.6M | 11% | Sep 2024 |
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| Principal Securities | 88k | $1.4M | 914% | Sep 2024 |
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| Envestnet Asset Management | 83k | $1.3M | -4% | Sep 2024 |
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| D.A. Davidson & Co. | 82k | $1.2M | 0% | Jun 2024 |
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| Park Avenue Securities | 80k | $1.3M | -7% | Sep 2024 |
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| Oppenheimer & Co | 73k | $1.1M | -1% | Sep 2024 |
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| Mml Investors Services | 73k | $1.1M | 0% | Sep 2024 |
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| Goss Wealth Management | 68k | $988k | 3% | Jun 2024 |
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| Bryn Mawr Trust | 63k | $988k | 100% | Sep 2024 |
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| DCF Advisers | 59k | $859k | 0% | Jun 2024 |
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| Twin Focus Capital Partners | 55k | $869k | 0% | Sep 2024 |
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| Stifel Financial | 52k | $751k | 0% | Jun 2024 |
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| Thrivent Financial for Lutherans | 51k | $804k | 2% | Sep 2024 |
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| Raymond James Financial Services Advisors | 50k | $789k | -2% | Sep 2024 |
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| Clear Creek Financial Management | 50k | $787k | 0% | Sep 2024 |
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| Kingswood Wealth Advisors | 50k | $783k | 0% | Sep 2024 |
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| Sugarloaf Wealth Management | 43k | $679k | -4% | Sep 2024 |
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| Wealthtrust Axiom | 37k | $533k | 0% | Jun 2024 |
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| Grace & White | 37k | $578k | 0% | Sep 2024 |
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| Heritage Wealth Management | 32k | $501k | 0% | Sep 2024 |
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| Cetera Investment Advisers | 29k | $427k | -12% | Jun 2024 |
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| Advisor Group Holdings | 29k | $451k | -53% | Sep 2024 |
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| Mariner Wealth Advisors | 27k | $430k | -2% | Sep 2024 |
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| Ancora Advisors | 21k | $334k | 0% | Sep 2024 |
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| Commonwealth Equity Services | 21k | $329k | -53% | Sep 2024 |
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| Roundview Capital | 21k | $300k | -9% | Jun 2024 |
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| Raymond James Trust | 20k | $315k | -10% | Sep 2024 |
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| Sather Financial | 19k | $303k | 100% | Sep 2024 |
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| Stolper | 18k | $291k | -1% | Sep 2024 |
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| Private Advisor | 18k | $287k | -2% | Sep 2024 |
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| Carnegie Lake Advisors | 17k | $263k | 100% | Sep 2024 |
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| Taddei, Ludwig & Associates | 16k | $256k | 0% | Sep 2024 |
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| Sontag Advisory | 15k | $232k | 0% | Sep 2024 |
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| Creative Planning | 15k | $232k | 0% | Sep 2024 |
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| Level Four Advisory Services | 15k | $212k | -20% | Jun 2024 |
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| Stratos Wealth Partners | 14k | $227k | -15% | Sep 2024 |
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| Janney Montgomery Scott | 14k | $226k | 0% | Sep 2024 |
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| Integrated Capital Management | 14k | $222k | 1% | Sep 2024 |
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| Kestra Advisory Services | 14k | $216k | 28% | Sep 2024 |
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| Synovus Financial Corp. | 13k | $202k | 100% | Sep 2024 |
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| High Falls Advisors | 13k | $200k | 1% | Sep 2024 |
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| Horizon Wealth Management | 13k | $198k | 1% | Sep 2024 |
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| Thomas J. Herzfeld Advisors | 12k | $195k | 0% | Sep 2024 |
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| Hudson Value Partners | 12k | $193k | 100% | Sep 2024 |
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| Nations Financial Group | 12k | $190k | -17% | Sep 2024 |
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| Monetary Management | 12k | $189k | 0% | Sep 2024 |
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| Stephens | 12k | $183k | 0% | Sep 2024 |
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| Darren Munn | 11k | $171k | 0% | Sep 2024 |
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| Caldwell Sutter Capital | 11k | $169k | -8% | Sep 2024 |
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| Moloney Securities Asset Management | 11k | $168k | 0% | Sep 2024 |
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| Quarry | 11k | $153k | 100% | Jun 2024 |
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| Connecticut Wealth Management | 10k | $160k | 0% | Sep 2024 |
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| Nbc Securities | 9.5k | $149k | 0% | Sep 2024 |
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| Jones Financial Companies, L.L | 9.0k | $142k | 409% | Sep 2024 |
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| Creekmur Asset Management | 7.1k | $112k | -37% | Sep 2024 |
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| Pnc Financial Services | 6.4k | $101k | 134% | Sep 2024 |
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| Jpmorgan Chase & Co | 6.3k | $100k | 0% | Sep 2024 |
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| Game Plan Financial Advisors | 6.0k | $95k | 0% | Sep 2024 |
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| Northwestern Mutual Wealth Management Company | 5.9k | $93k | 0% | Sep 2024 |
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| CWM | 5.7k | $90k | 6% | Sep 2024 |
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| Global Retirement Partners | 5.6k | $89k | 1% | Sep 2024 |
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| Claris Advisors, Llc / Mo / | 4.5k | $71k | 100% | Sep 2024 |
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| Brian McDonald | 4.2k | $67k | -16% | Sep 2024 |
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| Steward Partners Investment Advisory | 3.7k | $54k | 19% | Jun 2024 |
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| Nemes Rush Group | 3.6k | $53k | 0% | Jun 2024 |
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| Atlantic Trust | 2.2k | $35k | 0% | Sep 2024 |
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| Bessemer | 1.7k | $28k | 2% | Sep 2024 |
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| Tortoise Investment Management | 1.7k | $26k | 100% | Sep 2024 |
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| Householder Group Estate & Retirement Specialist | 1.6k | $25k | 0% | Sep 2024 |
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| AdvisorNet Financial | 1.5k | $24k | 0% | Sep 2024 |
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| MCF Advisors | 1.1k | $17k | 0% | Sep 2024 |
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| Thurston, Springer, Miller, Herd & Titak | 700.00 | $11k | 100% | Sep 2024 |
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| American National Bank | 493.00 | $7.8k | 0% | Sep 2024 |
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| Asset Dedication | 184.00 | $2.9k | 0% | Sep 2024 |
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| Assetmark | 167.00 | $2.6k | 0% | Sep 2024 |
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| Farther Finance Advisors | 18.00 | $284.000400 | 0% | Sep 2024 |
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| Hanson McClain Advisors | 8.00 | $120.000000 | 0% | Sep 2024 |
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Who sold out of Boulder Growth & Income Fund?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Flow State Investments | Mar 2024 | 51k | $768k |
| Advisors Asset Management | Jun 2024 | 32k | $466k |
| Alta Capital Management | Jun 2024 | 31k | $454k |
| Rsm Us Wealth Management | Jun 2024 | 13k | $186k |
| Susquehanna International | Jun 2024 | 13k | $186k |
| Raleigh Capital Management | Jun 2024 | 200.00 | $2.9k |