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 |
---|---|---|---|---|---|
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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JP Wealth Management | 926k | $15M | 100% | Dec 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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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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Cohen & Steers Capital Management | 355k | $5.6M | -28% | 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 | 0% | Dec 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 | $2.9M | 0% | Dec 2024 |
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Quantedge Capital Pte | 174k | $2.8M | 100% | 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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Consolidated Portfolio Review Corp | 142k | $2.3M | 100% | Dec 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 | 102k | $1.6M | -3% | Sep 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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Park Avenue Securities | 83k | $1.3M | 3% | Dec 2024 |
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D.A. Davidson & Co. | 83k | $1.3M | 1% | Sep 2024 |
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UBS Group | 81k | $1.3M | 3% | Sep 2024 |
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Oppenheimer & Co | 73k | $1.1M | 100% | Sep 2024 |
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Mml Investors Services | 73k | $1.1M | 0% | Sep 2024 |
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Goss Wealth Management | 70k | $1.1M | 3% | Sep 2024 |
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Walleye Trading Advisors | 63k | $993k | -2% | Sep 2024 |
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Bryn Mawr Trust | 63k | $988k | 100% | Sep 2024 |
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DCF Advisers | 59k | $932k | 0% | Sep 2024 |
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Kingswood Wealth Advisors | 56k | $904k | 14% | Dec 2024 |
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Twin Focus Capital Partners | 55k | $869k | 100% | Sep 2024 |
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Thrivent Financial for Lutherans | 51k | $804k | 100% | Sep 2024 |
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Stifel Financial | 51k | $803k | -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 | 49k | $780k | -2% | Dec 2024 |
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Wealthtrust Axiom | 37k | $579k | 0% | Sep 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 | 31k | $485k | 5% | Sep 2024 |
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Advisor Group Holdings | 29k | $451k | 100% | 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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Raymond James Trust | 20k | $315k | -10% | Sep 2024 |
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Roundview Capital | 20k | $311k | -5% | Sep 2024 |
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Oakmont Partners | 19k | $308k | 100% | Dec 2024 |
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Sather Financial | 19k | $303k | 100% | Sep 2024 |
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Private Advisor | 18k | $287k | -2% | Sep 2024 |
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Stolper | 18k | $289k | -2% | Dec 2024 |
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Level Four Advisory Services | 18k | $274k | 21% | Sep 2024 |
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Boothbay Fund Management | 17k | $271k | 0% | Sep 2024 |
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Calamos Advisors | 17k | $272k | 100% | Dec 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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Stratos Wealth Partners | 14k | $231k | 1% | Dec 2024 |
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Janney Montgomery Scott | 14k | $229k | 0% | Dec 2024 |
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Integrated Capital Management | 14k | $225k | 0% | Dec 2024 |
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Hanover Advisors | 14k | $221k | 0% | 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 | $200k | 0% | Dec 2024 |
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Thomas J. Herzfeld Advisors | 12k | $195k | 0% | Sep 2024 |
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Absolute Investment Advisers | 12k | $197k | 100% | Dec 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 | $172k | 0% | Dec 2024 |
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Buffington Mohr McNeal | 11k | $172k | 100% | Dec 2024 |
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Moloney Securities Asset Management | 11k | $168k | 0% | Sep 2024 |
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Connecticut Wealth Management | 10k | $160k | 0% | Sep 2024 |
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Jones Financial Companies, L.L | 9.0k | $142k | 100% | 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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Sugarloaf Wealth Management | 6.3k | $102k | -85% | Dec 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 | $59k | 0% | Sep 2024 |
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Nemes Rush Group | 3.6k | $54k | 0% | Sep 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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AdvisorNet Financial | 1.5k | $24k | 0% | Dec 2024 |
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MCF Advisors | 1.1k | $17k | 0% | Dec 2024 |
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Thurston, Springer, Miller, Herd & Titak | 700.00 | $11k | 0% | Dec 2024 |
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American National Bank | 493.00 | $7.9k | 0% | Dec 2024 |
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Asset Dedication | 184.00 | $2.9k | 0% | Dec 2024 |
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Assetmark | 167.00 | $2.6k | 0% | Sep 2024 |
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Geneos Wealth Management | 113.00 | $1.8k | -79% | Dec 2024 |
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Farther Finance Advisors | 18.00 | $284.000400 | 0% | Sep 2024 |
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Nbc Securities | 9.00 | $152.000100 | -100% | Dec 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 |
---|---|---|---|
Atlas Wealth | Jun 2024 | 3.4M | $50B |
Punch & Associates Investment Management | Jun 2024 | 76k | $1.1M |
Advisors Asset Management | Jun 2024 | 32k | $466k |
Alta Capital Management | Jun 2024 | 31k | $454k |
Susquehanna International | Jun 2024 | 13k | $186k |
Quarry | Jun 2024 | 11k | $153k |
Matrix Private Capital Group | Jun 2024 | 10k | $150k |
Householder Group Estate & Retirement Specialist | Sep 2024 | 1.6k | $25k |