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 | 3.5M | $63M | 100% | Jun 2026 |
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| Morgan Stanley | 2.2M | $37M | -8% | Mar 2026 |
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| JP Wealth Management | 1.6M | $28M | 1% | Jun 2026 |
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| Brooklyn Capital Management | 1.3M | $24M | 5% | Jun 2026 |
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| 1607 Capital Partners | 899k | $16M | 2% | Jun 2026 |
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| Pathstone Holdings | 892k | $16M | -2% | Jun 2026 |
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| Allspring Global Investments Holdings | 853k | $15M | 18% | Jun 2026 |
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| CSS | 462k | $8.3M | 0% | Jun 2026 |
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| LPL Financial | 447k | $8.0M | 5% | Jun 2026 |
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| GatePass Capital | 444k | $7.9M | 3% | Jun 2026 |
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| National Asset Management | 405k | $7.2M | 0% | Jun 2026 |
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| Blue Bell Private Wealth Management | 374k | $6.7M | 7% | Jun 2026 |
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| Shaker Financial Services | 299k | $5.3M | 4% | Jun 2026 |
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| Bank of America Corporation | 286k | $5.1M | 3% | Jun 2026 |
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| Cohen & Steers Capital Management | 256k | $4.6M | -14% | Jun 2026 |
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| Quantedge Capital Pte | 245k | $4.4M | -4% | Jun 2026 |
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| Deschutes Portfolio Strategy | 226k | $4.0M | 5% | Jun 2026 |
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| Flagship Harbor Advisors | 214k | $3.8M | 3% | Jun 2026 |
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| Raymond James Financial | 204k | $3.7M | -8% | Jun 2026 |
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| Rpo | 179k | $3.2M | 0% | Jun 2026 |
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| Wolverine Asset Management | 179k | $3.2M | 91% | Jun 2026 |
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| Wells Fargo & Company | 174k | $3.1M | 15% | Jun 2026 |
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| Winning Points Advisors | 172k | $3.1M | -6% | Jun 2026 |
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| Rocky Mountain Advisers | 165k | $3.0M | -13% | Jun 2026 |
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| Kingdom Financial Group | 163k | $2.9M | 5% | Jun 2026 |
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| Principal Securities | 157k | $2.8M | 18% | Jun 2026 |
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| Rockefeller Capital Management | 156k | $2.8M | 8952% | Jun 2026 |
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| Evolve Private Wealth | 146k | $2.6M | -8% | Jun 2026 |
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| Cambridge Investment Research Advisors | 136k | $2.4M | 3% | Jun 2026 |
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| Almitas Capital | 134k | $2.4M | 15% | Jun 2026 |
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| Royal Bank of Canada | 129k | $2.3M | -25% | Jun 2026 |
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| Uhlmann Price Securities | 114k | $2.0M | 28% | Jun 2026 |
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| Capstone Investment Advisors | 112k | $2.0M | 0% | Jun 2026 |
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| Envestnet Asset Management | 106k | $1.9M | -1% | Jun 2026 |
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| HighTower Advisors | 104k | $1.9M | -3% | Jun 2026 |
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| SCBT Financial Corporation | 100k | $1.8M | 0% | Jun 2026 |
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| Park Avenue Securities | 96k | $1.7M | -1% | Jun 2026 |
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| D.A. Davidson & Co. | 84k | $1.5M | 0% | Jun 2026 |
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| Wiley Bros.-aintree Capital | 78k | $1.4M | 0% | Jun 2026 |
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| UBS Group | 76k | $1.4M | -3% | Jun 2026 |
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| Goss Wealth Management | 76k | $1.4M | -1% | Jun 2026 |
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| Oppenheimer & Co | 75k | $1.3M | 12% | Jun 2026 |
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| Kingswood Wealth Advisors | 73k | $1.3M | 0% | Jun 2026 |
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| Mml Investors Services | 71k | $1.3M | 1% | Jun 2026 |
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| Boothbay Fund Management | 66k | $1.2M | 0% | Jun 2026 |
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| Advisory Advocates | 62k | $1.1M | 7% | Jun 2026 |
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| Beverly Hills Private Wealth | 59k | $1.1M | 17% | Jun 2026 |
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| Monetary Management | 51k | $911k | 71% | Jun 2026 |
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| DCF Advisers | 50k | $895k | 0% | Jun 2026 |
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| Advisors Asset Management | 47k | $842k | 78% | Jun 2026 |
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| Wealthtrust Axiom | 47k | $839k | -5% | Jun 2026 |
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| Twin Focus Capital Partners | 44k | $778k | 0% | Jun 2026 |
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| Private Advisor | 41k | $728k | -6% | Jun 2026 |
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| Clear Creek Financial Management | 39k | $691k | -14% | Jun 2026 |
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| Advisor Group Holdings | 39k | $689k | -4% | Jun 2026 |
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| Putnam Fl Investment Management | 38k | $674k | 0% | Jun 2026 |
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| Grace & White | 37k | $654k | 0% | Jun 2026 |
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| Stifel Financial | 36k | $650k | 0% | Jun 2026 |
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| Readystate Asset Management | 35k | $634k | -1% | Jun 2026 |
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| Janney Montgomery Scott | 35k | $623k | 5% | Jun 2026 |
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| Commonwealth Equity Services | 33k | $582k | 84% | Jun 2026 |
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| XTX Topco | 32k | $571k | 100% | Jun 2026 |
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| Cetera Investment Advisers | 26k | $460k | 0% | Jun 2026 |
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| Joel Isaacson & Co | 25k | $445k | 0% | Jun 2026 |
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| Meridian Wealth Management | 24k | $425k | -3% | Jun 2026 |
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| Level Four Advisory Services | 24k | $421k | 3% | Jun 2026 |
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| Closed-End Fund Advisors | 23k | $412k | -4% | Jun 2026 |
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| Heritage Wealth Management | 20k | $355k | 100% | Jun 2026 |
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| Guggenheim Capital, LLC Managers | 19k | $347k | -4% | Jun 2026 |
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| NWF Advisory Services | 19k | $345k | 0% | Jun 2026 |
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| Sather Financial | 19k | $343k | 0% | Jun 2026 |
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| Kestra Advisory Services | 19k | $340k | 23% | Jun 2026 |
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| Northwestern Mutual Wealth Management Company | 19k | $338k | 50% | Jun 2026 |
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| Roundview Capital | 18k | $328k | -5% | Jun 2026 |
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| Stolper | 18k | $315k | 0% | Jun 2026 |
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| Stratos Wealth Partners | 18k | $313k | 1% | Jun 2026 |
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| Mariner Wealth Advisors | 17k | $311k | 100% | Jun 2026 |
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| Taddei, Ludwig & Associates | 16k | $289k | 0% | Jun 2026 |
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| Ancora Advisors | 16k | $277k | -16% | Jun 2026 |
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| Warren Averett Asset Management | 15k | $274k | 0% | Jun 2026 |
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| Integrated Capital Management | 15k | $266k | -11% | Jun 2026 |
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| Sontag Advisory | 15k | $263k | 0% | Jun 2026 |
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| Nitor Capital Management | 14k | $253k | 0% | Jun 2026 |
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| Greenwood Gearhart | 14k | $253k | 0% | Jun 2026 |
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| Hanover Advisors | 14k | $250k | 0% | Jun 2026 |
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| Jones Financial Companies, L.L | 13k | $223k | 3% | Jun 2026 |
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| Horizon Wealth Management | 13k | $224k | 0% | Jun 2026 |
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| Mercer Global Advisors | 12k | $222k | 100% | Jun 2026 |
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| Z3 Capital Partners | 12k | $216k | -22% | Jun 2026 |
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| Decision Investments | 12k | $208k | -1% | Jun 2026 |
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| Stephens | 12k | $207k | 0% | Jun 2026 |
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| Nations Financial Group | 12k | $206k | 0% | Jun 2026 |
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| Jane Street | 11k | $204k | 100% | Jun 2026 |
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| Sage Capital Management | 11k | $202k | 100% | Jun 2026 |
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| Steward Partners Investment Advisory | 11k | $200k | 0% | Jun 2026 |
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| Darren Munn | 11k | $194k | 0% | Jun 2026 |
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| Carnegie Lake Advisors | 11k | $192k | 0% | Jun 2026 |
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| Basepoint Wealth | 11k | $190k | 1% | Jun 2026 |
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| Caldwell Sutter Capital | 8.5k | $152k | -10% | Jun 2026 |
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| Nbc Securities | 8.4k | $151k | 1% | Jun 2026 |
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| Costello Asset Management | 6.8k | $122k | -15% | Jun 2026 |
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| Global Retirement Partners | 6.4k | $115k | -20% | Jun 2026 |
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| Financial Consulate | 6.0k | $108k | 1% | Jun 2026 |
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| CWM | 5.8k | $99k | 0% | Mar 2026 |
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| Colonial Asset Management | 5.3k | $95k | 0% | Jun 2026 |
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| Institute For Wealth Management | 4.8k | $86k | 100% | Jun 2026 |
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| Nemes Rush Group | 3.9k | $69k | 1% | Jun 2026 |
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| Thurston, Springer, Miller, Herd & Titak | 2.5k | $44k | 4% | Jun 2026 |
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| Fifth Third Bancorp | 2.0k | $36k | 31% | Jun 2026 |
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| IFG Advisory | 1.7k | $31k | 100% | Jun 2026 |
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| MCF Advisors | 1.1k | $19k | 0% | Jun 2026 |
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| Game Plan Financial Advisors | 1.0k | $18k | 0% | Jun 2026 |
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| Merrithew & Thorsten | 933.00 | $16k | 1% | Jun 2026 |
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| AdvisorNet Financial | 500.00 | $9.0k | 0% | Jun 2026 |
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| Harbour Investments | 460.00 | $8.2k | 0% | Jun 2026 |
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| Integrated Wealth Concepts | 423.00 | $7.6k | 100% | Jun 2026 |
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| Thomas J. Herzfeld Advisors | 380.00 | $6.8k | -100% | Jun 2026 |
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| Assetmark | 365.00 | $6.5k | 119% | Jun 2026 |
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| Nalls Sherbakoff Group | 312.00 | $5.6k | 0% | Jun 2026 |
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| Pnc Financial Services | 220.00 | $3.9k | 0% | Jun 2026 |
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| Lodestone Wealth Management | 200.00 | $3.6k | 0% | Jun 2026 |
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| Asset Dedication | 184.00 | $3.3k | 0% | Jun 2026 |
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| NorthAvenue | 184.00 | $3.3k | 0% | Jun 2026 |
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| Pinnacle Wealth Planning Services | 136.00 | $2.4k | -59% | Jun 2026 |
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| WPG Advisers | 85.00 | $1.5k | -59% | Jun 2026 |
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| Farther Finance Advisors | 18.00 | $322.000200 | 0% | Jun 2026 |
|
| Hanson McClain Advisors | 8.00 | $146.000000 | -98% | Jun 2026 |
|
| Kilter Group | 1.00 | $17.000000 | -100% | Jun 2026 |
|
Who sold out of Boulder Growth & Income Fund?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Lloyd Advisory Services | Mar 2026 | 155k | $2.6M |
| Independent Advisor Alliance | Mar 2026 | 60k | $1.0M |
| Karpus Investment Management | Mar 2026 | 29k | $503k |
| Creative Planning | Mar 2026 | 15k | $250k |
| Citadel Advisors | Mar 2026 | 10k | $173k |
| Rothschild Investment | Mar 2026 | 5.0k | $86k |
| MAI Wealth Advisors | Mar 2026 | 224.00 | $3.8k |
| Root Financial Partners | Mar 2026 | 75.00 | $1.3k |
| FNY Investment Advisers | Mar 2026 | 20.00 | $0 |