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 | 2.2M | $37M | -8% | Mar 2026 |
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| JP Wealth Management | 1.6M | $27M | 5% | Mar 2026 |
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| Brooklyn Capital Management | 1.3M | $22M | 4% | Mar 2026 |
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| Pathstone Holdings | 910k | $16M | -2% | Mar 2026 |
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| 1607 Capital Partners | 886k | $15M | 2% | Mar 2026 |
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| Allspring Global Investments Holdings | 722k | $12M | 10% | Mar 2026 |
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| CSS | 462k | $7.9M | 0% | Mar 2026 |
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| GatePass Capital | 431k | $7.4M | -1% | Mar 2026 |
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| LPL Financial | 426k | $7.3M | 8% | Mar 2026 |
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| National Asset Management | 404k | $6.7M | 1% | Mar 2026 |
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| Blue Bell Private Wealth Management | 351k | $6.0M | 7% | Mar 2026 |
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| Shaker Financial Services | 287k | $4.9M | 164% | Mar 2026 |
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| Bank of America Corporation | 279k | $4.8M | 100% | Mar 2026 |
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| Karpus Investment Management | 275k | $5.1M | -4% | Dec 2025 |
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| Quantedge Capital Pte | 256k | $4.4M | 11% | Mar 2026 |
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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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| Deschutes Portfolio Strategy | 216k | $3.7M | 20% | Mar 2026 |
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| Flagship Harbor Advisors | 207k | $3.5M | -1% | Mar 2026 |
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| Rocky Mountain Advisers | 189k | $3.2M | 0% | Mar 2026 |
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| Winning Points Advisors | 184k | $3.4M | 100% | Dec 2025 |
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| Rpo | 179k | $3.1M | 6% | Mar 2026 |
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| Royal Bank of Canada | 170k | $2.9M | -11% | Mar 2026 |
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| Evolve Private Wealth | 159k | $2.7M | 100% | Mar 2026 |
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| Lloyd Advisory Services | 155k | $2.6M | 100% | Mar 2026 |
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| Kingdom Financial Group | 155k | $2.6M | 0% | Mar 2026 |
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| Wells Fargo & Company | 152k | $2.6M | 0% | Mar 2026 |
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| Principal Securities | 133k | $2.3M | -2% | Mar 2026 |
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| Cambridge Investment Research Advisors | 132k | $2.3M | 6% | Mar 2026 |
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| Almitas Capital | 117k | $2.0M | 307% | Mar 2026 |
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| Capstone Investment Advisors | 112k | $1.9M | 0% | Mar 2026 |
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| Thomas J. Herzfeld Advisors | 108k | $1.8M | -72% | Mar 2026 |
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| HighTower Advisors | 107k | $1.8M | -6% | Mar 2026 |
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| Envestnet Asset Management | 107k | $1.8M | -9% | Mar 2026 |
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| SCBT Financial Corporation | 100k | $1.7M | 0% | Mar 2026 |
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| Park Avenue Securities | 97k | $1.7M | -8% | Mar 2026 |
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| Wolverine Asset Management | 94k | $1.6M | 162% | Mar 2026 |
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| Uhlmann Price Securities | 90k | $1.6M | 5% | Mar 2026 |
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| D.A. Davidson & Co. | 84k | $1.4M | 1% | Mar 2026 |
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| UBS Group | 79k | $1.3M | -4% | Mar 2026 |
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| Goss Wealth Management | 77k | $1.3M | 18% | Mar 2026 |
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| Kingswood Wealth Advisors | 73k | $1.2M | -8% | Mar 2026 |
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| Wiley Bros.-aintree Capital | 71k | $1.3M | 146% | Dec 2025 |
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| Mml Investors Services | 70k | $1.2M | -7% | Mar 2026 |
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| Oppenheimer & Co | 67k | $1.1M | -2% | Mar 2026 |
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| Boothbay Fund Management | 66k | $1.1M | 18% | Mar 2026 |
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| Independent Advisor Alliance | 60k | $1.0M | 100% | Mar 2026 |
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| Advisory Advocates | 58k | $990k | 4% | Mar 2026 |
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| Beverly Hills Private Wealth | 51k | $869k | 75% | Mar 2026 |
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| DCF Advisers | 50k | $855k | 0% | Mar 2026 |
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| Wealthtrust Axiom | 49k | $839k | 20% | Mar 2026 |
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| Clear Creek Financial Management | 45k | $766k | 0% | Mar 2026 |
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| Twin Focus Capital Partners | 44k | $806k | 0% | Dec 2025 |
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| Private Advisor | 43k | $739k | 9% | Mar 2026 |
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| Putnam Fl Investment Management | 38k | $644k | 0% | Mar 2026 |
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| Advisor Group Holdings | 37k | $687k | -6% | Dec 2025 |
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| Grace & White | 37k | $625k | 0% | Mar 2026 |
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| Stifel Financial | 36k | $621k | -7% | Mar 2026 |
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| Readystate Asset Management | 36k | $609k | 15% | Mar 2026 |
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| Janney Montgomery Scott | 33k | $565k | 100% | Mar 2026 |
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| Monetary Management | 30k | $508k | 0% | Mar 2026 |
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| Advisors Asset Management | 26k | $451k | 100% | Mar 2026 |
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| Cetera Investment Advisers | 26k | $438k | -6% | Mar 2026 |
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| Joel Isaacson & Co | 25k | $425k | 0% | Mar 2026 |
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| Meridian Wealth Management | 25k | $418k | -5% | Mar 2026 |
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| Closed-End Fund Advisors | 24k | $411k | 100% | Mar 2026 |
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| Level Four Advisory Services | 22k | $410k | 1% | Dec 2025 |
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| Guggenheim Capital, LLC Managers | 20k | $347k | -4% | Mar 2026 |
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| Roundview Capital | 19k | $330k | 0% | Mar 2026 |
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| NWF Advisory Services | 19k | $329k | -8% | Mar 2026 |
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| Sather Financial | 19k | $328k | 0% | Mar 2026 |
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| Ancora Advisors | 19k | $316k | 0% | Mar 2026 |
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| Commonwealth Equity Services | 18k | $302k | -2% | Mar 2026 |
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| Stolper | 18k | $301k | 953% | Mar 2026 |
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| Stratos Wealth Partners | 17k | $297k | 1% | Mar 2026 |
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| Integrated Capital Management | 17k | $286k | -19% | Mar 2026 |
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| Taddei, Ludwig & Associates | 16k | $277k | 0% | Mar 2026 |
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| Z3 Capital Partners | 16k | $266k | -20% | Mar 2026 |
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| Kestra Advisory Services | 16k | $265k | -17% | Mar 2026 |
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| Warren Averett Asset Management | 15k | $282k | -15% | Dec 2025 |
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| Sontag Advisory | 15k | $251k | 0% | Mar 2026 |
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| Creative Planning | 15k | $250k | 100% | Mar 2026 |
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| Nitor Capital Management | 14k | $242k | 100% | Mar 2026 |
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| Greenwood Gearhart | 14k | $242k | 0% | Mar 2026 |
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| Hanover Advisors | 14k | $239k | 0% | Mar 2026 |
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| High Falls Advisors | 13k | $246k | 1% | Dec 2025 |
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| Northwestern Mutual Wealth Management Company | 13k | $215k | -3% | Mar 2026 |
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| Horizon Wealth Management | 13k | $214k | 0% | Mar 2026 |
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| Decision Investments | 12k | $202k | 100% | Mar 2026 |
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| Stephens | 12k | $198k | 0% | Mar 2026 |
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| Nations Financial Group | 12k | $197k | 0% | Mar 2026 |
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| Jones Financial Companies, L.L | 11k | $208k | -1% | Dec 2025 |
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| Steward Partners Investment Advisory | 11k | $191k | 5% | Mar 2026 |
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| Darren Munn | 11k | $186k | 0% | Mar 2026 |
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| Carnegie Lake Advisors | 11k | $184k | 0% | Mar 2026 |
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| Basepoint Wealth | 11k | $179k | -21% | Mar 2026 |
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| Citadel Advisors | 10k | $173k | -28% | Mar 2026 |
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| Caldwell Sutter Capital | 9.4k | $161k | 0% | Mar 2026 |
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| Nbc Securities | 8.4k | $144k | 1% | Mar 2026 |
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| Costello Asset Management | 8.0k | $138k | -5% | Mar 2026 |
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| Global Retirement Partners | 8.0k | $148k | 38% | Dec 2025 |
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| Financial Consulate | 6.0k | $102k | 1% | Mar 2026 |
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| CWM | 5.8k | $107k | 0% | Dec 2025 |
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| Colonial Asset Management | 5.3k | $90k | 100% | Mar 2026 |
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| Rothschild Investment | 5.0k | $86k | 100% | Mar 2026 |
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| Nemes Rush Group | 3.8k | $65k | 1% | Mar 2026 |
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| Thurston, Springer, Miller, Herd & Titak | 2.4k | $40k | 7% | Mar 2026 |
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| Brian McDonald | 1.8k | $33k | -57% | Dec 2025 |
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| Rockefeller Capital Management | 1.7k | $29k | 1% | Mar 2026 |
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| Fifth Third Bancorp | 1.5k | $26k | 100% | Mar 2026 |
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| MCF Advisors | 1.1k | $18k | 0% | Mar 2026 |
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| Game Plan Financial Advisors | 1.0k | $17k | 0% | Mar 2026 |
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| Merrithew & Thorsten | 922.00 | $15k | 100% | Mar 2026 |
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| Kilter Group | 721.00 | $13k | 1% | Dec 2025 |
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| AdvisorNet Financial | 500.00 | $8.6k | 0% | Mar 2026 |
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| Harbour Investments | 460.00 | $7.9k | 100% | Mar 2026 |
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| Pinnacle Wealth Planning Services | 329.00 | $5.6k | -69% | Mar 2026 |
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| Nalls Sherbakoff Group | 312.00 | $5.8k | 0% | Dec 2025 |
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| MAI Wealth Advisors | 224.00 | $3.8k | 0% | Mar 2026 |
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| Pnc Financial Services | 220.00 | $3.8k | -95% | Mar 2026 |
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| WPG Advisers | 209.00 | $3.6k | -51% | Mar 2026 |
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| Lodestone Wealth Management | 200.00 | $3.4k | 0% | Mar 2026 |
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| NorthAvenue | 184.00 | $3.1k | 0% | Mar 2026 |
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| Asset Dedication | 184.00 | $3.1k | 0% | Mar 2026 |
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| Assetmark | 167.00 | $2.9k | 0% | Mar 2026 |
|
| Root Financial Partners | 75.00 | $1.3k | 100% | Mar 2026 |
|
| FNY Investment Advisers | 20.00 | $0 | 100% | Mar 2026 |
|
| Farther Finance Advisors | 18.00 | $311.000400 | 0% | Mar 2026 |
|
| 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 |
|---|---|---|---|
| CNH Partners | Dec 2025 | 137k | $2.5M |
| IFG Advisory | Dec 2025 | 35k | $654k |
| Calamos Advisors | Dec 2025 | 24k | $449k |
| Heritage Wealth Management | Dec 2025 | 20k | $368k |
| Oakmont Partners | Dec 2025 | 17k | $318k |
| Mariner Wealth Advisors | Dec 2025 | 10k | $187k |
| Creekmur Asset Management | Sep 2025 | 7.1k | $129k |
| Jpmorgan Chase & Co | Sep 2025 | 6.3k | $115k |
| Optima Capital | Dec 2025 | 1.0k | $19k |
| Strategic Investment Solutions | Dec 2025 | 100.00 | $1.9k |