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 | 3.2M | $48M | -34% | Mar 2024 |
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| Brooklyn Capital Management | 1.2M | $19M | -10% | Mar 2024 |
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| Pathstone Holdings | 1.1M | $17M | 8% | Mar 2024 |
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| Allspring Global Investments Holdings | 1.0M | $15M | -5% | Mar 2024 |
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| Shaker Financial Services | 679k | $10M | 10% | Mar 2024 |
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| CSS | 599k | $9.0M | 1% | Mar 2024 |
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| National Asset Management | 545k | $7.1M | -18% | Mar 2024 |
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| Cohen & Steers Capital Management | 486k | $7.3M | 0% | Mar 2024 |
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| 1607 Capital Partners | 433k | $6.5M | 182% | Mar 2024 |
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| Punch & Associates Investment Management | 352k | $4.9M | -7% | Dec 2023 |
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| Raymond James & Associates | 330k | $5.0M | -1% | Mar 2024 |
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| Wolverine Asset Management | 329k | $4.9M | 48% | Mar 2024 |
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| CNH Partners | 322k | $4.9M | 38% | Mar 2024 |
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| Almitas Capital | 227k | $3.4M | 40% | Mar 2024 |
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| Atria Wealth Solutions | 210k | $3.2M | 0% | Mar 2024 |
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| Flagship Harbor Advisors | 200k | $3.0M | 0% | Mar 2024 |
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| Rocky Mountain Advisers | 190k | $2.9M | 0% | Mar 2024 |
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| Deschutes Portfolio Strategy | 170k | $2.6M | 10% | Mar 2024 |
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| Wells Fargo & Company | 164k | $2.5M | -3% | Mar 2024 |
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| Quantedge Capital Pte | 160k | $2.4M | 20% | Mar 2024 |
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| Royal Bank of Canada | 159k | $2.4M | 5% | Mar 2024 |
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| Blue Bell Private Wealth Management | 136k | $2.0M | 16% | Mar 2024 |
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| Thomas J. Herzfeld Advisors | 127k | $1.9M | -68% | Mar 2024 |
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| Rpo | 113k | $1.7M | 0% | Mar 2024 |
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| Bank of America Corporation | 105k | $1.6M | 2% | Mar 2024 |
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| HighTower Advisors | 102k | $1.5M | 6% | Mar 2024 |
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| Landscape Capital Management | 95k | $1.4M | 133% | Mar 2024 |
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| Park Avenue Securities | 88k | $1.3M | -2% | Mar 2024 |
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| Envestnet Asset Management | 85k | $1.3M | -6% | Mar 2024 |
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| Cambridge Investment Research Advisors | 83k | $1.3M | 6% | Mar 2024 |
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| D.A. Davidson & Co. | 82k | $1.2M | -1% | Mar 2024 |
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| Karpus Investment Management | 77k | $1.2M | 100% | Mar 2024 |
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| UBS Group | 74k | $1.1M | -4% | Mar 2024 |
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| Oppenheimer & Co | 73k | $1.1M | 0% | Mar 2024 |
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| Goss Wealth Management | 66k | $995k | 100% | Mar 2024 |
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| Walleye Trading Advisors | 65k | $985k | 48% | Mar 2024 |
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| Advisor Group Holdings | 61k | $921k | -6% | Mar 2024 |
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| LPL Financial | 61k | $911k | -2% | Mar 2024 |
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| DCF Advisers | 59k | $889k | 0% | Mar 2024 |
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| Twin Focus Capital Partners | 55k | $829k | 0% | Mar 2024 |
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| Stifel Financial | 52k | $778k | 1% | Mar 2024 |
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| Flow State Investments | 51k | $768k | 100% | Mar 2024 |
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| Thrivent Financial for Lutherans | 50k | $752k | 100% | Mar 2024 |
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| Kingswood Wealth Advisors | 49k | $741k | 16% | Mar 2024 |
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| Clear Creek Financial Management | 49k | $733k | 0% | Mar 2024 |
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| Sugarloaf Wealth Management | 45k | $677k | -5% | Mar 2024 |
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| Raymond James Financial Services Advisors | 40k | $608k | -20% | Mar 2024 |
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| Wealthtrust Axiom | 37k | $552k | 0% | Mar 2024 |
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| Grace & White | 37k | $551k | 0% | Mar 2024 |
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| Advisors Asset Management | 35k | $489k | -4% | Dec 2023 |
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| Alta Capital Management | 31k | $470k | 0% | Mar 2024 |
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| Mariner Wealth Advisors | 30k | $448k | 36% | Mar 2024 |
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| Commonwealth Equity Services | 27k | $403k | 6% | Mar 2024 |
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| Raymond James Trust | 24k | $357k | -27% | Mar 2024 |
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| Roundview Capital | 23k | $343k | -25% | Mar 2024 |
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| Creekmur Asset Management | 22k | $334k | -46% | Mar 2024 |
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| Ancora Advisors | 21k | $318k | 0% | Mar 2024 |
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| Highlander Capital Management | 21k | $290k | -10% | Dec 2023 |
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| Stolper | 19k | $288k | 0% | Mar 2024 |
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| Private Advisor | 19k | $284k | 59% | Mar 2024 |
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| Level Four Advisory Services | 18k | $252k | 0% | Mar 2024 |
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| Stratos Wealth Partners | 17k | $253k | -1% | Mar 2024 |
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| Guggenheim Capital, LLC Managers | 16k | $226k | 4% | Dec 2023 |
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| Taddei, Ludwig & Associates | 16k | $244k | 0% | Mar 2024 |
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| Nations Financial Group | 16k | $236k | -6% | Mar 2024 |
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| Sontag Advisory | 15k | $221k | 0% | Mar 2024 |
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| Janney Montgomery Scott | 14k | $216k | 0% | Mar 2024 |
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| Hanover Advisors | 14k | $210k | 100% | Mar 2024 |
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| Creative Planning | 14k | $206k | 0% | Mar 2024 |
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| Caldwell Sutter Capital | 13k | $195k | -8% | Mar 2024 |
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| High Falls Advisors | 12k | $187k | 1% | Mar 2024 |
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| Horizon Wealth Management | 12k | $185k | 1% | Mar 2024 |
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| Integrated Capital Management | 12k | $184k | 3% | Mar 2024 |
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| Monetary Management | 12k | $181k | 0% | Mar 2024 |
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| Susquehanna International | 12k | $180k | 100% | Mar 2024 |
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| Stephens | 12k | $174k | 0% | Mar 2024 |
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| Darren Munn | 11k | $163k | 0% | Mar 2024 |
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| Wedbush Morgan Securities | 11k | $147k | 0% | Dec 2023 |
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| Tactive Advisors | 10k | $144k | 0% | Dec 2023 |
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| Moloney Securities Asset Management | 10k | $153k | 0% | Mar 2024 |
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| Connecticut Wealth Management | 10k | $153k | 0% | Mar 2024 |
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| Nbc Securities | 9.4k | $141k | 0% | Mar 2024 |
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| Principal Securities | 8.7k | $131k | -10% | Mar 2024 |
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| Northwestern Mutual Wealth Management Company | 8.5k | $128k | 100% | Mar 2024 |
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| Elequin Capital | 8.2k | $114k | -55% | Dec 2023 |
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| Jpmorgan Chase & Co | 7.9k | $119k | -38% | Mar 2024 |
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| Baystate Wealth Management | 7.0k | $97k | 100% | Dec 2023 |
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| Game Plan Financial Advisors | 6.0k | $90k | 0% | Mar 2024 |
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| Brian McDonald | 5.8k | $87k | -13% | Mar 2024 |
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| Global Retirement Partners | 5.5k | $83k | 1% | Mar 2024 |
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| CWM | 5.4k | $82k | 0% | Mar 2024 |
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| Nemes Rush Group | 3.6k | $54k | 0% | Mar 2024 |
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| Steward Partners Investment Advisory | 3.1k | $47k | 0% | Mar 2024 |
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| Householder Group Estate & Retirement Specialist | 1.6k | $24k | 0% | Mar 2024 |
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| AdvisorNet Financial | 1.5k | $23k | 0% | Mar 2024 |
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| Bessemer | 1.3k | $18k | -6% | Dec 2023 |
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| Coppell Advisory Solutions | 1.2k | $17k | 100% | Dec 2023 |
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| MCF Advisors | 1.1k | $16k | 0% | Mar 2024 |
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| Benjamin Edwards | 1.0k | $15k | 100% | Mar 2024 |
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| American National Bank | 493.00 | $7.4k | 0% | Mar 2024 |
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| Nalls Sherbakoff Group | 412.00 | $5.7k | 0% | Dec 2023 |
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| Asset Dedication | 184.00 | $3.0k | 0% | Mar 2024 |
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| Assetmark | 167.00 | $2.5k | 100% | Mar 2024 |
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| Hanson McClain Advisors | 7.00 | $113.000300 | -99% | Mar 2024 |
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| FMR | 1.00 | $15.000000 | 100% | Mar 2024 |
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Who sold out of Boulder Growth & Income Fund?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| SkyView Investment Advisors | Dec 2023 | 50k | $688k |
| AE Wealth Management | Dec 2023 | 37k | $522k |
| Captrust Financial Advisors | Dec 2023 | 35k | $491k |
| Oceanside Advisors | Dec 2023 | 26k | $358k |
| Nomura Holdings | Dec 2023 | 14k | $198k |
| First Financial Bank, N.A. - Trust Division | Sep 2023 | 14k | $184k |
| Advisory Services Network | Dec 2023 | 2.1k | $29k |
| Huntington National Bank | Dec 2023 | 1.7k | $24k |
| RE Dickinson Investment Advisors | Sep 2023 | 1.2k | $16k |
| Focused Wealth Management | Dec 2023 | 907.00 | $13k |