Cambridge Investment Research Advisors, Inc. Boulder Growth & Income Fund Transaction History

Cambridge Investment Research Advisors, Inc.

  • $29.9 Billion
  • Q4 2024

A detailed history of Cambridge Investment Research Advisors, Inc. transactions in Boulder Growth & Income Fund stock. As of the latest transaction made, Cambridge Investment Research Advisors, Inc. holds 108,787 shares of STEW stock, worth $1.81 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
108,787
Previous 101,787 6.88%
Holding current value
$1.81 Million
Previous $1.61 Million 8.4%
% of portfolio
0.01%
Previous 0.01%

Shares

32 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
BUY
$15.33 - $16.73 $107,310 - $117,110
7,000 Added 6.88%
108,787 $1.74 Million
Q3 2024

Oct 28, 2024
BUY
$14.33 - $15.97 $144,231 - $160,738
10,065 Added 10.97%
101,787 $1.61 Million
Q2 2024

Jul 26, 2024
BUY
$14.21 - $14.97 $120,188 - $126,616
8,458 Added 10.16%
91,722 $1.34 Million
Q1 2024

Apr 24, 2024
BUY
$13.64 - $15.06 $64,530 - $71,248
4,731 Added 6.02%
83,264 $1.25 Million
Q4 2023

Feb 09, 2024
BUY
$12.11 - $13.96 $20,102 - $23,173
1,660 Added 2.16%
78,533 $1.09 Million
Q3 2023

Oct 24, 2023
BUY
$12.98 - $13.79 $168,220 - $178,718
12,960 Added 20.28%
76,873 $998,000
Q2 2023

Jul 13, 2023
BUY
$12.26 - $13.28 $4,291 - $4,648
350 Added 0.55%
63,913 $849,000
Q1 2023

May 11, 2023
SELL
$11.77 - $13.18 $6,473 - $7,249
-550 Reduced 0.86%
63,563 $781,000
Q4 2022

Feb 08, 2023
BUY
$10.8 - $13.32 $35,046 - $43,223
3,245 Added 5.33%
64,113 $814,000
Q3 2022

Oct 17, 2022
SELL
$10.86 - $13.15 $69,786 - $84,501
-6,426 Reduced 9.55%
60,868 $0
Q2 2022

Jul 13, 2022
SELL
$11.41 - $14.75 $150,121 - $194,065
-13,157 Reduced 16.35%
67,294 $804,000
Q1 2022

May 12, 2022
BUY
$13.56 - $14.99 $475,264 - $525,384
35,049 Added 77.2%
80,451 $1.19 Million
Q4 2021

Feb 03, 2022
BUY
$12.95 - $14.25 $22,584 - $24,852
1,744 Added 3.99%
45,402 $645,000
Q3 2021

Nov 02, 2021
SELL
$13.11 - $14.09 $7,105 - $7,636
-542 Reduced 1.23%
43,658 $572,000
Q2 2021

Aug 10, 2021
BUY
$12.63 - $13.82 $558,246 - $610,844
44,200 New
44,200 $598,000
Q1 2021

May 07, 2021
SELL
$10.98 - $12.58 $111,106 - $127,297
-10,119 Closed
0 $0
Q4 2020

Feb 04, 2021
SELL
$9.5 - $11.19 $36,147 - $42,577
-3,805 Reduced 27.33%
10,119 $112,000
Q3 2020

Oct 29, 2020
BUY
$9.42 - $10.42 $4,710 - $5,210
500 Added 3.72%
13,924 $139,000
Q2 2020

Jul 27, 2020
BUY
$8.72 - $10.39 $28,183 - $33,580
3,232 Added 31.71%
13,424 $126,000
Q1 2020

May 08, 2020
SELL
$7.72 - $11.93 $7,388 - $11,417
-957 Reduced 8.58%
10,192 $93,000
Q4 2019

Feb 04, 2020
SELL
$10.97 - $11.81 $17,727 - $19,084
-1,616 Reduced 12.66%
11,149 $131,000
Q3 2019

Nov 06, 2019
BUY
$10.54 - $11.34 $811 - $873
77 Added 0.61%
12,765 $142,000
Q3 2019

Oct 28, 2019
BUY
$10.54 - $11.34 $10,540 - $11,340
1,000 Added 8.56%
12,688 $142,000
Q2 2019

Aug 15, 2019
SELL
$10.53 - $11.24 $45,436 - $48,500
-4,315 Reduced 26.96%
11,688 $0
Q1 2019

May 08, 2019
SELL
$10.1 - $10.93 $1.18 Million - $1.27 Million
-116,581 Reduced 87.93%
16,003 $0
Q4 2018

Feb 05, 2019
BUY
$9.6 - $11.26 $1.06 Million - $1.24 Million
110,309 Added 495.21%
132,584 $1.38 Million
Q3 2018

Nov 02, 2018
SELL
$10.24 - $11.36 $23,080 - $25,605
-2,254 Reduced 9.19%
22,275 $0
Q2 2018

Aug 10, 2018
SELL
$10.19 - $10.97 $1.86 Million - $2 Million
-182,433 Reduced 88.15%
24,529 $0
Q1 2018

May 09, 2018
BUY
$10.57 - $11.76 $2.03 Million - $2.26 Million
192,217 Added 1303.61%
206,962 $0
Q4 2017

Feb 22, 2018
BUY
$10.23 - $11.09 $2,608 - $2,827
255 Added 1.76%
14,745 $0
Q3 2017

Nov 07, 2017
SELL
$9.79 - $10.2 $13,705 - $14,279
-1,400 Reduced 8.81%
14,490 $148,000
Q2 2017

Aug 08, 2017
BUY
N/A
15,890
15,890 $154,000

Others Institutions Holding STEW

# of Institutions
125
Shares Held
16.4M
Call Options Held
0
Put Options Held
0
View Full List

About BOULDER GROWTH & INCOME FUND

STEW Quotes by TradingView
  • Ticker STEW
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Description
  • SRH Total Return Fund, Inc. is a closed-ended balanced mutual fund launched and managed by Boulder Investment Advisers, L.L.C. It is co-managed by Stewart West Indies Trading Co Ltd. and Rocky Mountain Advisers, Llc. The fund invests in public equity and fixed income markets across the globe. It seeks to invest in securities of companies operati...
More about STEW
Track This Portfolio

Track Cambridge Investment Research Advisors, Inc. Portfolio

Follow Cambridge Investment Research Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cambridge Investment Research Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Cambridge Investment Research Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email