Latest Institutional Transactions on Boswell Co. J.G. (BWEL)
This table provides information on the latest institutional transactions involving Boswell Co. J.G. (BWEL) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Reik & Co., LLC
|
SELL
|
- |
-1- 0.02% |
$523 - $599
|
4.86K
$2.66M
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-50- 79.37% |
$28.1K - $29.9K
|
13
$7.12K
|
|
|
Jul 08, 2024
Q2 2024
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
BUY
|
- |
300New |
$168K - $180K
|
300
$164K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
BUY
|
- |
100+ 3.08% |
$58K - $61.8K
|
3.35K
$1.83M
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-5- 50.0% |
$2.92K - $3.33K
|
5
$2.74K
|
|
| Q3 2023 | |||||||
|
Nov 09, 2023
Q3 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-110- 16.79% |
$71.2K - $77K
|
545
$299K
|
|
| Q3 2022 | |||||||
|
Oct 07, 2022
Q3 2022
|
American Research & Management Co.
|
SELL
|
- |
-29- 0.72% |
$25.5K - $28.9K
|
4.01K
$2.2M
|
|
| Q2 2022 | |||||||
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
272New |
$241K - $283K
|
272
$149K
|
|
| Q4 2020 | |||||||
|
Feb 11, 2021
Q4 2020
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-4.42KClosed |
$2.33M - $2.62M
|
0
$0
|
|
| Q1 2020 | |||||||
|
Apr 29, 2020
Q1 2020
|
Everett Harris & CO
|
SELL
|
- |
-2.31KClosed |
$971K - $1.45M
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 13, 2019
Q2 2019
|
Cove Street Capital, LLC
El Segundo, CA |
SELL
|
- |
-1KClosed |
N/A
|
0
$0
|
|
| Q4 2017 | |||||||
|
Jan 23, 2018
Q4 2017
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-20Closed |
N/A
|
0
$0
|
|