Latest Institutional Transactions on Boulder Growth & Income Fund (STEW)
This table provides information on the latest institutional transactions involving Boulder Growth & Income Fund (STEW) 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 |
|---|---|---|---|---|---|---|---|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
9.05K+ 1122.21% |
$143K - $156K
|
9.85K
$171K
|
|
|
May 15, 2025
Q1 2025
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-38K- 18.8% |
$599K - $657K
|
164K
$2.86M
|
|
|
May 15, 2025
Q1 2025
|
Quantedge Capital Pte LTD
Singapore, U0 |
BUY
|
- |
4K+ 2.07% |
$63K - $69.2K
|
197K
$3.43M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
2.51K+ 11.79% |
$39.6K - $43.5K
|
23.8K
$414K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-7.41K- 9.84% |
$117K - $128K
|
67.9K
$1.18M
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
158+ 31.41% |
$2.49K - $2.73K
|
661
$11.5K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-31.6K- 2.64% |
$498K - $547K
|
1.16M
$20.3M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
43+ 0.29% |
$678 - $744
|
15.1K
$262K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
89K+ 55.03% |
$1.4M - $1.54M
|
251K
$4.36M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-76K- 2.96% |
$1.2M - $1.32M
|
2.49M
$43.3M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
27.6K+ 17.39% |
$436K - $478K
|
187K
$3.25M
|
|
|
May 15, 2025
Q1 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-1.46K- 6.93% |
$23K - $25.2K
|
19.6K
$341K
|
|
|
May 15, 2025
Q1 2025
|
Bulldog Investors, LLP
Saddle Brook, NJ |
SELL
|
- |
-7.47K- 0.61% |
$118K - $129K
|
1.21M
$21.1M
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.56K- 7.38% |
$24.6K - $27K
|
19.6K
$341K
|
|
|
May 15, 2025
Q1 2025
|
Aqr Arbitrage LLC
Greenwich, CT |
SELL
|
- |
-7.62K- 1.68% |
$120K - $132K
|
445K
$7.74M
|
|
|
May 15, 2025
Q1 2025
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-3.12K- 0.4% |
$49.1K - $53.9K
|
785K
$13.7M
|
|
|
May 15, 2025
Q1 2025
|
Css LLC
Chicago, IL |
SELL
|
- |
-41.4K- 6.22% |
$653K - $716K
|
625K
$10.9M
|
|
|
May 15, 2025
Q1 2025
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
2.15K+ 1.96% |
$33.9K - $37.2K
|
112K
$1.95M
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
964+ 5.21% |
$15.2K - $16.7K
|
19.5K
$339K
|
|
|
May 14, 2025
Q1 2025
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
15.9K+ 132.5% |
$251K - $275K
|
27.9K
$485K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-74- 1.76% |
$1.17K - $1.28K
|
4.12K
$71.8K
|
|
|
May 14, 2025
Q1 2025
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-3K- 6.3% |
$47.2K - $51.8K
|
44.6K
$775K
|
|
|
May 14, 2025
Q1 2025
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
65K+ 14.63% |
$1.02M - $1.12M
|
509K
$8.86M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
980+ 1.33% |
$15.4K - $17K
|
74.8K
$1.3M
|
|
|
May 14, 2025
Q1 2025
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-12K- 97.07% |
$189K - $207K
|
361
$6.28K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
127+ 1.0% |
$2K - $2.2K
|
12.9K
$224K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
17K+ 9.31% |
$268K - $295K
|
200K
$3.48M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3.84K- 33.73% |
$60.5K - $66.5K
|
7.55K
$131K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-7.41K- 3.24% |
$117K - $128K
|
221K
$3.85M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
29.7K+ 33.04% |
$468K - $513K
|
120K
$2.08M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-9.7K- 19.31% |
$153K - $168K
|
40.5K
$705K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.39K- 5.18% |
$84.9K - $93.2K
|
98.7K
$1.72M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
100KNew |
$1.58M - $1.73M
|
100K
$1.74M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.6K+ 19.53% |
$88.3K - $96.9K
|
34.3K
$597K
|
|
|
May 12, 2025
Q1 2025
|
Wolverine Asset Management LLC
|
SELL
|
- |
-133K- 45.96% |
$2.09M - $2.3M
|
156K
$2.72M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-203- 0.97% |
$3.2K - $3.51K
|
20.8K
$362K
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
8.93KNew |
$141K - $155K
|
8.93K
$155K
|
|
|
May 09, 2025
Q1 2025
|
Shaker Financial Services, LLC
|
SELL
|
- |
-446K- 61.35% |
$7.03M - $7.71M
|
281K
$4.89M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.16K- 2.81% |
$49.8K - $54.7K
|
109K
$1.9M
|
|
|
May 08, 2025
Q1 2025
|
Dcf Advisers, LLC
Greenwich, CT |
SELL
|
- |
-9K- 15.25% |
$142K - $156K
|
50K
$870K
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
36+ 0.99% |
$567 - $623
|
3.68K
$64K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-4.2K- 2.19% |
$66.1K - $72.6K
|
187K
$3.26M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.26K+ 1115.93% |
$19.9K - $21.8K
|
1.37K
$23.9K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.04K+ 3.38% |
$16.4K - $18K
|
31.8K
$553K
|
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
2.01K+ 10.21% |
$31.7K - $34.8K
|
21.7K
$378K
|
|
|
May 06, 2025
Q1 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
37.4K+ 133.4% |
$589K - $647K
|
65.4K
$1.14M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
2.06K+ 9.85% |
$32.5K - $35.7K
|
23K
$401K
|
|
|
May 05, 2025
Q1 2025
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-5.25K- 2.73% |
$82.7K - $90.8K
|
187K
$3.25M
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
13.5K+ 5.25% |
$213K - $234K
|
271K
$4.71M
|