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 |
|---|---|---|---|---|---|---|---|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
24K+ 6.35% |
$368K - $402K
|
402K
$6.64M
|
|
|
Feb 14, 2025
Q4 2024
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
81.2K+ 36.79% |
$1.25M - $1.36M
|
302K
$4.99M
|
|
|
Feb 14, 2025
Q4 2024
|
Quantedge Capital Pte LTD
Singapore, U0 |
BUY
|
- |
18.8K+ 10.78% |
$288K - $315K
|
193K
$3.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
8.81K+ 10.87% |
$135K - $147K
|
89.8K
$1.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
9.61K+ 6.32% |
$147K - $161K
|
162K
$2.67M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
15KNew |
$230K - $252K
|
15K
$249K
|
|
|
Feb 14, 2025
Q4 2024
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
242K+ 119.29% |
$3.7M - $4.04M
|
444K
$7.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7K+ 6.88% |
$107K - $117K
|
109K
$1.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
21.3KNew |
$327K - $356K
|
21.3K
$352K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-7.54K- 4.53% |
$116K - $126K
|
159K
$2.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
39.2K+ 228.86% |
$602K - $657K
|
56.4K
$932K
|
|
|
Feb 14, 2025
Q4 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
110KNew |
$1.68M - $1.83M
|
110K
$1.81M
|
|
|
Feb 14, 2025
Q4 2024
|
Css LLC
Chicago, IL |
BUY
|
- |
4.84K+ 0.73% |
$74.2K - $81K
|
666K
$11M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-1.11K- 0.09% |
$17K - $18.5K
|
1.2M
$19.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
28KNew |
$430K - $469K
|
28K
$463K
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
21KNew |
$323K - $352K
|
21K
$348K
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Arbitrage LLC
Greenwich, CT |
BUY
|
- |
19.5K+ 4.51% |
$299K - $327K
|
452K
$7.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-51- 1.2% |
$782 - $853
|
4.2K
$69.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-161K- 5.91% |
$2.47M - $2.7M
|
2.57M
$42.4M
|
|
|
Feb 14, 2025
Q4 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
111+ 0.88% |
$1.7K - $1.86K
|
12.7K
$211K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.55K+ 7.96% |
$85.1K - $92.9K
|
75.3K
$1.24M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Shaker Financial Services, LLC
|
BUY
|
- |
71.5K+ 10.92% |
$1.1M - $1.2M
|
727K
$12M
|
|
|
Feb 13, 2025
Q4 2024
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-500- 1.37% |
$7.67K - $8.37K
|
36.1K
$597K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
306+ 17.53% |
$4.69K - $5.12K
|
2.05K
$33.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-15.3K- 24.37% |
$235K - $256K
|
47.6K
$786K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.21K+ 1.67% |
$18.6K - $20.3K
|
73.8K
$1.22M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3- 0.01% |
$46 - $50.2
|
30.7K
$508K
|
|
|
Feb 13, 2025
Q4 2024
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-153K- 43.08% |
$2.35M - $2.56M
|
202K
$3.34M
|
|
|
Feb 13, 2025
Q4 2024
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
812+ 0.1% |
$12.4K - $13.6K
|
789K
$13M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-600- 1.18% |
$9.2K - $10K
|
50.2K
$830K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-5.04K- 18.53% |
$77.2K - $84.3K
|
22.1K
$366K
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
854+ 4.84% |
$13.1K - $14.3K
|
18.5K
$306K
|
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
12+ 0.06% |
$184 - $201
|
19.7K
$325K
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
32+ 0.89% |
$491 - $535
|
3.64K
$60.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
3+ 0.02% |
$46 - $50.2
|
12.3K
$204K
|
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-119- 1.69% |
$1.82K - $1.99K
|
6.94K
$115K
|
|
|
Feb 12, 2025
Q4 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-35.3K- 27.77% |
$541K - $590K
|
91.7K
$1.52M
|
|
|
Feb 12, 2025
Q4 2024
|
Rpo LLC
Stamford, CT |
BUY
|
- |
39.2K+ 30.18% |
$602K - $657K
|
169K
$2.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
22K+ 13.7% |
$338K - $369K
|
183K
$3.02M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.56K+ 5.51% |
$70K - $76.3K
|
87.3K
$1.44M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.09K+ 3.29% |
$93.4K - $102K
|
191K
$3.16M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.98K+ 33.74% |
$30.4K - $33.2K
|
7.86K
$130K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
153+ 0.73% |
$2.35K - $2.56K
|
21K
$347K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
447+ 0.88% |
$6.85K - $7.48K
|
51.3K
$848K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.7K+ 1.66% |
$26.1K - $28.5K
|
104K
$1.72M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
91.3KNew |
$1.4M - $1.53M
|
91.3K
$1.51M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
152+ 0.53% |
$2.33K - $2.54K
|
28.7K
$474K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
7.07K+ 110.22% |
$108K - $118K
|
13.5K
$223K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
31.3K+ 13.87% |
$480K - $524K
|
257K
$4.25M
|