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 |
|---|---|---|---|---|---|---|---|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-19.3K- 4.87% |
$277K - $309K
|
378K
$6.05M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
62.5KNew |
$896K - $998K
|
62.5K
$1M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
165KNew |
$2.36M - $2.63M
|
165K
$2.64M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
290+ 0.4% |
$4.16K - $4.63K
|
72.6K
$1.16M
|
|
|
Nov 15, 2024
Q3 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
112+ 0.89% |
$1.6K - $1.79K
|
12.6K
$202K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.46K- 3.27% |
$49.5K - $55.2K
|
102K
$1.64M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.84K+ 2.72% |
$26.4K - $29.4K
|
69.7K
$1.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-800- 1.55% |
$11.5K - $12.8K
|
50.8K
$813K
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
3.09K+ 21.24% |
$44.3K - $49.4K
|
17.6K
$282K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
532New |
$7.62K - $8.5K
|
532
$8.51K
|
|
|
Nov 14, 2024
Q3 2024
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-141K- 28.42% |
$2.02M - $2.25M
|
355K
$5.68M
|
|
|
Nov 14, 2024
Q3 2024
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-1.24K- 1.94% |
$17.8K - $19.8K
|
62.9K
$1.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
2.51K+ 3.19% |
$35.9K - $40K
|
81K
$1.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-941- 4.56% |
$13.5K - $15K
|
19.7K
$315K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
12.9K+ 9.23% |
$184K - $205K
|
152K
$2.43M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-290K- 9.61% |
$4.15M - $4.63M
|
2.73M
$43.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Arbitrage LLC
Greenwich, CT |
BUY
|
- |
30.6K+ 7.6% |
$438K - $488K
|
433K
$6.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
55KNew |
$788K - $879K
|
55K
$880K
|
|
|
Nov 14, 2024
Q3 2024
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
144K+ 22.37% |
$2.06M - $2.3M
|
788K
$12.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Css LLC
Chicago, IL |
SELL
|
- |
-8.76K- 1.31% |
$126K - $140K
|
661K
$10.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-25.2K- 13.13% |
$360K - $402K
|
166K
$2.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
872+ 0.4% |
$12.5K - $13.9K
|
221K
$3.53M
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
12.8KNew |
$183K - $204K
|
12.8K
$205K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-831- 16.36% |
$11.9K - $13.3K
|
4.25K
$68K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.58K- 1.58% |
$36.9K - $41.1K
|
161K
$2.57M
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1.67KNew |
$23.9K - $26.6K
|
1.67K
$26.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-130- 0.45% |
$1.86K - $2.08K
|
28.5K
$457K
|
|
|
Nov 13, 2024
Q3 2024
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
40.1K+ 24.67% |
$575K - $640K
|
203K
$3.24M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-652- 2.34% |
$9.34K - $10.4K
|
27.2K
$435K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.41K+ 4.81% |
$20.2K - $22.5K
|
30.7K
$492K
|
|
|
Nov 13, 2024
Q3 2024
|
Quantedge Capital Pte LTD
Singapore, U0 |
SELL
|
- |
-3.3K- 1.86% |
$47.3K - $52.7K
|
174K
$2.79M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
595+ 0.73% |
$8.53K - $9.5K
|
82.6K
$1.32M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.01K+ 28.2% |
$43.1K - $48.1K
|
13.7K
$219K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-2.27K- 10.23% |
$32.5K - $36.3K
|
19.9K
$319K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
33+ 1.93% |
$473 - $527
|
1.75K
$27.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.71K+ 43.27% |
$38.9K - $43.3K
|
8.98K
$144K
|
|
|
Nov 12, 2024
Q3 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
4+ 0.03% |
$57.3 - $63.9
|
12.3K
$197K
|
|
|
Nov 08, 2024
Q3 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
10.4K+ 8.92% |
$149K - $166K
|
127K
$2.03M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
45.1K+ 32.19% |
$646K - $720K
|
185K
$2.96M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.51K- 2.87% |
$50.2K - $56K
|
119K
$1.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.68K+ 134.37% |
$52.7K - $58.7K
|
6.41K
$103K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
450+ 0.89% |
$6.45K - $7.19K
|
50.9K
$814K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
123K+ 11.49% |
$1.77M - $1.97M
|
1.2M
$19.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.4K- 3.95% |
$48.8K - $54.4K
|
82.8K
$1.32M
|
|
|
Nov 06, 2024
Q3 2024
|
Sather Financial Group Inc
|
BUY
|
- |
19.2KNew |
$275K - $306K
|
19.2K
$307K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
804+ 1.12% |
$11.5K - $12.8K
|
72.8K
$1.16M
|
|
|
Nov 04, 2024
Q3 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
4.01K+ 1.3% |
$57.4K - $64K
|
313K
$5.01M
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-2.5K- 17.24% |
$35.8K - $39.9K
|
12K
$192K
|
|
|
Nov 04, 2024
Q3 2024
|
Carnegie Lake Advisors LLC
Princeton, NJ |
BUY
|
- |
16.6KNew |
$238K - $266K
|
16.6K
$266K
|
|
|
Nov 01, 2024
Q3 2024
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
802+ 0.42% |
$11.5K - $12.8K
|
191K
$3.06M
|