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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
13.1K+ 14.9% |
$201K - $220K
|
101K
$1.68M
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-280K- 34.4% |
$4.29M - $4.69M
|
534K
$8.86M
|
|
|
Jan 29, 2025
Q4 2024
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
796+ 0.42% |
$12.2K - $13.3K
|
192K
$3.19M
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
142KNew |
$2.18M - $2.38M
|
142K
$2.36M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
76+ 0.53% |
$1.17K - $1.27K
|
14.4K
$239K
|
|
|
Jan 24, 2025
Q4 2024
|
Absolute Investment Advisers LLC
|
BUY
|
- |
12.3KNew |
$189K - $206K
|
12.3K
$204K
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Advisors LLC
|
BUY
|
- |
17KNew |
$261K - $284K
|
17K
$282K
|
|
|
Jan 24, 2025
Q4 2024
|
Jp Wealth Management, Inc.
Mt. Pleasant, SC |
BUY
|
- |
926KNew |
$14.2M - $15.5M
|
926K
$15.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.1K- 2.21% |
$16.9K - $18.4K
|
48.7K
$808K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
6.85K+ 13.82% |
$105K - $115K
|
56.4K
$936K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-9.45K- 99.9% |
$145K - $158K
|
9
$149
|
|
|
Jan 22, 2025
Q4 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
10.7KNew |
$164K - $179K
|
10.7K
$178K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-66- 0.03% |
$1.01K - $1.1K
|
202K
$3.35M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-419- 78.76% |
$6.42K - $7.01K
|
113
$1.87K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
19.2KNew |
$295K - $322K
|
19.2K
$319K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
2.3K+ 2.86% |
$35.2K - $38.4K
|
82.7K
$1.37M
|
|
|
Jan 14, 2025
Q4 2024
|
Stolper CO
|
SELL
|
- |
-353- 1.92% |
$5.41K - $5.91K
|
18.1K
$300K
|
|
|
Jan 13, 2025
Q4 2024
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-5- 0.04% |
$76.7 - $83.7
|
14.1K
$233K
|
|
|
Jan 13, 2025
Q4 2024
|
Clean Yield Group
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-36.6K- 85.23% |
$562K - $613K
|
6.35K
$105K
|
|
| Q3 2024 | |||||||
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-19.3K- 4.87% |
$277K - $309K
|
378K
$6.27M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
62.5KNew |
$896K - $998K
|
62.5K
$1.04M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
165KNew |
$2.36M - $2.63M
|
165K
$2.74M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
290+ 0.4% |
$4.16K - $4.63K
|
72.6K
$1.2M
|
|
|
Nov 15, 2024
Q3 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
112+ 0.89% |
$1.6K - $1.79K
|
12.6K
$210K
|
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-941- 4.56% |
$13.5K - $15K
|
19.7K
$326K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
2.51K+ 3.19% |
$35.9K - $40K
|
81K
$1.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-1.24K- 1.94% |
$17.8K - $19.8K
|
62.9K
$1.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-141K- 28.42% |
$2.02M - $2.25M
|
355K
$5.89M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.46K- 3.27% |
$49.5K - $55.2K
|
102K
$1.7M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.84K+ 2.72% |
$26.4K - $29.4K
|
69.7K
$1.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
3.09K+ 21.24% |
$44.3K - $49.4K
|
17.6K
$293K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
12.9K+ 9.23% |
$184K - $205K
|
152K
$2.52M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-290K- 9.61% |
$4.15M - $4.63M
|
2.73M
$45.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-800- 1.55% |
$11.5K - $12.8K
|
50.8K
$843K
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Arbitrage LLC
Greenwich, CT |
BUY
|
- |
30.6K+ 7.6% |
$438K - $488K
|
433K
$7.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
55KNew |
$788K - $879K
|
55K
$913K
|
|
|
Nov 14, 2024
Q3 2024
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
144K+ 22.37% |
$2.06M - $2.3M
|
788K
$13.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Css LLC
Chicago, IL |
SELL
|
- |
-8.76K- 1.31% |
$126K - $140K
|
661K
$11M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-25.2K- 13.13% |
$360K - $402K
|
166K
$2.76M
|
|
|
Nov 14, 2024
Q3 2024
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
872+ 0.4% |
$12.5K - $13.9K
|
221K
$3.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
12.8KNew |
$183K - $204K
|
12.8K
$212K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-831- 16.36% |
$11.9K - $13.3K
|
4.25K
$70.5K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
595+ 0.73% |
$8.53K - $9.5K
|
82.6K
$1.37M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.01K+ 28.2% |
$43.1K - $48.1K
|
13.7K
$227K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.58K- 1.58% |
$36.9K - $41.1K
|
161K
$2.67M
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1.67KNew |
$23.9K - $26.6K
|
1.67K
$27.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-130- 0.45% |
$1.86K - $2.08K
|
28.5K
$474K
|
|
|
Nov 13, 2024
Q3 2024
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
40.1K+ 24.67% |
$575K - $640K
|
203K
$3.36M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-652- 2.34% |
$9.34K - $10.4K
|
27.2K
$451K
|
|