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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Shaker Financial Services, LLC
|
BUY
|
- |
19.2K+ 3.02% |
$276K - $307K
|
655K
$10.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
4.52KNew |
$64.7K - $72.1K
|
4.52K
$72.1K
|
|
|
Oct 31, 2024
Q3 2024
|
Hudson Value Partners, LLC
|
BUY
|
- |
12.2KNew |
$175K - $195K
|
12.2K
$195K
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
81K+ 55.97% |
$1.16M - $1.29M
|
226K
$3.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
79.4K+ 913.86% |
$1.14M - $1.27M
|
88.1K
$1.41M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
10.1K+ 10.97% |
$144K - $161K
|
102K
$1.62M
|
|
|
Oct 25, 2024
Q3 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-889- 7.67% |
$12.7K - $14.2K
|
10.7K
$171K
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-4.18K- 37.17% |
$59.9K - $66.7K
|
7.06K
$113K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-444- 2.39% |
$6.36K - $7.09K
|
18.2K
$290K
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.76K+ 0.88% |
$25.2K - $28.1K
|
202K
$3.22M
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-21.2K- 2.54% |
$304K - $339K
|
814K
$13M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.14K- 2.24% |
$16.4K - $18.2K
|
49.9K
$797K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-188K- 54.86% |
$2.7M - $3.01M
|
155K
$2.48M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-23.7K- 53.23% |
$340K - $379K
|
20.8K
$332K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.54K- 15.06% |
$36.4K - $40.6K
|
14.3K
$229K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
42+ 0.75% |
$602 - $671
|
5.61K
$89.5K
|
|
|
Oct 16, 2024
Q3 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
110+ 0.89% |
$1.58K - $1.76K
|
12.5K
$200K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
34+ 0.36% |
$487 - $543
|
9.46K
$151K
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
700New |
$10K - $11.2K
|
700
$11.2K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 09, 2024
Q3 2024
|
Stolper CO
|
SELL
|
- |
-99- 0.53% |
$1.42K - $1.58K
|
18.4K
$294K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
302+ 5.58% |
$4.33K - $4.82K
|
5.72K
$91.2K
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-2.01K- 4.47% |
$28.8K - $32.1K
|
43K
$686K
|
|
|
Oct 07, 2024
Q3 2024
|
Integrated Capital Management, Inc.
|
BUY
|
- |
184+ 1.33% |
$2.64K - $2.94K
|
14.1K
$224K
|
|
|
Oct 07, 2024
Q3 2024
|
Clean Yield Group
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-5.79K- 6.72% |
$83K - $92.5K
|
80.4K
$1.28M
|
|
| Q2 2024 | |||||||
|
Sep 09, 2024
Q2 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
31.7KNew |
$451K - $475K
|
31.7K
$506K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.59K- 30.54% |
$36.7K - $38.7K
|
5.88K
$93.8K
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1K+ 7.32% |
$14.2K - $15K
|
14.7K
$234K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
799+ 6.68% |
$11.4K - $12K
|
12.8K
$204K
|
|
|
Aug 14, 2024
Q2 2024
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
17.1KNew |
$244K - $257K
|
17.1K
$274K
|
|
|
Aug 14, 2024
Q2 2024
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-37.5K- 33.11% |
$533K - $562K
|
75.8K
$1.21M
|
|
|
Aug 14, 2024
Q2 2024
|
Flow State Investments, L.P.
Chicago, IL |
BUY
|
- |
715+ 1.4% |
$10.2K - $10.7K
|
51.7K
$825K
|
|
|
Aug 14, 2024
Q2 2024
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
50+ 0.36% |
$711 - $749
|
14K
$223K
|
|
|
Aug 14, 2024
Q2 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-2.16K- 6.31% |
$30.6K - $32.3K
|
32K
$511K
|
|
|
Aug 14, 2024
Q2 2024
|
Quarry LP
New York, NY |
BUY
|
- |
10.5KNew |
$149K - $157K
|
10.5K
$168K
|
|
|
Aug 09, 2024
Q2 2024
|
Rpo LLC
Stamford, CT |
BUY
|
- |
17.1K+ 15.19% |
$244K - $257K
|
130K
$2.08M
|
|
|
Aug 09, 2024
Q2 2024
|
Bulldog Investors, LLP
Saddle Brook, NJ |
SELL
|
- |
-5.25K- 0.43% |
$74.6K - $78.6K
|
1.22M
$19.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.2KNew |
$31.3K - $32.9K
|
2.2K
$35.1K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
600+ 19.35% |
$8.53K - $8.98K
|
3.7K
$59.1K
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
12.8KNew |
$182K - $191K
|
12.8K
$204K
|
|
|
Jul 31, 2024
Q2 2024
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
3.44MNew |
$48.9M - $51.5M
|
3.44M
$54.9M
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
200New |
$2.84K - $2.99K
|
200
$3.19K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
18New |
$256 - $269
|
18
$287
|
|
|
Jul 30, 2024
Q2 2024
|
Matisse Capital
|
BUY
|
- |
10K+ 5.88% |
$142K - $150K
|
180K
$2.87M
|
|
|
Jul 30, 2024
Q2 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
507+ 5.0% |
$7.2K - $7.59K
|
10.6K
$170K
|
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.1K+ 2.26% |
$15.6K - $16.5K
|
49.8K
$795K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
1+ 14.29% |
$14.2 - $15
|
8
$128
|
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
350+ 0.71% |
$4.97K - $5.24K
|
49.6K
$791K
|
|
| Q1 2024 | |||||||
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.6K+ 25.32% |
$21.8K - $24.1K
|
7.92K
$126K
|
|