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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1K+ 7.32% |
$14.2K - $15K
|
14.7K
$243K
|
|
|
Aug 14, 2024
Q2 2024
|
Quarry LP
New York, NY |
BUY
|
- |
10.5KNew |
$149K - $157K
|
10.5K
$174K
|
|
|
Aug 14, 2024
Q2 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-2.16K- 6.31% |
$30.6K - $32.3K
|
32K
$531K
|
|
|
Aug 14, 2024
Q2 2024
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
50+ 0.36% |
$711 - $749
|
14K
$232K
|
|
|
Aug 14, 2024
Q2 2024
|
Flow State Investments, L.P.
Chicago, IL |
BUY
|
- |
715+ 1.4% |
$10.2K - $10.7K
|
51.7K
$857K
|
|
|
Aug 14, 2024
Q2 2024
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-37.5K- 33.11% |
$533K - $562K
|
75.8K
$1.26M
|
|
|
Aug 09, 2024
Q2 2024
|
Bulldog Investors, LLP
Saddle Brook, NJ |
SELL
|
- |
-5.25K- 0.43% |
$74.6K - $78.6K
|
1.22M
$20.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.2KNew |
$31.3K - $32.9K
|
2.2K
$36.5K
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
12.8KNew |
$182K - $191K
|
12.8K
$212K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
18New |
$256 - $269
|
18
$298
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
200New |
$2.84K - $2.99K
|
200
$3.32K
|
|
|
Jul 31, 2024
Q2 2024
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
3.44MNew |
$48.9M - $51.5M
|
3.44M
$57.1M
|
|
|
Jul 30, 2024
Q2 2024
|
Matisse Capital
|
BUY
|
- |
10K+ 5.88% |
$142K - $150K
|
180K
$2.98M
|
|
|
Jul 30, 2024
Q2 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
507+ 5.0% |
$7.2K - $7.59K
|
10.6K
$176K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
1+ 14.29% |
$14.2 - $15
|
8
$133
|
|
| Q1 2024 | |||||||
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.6K+ 25.32% |
$21.8K - $24.1K
|
7.92K
$131K
|
|
|
May 20, 2024
Q1 2024
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
64+ 0.31% |
$873 - $964
|
21K
$348K
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
582+ 5.48% |
$7.94K - $8.76K
|
11.2K
$186K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
167New |
$2.28K - $2.52K
|
167
$2.77K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1KNew |
$13.6K - $15.1K
|
1K
$16.6K
|
|
| Q4 2023 | |||||||
|
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
6KNew |
$72.7K - $83.8K
|
6K
$99.5K
|
|
|
Feb 15, 2024
Q4 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-382- 0.76% |
$4.63K - $5.33K
|
49.6K
$823K
|
|
|
Feb 14, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
CALL |
352KNew |
$4.27M - $4.92M
|
352K
$5.84M
|
|
|
Feb 14, 2024
Q4 2023
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-10.1K- 55.04% |
$122K - $141K
|
8.23K
$136K
|
|
|
Feb 14, 2024
Q4 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
14.3KNew |
$173K - $199K
|
14.3K
$236K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.06K+ 9.45% |
$37K - $42.7K
|
35.4K
$587K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.2KNew |
$14.5K - $16.8K
|
1.2K
$19.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
36.9KNew |
$447K - $516K
|
36.9K
$613K
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2K- 8.64% |
$24.2K - $27.9K
|
21.1K
$351K
|
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
667+ 4.27% |
$8.08K - $9.31K
|
16.3K
$270K
|
|
|
Feb 14, 2024
Q4 2023
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
25.8KNew |
$312K - $360K
|
25.8K
$428K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-762- 2.56% |
$9.23K - $10.6K
|
29K
$480K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-58.2K- 96.5% |
$705K - $813K
|
2.11K
$35K
|
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
BUY
|
- |
493New |
$5.97K - $6.88K
|
493
$8.17K
|
|
|
Feb 06, 2024
Q4 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
10.1KNew |
$123K - $141K
|
10.1K
$168K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
7KNew |
$84.8K - $97.7K
|
7K
$116K
|
|
|
Jan 22, 2024
Q4 2023
|
Alta Capital Management LLC
|
BUY
|
- |
31.2KNew |
$378K - $436K
|
31.2K
$517K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
9+ 1.0% |
$109 - $126
|
907
$15K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
1.23KNew |
$16K - $17K
|
1.23K
$20.4K
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.5K- 9.48% |
$19.5K - $20.7K
|
14.3K
$237K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
400New |
$5.19K - $5.52K
|
400
$6.63K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
326KNew |
$4.23M - $4.5M
|
326K
$5.41M
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
548+ 0.91% |
$7.11K - $7.56K
|
60.5K
$1M
|
|
|
Oct 17, 2023
Q3 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-624- 60.23% |
$8.1K - $8.6K
|
412
$6.83K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.5KNew |
$19.5K - $20.7K
|
1.5K
$24.9K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.58K+ 5087.1% |
$20.5K - $21.7K
|
1.61K
$26.7K
|
|
| Q2 2023 | |||||||
|
Aug 07, 2023
Q2 2023
|
Ieq Capital, LLC
|
BUY
|
- |
10.3KNew |
$126K - $136K
|
10.3K
$170K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
14.7KNew |
$180K - $195K
|
14.7K
$243K
|
|
| Q1 2023 | |||||||
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
6.39K+ 53233.33% |
$75.2K - $84.2K
|
6.4K
$106K
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
8.24K+ 20.21% |
$96.9K - $109K
|
49K
$812K
|
|