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 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-11- 0.41% |
$119 - $147
|
2.67K
$43.4K
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
BUY
|
- |
12.6KNew |
$136K - $167K
|
12.6K
$204K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-2.45K- 10.64% |
$26.4K - $32.6K
|
20.6K
$334K
|
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.35K- 11.37% |
$14.6K - $18K
|
10.5K
$171K
|
|
|
Jan 25, 2023
Q4 2022
|
Camelot Portfolios, LLC
|
SELL
|
- |
-1.49K- 12.06% |
$16.1K - $19.8K
|
10.9K
$176K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
5+ 0.08% |
$54 - $66.6
|
6.04K
$98.1K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
485New |
$5.24K - $6.46K
|
485
$7.88K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
3K+ 9.39% |
$32.6K - $39.4K
|
34.9K
$568K
|
|
|
Nov 14, 2022
Q3 2022
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-1.2K- 10.43% |
$13K - $15.8K
|
10.3K
$167K
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-9.05K- 46.56% |
$98.3K - $119K
|
10.4K
$169K
|
|
|
Nov 08, 2022
Q3 2022
|
9258 Wealth Management, LLC
|
BUY
|
- |
37+ 0.35% |
$402 - $487
|
10.5K
$171K
|
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
142New |
$1.54K - $1.87K
|
142
$2.31K
|
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
184New |
$2K - $2.42K
|
184
$2.99K
|
|
|
Oct 25, 2022
Q3 2022
|
Hightower 6 M Holding, LLC
|
SELL
|
- |
-10.7K- 15.9% |
$117K - $141K
|
56.8K
$922K
|
|
| Q2 2022 | |||||||
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
20+ 0.18% |
$228 - $295
|
11K
$179K
|
|
|
Aug 11, 2022
Q2 2022
|
Dcf Advisers, LLC
Greenwich, CT |
SELL
|
- |
-6K- 9.23% |
$68.5K - $88.5K
|
59K
$959K
|
|
|
Aug 08, 2022
Q2 2022
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-16.3KClosed |
$186K - $240K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
5KNew |
$57.1K - $73.8K
|
5K
$81.3K
|
|
|
Jul 26, 2022
Q2 2022
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-670Closed |
$7.64K - $9.88K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
112+ 0.71% |
$1.28K - $1.65K
|
15.9K
$259K
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
111New |
$1.27K - $1.64K
|
111
$1.8K
|
|
|
Jul 14, 2022
Q2 2022
|
Rb Capital Management, LLC
|
SELL
|
- |
-10.3KClosed |
$118K - $152K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-6.05KClosed |
$69K - $89.3K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-14KClosed |
$189K - $209K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Clough Capital Partners L P
Boston, MA |
SELL
|
- |
-84.3KClosed |
$1.14M - $1.26M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-145Closed |
$1.97K - $2.17K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-7.33KClosed |
$99.3K - $110K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-4.85KClosed |
$65.7K - $72.6K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1.06KNew |
$14.4K - $15.9K
|
1.06K
$17.2K
|
|
| Q4 2021 | |||||||
|
Mar 21, 2022
Q4 2021
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-11.1KClosed |
$144K - $158K
|
0
$0
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.49KClosed |
$19.3K - $21.2K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
12.3KNew |
$159K - $175K
|
12.3K
$199K
|
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
SELL
|
- |
-74Closed |
$958 - $1.05K
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Atwood & Palmer Inc
|
BUY
|
- |
1.57KNew |
$20.3K - $22.3K
|
1.57K
$25.5K
|
|
|
Jan 10, 2022
Q4 2021
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-5.75KClosed |
$74.5K - $81.9K
|
0
$0
|
|
|
Jan 03, 2022
Q4 2021
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-10K- 41.34% |
$130K - $143K
|
14.2K
$231K
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-15.8K- 57.68% |
$207K - $222K
|
11.6K
$188K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
713New |
$9.35K - $10K
|
713
$11.6K
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Truist Financial Corp
|
SELL
|
- |
-18.3KClosed |
$231K - $253K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-255Closed |
$3.22K - $3.52K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-105Closed |
$1.33K - $1.45K
|
0
$0
|
|
|
Jul 26, 2021
Q2 2021
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-3KClosed |
$37.9K - $41.5K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-221KClosed |
$2.8M - $3.06M
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-34.8KClosed |
$382K - $437K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.45KClosed |
$15.9K - $18.2K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-40Closed |
$439 - $503
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
City Of London Investment Management CO LTD
London, X0 |
SELL
|
- |
-21.4KClosed |
$235K - $269K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Advisory Alpha, LLC
|
SELL
|
- |
-8.28K- 30.21% |
$90.9K - $104K
|
19.1K
$311K
|
|
|
May 07, 2021
Q1 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-28.2KClosed |
$310K - $355K
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-30.3KClosed |
$333K - $381K
|
0
$0
|
|