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 24, 2023
Q3 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
548+ 0.91% |
$7.11K - $7.56K
|
60.5K
$1.08M
|
|
|
Oct 17, 2023
Q3 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-624- 60.23% |
$8.1K - $8.6K
|
412
$7.35K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.58K+ 5087.1% |
$20.5K - $21.7K
|
1.61K
$28.7K
|
|
| Q2 2023 | |||||||
|
Aug 07, 2023
Q2 2023
|
Ieq Capital, LLC
|
BUY
|
- |
10.3KNew |
$126K - $136K
|
10.3K
$183K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
14.7KNew |
$180K - $195K
|
14.7K
$262K
|
|
| 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
$114K
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
8.24K+ 20.21% |
$96.9K - $109K
|
49K
$874K
|
|
|
May 12, 2023
Q1 2023
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-363K- 84.31% |
$4.27M - $4.78M
|
67.5K
$1.2M
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.74KNew |
$20.5K - $22.9K
|
1.74K
$31K
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
1.28KNew |
$15.1K - $16.9K
|
1.28K
$22.9K
|
|
|
Apr 21, 2023
Q1 2023
|
Winning Points Advisors, LLC
Boca Raton, FL |
BUY
|
- |
1.22K+ 0.74% |
$14.4K - $16.1K
|
166K
$2.96M
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
3+ 1.4% |
$35.3 - $39.5
|
218
$3.89K
|
|
| Q4 2022 | |||||||
|
Feb 02, 2024
Q4 2022
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
10.4KNew |
$112K - $139K
|
10.4K
$186K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
29+ 0.99% |
$313 - $386
|
2.97K
$52.9K
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
62+ 0.3% |
$670 - $826
|
20.9K
$373K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.31KNew |
$14.2K - $17.5K
|
1.31K
$23.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.01K+ 18.29% |
$21.7K - $26.8K
|
13K
$232K
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
SELL
|
- |
-100- 50.0% |
$1.08K - $1.33K
|
100
$1.78K
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
142+ 0.73% |
$1.53K - $1.89K
|
19.7K
$352K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-11- 0.41% |
$119 - $147
|
2.67K
$47.7K
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
BUY
|
- |
12.6KNew |
$136K - $167K
|
12.6K
$224K
|
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.35K- 11.37% |
$14.6K - $18K
|
10.5K
$188K
|
|
|
Jan 25, 2023
Q4 2022
|
Camelot Portfolios, LLC
|
SELL
|
- |
-1.49K- 12.06% |
$16.1K - $19.8K
|
10.9K
$194K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-2.45K- 10.64% |
$26.4K - $32.6K
|
20.6K
$367K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
5+ 0.08% |
$54 - $66.6
|
6.04K
$108K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
485New |
$5.24K - $6.46K
|
485
$8.65K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
3K+ 9.39% |
$32.6K - $39.4K
|
34.9K
$623K
|
|
|
Nov 14, 2022
Q3 2022
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-1.2K- 10.43% |
$13K - $15.8K
|
10.3K
$184K
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-9.05K- 46.56% |
$98.3K - $119K
|
10.4K
$185K
|
|
|
Nov 08, 2022
Q3 2022
|
9258 Wealth Management, LLC
|
BUY
|
- |
37+ 0.35% |
$402 - $487
|
10.5K
$188K
|
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
142New |
$1.54K - $1.87K
|
142
$2.53K
|
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
184New |
$2K - $2.42K
|
184
$3.28K
|
|
|
Oct 25, 2022
Q3 2022
|
Hightower 6 M Holding, LLC
|
SELL
|
- |
-10.7K- 15.9% |
$117K - $141K
|
56.8K
$1.01M
|
|
| Q2 2022 | |||||||
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
20+ 0.18% |
$228 - $295
|
11K
$197K
|
|
|
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
$89.2K
|
|
|
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
$284K
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
111New |
$1.27K - $1.64K
|
111
$1.98K
|
|
|
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
$18.9K
|
|
| 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
$219K
|
|