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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
713New |
$9.35K - $10K
|
713
$11.8K
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-255Closed |
$3.22K - $3.52K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Truist Financial Corp
|
SELL
|
- |
-18.3KClosed |
$231K - $253K
|
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
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-40Closed |
$439 - $503
|
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 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
$317K
|
|
|
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
|
|
|
Apr 29, 2021
Q1 2021
|
Modera Wealth Management, LLC
|
SELL
|
- |
-11.4KClosed |
$125K - $144K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-7.58KClosed |
$83.3K - $95.4K
|
0
$0
|
|
|
Apr 14, 2021
Q1 2021
|
First Bank & Trust
|
BUY
|
- |
82New |
$900 - $1.03K
|
82
$1.36K
|
|
| Q4 2020 | |||||||
|
Mar 24, 2023
Q4 2020
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
19.6KNew |
$186K - $219K
|
19.6K
$325K
|
|
|
Feb 17, 2021
Q4 2020
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
16.2KNew |
$154K - $181K
|
16.2K
$268K
|
|
|
Feb 12, 2021
Q4 2020
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
8.01KNew |
$76.1K - $89.6K
|
8.01K
$133K
|
|
|
Feb 11, 2021
Q4 2020
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-143KClosed |
$1.36M - $1.6M
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Jbf Capital, Inc.
Aspen, CO |
SELL
|
- |
-1.2KClosed |
$11.4K - $13.4K
|
0
$0
|
|
|
Feb 10, 2021
Q4 2020
|
Stephens Inc
|
SELL
|
- |
-119- 1.02% |
$1.13K - $1.33K
|
11.6K
$192K
|
|
|
Feb 04, 2021
Q4 2020
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-2KClosed |
$19K - $22.4K
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-1.78KClosed |
$16.9K - $19.9K
|
0
$0
|
|
|
Jan 27, 2021
Q4 2020
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-1.4KClosed |
$13.3K - $15.7K
|
0
$0
|
|
|
Jan 22, 2021
Q4 2020
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-20.1KClosed |
$191K - $225K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 16, 2020
Q3 2020
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-10.9KClosed |
$103K - $114K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-151Closed |
$1.42K - $1.57K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-929Closed |
$8.75K - $9.68K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-10.5KClosed |
$98.9K - $109K
|
0
$0
|
|
|
Nov 10, 2020
Q3 2020
|
Rmb Capital Management, LLC
|
SELL
|
- |
-14.6KClosed |
$138K - $152K
|
0
$0
|
|
|
Oct 28, 2020
Q3 2020
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.17KClosed |
$11K - $12.2K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
16+ 0.92% |
$140 - $166
|
1.76K
$29.1K
|
|
|
Aug 14, 2020
Q2 2020
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-14.1KClosed |
$123K - $146K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Geode Capital Management, LLC
Boston, MA |
SELL
|
- |
-10.8KClosed |
$94.6K - $113K
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Sandy Spring Bank
|
SELL
|
- |
-4KClosed |
$34.9K - $41.6K
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-25Closed |
$218 - $260
|
0
$0
|
|
|
Jul 28, 2020
Q2 2020
|
Close Asset Management LTD
|
SELL
|
- |
-37KClosed |
$323K - $384K
|
0
$0
|
|
|
Jul 20, 2020
Q2 2020
|
Vigilare Wealth Management
|
SELL
|
- |
-11.1KClosed |
$97K - $116K
|
0
$0
|
|
|
Jul 10, 2020
Q2 2020
|
Whittier Trust CO
|
SELL
|
- |
-13.5KClosed |
$118K - $141K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 14, 2020
Q1 2020
|
Camden National Bank
Camden, ME |
SELL
|
- |
-11.1KClosed |
$85.6K - $132K
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Royal Fund Management, LLC
|
SELL
|
- |
-2.7KClosed |
$20.9K - $32.2K
|
0
$0
|
|
|
May 05, 2020
Q1 2020
|
Round Table Services, LLC
|
SELL
|
- |
-20.2KClosed |
$156K - $241K
|
0
$0
|
|
|
Apr 30, 2020
Q1 2020
|
St. James Investment Company, LLC
|
SELL
|
- |
-28.7KClosed |
$222K - $343K
|
0
$0
|
|
|
Apr 27, 2020
Q1 2020
|
Parallel Advisors, LLC
|
SELL
|
- |
-7.24KClosed |
$55.9K - $86.3K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 12, 2020
Q4 2019
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
15KNew |
$165K - $177K
|
15K
$249K
|
|
|
Jan 28, 2020
Q4 2019
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-3.6KClosed |
$39.5K - $42.5K
|
0
$0
|
|
|
Jan 22, 2020
Q4 2019
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
400+ 99.5% |
$4.39K - $4.72K
|
802
$13.3K
|
|
|
Jan 06, 2020
Q4 2019
|
Sound Income Strategies, LLC
|
SELL
|
- |
-1KClosed |
$11K - $11.8K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Jan 16, 2020
Q3 2019
|
Belpointe Asset Management LLC
|
SELL
|
- |
-18.7KClosed |
$197K - $212K
|
0
$0
|
|
|
Nov 13, 2019
Q3 2019
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-10.1KClosed |
$106K - $114K
|
0
$0
|
|