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 14, 2019
Q4 2018
|
Nine Masts Capital LTD
|
SELL
|
- |
-52.5KClosed |
$504K - $591K
|
0
$0
|
|
|
Feb 12, 2019
Q4 2018
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-28KClosed |
$268K - $315K
|
0
$0
|
|
|
Feb 11, 2019
Q4 2018
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-10.1KClosed |
$96.9K - $114K
|
0
$0
|
|
|
Feb 08, 2019
Q4 2018
|
Mainstay Capital Management LLC
|
SELL
|
- |
-2.44KClosed |
$23.4K - $27.5K
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-400Closed |
$3.84K - $4.5K
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
CALL |
40.6KNew |
$416K - $461K
|
40.6K
$648K
|
|
|
Nov 14, 2018
Q3 2018
|
Barclays PLC
London, X0 |
SELL
|
- |
-24Closed |
$246 - $273
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
10.5KNew |
$108K - $119K
|
10.5K
$168K
|
|
|
Nov 13, 2018
Q3 2018
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-23.2KClosed |
$238K - $264K
|
0
$0
|
|
|
Nov 05, 2018
Q3 2018
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.2KClosed |
$12.3K - $13.6K
|
0
$0
|
|
|
Oct 17, 2018
Q3 2018
|
Founders Financial Securities LLC
|
BUY
|
- |
13.3KNew |
$137K - $152K
|
13.3K
$213K
|
|
| Q2 2018 | |||||||
|
Aug 14, 2018
Q2 2018
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
25New |
$255 - $274
|
25
$399
|
|
|
Aug 10, 2018
Q2 2018
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-162KClosed |
$1.65M - $1.77M
|
0
$0
|
|
|
Aug 08, 2018
Q2 2018
|
Corbyn Investment Management Inc
|
SELL
|
- |
-2KClosed |
$20.4K - $21.9K
|
0
$0
|
|
|
Aug 03, 2018
Q2 2018
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-198Closed |
$2.02K - $2.17K
|
0
$0
|
|
|
Aug 03, 2018
Q2 2018
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-17.5KClosed |
$178K - $192K
|
0
$0
|
|
| Q1 2018 | |||||||
|
May 15, 2018
Q1 2018
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-65.3KClosed |
$690K - $768K
|
0
$0
|
|
|
May 14, 2018
Q1 2018
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-43.2KClosed |
$456K - $508K
|
0
$0
|
|
|
May 11, 2018
Q1 2018
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-330Closed |
$3.49K - $3.88K
|
0
$0
|
|
|
May 02, 2018
Q1 2018
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-2.5KClosed |
$26.4K - $29.4K
|
0
$0
|
|
|
Apr 25, 2018
Q1 2018
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-22.8KClosed |
$241K - $268K
|
0
$0
|
|
|
Apr 17, 2018
Q1 2018
|
Calton & Associates, Inc.
|
SELL
|
- |
-252Closed |
$2.66K - $2.96K
|
0
$0
|
|
| Q4 2017 | |||||||
|
Feb 14, 2018
Q4 2017
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
336KNew |
$3.43M - $3.72M
|
336K
$5.36M
|
|
|
Feb 13, 2018
Q4 2017
|
Hotchkis & Wiley Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-45.5KClosed |
$465K - $505K
|
0
$0
|
|
|
Feb 09, 2018
Q4 2017
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-19.3KClosed |
$198K - $214K
|
0
$0
|
|
|
Feb 01, 2018
Q4 2017
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-13.6KClosed |
$139K - $151K
|
0
$0
|
|
| Q3 2017 | |||||||
|
Oct 30, 2017
Q3 2017
|
Grace & White Inc
|
BUY
|
- |
36.6KNew |
$358K - $373K
|
36.6K
$583K
|
|
| Q2 2017 | |||||||
|
Nov 01, 2017
Q2 2017
|
Legacy Advisors, LLC
|
SELL
|
- |
-609Closed |
N/A
|
0
$0
|
|
| Q3 2016 | |||||||
|
Aug 07, 2019
Q3 2016
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-1.58M- 73.37% |
N/A
|
575K
$9.17M
|
|
| Q1 2016 | |||||||
|
Jan 03, 2024
Q1 2016
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
3.17KNew |
N/A
|
3.17K
$50.6K
|
|