Latest Institutional Purchases of Boulder Growth & Income Fund (STEW)
This list provides information on the latest institutional transactions involving Boulder Growth & Income Fund (STEW) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Jp Wealth Management, Inc.
Mt. Pleasant, SC |
BUY
|
- |
926KNew |
$14.2M - $15.5M
|
926K
$15.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
242K+ 119.29% |
$3.7M - $4.04M
|
444K
$7.44M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
229KNew |
$3.51M - $3.83M
|
229K
$3.83M
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
142KNew |
$2.18M - $2.38M
|
142K
$2.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
110KNew |
$1.68M - $1.83M
|
110K
$1.84M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
91.3KNew |
$1.4M - $1.53M
|
91.3K
$1.53M
|
|
|
Feb 14, 2025
Q4 2024
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
81.2K+ 36.79% |
$1.25M - $1.36M
|
302K
$5.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Shaker Financial Services, LLC
|
BUY
|
- |
71.5K+ 10.92% |
$1.1M - $1.2M
|
727K
$12.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
51.3KNew |
$787K - $858K
|
51.3K
$859K
|
|
|
Feb 14, 2025
Q4 2024
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
39.2K+ 228.86% |
$602K - $657K
|
56.4K
$945K
|
|
|
Feb 12, 2025
Q4 2024
|
Rpo LLC
Stamford, CT |
BUY
|
- |
39.2K+ 30.18% |
$602K - $657K
|
169K
$2.84M
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
31.3K+ 13.87% |
$480K - $524K
|
257K
$4.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
28KNew |
$430K - $469K
|
28K
$469K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
22K+ 13.7% |
$338K - $369K
|
183K
$3.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
21.3KNew |
$327K - $356K
|
21.3K
$357K
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
21KNew |
$323K - $352K
|
21K
$352K
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Arbitrage LLC
Greenwich, CT |
BUY
|
- |
19.5K+ 4.51% |
$299K - $327K
|
452K
$7.58M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
19.2KNew |
$295K - $322K
|
19.2K
$322K
|
|
|
Feb 14, 2025
Q4 2024
|
Quantedge Capital Pte LTD
Singapore, U0 |
BUY
|
- |
18.8K+ 10.78% |
$288K - $315K
|
193K
$3.24M
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Advisors LLC
|
BUY
|
- |
17KNew |
$261K - $284K
|
17K
$285K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
15KNew |
$230K - $252K
|
15K
$252K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
13.1K+ 14.9% |
$201K - $220K
|
101K
$1.69M
|
|
|
Jan 22, 2025
Q4 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
10.7KNew |
$164K - $179K
|
10.7K
$179K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
9.61K+ 6.32% |
$147K - $161K
|
162K
$2.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
8.81K+ 10.87% |
$135K - $147K
|
89.8K
$1.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
7.69K+ 207.89% |
$118K - $129K
|
11.4K
$191K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
7.07K+ 110.22% |
$108K - $118K
|
13.5K
$226K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7K+ 6.88% |
$107K - $117K
|
109K
$1.82M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
6.85K+ 13.82% |
$105K - $115K
|
56.4K
$945K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.09K+ 3.29% |
$93.4K - $102K
|
191K
$3.21M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.55K+ 7.96% |
$85.1K - $92.9K
|
75.3K
$1.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Css LLC
Chicago, IL |
BUY
|
- |
4.84K+ 0.73% |
$74.2K - $81K
|
666K
$11.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.56K+ 5.51% |
$70K - $76.3K
|
87.3K
$1.46M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
2.81K+ 15.45% |
$43K - $46.9K
|
21K
$351K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
2.3K+ 2.86% |
$35.2K - $38.4K
|
82.7K
$1.39M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.98K+ 33.74% |
$30.4K - $33.2K
|
7.86K
$132K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.7K+ 1.66% |
$26.1K - $28.5K
|
104K
$1.74M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.21K+ 1.67% |
$18.6K - $20.3K
|
73.8K
$1.24M
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
854+ 4.84% |
$13.1K - $14.3K
|
18.5K
$310K
|
|
|
Feb 13, 2025
Q4 2024
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
812+ 0.1% |
$12.4K - $13.6K
|
789K
$13.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
796+ 0.42% |
$12.2K - $13.3K
|
192K
$3.22M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
447+ 0.88% |
$6.85K - $7.48K
|
51.3K
$859K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
306+ 17.53% |
$4.69K - $5.12K
|
2.05K
$34.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
243+ 2.71% |
$3.73K - $4.07K
|
9.23K
$155K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
206+ 0.12% |
$3.16K - $3.45K
|
165K
$2.77M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
153+ 0.73% |
$2.35K - $2.56K
|
21K
$351K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
152+ 0.53% |
$2.33K - $2.54K
|
28.7K
$481K
|
|
|
Feb 14, 2025
Q4 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
111+ 0.88% |
$1.7K - $1.86K
|
12.7K
$213K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
76+ 0.53% |
$1.17K - $1.27K
|
14.4K
$242K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
41+ 0.73% |
$629 - $686
|
5.65K
$94.6K
|