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 |
|---|---|---|---|---|---|---|---|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1K+ 142.86% |
$15.5K - $17.9K
|
1.7K
$30.3K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
39+ 0.41% |
$605 - $696
|
9.57K
$171K
|
|
| Q1 2025 | |||||||
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
100KNew |
$1.58M - $1.73M
|
100K
$1.78M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
89K+ 55.03% |
$1.4M - $1.54M
|
251K
$4.47M
|
|
|
May 14, 2025
Q1 2025
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
65K+ 14.63% |
$1.02M - $1.12M
|
509K
$9.08M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
59.9K+ 42.12% |
$943K - $1.04M
|
202K
$3.6M
|
|
|
Apr 18, 2025
Q1 2025
|
Jp Wealth Management, Inc.
Mt. Pleasant, SC |
BUY
|
- |
42K+ 4.54% |
$663K - $727K
|
968K
$17.3M
|
|
|
May 06, 2025
Q1 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
37.4K+ 133.4% |
$589K - $647K
|
65.4K
$1.17M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
29.7K+ 33.04% |
$468K - $513K
|
120K
$2.13M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
27.6K+ 17.39% |
$436K - $478K
|
187K
$3.33M
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
26.1KNew |
$411K - $451K
|
26.1K
$465K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
23.3K+ 32.02% |
$367K - $403K
|
96.1K
$1.71M
|
|
|
Apr 29, 2025
Q1 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
22.6KNew |
$357K - $392K
|
22.6K
$404K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
22K+ 38.9% |
$346K - $380K
|
78.4K
$1.4M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
17K+ 9.31% |
$268K - $295K
|
200K
$3.57M
|
|
|
May 14, 2025
Q1 2025
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
15.9K+ 132.5% |
$251K - $275K
|
27.9K
$498K
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
13.5K+ 5.25% |
$213K - $234K
|
271K
$4.83M
|
|
|
Apr 22, 2025
Q1 2025
|
Hudson Value Partners, LLC
|
BUY
|
- |
12.2KNew |
$192K - $211K
|
12.2K
$218K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
9.05K+ 1122.21% |
$143K - $156K
|
9.85K
$176K
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
8.93KNew |
$141K - $155K
|
8.93K
$159K
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
7.14K+ 1.34% |
$112K - $123K
|
541K
$9.66M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.37K+ 4.93% |
$84.6K - $92.9K
|
114K
$2.04M
|
|
|
May 15, 2025
Q1 2025
|
Quantedge Capital Pte LTD
Singapore, U0 |
BUY
|
- |
4K+ 2.07% |
$63K - $69.2K
|
197K
$3.52M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
2.51K+ 11.79% |
$39.6K - $43.5K
|
23.8K
$425K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
2.44K+ 3.03% |
$38.4K - $42.2K
|
82.9K
$1.48M
|
|
|
May 15, 2025
Q1 2025
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
2.15K+ 1.96% |
$33.9K - $37.2K
|
112K
$1.99M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
2.06K+ 9.85% |
$32.5K - $35.7K
|
23K
$411K
|
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
2.01K+ 10.21% |
$31.7K - $34.8K
|
21.7K
$387K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.26K+ 1115.93% |
$19.9K - $21.8K
|
1.37K
$24.5K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.2K+ 1.37% |
$18.9K - $20.7K
|
88.5K
$1.58M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.04K+ 3.38% |
$16.4K - $18K
|
31.8K
$567K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
980+ 1.33% |
$15.4K - $17K
|
74.8K
$1.33M
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
964+ 5.21% |
$15.2K - $16.7K
|
19.5K
$347K
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
BUY
|
- |
550+ 2.86% |
$8.67K - $9.52K
|
19.8K
$353K
|
|
|
Apr 09, 2025
Q1 2025
|
Integrated Capital Management, Inc.
|
BUY
|
- |
163+ 1.16% |
$2.57K - $2.82K
|
14.2K
$254K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
158+ 31.41% |
$2.49K - $2.73K
|
661
$11.8K
|
|
|
May 13, 2025
Q1 2025
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
127+ 1.0% |
$2K - $2.2K
|
12.9K
$230K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
87+ 0.6% |
$1.37K - $1.51K
|
14.5K
$259K
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
55+ 0.79% |
$867 - $952
|
7K
$125K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
50+ 0.87% |
$788 - $865
|
5.77K
$103K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
43+ 0.29% |
$678 - $744
|
15.1K
$269K
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
36+ 0.99% |
$567 - $623
|
3.68K
$65.6K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 14, 2025
Q1 2025
|
Clean Yield Group
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
91.3KNew |
$1.4M - $1.53M
|
91.3K
$1.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
81.2K+ 36.79% |
$1.25M - $1.36M
|
302K
$5.39M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
51.3KNew |
$787K - $858K
|
51.3K
$915K
|
|
|
Feb 14, 2025
Q4 2024
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
39.2K+ 228.86% |
$602K - $657K
|
56.4K
$1.01M
|
|
|
Feb 12, 2025
Q4 2024
|
Rpo LLC
Stamford, CT |
BUY
|
- |
39.2K+ 30.18% |
$602K - $657K
|
169K
$3.02M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
24K+ 6.35% |
$368K - $402K
|
402K
$7.17M
|
|