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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
325K+ 90128.81% |
$5.05M - $5.81M
|
326K
$5.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Jp Wealth Management, Inc.
Mt. Pleasant, SC |
BUY
|
- |
318K+ 32.83% |
$4.94M - $5.68M
|
1.29M
$22.9M
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
161KNew |
$2.51M - $2.88M
|
161K
$2.88M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
135KNew |
$2.1M - $2.41M
|
135K
$2.41M
|
|
|
Jul 25, 2025
Q2 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
71.5K+ 13.21% |
$1.11M - $1.28M
|
613K
$10.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
49.2K+ 26.31% |
$764K - $879K
|
236K
$4.21M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
30.9K+ 12.32% |
$479K - $551K
|
282K
$5.02M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
22.3K+ 22.65% |
$347K - $399K
|
121K
$2.16M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
19.5K+ 8.83% |
$303K - $349K
|
241K
$4.29M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
18.8K+ 15.74% |
$292K - $336K
|
138K
$2.47M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
17.5KNew |
$272K - $312K
|
17.5K
$312K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
14.1K+ 15.96% |
$219K - $252K
|
103K
$1.83M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
12.9K+ 15.56% |
$200K - $230K
|
95.5K
$1.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
12.6KNew |
$196K - $225K
|
12.6K
$225K
|
|
|
Aug 11, 2025
Q2 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
10.9KNew |
$169K - $194K
|
10.9K
$194K
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
10.8KNew |
$167K - $192K
|
10.8K
$192K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
10.2K+ 44.27% |
$158K - $182K
|
33.2K
$592K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
9.82K+ 5.26% |
$152K - $175K
|
196K
$3.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
9.13K+ 12.21% |
$142K - $163K
|
83.9K
$1.49M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
9.09K+ 4.54% |
$141K - $162K
|
209K
$3.73M
|
|
|
Aug 11, 2025
Q2 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
7.3K+ 2.7% |
$113K - $130K
|
278K
$4.95M
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
5.91K+ 2.94% |
$91.7K - $105K
|
207K
$3.69M
|
|
|
Aug 14, 2025
Q2 2025
|
Quantedge Capital Pte LTD
Singapore, U0 |
BUY
|
- |
3.1K+ 1.57% |
$48.1K - $55.3K
|
200K
$3.57M
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
3.03K+ 1.5% |
$46.9K - $54K
|
205K
$3.65M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.81K+ 37.27% |
$43.7K - $50.2K
|
10.4K
$185K
|
|
|
Jul 29, 2025
Q2 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
2.12K+ 9.38% |
$33K - $37.9K
|
24.8K
$441K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.78K+ 22.57% |
$27.5K - $31.7K
|
9.64K
$172K
|
|
|
Jul 25, 2025
Q2 2025
|
Integrated Capital Management, Inc.
|
BUY
|
- |
1.67K+ 11.71% |
$25.9K - $29.7K
|
15.9K
$283K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.43K+ 14.56% |
$22.3K - $25.6K
|
11.3K
$201K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.26K+ 1.86% |
$19.6K - $22.5K
|
69.1K
$1.23M
|
|
|
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 22, 2025
Q2 2025
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
842+ 0.45% |
$13.1K - $15K
|
188K
$3.35M
|
|
|
Jul 25, 2025
Q2 2025
|
Sather Financial Group Inc
|
BUY
|
- |
551+ 2.88% |
$8.55K - $9.84K
|
19.7K
$351K
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
491+ 2.52% |
$7.62K - $8.76K
|
20K
$356K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
439+ 2.11% |
$6.81K - $7.84K
|
21.2K
$378K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
400+ 0.99% |
$6.21K - $7.14K
|
40.9K
$729K
|
|
|
Aug 14, 2025
Q2 2025
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
124+ 0.96% |
$1.92K - $2.21K
|
13K
$232K
|
|
|
Jul 24, 2025
Q2 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
111+ 1.24% |
$1.72K - $1.98K
|
9.04K
$161K
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
100New |
$1.55K - $1.79K
|
100
$1.78K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
93+ 1.65% |
$1.44K - $1.66K
|
5.74K
$102K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
85+ 0.59% |
$1.32K - $1.52K
|
14.6K
$260K
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
61+ 0.87% |
$947 - $1.09K
|
7.06K
$126K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
48+ 0.06% |
$745 - $857
|
83K
$1.48M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
41+ 0.27% |
$636 - $732
|
15.1K
$269K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
39+ 0.41% |
$605 - $696
|
9.57K
$171K
|
|
|
Aug 12, 2025
Q2 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
35+ 0.95% |
$543 - $625
|
3.71K
$66.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
27New |
$419 - $482
|
27
$481
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
9+ 0.04% |
$140 - $161
|
21.7K
$387K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 17, 2025
Q2 2025
|
Clean Yield Group
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|