Latest Institutional Purchases of Boulder Growth & Income Fund (STEW)

STEW Quotes by TradingView

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 31, 2025 Q4 2024
Global Retirement Partners, LLC

BUY
 -
41
+ 0.73%
$629 - $686
5.65K $92.3K
Feb 12, 2025 Q4 2024
Nemes Rush Group LLC

Novi, MI
BUY
 -
32
+ 0.89%
$491 - $535
3.64K $59.5K
Feb 12, 2025 Q4 2024
Roundview Capital LLC

Princeton, NJ
BUY
 -
12
+ 0.06%
$184 - $201
19.7K $322K
Feb 12, 2025 Q4 2024
Thomas J. Herzfeld Advisors, Inc.

Miami Beach, FL
BUY
 -
3
+ 0.02%
$46 - $50.2
12.3K $202K
Feb 13, 2025 Q4 2024
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Jan 13, 2025 Q4 2024
Clean Yield Group

BUY
 -
0
New
$0 - $0
0 $0
Q3 2024
Nov 25, 2024 Q3 2024
Bryn Mawr Trust CO

Bryn Mawr, PA
BUY
 -
62.5K
New
$896K - $998K
62.5K $1.02M
Nov 14, 2024 Q3 2024
Twin Focus Capital Partners, LLC

Boston, MA
BUY
 -
55K
New
$788K - $879K
55K $899K
Nov 06, 2024 Q3 2024
Sather Financial Group Inc

BUY
 -
19.2K
New
$275K - $306K
19.2K $313K
Nov 04, 2024 Q3 2024
Carnegie Lake Advisors LLC

Princeton, NJ
BUY
 -
16.6K
New
$238K - $266K
16.6K $272K
Oct 31, 2024 Q3 2024
Hudson Value Partners, LLC

BUY
 -
12.2K
New
$175K - $195K
12.2K $199K
Oct 31, 2024 Q3 2024
Claris Advisors, LLC

BUY
 -
4.52K
New
$64.7K - $72.1K
4.52K $73.8K
Nov 13, 2024 Q3 2024
Kestra Advisory Services, LLC

BUY
 -
3.01K
+ 28.2%
$43.1K - $48.1K
13.7K $224K
Nov 13, 2024 Q3 2024
Tortoise Investment Management, LLC

BUY
 -
1.67K
New
$23.9K - $26.6K
1.67K $27.2K
Nov 05, 2024 Q3 2024
Oppenheimer & CO Inc

New York, NY
BUY
 -
804
+ 1.12%
$11.5K - $12.8K
72.8K $1.19M
Oct 11, 2024 Q3 2024
Thurston, Springer, Miller, Herd & Titak, Inc.

Indianapolis, IN
BUY
 -
700
New
$10K - $11.2K
700 $11.4K
Oct 08, 2024 Q3 2024
Cwm, LLC

BUY
 -
302
+ 5.58%
$4.33K - $4.82K
5.72K $93.4K
Oct 16, 2024 Q3 2024
Horizon Wealth Management, LLC

BUY
 -
110
+ 0.89%
$1.58K - $1.76K
12.5K $204K
Q2 2024
Jul 31, 2024 Q2 2024
Atlas Wealth LLC

Cincinnati, OH
BUY
 -
3.44M
New
$48.9M - $51.5M
3.44M $56.3M
Aug 06, 2024 Q2 2024
Choreo, LLC

Minneapolis, MN
BUY
 -
12.8K
New
$182K - $191K
12.8K $209K
Jan 31, 2025 Q2 2024
Absolute Investment Advisers LLC

BUY
 -
11.2K
+ 91.06%
$159K - $168K
23.5K $384K
Aug 14, 2024 Q2 2024
Quarry LP

New York, NY
BUY
 -
10.5K
New
$149K - $157K
10.5K $172K
Jul 30, 2024 Q2 2024
Matisse Capital

BUY
 -
10K
+ 5.88%
$142K - $150K
180K $2.94M
Aug 09, 2024 Q2 2024
Cibc Private Wealth Group, LLC

BUY
 -
2.2K
New
$31.3K - $32.9K
2.2K $35.9K
Aug 15, 2024 Q2 2024
Creative Planning

Overland Park, KS
BUY
 -
1K
+ 7.32%
$14.2K - $15K
14.7K $240K
Aug 15, 2024 Q2 2024
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
799
+ 6.68%
$11.4K - $12K
12.8K $208K
Aug 14, 2024 Q2 2024
Flow State Investments, L.P.

Chicago, IL
BUY
 -
715
+ 1.4%
$10.2K - $10.7K
51.7K $845K
Jul 30, 2024 Q2 2024
Moloney Securities Asset Management, LLC

BUY
 -
507
+ 5.0%
$7.2K - $7.59K
10.6K $174K
Jul 31, 2024 Q2 2024
Raleigh Capital Management Inc.

Cary, NC
BUY
 -
200
New
$2.84K - $2.99K
200 $3.27K
Aug 14, 2024 Q2 2024
Hanover Advisors Inc

Seneca, SC
BUY
 -
50
+ 0.36%
$711 - $749
14K $228K
Jul 31, 2024 Q2 2024
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
18
New
$256 - $269
18 $294
Jul 23, 2024 Q2 2024
Allworth Financial LP

BUY
 -
1
+ 14.29%
$14.2 - $15
8 $131
Q1 2024
Dec 26, 2024 Q1 2024
Jpmorgan Chase & CO

New York, NY
BUY
 -
1.6K
+ 25.32%
$21.8K - $24.1K
7.92K $129K
Apr 29, 2024 Q1 2024
Benjamin Edwards Inc

Clayton, MO
BUY
 -
1K
New
$13.6K - $15.1K
1K $16.3K
May 14, 2024 Q1 2024
Wedbush Securities Inc

BUY
 -
582
+ 5.48%
$7.94K - $8.76K
11.2K $183K
May 06, 2024 Q1 2024
Assetmark, Inc

BUY
 -
167
New
$2.28K - $2.52K
167 $2.73K
May 20, 2024 Q1 2024
Highlander Capital Management, LLC

Short Hills, NJ
BUY
 -
64
+ 0.31%
$873 - $964
21K $343K
Q4 2023
Feb 14, 2024 Q4 2023
Punch & Associates Investment Management, Inc.

Edina, MN
BUY
 CALL
352K
New
$4.27M - $4.92M
352K $5.76M
Feb 14, 2024 Q4 2023
Ae Wealth Management LLC

BUY
 -
36.9K
New
$447K - $516K
36.9K $604K
Jan 22, 2024 Q4 2023
Alta Capital Management LLC

BUY
 -
31.2K
New
$378K - $436K
31.2K $510K
Feb 14, 2024 Q4 2023
Oceanside Advisors LLC

Mount Pleasant, SC
BUY
 -
25.8K
New
$312K - $360K
25.8K $421K
Feb 14, 2024 Q4 2023
Nomura Holdings Inc

Tokyo, M0
BUY
 -
14.3K
New
$173K - $199K
14.3K $233K
Feb 06, 2024 Q4 2023
Connecticut Wealth Management, LLC

BUY
 -
10.1K
New
$123K - $141K
10.1K $165K
Jan 29, 2024 Q4 2023
Baystate Wealth Management LLC

BUY
 -
7K
New
$84.8K - $97.7K
7K $114K
Apr 12, 2024 Q4 2023
Game Plan Financial Advisors, LLC

BUY
 -
6K
New
$72.7K - $83.8K
6K $98K
Feb 14, 2024 Q4 2023
Captrust Financial Advisors

Raleigh, NC
BUY
 -
3.06K
+ 9.45%
$37K - $42.7K
35.4K $579K
Feb 14, 2024 Q4 2023
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
1.2K
New
$14.5K - $16.8K
1.2K $19.6K
Feb 14, 2024 Q4 2023
Guggenheim Capital LLC

Chicago, IL
BUY
 -
667
+ 4.27%
$8.08K - $9.31K
16.3K $266K
Feb 08, 2024 Q4 2023
American National Bank

BUY
 -
493
New
$5.97K - $6.88K
493 $8.06K

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