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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
100KNew |
$1.58M - $1.73M
|
100K
$1.78M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
22K+ 38.9% |
$346K - $380K
|
78.4K
$1.4M
|
|
|
Aug 12, 2025
Q1 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
17.8KNew |
$281K - $308K
|
17.8K
$317K
|
|
|
May 14, 2025
Q1 2025
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
15.9K+ 132.5% |
$251K - $275K
|
27.9K
$497K
|
|
|
Apr 22, 2025
Q1 2025
|
Hudson Value Partners, LLC
|
BUY
|
- |
12.2KNew |
$192K - $211K
|
12.2K
$218K
|
|
|
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 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
50+ 0.87% |
$788 - $865
|
5.77K
$103K
|
|
| 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
$5.38M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
51.3KNew |
$787K - $858K
|
51.3K
$914K
|
|
|
Jan 22, 2025
Q4 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
10.7KNew |
$164K - $179K
|
10.7K
$191K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
447+ 0.88% |
$6.85K - $7.48K
|
51.3K
$914K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
306+ 17.53% |
$4.69K - $5.12K
|
2.05K
$36.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
206+ 0.12% |
$3.16K - $3.45K
|
165K
$2.94M
|
|
| Q3 2024 | |||||||
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
62.5KNew |
$896K - $998K
|
62.5K
$1.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
12.8KNew |
$183K - $204K
|
12.8K
$228K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
4.52KNew |
$64.7K - $72.1K
|
4.52K
$80.5K
|
|
|
Aug 07, 2025
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1.67KNew |
$23.9K - $26.6K
|
1.67K
$29.7K
|
|
|
Oct 16, 2024
Q3 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
110+ 0.89% |
$1.58K - $1.76K
|
12.5K
$223K
|
|
| Q2 2024 | |||||||
|
Jul 31, 2024
Q2 2024
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
3.44MNew |
$48.9M - $51.5M
|
3.44M
$61.3M
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
12.8KNew |
$182K - $191K
|
12.8K
$228K
|
|
|
Jan 31, 2025
Q2 2024
|
Absolute Investment Advisers LLC
|
BUY
|
- |
11.2K+ 91.06% |
$159K - $168K
|
23.5K
$419K
|
|
|
Aug 14, 2024
Q2 2024
|
Quarry LP
New York, NY |
BUY
|
- |
10.5KNew |
$149K - $157K
|
10.5K
$187K
|
|
|
Jul 30, 2024
Q2 2024
|
Matisse Capital
|
BUY
|
- |
10K+ 5.88% |
$142K - $150K
|
180K
$3.21M
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.2KNew |
$31.3K - $32.9K
|
2.2K
$39.2K
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1K+ 7.32% |
$14.2K - $15K
|
14.7K
$261K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
799+ 6.68% |
$11.4K - $12K
|
12.8K
$227K
|
|
|
Aug 14, 2024
Q2 2024
|
Flow State Investments, L.P.
Chicago, IL |
BUY
|
- |
715+ 1.4% |
$10.2K - $10.7K
|
51.7K
$922K
|
|
|
Jul 30, 2024
Q2 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
507+ 5.0% |
$7.2K - $7.59K
|
10.6K
$190K
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
200New |
$2.84K - $2.99K
|
200
$3.56K
|
|
|
Aug 14, 2024
Q2 2024
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
50+ 0.36% |
$711 - $749
|
14K
$249K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
18New |
$256 - $269
|
18
$321
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
1+ 14.29% |
$14.2 - $15
|
8
$143
|
|
| Q1 2024 | |||||||
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.6K+ 25.32% |
$21.8K - $24.1K
|
7.92K
$141K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1KNew |
$13.6K - $15.1K
|
1K
$17.8K
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
582+ 5.48% |
$7.94K - $8.76K
|
11.2K
$200K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
167New |
$2.28K - $2.52K
|
167
$2.98K
|
|
|
May 20, 2024
Q1 2024
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
64+ 0.31% |
$873 - $964
|
21K
$374K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
CALL |
352KNew |
$4.27M - $4.92M
|
352K
$6.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
36.9KNew |
$447K - $516K
|
36.9K
$658K
|
|
|
Jan 22, 2024
Q4 2023
|
Alta Capital Management LLC
|
BUY
|
- |
31.2KNew |
$378K - $436K
|
31.2K
$556K
|
|
|
Feb 14, 2024
Q4 2023
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
25.8KNew |
$312K - $360K
|
25.8K
$460K
|
|
|
Feb 14, 2024
Q4 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
14.3KNew |
$173K - $199K
|
14.3K
$254K
|
|
|
Feb 06, 2024
Q4 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
10.1KNew |
$123K - $141K
|
10.1K
$180K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
7KNew |
$84.8K - $97.7K
|
7K
$125K
|
|
|
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
6KNew |
$72.7K - $83.8K
|
6K
$107K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.06K+ 9.45% |
$37K - $42.7K
|
35.4K
$631K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.2KNew |
$14.5K - $16.8K
|
1.2K
$21.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
667+ 4.27% |
$8.08K - $9.31K
|
16.3K
$290K
|
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
BUY
|
- |
493New |
$5.97K - $6.88K
|
493
$8.79K
|
|