Latest Institutional Sells of Boulder Growth & Income Fund (STEW)
This list provides information on the latest institutional transactions involving Boulder Growth & Income Fund (STEW) stock that were sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 09, 2025
Q1 2025
|
Shaker Financial Services, LLC
|
SELL
|
- |
-446K- 61.35% |
$7.03M - $7.71M
|
281K
$5.01M
|
|
May 12, 2025
Q1 2025
|
Wolverine Asset Management LLC
|
SELL
|
- |
-133K- 45.96% |
$2.09M - $2.3M
|
156K
$2.78M
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-76K- 2.96% |
$1.2M - $1.32M
|
2.49M
$44.4M
|
|
May 15, 2025
Q1 2025
|
Css LLC
Chicago, IL |
SELL
|
- |
-41.4K- 6.22% |
$653K - $716K
|
625K
$11.1M
|
|
May 15, 2025
Q1 2025
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-38K- 18.8% |
$599K - $657K
|
164K
$2.93M
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-31.6K- 2.64% |
$498K - $547K
|
1.16M
$20.8M
|
|
May 14, 2025
Q1 2025
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-12K- 97.07% |
$189K - $207K
|
361
$6.44K
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-9.7K- 19.31% |
$153K - $168K
|
40.5K
$723K
|
|
May 08, 2025
Q1 2025
|
Dcf Advisers, LLC
Greenwich, CT |
SELL
|
- |
-9K- 15.25% |
$142K - $156K
|
50K
$892K
|
|
May 15, 2025
Q1 2025
|
Aqr Arbitrage LLC
Greenwich, CT |
SELL
|
- |
-7.62K- 1.68% |
$120K - $132K
|
445K
$7.93M
|
|
May 15, 2025
Q1 2025
|
Bulldog Investors, LLP
Saddle Brook, NJ |
SELL
|
- |
-7.47K- 0.61% |
$118K - $129K
|
1.21M
$21.7M
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-7.41K- 3.24% |
$117K - $128K
|
221K
$3.95M
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-7.41K- 9.84% |
$117K - $128K
|
67.9K
$1.21M
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.39K- 5.18% |
$84.9K - $93.2K
|
98.7K
$1.76M
|
|
May 05, 2025
Q1 2025
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-5.25K- 2.73% |
$82.7K - $90.8K
|
187K
$3.34M
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-4.2K- 2.19% |
$66.1K - $72.6K
|
187K
$3.34M
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3.84K- 33.73% |
$60.5K - $66.5K
|
7.55K
$135K
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.16K- 2.81% |
$49.8K - $54.7K
|
109K
$1.95M
|
|
May 15, 2025
Q1 2025
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-3.12K- 0.4% |
$49.1K - $53.9K
|
785K
$14M
|
|
May 14, 2025
Q1 2025
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-3K- 6.3% |
$47.2K - $51.8K
|
44.6K
$795K
|
|
Apr 29, 2025
Q1 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-1.92K- 6.1% |
$30.2K - $33.2K
|
29.5K
$527K
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.56K- 7.38% |
$24.6K - $27K
|
19.6K
$349K
|
|
May 15, 2025
Q1 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-1.46K- 6.93% |
$23K - $25.2K
|
19.6K
$349K
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1K- 66.67% |
$15.8K - $17.3K
|
500
$8.92K
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-856- 0.42% |
$13.5K - $14.8K
|
201K
$3.59M
|
|
Apr 28, 2025
Q1 2025
|
Calamos Advisors LLC
|
SELL
|
- |
-654- 3.85% |
$10.3K - $11.3K
|
16.3K
$292K
|
|
May 05, 2025
Q1 2025
|
Carnegie Lake Advisors LLC
Princeton, NJ |
SELL
|
- |
-513- 3.08% |
$8.08K - $8.87K
|
16.1K
$288K
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-203- 0.97% |
$3.2K - $3.51K
|
20.8K
$371K
|
|
Apr 08, 2025
Q1 2025
|
Stolper CO
|
SELL
|
- |
-152- 0.84% |
$2.4K - $2.63K
|
17.9K
$320K
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-74- 1.76% |
$1.17K - $1.28K
|
4.12K
$73.6K
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-16- 0.02% |
$252 - $277
|
82.7K
$1.47M
|
|
Q4 2024 | |||||||
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-36.6K- 85.23% |
$562K - $613K
|
6.35K
$113K
|
|
Feb 12, 2025
Q4 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-35.3K- 27.77% |
$541K - $590K
|
91.7K
$1.64M
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-5.04K- 18.53% |
$77.2K - $84.3K
|
22.1K
$395K
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.1K- 2.21% |
$16.9K - $18.4K
|
48.7K
$869K
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.01K- 2.93% |
$15.4K - $16.8K
|
33.3K
$594K
|
|
Feb 13, 2025
Q4 2024
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-500- 1.37% |
$7.67K - $8.37K
|
36.1K
$644K
|
|
Q3 2024 | |||||||
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-188K- 54.86% |
$2.7M - $3.01M
|
155K
$2.77M
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-2.5K- 17.24% |
$35.8K - $39.9K
|
12K
$214K
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-2.27K- 10.23% |
$32.5K - $36.3K
|
19.9K
$355K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.14K- 2.24% |
$16.4K - $18.2K
|
49.9K
$891K
|
|
Oct 25, 2024
Q3 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-889- 7.67% |
$12.7K - $14.2K
|
10.7K
$191K
|
|
Q2 2024 | |||||||
Aug 14, 2024
Q2 2024
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-37.5K- 33.11% |
$533K - $562K
|
75.8K
$1.35M
|
|
Aug 14, 2024
Q2 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-2.16K- 6.31% |
$30.6K - $32.3K
|
32K
$571K
|
|
Q4 2023 | |||||||
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-58.2K- 96.5% |
$705K - $813K
|
2.11K
$37.7K
|
|
Feb 14, 2024
Q4 2023
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-10.1K- 55.04% |
$122K - $141K
|
8.23K
$147K
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-762- 2.56% |
$9.23K - $10.6K
|
29K
$517K
|
|
Feb 15, 2024
Q4 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-382- 0.76% |
$4.63K - $5.33K
|
49.6K
$885K
|
|
Q3 2023 | |||||||
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.5K- 9.48% |
$19.5K - $20.7K
|
14.3K
$256K
|
|
Oct 17, 2023
Q3 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-624- 60.23% |
$8.1K - $8.6K
|
412
$7.35K
|