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 |
---|---|---|---|---|---|---|---|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-280K- 34.4% |
$4.29M - $4.69M
|
534K
$8.95M
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-161K- 5.91% |
$2.47M - $2.7M
|
2.57M
$43M
|
|
Feb 13, 2025
Q4 2024
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-153K- 43.08% |
$2.35M - $2.56M
|
202K
$3.39M
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-36.6K- 85.23% |
$562K - $613K
|
6.35K
$106K
|
|
Feb 12, 2025
Q4 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-35.3K- 27.77% |
$541K - $590K
|
91.7K
$1.54M
|
|
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
SELL
|
- |
-24K- 7.67% |
$368K - $402K
|
289K
$4.84M
|
|
Feb 13, 2025
Q4 2024
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-15.3K- 24.37% |
$235K - $256K
|
47.6K
$796K
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-9.45K- 99.9% |
$145K - $158K
|
9
$151
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-7.54K- 4.53% |
$116K - $126K
|
159K
$2.66M
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.92K- 4.99% |
$90.8K - $99K
|
113K
$1.89M
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-5.04K- 18.53% |
$77.2K - $84.3K
|
22.1K
$371K
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.12K- 2.56% |
$32.5K - $35.4K
|
80.5K
$1.35M
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-1.11K- 0.09% |
$17K - $18.5K
|
1.2M
$20M
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.1K- 2.21% |
$16.9K - $18.4K
|
48.7K
$816K
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-600- 1.18% |
$9.2K - $10K
|
50.2K
$841K
|
|
Feb 13, 2025
Q4 2024
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-500- 1.37% |
$7.67K - $8.37K
|
36.1K
$605K
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-419- 78.76% |
$6.42K - $7.01K
|
113
$1.89K
|
|
Jan 14, 2025
Q4 2024
|
Stolper CO
|
SELL
|
- |
-353- 1.92% |
$5.41K - $5.91K
|
18.1K
$303K
|
|
Feb 05, 2025
Q4 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-250- 0.79% |
$3.83K - $4.18K
|
31.5K
$527K
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-119- 1.69% |
$1.82K - $1.99K
|
6.94K
$116K
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-66- 0.03% |
$1.01K - $1.1K
|
202K
$3.38M
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-51- 1.2% |
$782 - $853
|
4.2K
$70.3K
|
|
Jan 13, 2025
Q4 2024
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-5- 0.04% |
$76.7 - $83.7
|
14.1K
$236K
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3- 0.01% |
$46 - $50.2
|
30.7K
$515K
|
|
Q3 2024 | |||||||
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-188K- 54.86% |
$2.7M - $3.01M
|
155K
$2.6M
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-19.3K- 4.87% |
$277K - $309K
|
378K
$6.33M
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-2.5K- 17.24% |
$35.8K - $39.9K
|
12K
$201K
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-2.27K- 10.23% |
$32.5K - $36.3K
|
19.9K
$334K
|
|
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
$836K
|
|
Oct 25, 2024
Q3 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-889- 7.67% |
$12.7K - $14.2K
|
10.7K
$179K
|
|
Q2 2024 | |||||||
Aug 14, 2024
Q2 2024
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-37.5K- 33.11% |
$533K - $562K
|
75.8K
$1.27M
|
|
Aug 09, 2024
Q2 2024
|
Bulldog Investors, LLP
Saddle Brook, NJ |
SELL
|
- |
-5.25K- 0.43% |
$74.6K - $78.6K
|
1.22M
$20.5M
|
|
Aug 14, 2024
Q2 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-2.16K- 6.31% |
$30.6K - $32.3K
|
32K
$536K
|
|
Q4 2023 | |||||||
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-58.2K- 96.5% |
$705K - $813K
|
2.11K
$35.4K
|
|
Feb 14, 2024
Q4 2023
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-10.1K- 55.04% |
$122K - $141K
|
8.23K
$138K
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2K- 8.64% |
$24.2K - $27.9K
|
21.1K
$354K
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-762- 2.56% |
$9.23K - $10.6K
|
29K
$485K
|
|
Feb 15, 2024
Q4 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-382- 0.76% |
$4.63K - $5.33K
|
49.6K
$831K
|
|
Q3 2023 | |||||||
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.5K- 9.48% |
$19.5K - $20.7K
|
14.3K
$240K
|
|
Oct 17, 2023
Q3 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-624- 60.23% |
$8.1K - $8.6K
|
412
$6.9K
|
|
Q1 2023 | |||||||
May 12, 2023
Q1 2023
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-363K- 84.31% |
$4.27M - $4.78M
|
67.5K
$1.13M
|
|
Q4 2022 | |||||||
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-2.45K- 10.64% |
$26.4K - $32.6K
|
20.6K
$344K
|
|
Jan 25, 2023
Q4 2022
|
Camelot Portfolios, LLC
|
SELL
|
- |
-1.49K- 12.06% |
$16.1K - $19.8K
|
10.9K
$182K
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.35K- 11.37% |
$14.6K - $18K
|
10.5K
$176K
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
SELL
|
- |
-100- 50.0% |
$1.08K - $1.33K
|
100
$1.68K
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-11- 0.41% |
$119 - $147
|
2.67K
$44.7K
|
|
Q3 2022 | |||||||
Oct 25, 2022
Q3 2022
|
Hightower 6 M Holding, LLC
|
SELL
|
- |
-10.7K- 15.9% |
$117K - $141K
|
56.8K
$951K
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-9.05K- 46.56% |
$98.3K - $119K
|
10.4K
$174K
|
|
Nov 14, 2022
Q3 2022
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-1.2K- 10.43% |
$13K - $15.8K
|
10.3K
$173K
|
|
Q2 2022 | |||||||
Aug 08, 2022
Q2 2022
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-16.3KClosed |
$186K - $240K
|
0
$0
|