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 |
---|---|---|---|---|---|---|---|
Aug 13, 2020
Q2 2020
|
Geode Capital Management, LLC
Boston, MA |
SELL
|
- |
-10.8KClosed |
$94.6K - $113K
|
0
$0
|
|
Aug 12, 2020
Q2 2020
|
Sandy Spring Bank
|
SELL
|
- |
-4KClosed |
$34.9K - $41.6K
|
0
$0
|
|
Aug 11, 2020
Q2 2020
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-25Closed |
$218 - $260
|
0
$0
|
|
Q1 2020 | |||||||
May 14, 2020
Q1 2020
|
Independent Advisor Alliance
|
SELL
|
- |
-150KClosed |
$1.16M - $1.79M
|
0
$0
|
|
Apr 30, 2020
Q1 2020
|
St. James Investment Company, LLC
|
SELL
|
- |
-28.7KClosed |
$222K - $343K
|
0
$0
|
|
May 05, 2020
Q1 2020
|
Round Table Services, LLC
|
SELL
|
- |
-20.2KClosed |
$156K - $241K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Camden National Bank
Camden, ME |
SELL
|
- |
-11.1KClosed |
$85.6K - $132K
|
0
$0
|
|
Apr 27, 2020
Q1 2020
|
Parallel Advisors, LLC
|
SELL
|
- |
-7.24KClosed |
$55.9K - $86.3K
|
0
$0
|
|
May 08, 2020
Q1 2020
|
Royal Fund Management, LLC
|
SELL
|
- |
-2.7KClosed |
$20.9K - $32.2K
|
0
$0
|
|
Q4 2019 | |||||||
Jan 28, 2020
Q4 2019
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-3.6KClosed |
$39.5K - $42.5K
|
0
$0
|
|
Jan 06, 2020
Q4 2019
|
Sound Income Strategies, LLC
|
SELL
|
- |
-1KClosed |
$11K - $11.8K
|
0
$0
|
|
Q3 2019 | |||||||
Jan 16, 2020
Q3 2019
|
Belpointe Asset Management LLC
|
SELL
|
- |
-18.7KClosed |
$197K - $212K
|
0
$0
|
|
Nov 12, 2019
Q3 2019
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-13.5KClosed |
$142K - $153K
|
0
$0
|
|
Oct 25, 2019
Q3 2019
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-11.6KClosed |
$123K - $132K
|
0
$0
|
|
Nov 13, 2019
Q3 2019
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-10.1KClosed |
$106K - $114K
|
0
$0
|
|
Oct 17, 2019
Q3 2019
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2.21KClosed |
$23.3K - $25.1K
|
0
$0
|
|
Oct 18, 2019
Q3 2019
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.4KClosed |
$14.8K - $15.9K
|
0
$0
|
|
Nov 01, 2019
Q3 2019
|
Jnba Financial Advisors
|
SELL
|
- |
-500Closed |
$5.27K - $5.67K
|
0
$0
|
|
Q2 2019 | |||||||
Aug 13, 2019
Q2 2019
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-19.5KClosed |
$205K - $219K
|
0
$0
|
|
Aug 16, 2019
Q2 2019
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-14.3KClosed |
$151K - $161K
|
0
$0
|
|
Aug 20, 2019
Q2 2019
|
New England Guild Wealth Advisors, Inc.
|
SELL
|
- |
-10.6KClosed |
$111K - $119K
|
0
$0
|
|
Aug 01, 2019
Q2 2019
|
Executive Wealth Management, LLC
|
SELL
|
- |
-380Closed |
$4K - $4.27K
|
0
$0
|
|
Q1 2019 | |||||||
May 15, 2019
Q1 2019
|
Weiss Asset Management LP
Boston, MA |
SELL
|
- |
-55.1KClosed |
$557K - $602K
|
0
$0
|
|
May 08, 2019
Q1 2019
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-10KClosed |
$101K - $109K
|
0
$0
|
|
Apr 08, 2019
Q1 2019
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-4.24KClosed |
$42.8K - $46.3K
|
0
$0
|
|
May 10, 2019
Q1 2019
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-79Closed |
$798 - $863
|
0
$0
|
|
Q4 2018 | |||||||
Feb 14, 2019
Q4 2018
|
Nine Masts Capital LTD
|
SELL
|
- |
-52.5KClosed |
$504K - $591K
|
0
$0
|
|
Feb 12, 2019
Q4 2018
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-28KClosed |
$268K - $315K
|
0
$0
|
|
Feb 11, 2019
Q4 2018
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-10.1KClosed |
$96.9K - $114K
|
0
$0
|
|
Feb 08, 2019
Q4 2018
|
Mainstay Capital Management LLC
|
SELL
|
- |
-2.44KClosed |
$23.4K - $27.5K
|
0
$0
|
|
Feb 07, 2019
Q4 2018
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-400Closed |
$3.84K - $4.5K
|
0
$0
|
|
Q3 2018 | |||||||
Nov 13, 2018
Q3 2018
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-23.2KClosed |
$238K - $264K
|
0
$0
|
|
Nov 05, 2018
Q3 2018
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.2KClosed |
$12.3K - $13.6K
|
0
$0
|
|
Nov 14, 2018
Q3 2018
|
Barclays PLC
London, X0 |
SELL
|
- |
-24Closed |
$246 - $273
|
0
$0
|
|
Q2 2018 | |||||||
Aug 10, 2018
Q2 2018
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-162KClosed |
$1.65M - $1.77M
|
0
$0
|
|
Aug 03, 2018
Q2 2018
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-17.5KClosed |
$178K - $192K
|
0
$0
|
|
Aug 08, 2018
Q2 2018
|
Corbyn Investment Management Inc
|
SELL
|
- |
-2KClosed |
$20.4K - $21.9K
|
0
$0
|
|
Aug 03, 2018
Q2 2018
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-198Closed |
$2.02K - $2.17K
|
0
$0
|
|
Q1 2018 | |||||||
May 15, 2018
Q1 2018
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-65.3KClosed |
$690K - $768K
|
0
$0
|
|
May 14, 2018
Q1 2018
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-43.2KClosed |
$456K - $508K
|
0
$0
|
|
Apr 25, 2018
Q1 2018
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-22.8KClosed |
$241K - $268K
|
0
$0
|
|
May 02, 2018
Q1 2018
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-2.5KClosed |
$26.4K - $29.4K
|
0
$0
|
|
May 11, 2018
Q1 2018
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-330Closed |
$3.49K - $3.88K
|
0
$0
|
|
Apr 17, 2018
Q1 2018
|
Calton & Associates, Inc.
|
SELL
|
- |
-252Closed |
$2.66K - $2.96K
|
0
$0
|
|
Q4 2017 | |||||||
Feb 13, 2018
Q4 2017
|
Hotchkis & Wiley Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-45.5KClosed |
$465K - $505K
|
0
$0
|
|
Feb 09, 2018
Q4 2017
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-19.3KClosed |
$198K - $214K
|
0
$0
|
|
Feb 01, 2018
Q4 2017
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-13.6KClosed |
$139K - $151K
|
0
$0
|
|
Q2 2017 | |||||||
Nov 01, 2017
Q2 2017
|
Legacy Advisors, LLC
|
SELL
|
- |
-609Closed |
N/A
|
0
$0
|
|
Q3 2016 | |||||||
Aug 07, 2019
Q3 2016
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-1.58M- 73.37% |
N/A
|
575K
$9.53M
|