Purchases and Sales Made in Q1 2022 in Boulder Growth & Income Fund (STEW)
This table provides information about the institutional ownership of Boulder Growth & Income Fund (STEW) during Q1 2022. The information is specifically focused on institutions that hold shares of BOULDER GROWTH & INCOME FUND.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
303K+ 1318.36% |
$4.1M - $4.54M
|
326K
$5.28M
|
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
203KNew |
$2.75M - $3.04M
|
203K
$3.29M
|
|
|
May 10, 2022
Q1 2022
|
Hightower 6 M Holding, LLC
|
BUY
|
- |
90.9KNew |
$1.23M - $1.36M
|
90.9K
$1.47M
|
|
|
May 16, 2022
Q1 2022
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
74K+ 24.88% |
$1M - $1.11M
|
371K
$6.02M
|
|
|
May 13, 2022
Q1 2022
|
Bulldog Investors, LLP
Saddle Brook, NJ |
BUY
|
- |
63.1K+ 7.44% |
$855K - $945K
|
911K
$14.8M
|
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
61.9K+ 20.57% |
$840K - $929K
|
363K
$5.89M
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
35K+ 77.2% |
$475K - $525K
|
80.5K
$1.3M
|
|
|
May 13, 2022
Q1 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
22.3KNew |
$302K - $334K
|
22.3K
$362K
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
19.4KNew |
$264K - $292K
|
19.4K
$315K
|
|
|
May 16, 2022
Q1 2022
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
14.1K+ 3.77% |
$192K - $212K
|
389K
$6.31M
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
13K+ 3.43% |
$177K - $195K
|
393K
$6.37M
|
|
|
May 16, 2022
Q1 2022
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
10.4K+ 1.98% |
$141K - $156K
|
535K
$8.68M
|
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
6.05KNew |
$82.1K - $90.7K
|
6.05K
$98.1K
|
|
|
May 13, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
5.12K+ 18.85% |
$69.4K - $76.8K
|
32.3K
$524K
|
|
|
May 16, 2022
Q1 2022
|
Css LLC
Chicago, IL |
BUY
|
- |
4.67K+ 0.84% |
$63.3K - $70K
|
559K
$9.07M
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.12K+ 1.72% |
$55.8K - $61.7K
|
244K
$3.96M
|
|
|
May 12, 2022
Q1 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.45K+ 3.67% |
$46.7K - $51.7K
|
97.4K
$1.58M
|
|
|
Apr 13, 2022
Q1 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2.9K+ 1.44% |
$39.4K - $43.5K
|
204K
$3.32M
|
|
|
Apr 21, 2022
Q1 2022
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
2.82K+ 2.87% |
$38.2K - $42.2K
|
101K
$1.64M
|
|
|
May 13, 2022
Q1 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
2.76K+ 5.29% |
$37.5K - $41.4K
|
55K
$892K
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
2.71KNew |
$36.7K - $40.5K
|
2.71K
$43.9K
|
|
|
Apr 29, 2022
Q1 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
2.33K+ 2.19% |
$31.6K - $34.9K
|
109K
$1.76M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.17K+ 2.79% |
$29.4K - $32.5K
|
80K
$1.3M
|
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.98K+ 3.21% |
$26.9K - $29.7K
|
63.8K
$1.04M
|
|
|
May 05, 2022
Q1 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1.06KNew |
$14.4K - $15.9K
|
1.06K
$17.2K
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
968+ 1.0% |
$13.1K - $14.5K
|
97.8K
$1.59M
|
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
944New |
$12.8K - $14.2K
|
944
$15.3K
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
694+ 1.86% |
$9.41K - $10.4K
|
38K
$617K
|
|
|
Apr 27, 2022
Q1 2022
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
692+ 0.38% |
$9.38K - $10.4K
|
183K
$2.97M
|
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
670New |
$9.09K - $10K
|
670
$10.9K
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
417+ 20.46% |
$5.65K - $6.25K
|
2.46K
$39.8K
|
|
|
Apr 28, 2022
Q1 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
360+ 2.26% |
$4.88K - $5.4K
|
16.3K
$264K
|
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
300+ 1.61% |
$4.07K - $4.5K
|
18.9K
$307K
|
|
|
Apr 21, 2022
Q1 2022
|
Asset Dedication, LLC
|
BUY
|
- |
184New |
$2.5K - $2.76K
|
184
$2.98K
|
|
|
May 12, 2022
Q1 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
163+ 12.81% |
$2.21K - $2.44K
|
1.44K
$23.3K
|
|
|
Apr 14, 2022
Q1 2022
|
Stolper CO
|
BUY
|
- |
111+ 0.42% |
$1.51K - $1.66K
|
26.5K
$429K
|
|
|
Apr 08, 2022
Q1 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
109+ 0.69% |
$1.48K - $1.63K
|
15.8K
$256K
|
|
|
May 12, 2022
Q1 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
101+ 0.79% |
$1.37K - $1.51K
|
12.9K
$209K
|
|
|
May 16, 2022
Q1 2022
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
99+ 0.87% |
$1.34K - $1.48K
|
11.5K
$186K
|
|
|
Apr 25, 2022
Q1 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
73+ 0.13% |
$990 - $1.09K
|
57.9K
$938K
|
|
|
May 13, 2022
Q1 2022
|
9258 Wealth Management, LLC
|
BUY
|
- |
34+ 0.33% |
$461 - $510
|
10.4K
$169K
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
19+ 0.17% |
$258 - $285
|
11K
$178K
|
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
16+ 0.38% |
$217 - $240
|
4.19K
$68K
|
|
|
Apr 29, 2022
Q1 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
7+ 0.83% |
$94.9 - $105
|
848
$13.8K
|
|
|
May 09, 2022
Q1 2022
|
Wealth Trust Axiom LLC
|
BUY
|
- |
4+ 0.01% |
$54.2 - $60
|
36.4K
$590K
|
|
|
Apr 27, 2022
Q1 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
4+ 0.07% |
$54.2 - $60
|
6.02K
$97.7K
|
|
|
Apr 29, 2022
Q1 2022
|
Accel Wealth Management
|
BUY
|
- |
2+ 0.96% |
$27.1 - $30
|
210
$3.41K
|
|
|
Apr 25, 2022
Q1 2022
|
Clean Yield Group
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
SELL
|
- |
-18- 1.81% |
$244 - $270
|
977
$15.8K
|