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 09, 2022
Q1 2022
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-29- 0.16% |
$393 - $435
|
18.1K
$294K
|
|
May 13, 2022
Q1 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-112- 0.59% |
$1.52K - $1.68K
|
19K
$308K
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-145Closed |
$1.97K - $2.17K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-200- 0.61% |
$2.71K - $3K
|
32.5K
$527K
|
|
Apr 11, 2022
Q1 2022
|
Rb Capital Management, LLC
|
SELL
|
- |
-263- 2.49% |
$3.57K - $3.94K
|
10.3K
$167K
|
|
May 13, 2022
Q1 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-494- 3.87% |
$6.7K - $7.41K
|
12.3K
$199K
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-686- 1.06% |
$9.3K - $10.3K
|
64K
$1.04M
|
|
May 12, 2022
Q1 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-854- 0.94% |
$11.6K - $12.8K
|
90K
$1.46M
|
|
Apr 14, 2022
Q1 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-931- 4.33% |
$12.6K - $14K
|
20.6K
$334K
|
|
May 17, 2022
Q1 2022
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-1.07K- 2.4% |
$14.5K - $16K
|
43.4K
$704K
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.09K- 2.22% |
$14.8K - $16.4K
|
48.2K
$781K
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
SELL
|
- |
-1.16K- 1.35% |
$15.7K - $17.3K
|
84.7K
$1.37M
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.22K- 1.72% |
$16.5K - $18.3K
|
69.8K
$1.13M
|
|
May 02, 2022
Q1 2022
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-1.61K- 10.37% |
$21.8K - $24.1K
|
13.9K
$225K
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.13K- 99.07% |
$28.9K - $32K
|
20
$324
|
|
May 16, 2022
Q1 2022
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-2.9K- 14.49% |
$39.3K - $43.4K
|
17.1K
$277K
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-4.69K- 7.37% |
$63.6K - $70.3K
|
59K
$957K
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-4.85KClosed |
$65.7K - $72.6K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-4.95K- 0.27% |
$67.1K - $74.2K
|
1.8M
$29.2M
|
|
May 11, 2022
Q1 2022
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-5KClosed |
$67.8K - $75K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-5K- 17.3% |
$67.8K - $75K
|
23.9K
$388K
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-5.13K- 29.13% |
$69.6K - $76.9K
|
12.5K
$202K
|
|
May 12, 2022
Q1 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-6.91K- 24.35% |
$93.8K - $104K
|
21.5K
$348K
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-7.33KClosed |
$99.3K - $110K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-8.98K- 23.33% |
$122K - $135K
|
29.5K
$478K
|
|
May 16, 2022
Q1 2022
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-14KClosed |
$189K - $209K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-16.9K- 38.91% |
$229K - $253K
|
26.5K
$429K
|
|
May 13, 2022
Q1 2022
|
Dcf Advisers, LLC
Greenwich, CT |
SELL
|
- |
-18K- 21.69% |
$244K - $270K
|
65K
$1.05M
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-18.4K- 7.95% |
$250K - $276K
|
213K
$3.46M
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-19.2K- 0.74% |
$260K - $287K
|
2.59M
$42M
|
|
Apr 12, 2022
Q1 2022
|
Matisse Capital
|
SELL
|
- |
-40.9KClosed |
$554K - $613K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-78.7KClosed |
$1.07M - $1.18M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Clough Capital Partners L P
Boston, MA |
SELL
|
- |
-84.3KClosed |
$1.14M - $1.26M
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Winning Points Advisors, LLC
Boca Raton, FL |
SELL
|
- |
-126K- 44.35% |
$1.71M - $1.89M
|
158K
$2.57M
|
|
May 06, 2022
Q1 2022
|
Shaker Financial Services, LLC
|
SELL
|
- |
-182K- 53.99% |
$2.47M - $2.73M
|
155K
$2.51M
|
|
May 04, 2022
Q1 2022
|
Wolverine Asset Management LLC
|
SELL
|
- |
-229KClosed |
$3.1M - $3.43M
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Quantedge Capital Pte LTD
Singapore, U0 |
SELL
|
- |
-249KClosed |
$3.38M - $3.73M
|
0
$0
|
|
Jun 10, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-304K- 93.26% |
$4.12M - $4.55M
|
22K
$356K
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.8M- 51.95% |
$37.9M - $41.9M
|
2.59M
$42M
|