Purchases and Sales Made in Q1 2023 in Boulder Growth & Income Fund (STEW)
This table provides information about the institutional ownership of Boulder Growth & Income Fund (STEW) during Q1 2023. 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, 2023
Q1 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-500- 1.55% |
$5.89K - $6.59K
|
31.7K
$532K
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-521- 0.28% |
$6.13K - $6.87K
|
185K
$3.1M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-550- 0.86% |
$6.47K - $7.25K
|
63.6K
$1.07M
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-1.04K- 50.0% |
$12.2K - $13.7K
|
1.04K
$17.4K
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.11K- 1.23% |
$13.1K - $14.6K
|
89.1K
$1.5M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.95K- 38.58% |
$22.9K - $25.7K
|
3.1K
$52K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.04K- 0.94% |
$24K - $26.9K
|
215K
$3.6M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.52K- 3.62% |
$29.6K - $33.2K
|
67K
$1.12M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.57K- 3.69% |
$30.2K - $33.9K
|
67.1K
$1.13M
|
|
|
May 08, 2023
Q1 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-3.18K- 2.73% |
$37.5K - $41.9K
|
113K
$1.9M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.25K- 13.58% |
$38.2K - $42.8K
|
20.7K
$347K
|
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-3.51K- 2.99% |
$41.4K - $46.3K
|
114K
$1.91M
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3.92K- 0.58% |
$46.1K - $51.6K
|
673K
$11.3M
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-4.03K- 4.85% |
$47.4K - $53.1K
|
79K
$1.33M
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-4.14K- 14.61% |
$48.7K - $54.6K
|
24.2K
$406K
|
|
|
Apr 26, 2023
Q1 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-5.36K- 9.47% |
$63.1K - $70.6K
|
51.2K
$859K
|
|
|
Apr 11, 2023
Q1 2023
|
Stolper CO
|
SELL
|
- |
-6.8K- 25.75% |
$80K - $89.6K
|
19.6K
$329K
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-7.09K- 6.2% |
$83.4K - $93.4K
|
107K
$1.8M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-8.47K- 2.41% |
$99.7K - $112K
|
343K
$5.75M
|
|
|
May 15, 2023
Q1 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-9.34K- 2.31% |
$110K - $123K
|
394K
$6.62M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-14.9K- 7.42% |
$175K - $196K
|
186K
$3.12M
|
|
|
May 09, 2023
Q1 2023
|
Atlas Wealth LLC
Cincinnati, OH |
SELL
|
- |
-18.2K- 0.53% |
$215K - $240K
|
3.41M
$57.1M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-54.6K- 24.37% |
$643K - $720K
|
169K
$2.84M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-180K- 3.48% |
$2.12M - $2.37M
|
4.99M
$83.8M
|
|
|
May 12, 2023
Q1 2023
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-363K- 84.31% |
$4.27M - $4.78M
|
67.5K
$1.13M
|