Purchases and Sales Made in Q1 2024 in Boulder Growth & Income Fund (STEW)
This table provides information about the institutional ownership of Boulder Growth & Income Fund (STEW) during Q1 2024. 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 13, 2024
Q1 2024
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
240K+ 124.96% |
$3.28M - $3.62M
|
433K
$7.16M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
195K+ 6.46% |
$2.66M - $2.93M
|
3.21M
$53.1M
|
|
|
May 13, 2024
Q1 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
107K+ 47.98% |
$1.45M - $1.6M
|
329K
$5.43M
|
|
|
May 15, 2024
Q1 2024
|
Aqr Arbitrage LLC
Greenwich, CT |
BUY
|
- |
88.4K+ 37.83% |
$1.21M - $1.33M
|
322K
$5.33M
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
87.5K+ 8.49% |
$1.19M - $1.32M
|
1.12M
$18.5M
|
|
|
May 14, 2024
Q1 2024
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
65.1K+ 40.13% |
$888K - $981K
|
227K
$3.76M
|
|
|
May 13, 2024
Q1 2024
|
Shaker Financial Services, LLC
|
BUY
|
- |
60.4K+ 9.76% |
$824K - $909K
|
679K
$11.2M
|
|
|
May 09, 2024
Q1 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
54.5K+ 133.4% |
$743K - $821K
|
95.4K
$1.58M
|
|
|
May 13, 2024
Q1 2024
|
Flow State Investments, L.P.
Chicago, IL |
BUY
|
- |
51KNew |
$696K - $768K
|
51K
$843K
|
|
|
May 13, 2024
Q1 2024
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
35.6K+ 86.71% |
$485K - $535K
|
76.6K
$1.27M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
33.5KNew |
$457K - $504K
|
33.5K
$553K
|
|
|
May 14, 2024
Q1 2024
|
Quantedge Capital Pte LTD
Singapore, U0 |
BUY
|
- |
24.7K+ 18.24% |
$337K - $372K
|
160K
$2.65M
|
|
|
May 15, 2024
Q1 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
21.1K+ 47.58% |
$288K - $318K
|
65.4K
$1.08M
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
18.9K+ 16.14% |
$257K - $284K
|
136K
$2.24M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
15.4K+ 30.37% |
$210K - $232K
|
66.1K
$1.09M
|
|
|
Apr 30, 2024
Q1 2024
|
Matisse Capital
|
BUY
|
- |
15K+ 9.68% |
$205K - $226K
|
170K
$2.81M
|
|
|
May 15, 2024
Q1 2024
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
13.9KNew |
$190K - $210K
|
13.9K
$230K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
12KNew |
$163K - $180K
|
12K
$198K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
8.47KNew |
$115K - $127K
|
8.47K
$140K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
8.11K+ 5.37% |
$111K - $122K
|
159K
$2.63M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
7.85K+ 35.85% |
$107K - $118K
|
29.7K
$492K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
6.99K+ 58.94% |
$95.4K - $105K
|
18.9K
$312K
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
6.68K+ 15.69% |
$91K - $101K
|
49.2K
$814K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
5.82K+ 6.05% |
$79.4K - $87.7K
|
102K
$1.69M
|
|
|
May 15, 2024
Q1 2024
|
Css LLC
Chicago, IL |
BUY
|
- |
5.75K+ 0.97% |
$78.5K - $86.6K
|
599K
$9.9M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.73K+ 6.02% |
$64.5K - $71.2K
|
83.3K
$1.38M
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.76KNew |
$24.1K - $26.6K
|
1.76K
$29.2K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.71K+ 1.66% |
$23.3K - $25.8K
|
105K
$1.73M
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.6K+ 25.32% |
$21.8K - $24.1K
|
7.92K
$131K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.54K+ 6.09% |
$20.9K - $23.1K
|
26.8K
$442K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1KNew |
$13.6K - $15.1K
|
1K
$16.5K
|
|
|
Apr 26, 2024
Q1 2024
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
860+ 0.46% |
$11.7K - $13K
|
190K
$3.14M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
590+ 0.28% |
$8.05K - $8.89K
|
210K
$3.48M
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
582+ 5.48% |
$7.94K - $8.76K
|
11.2K
$185K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
535+ 1.05% |
$7.3K - $8.06K
|
51.6K
$854K
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
483+ 0.98% |
$6.59K - $7.27K
|
49.9K
$825K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
445+ 0.63% |
$6.07K - $6.7K
|
70.9K
$1.17M
|
|
|
Apr 11, 2024
Q1 2024
|
Integrated Capital Management, Inc.
|
BUY
|
- |
376+ 3.18% |
$5.13K - $5.66K
|
12.2K
$202K
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
276+ 21.51% |
$3.76K - $4.16K
|
1.56K
$25.8K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
167New |
$2.28K - $2.52K
|
167
$2.76K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
165+ 0.23% |
$2.25K - $2.48K
|
73.4K
$1.21M
|
|
|
May 15, 2024
Q1 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
120+ 0.98% |
$1.64K - $1.81K
|
12.4K
$205K
|
|
|
Apr 18, 2024
Q1 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
118+ 0.97% |
$1.61K - $1.78K
|
12.3K
$203K
|
|
|
May 20, 2024
Q1 2024
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
64+ 0.31% |
$873 - $964
|
21K
$347K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
44+ 0.8% |
$600 - $663
|
5.52K
$91.3K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
37+ 0.4% |
$505 - $557
|
9.39K
$155K
|
|
|
May 10, 2024
Q1 2024
|
Wealth Trust Axiom LLC
|
BUY
|
- |
1+ 0.0% |
$13.6 - $15.1
|
36.6K
$605K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 29, 2024
Q1 2024
|
Clean Yield Group
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-215- 1.27% |
$2.93K - $3.24K
|
16.8K
$277K
|