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 |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-224- 0.11% |
$3.06K - $3.37K
|
200K
$3.26M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-506- 8.03% |
$6.9K - $7.62K
|
5.8K
$94.5K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-756- 99.08% |
$10.3K - $11.4K
|
7
$114
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-910- 1.48% |
$12.4K - $13.7K
|
60.5K
$986K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-944- 9.82% |
$12.9K - $14.2K
|
8.67K
$141K
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1K- 6.0% |
$13.6K - $15.1K
|
15.7K
$255K
|
|
|
May 14, 2024
Q1 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-1.05K- 2.97% |
$14.3K - $15.8K
|
34.2K
$557K
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.06K- 1.28% |
$14.5K - $16K
|
82K
$1.34M
|
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-1.11K- 7.92% |
$15.2K - $16.7K
|
12.9K
$211K
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.94K- 2.17% |
$26.4K - $29.2K
|
87.6K
$1.43M
|
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-2.32K- 4.9% |
$31.6K - $34.9K
|
45K
$733K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.56K- 2.92% |
$34.9K - $38.5K
|
84.9K
$1.38M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-3.33K- 4.28% |
$45.4K - $50.1K
|
74.4K
$1.21M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3.36K- 1.01% |
$45.9K - $50.6K
|
330K
$5.38M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.63K- 5.6% |
$49.5K - $54.7K
|
61.2K
$997K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-4.79K- 37.66% |
$65.3K - $72.1K
|
7.92K
$129K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-5.14K- 3.04% |
$70.1K - $77.4K
|
164K
$2.68M
|
|
|
May 06, 2024
Q1 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-7.63K- 25.09% |
$104K - $115K
|
22.8K
$371K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-8.59K- 26.61% |
$117K - $129K
|
23.7K
$386K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-10.3K- 20.4% |
$141K - $156K
|
40.4K
$658K
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-18.7K- 45.77% |
$255K - $281K
|
22.1K
$361K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-32.6K- 16.99% |
$444K - $490K
|
159K
$2.59M
|
|
|
Apr 18, 2024
Q1 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-51.7K- 4.87% |
$706K - $779K
|
1.01M
$16.5M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-116K- 17.56% |
$1.58M - $1.75M
|
545K
$8.89M
|
|
|
May 10, 2024
Q1 2024
|
Bulldog Investors, LLP
Saddle Brook, NJ |
SELL
|
- |
-133K- 9.78% |
$1.82M - $2M
|
1.23M
$20M
|
|
|
May 15, 2024
Q1 2024
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-239K- 67.83% |
$3.26M - $3.6M
|
113K
$1.85M
|
|
|
May 13, 2024
Q1 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-269K- 67.97% |
$3.67M - $4.05M
|
127K
$2.07M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-528K- 14.13% |
$7.2M - $7.95M
|
3.21M
$52.3M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-528K- 14.13% |
$7.2M - $7.95M
|
3.21M
$52.3M
|