Purchases and Sales Made in Q1 2025 in Boulder Growth & Income Fund (STEW)
This table provides information about the institutional ownership of Boulder Growth & Income Fund (STEW) during Q1 2025. 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 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
100KNew |
$1.58M - $1.73M
|
100K
$1.78M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
89K+ 55.03% |
$1.4M - $1.54M
|
251K
$4.47M
|
|
|
May 14, 2025
Q1 2025
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
65K+ 14.63% |
$1.02M - $1.12M
|
509K
$9.08M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
59.9K+ 42.12% |
$943K - $1.04M
|
202K
$3.6M
|
|
|
Apr 18, 2025
Q1 2025
|
Jp Wealth Management, Inc.
Mt. Pleasant, SC |
BUY
|
- |
42K+ 4.54% |
$663K - $727K
|
968K
$17.3M
|
|
|
May 06, 2025
Q1 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
37.4K+ 133.4% |
$589K - $647K
|
65.4K
$1.17M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
29.7K+ 33.04% |
$468K - $513K
|
120K
$2.13M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
27.6K+ 17.39% |
$436K - $478K
|
187K
$3.33M
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
26.1KNew |
$411K - $451K
|
26.1K
$465K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
23.3K+ 32.02% |
$367K - $403K
|
96.1K
$1.71M
|
|
|
Apr 29, 2025
Q1 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
22.6KNew |
$357K - $392K
|
22.6K
$404K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
22K+ 38.9% |
$346K - $380K
|
78.4K
$1.4M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
17K+ 9.31% |
$268K - $295K
|
200K
$3.57M
|
|
|
May 14, 2025
Q1 2025
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
15.9K+ 132.5% |
$251K - $275K
|
27.9K
$498K
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
13.5K+ 5.25% |
$213K - $234K
|
271K
$4.83M
|
|
|
Apr 22, 2025
Q1 2025
|
Hudson Value Partners, LLC
|
BUY
|
- |
12.2KNew |
$192K - $211K
|
12.2K
$218K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
9.52K+ 105800.0% |
$150K - $165K
|
9.53K
$170K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
9.05K+ 1122.21% |
$143K - $156K
|
9.85K
$176K
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
8.93KNew |
$141K - $155K
|
8.93K
$159K
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
7.14K+ 1.34% |
$112K - $123K
|
541K
$9.66M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.6K+ 19.53% |
$88.3K - $96.9K
|
34.3K
$612K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.37K+ 4.93% |
$84.6K - $92.9K
|
114K
$2.04M
|
|
|
May 15, 2025
Q1 2025
|
Quantedge Capital Pte LTD
Singapore, U0 |
BUY
|
- |
4K+ 2.07% |
$63K - $69.2K
|
197K
$3.52M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
2.51K+ 11.79% |
$39.6K - $43.5K
|
23.8K
$425K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
2.44K+ 3.03% |
$38.4K - $42.2K
|
82.9K
$1.48M
|
|
|
May 15, 2025
Q1 2025
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
2.15K+ 1.96% |
$33.9K - $37.2K
|
112K
$1.99M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
2.06K+ 9.85% |
$32.5K - $35.7K
|
23K
$411K
|
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
2.01K+ 10.21% |
$31.7K - $34.8K
|
21.7K
$387K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.26K+ 1115.93% |
$19.9K - $21.8K
|
1.37K
$24.5K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.2K+ 1.37% |
$18.9K - $20.7K
|
88.5K
$1.58M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.04K+ 3.38% |
$16.4K - $18K
|
31.8K
$567K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
980+ 1.33% |
$15.4K - $17K
|
74.8K
$1.33M
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
964+ 5.21% |
$15.2K - $16.7K
|
19.5K
$347K
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
BUY
|
- |
550+ 2.86% |
$8.67K - $9.52K
|
19.8K
$353K
|
|
|
Apr 09, 2025
Q1 2025
|
Integrated Capital Management, Inc.
|
BUY
|
- |
163+ 1.16% |
$2.57K - $2.82K
|
14.2K
$254K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
158+ 31.41% |
$2.49K - $2.73K
|
661
$11.8K
|
|
|
May 13, 2025
Q1 2025
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
127+ 1.0% |
$2K - $2.2K
|
12.9K
$230K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
87+ 0.6% |
$1.37K - $1.51K
|
14.5K
$259K
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
55+ 0.79% |
$867 - $952
|
7K
$125K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
50+ 0.87% |
$788 - $865
|
5.77K
$103K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
43+ 0.29% |
$678 - $744
|
15.1K
$269K
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
36+ 0.99% |
$567 - $623
|
3.68K
$65.6K
|
|
|
Apr 14, 2025
Q1 2025
|
Clean Yield Group
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-16- 0.02% |
$252 - $277
|
82.7K
$1.47M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-74- 1.76% |
$1.17K - $1.28K
|
4.12K
$73.6K
|
|
|
Apr 08, 2025
Q1 2025
|
Stolper CO
|
SELL
|
- |
-152- 0.84% |
$2.4K - $2.63K
|
17.9K
$320K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-203- 0.97% |
$3.2K - $3.51K
|
20.8K
$371K
|
|
|
May 05, 2025
Q1 2025
|
Carnegie Lake Advisors LLC
Princeton, NJ |
SELL
|
- |
-513- 3.08% |
$8.08K - $8.87K
|
16.1K
$288K
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Advisors LLC
|
SELL
|
- |
-654- 3.85% |
$10.3K - $11.3K
|
16.3K
$292K
|