Purchases and Sales Made in Q2 2022 in Boulder Growth & Income Fund (STEW)

STEW Quotes by TradingView

This table provides information about the institutional ownership of Boulder Growth & Income Fund (STEW) during Q2 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
Aug 15, 2022 Q2 2022
Morgan Stanley

New York, NY
BUY
 -
2.8M
+ 108.1%
$31.9M - $41.2M
5.38M $90.3M
Oct 27, 2022 Q2 2022
Morgan Stanley

New York, NY
BUY
 -
2.8M
+ 108.1%
$31.9M - $41.2M
5.38M $90.3M
Aug 12, 2022 Q2 2022
Quantedge Capital Pte LTD

Singapore, U0
BUY
 -
161K
New
$1.84M - $2.38M
161K $2.71M
Aug 01, 2022 Q2 2022
Shaker Financial Services, LLC

BUY
 -
72.8K
+ 46.99%
$831K - $1.07M
228K $3.82M
Jul 19, 2022 Q2 2022
Commonwealth Equity Services, LLC

BUY
 -
51.4K
+ 135.25%
$587K - $759K
89.5K $1.5M
Aug 15, 2022 Q2 2022
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
31.9K
New
$364K - $471K
31.9K $536K
Aug 15, 2022 Q2 2022
Cohen & Steers, Inc.

New York, NY
BUY
 -
25K
+ 6.72%
$285K - $368K
396K $6.65M
Aug 15, 2022 Q2 2022
Css LLC

Chicago, IL
BUY
 -
21K
+ 3.76%
$240K - $310K
580K $9.74M
Aug 09, 2022 Q2 2022
Wealthspire Advisors, LLC

New York, NY
BUY
 -
14.7K
New
$167K - $217K
14.7K $246K
Aug 11, 2022 Q2 2022
Monetary Management Group Inc

St Louis, MO
BUY
 -
12K
New
$137K - $177K
12K $201K
Jul 14, 2022 Q2 2022
Raymond James Trust N.A.

BUY
 -
11.4K
+ 53.02%
$130K - $168K
32.9K $551K
Aug 03, 2022 Q2 2022
Envestnet Asset Management Inc

BUY
 -
10.9K
+ 11.11%
$124K - $160K
109K $1.82M
Aug 15, 2022 Q2 2022
Punch & Associates Investment Management, Inc.

Edina, MN
BUY
 -
9.12K
+ 2.34%
$104K - $135K
398K $6.68M
Aug 03, 2022 Q2 2022
Wolverine Asset Management LLC

BUY
 -
8.2K
New
$93.6K - $121K
8.2K $138K
Aug 10, 2022 Q2 2022
Thomas J. Herzfeld Advisors, Inc.

Miami Beach, FL
BUY
 -
8.15K
+ 1.52%
$93K - $120K
543K $9.11M
Aug 12, 2022 Q2 2022
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
6.43K
+ 1.77%
$73.4K - $94.9K
369K $6.2M
Aug 02, 2022 Q2 2022
Blue Bell Private Wealth Management, LLC

BUY
 -
6.37K
+ 6.3%
$72.7K - $93.9K
107K $1.8M
Aug 16, 2022 Q2 2022
Captrust Financial Advisors

Raleigh, NC
BUY
 -
5.53K
New
$63.1K - $81.6K
5.53K $92.8K
Jul 29, 2022 Q2 2022
Mc Ilrath & Eck, LLC

BUY
 -
5K
New
$57.1K - $73.8K
5K $83.9K
Jul 27, 2022 Q2 2022
Park Avenue Securities LLC

BUY
 -
4.52K
+ 4.15%
$51.5K - $66.6K
113K $1.9M
Aug 12, 2022 Q2 2022
Kestra Advisory Services, LLC

BUY
 -
3.83K
+ 30.65%
$43.6K - $56.4K
16.3K $274K
Aug 12, 2022 Q2 2022
Bank Of America Corp

Charlotte, NC
BUY
 -
3.52K
+ 7.3%
$40.1K - $51.9K
51.7K $867K
Aug 12, 2022 Q2 2022
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
3.5K
New
$39.9K - $51.6K
3.5K $58.7K
Sep 06, 2022 Q2 2022
Ifp Advisors, Inc

BUY
 -
2.71K
New
$30.9K - $39.9K
2.71K $45.4K
Aug 12, 2022 Q2 2022
Mml Investors Services, LLC

Springfield, MA
BUY
 -
2.19K
+ 3.43%
$25K - $32.3K
66K $1.11M
Jul 13, 2022 Q2 2022
Boenning & Scattergood, Inc.

BUY
 -
2.07K
+ 10.07%
$23.6K - $30.5K
22.6K $380K
Jul 19, 2022 Q2 2022
Integrated Capital Management, Inc.

BUY
 -
1.67K
+ 12.03%
$19.1K - $24.6K
15.6K $261K
Aug 10, 2022 Q2 2022
Ubs Group Ag

BUY
 -
1.67K
+ 1.97%
$19.1K - $24.6K
86.3K $1.45M
Aug 10, 2022 Q2 2022
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
1.5K
+ 2.15%
$17.1K - $22.1K
71.3K $1.2M
Aug 04, 2022 Q2 2022
Steward Partners Investment Advisory, LLC

BUY
 -
817
+ 19.48%
$9.32K - $12.1K
5.01K $84.1K
Jul 26, 2022 Q2 2022
Rocky Mountain Advisers, LLC

BUY
 -
733
+ 0.4%
$8.36K - $10.8K
184K $3.09M
Jul 13, 2022 Q2 2022
Flagship Harbor Advisors, LLC

BUY
 -
510
+ 0.25%
$5.82K - $7.52K
205K $3.44M
Aug 12, 2022 Q2 2022
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
472
+ 0.59%
$5.39K - $6.96K
80.5K $1.35M
Aug 02, 2022 Q2 2022
Advisory Services Network, LLC

BUY
 -
200
+ 0.31%
$2.28K - $2.95K
64.2K $1.08M
Jul 28, 2022 Q2 2022
Cwm, LLC

BUY
 -
144
+ 14.74%
$1.64K - $2.12K
1.12K $18.8K
Jul 20, 2022 Q2 2022
Trilogy Capital Inc.

BUY
 -
112
+ 0.71%
$1.28K - $1.65K
15.9K $267K
Jul 19, 2022 Q2 2022
Heritage Financial Services, LLC

BUY
 -
111
New
$1.27K - $1.64K
111 $1.86K
Aug 15, 2022 Q2 2022
High Falls Advisors, Inc

Rochester, NY
BUY
 -
101
+ 0.88%
$1.15K - $1.49K
11.6K $194K
Aug 15, 2022 Q2 2022
Highlander Capital Management, LLC

Short Hills, NJ
BUY
 -
82
+ 0.45%
$936 - $1.21K
18.2K $305K
Jul 12, 2022 Q2 2022
Sugarloaf Wealth Management, LLC

BUY
 -
77
+ 0.13%
$879 - $1.14K
57.9K $972K
Aug 04, 2022 Q2 2022
9258 Wealth Management, LLC

BUY
 -
33
+ 0.32%
$377 - $487
10.5K $176K
Aug 11, 2022 Q2 2022
Cetera Advisors LLC

Denver, CO
BUY
 -
20
+ 0.18%
$228 - $295
11K $185K
Aug 04, 2022 Q2 2022
Focused Wealth Management, Inc

BUY
 -
7
+ 0.83%
$79.9 - $103
855 $14.3K
Jul 13, 2022 Q2 2022
Sargent Bickham Lagudis LLC

BUY
 -
4
+ 0.07%
$45.6 - $59
6.03K $101K
Aug 03, 2022 Q2 2022
Accel Wealth Management

BUY
 -
1
+ 0.48%
$11.4 - $14.8
211 $3.54K
Jul 18, 2022 Q2 2022
Clean Yield Group

BUY
 -
0
New
$0 - $0
0 $0
Aug 09, 2022 Q2 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Mar 20, 2023 Q2 2022
American Portfolios Advisors

Holbrook, NY
SELL
 -
-18
- 0.88%
$205 - $266
2.02K $33.9K
Aug 12, 2022 Q2 2022
Pnc Financial Services Group, Inc.

Pittsburgh, PA
SELL
 -
-20
Closed
$228 - $295
0 $0

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