Purchases and Sales Made in Q2 2023 in Boulder Growth & Income Fund (STEW)
This table provides information about the institutional ownership of Boulder Growth & Income Fund (STEW) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2023
Q2 2023
|
Rpo LLC
Stamford, CT |
BUY
|
- |
113KNew |
$1.38M - $1.5M
|
113K
$1.8M
|
|
|
Aug 14, 2023
Q2 2023
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
81.2K+ 149.66% |
$996K - $1.08M
|
136K
$2.16M
|
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
58K+ 31.39% |
$710K - $770K
|
243K
$3.87M
|
|
|
Aug 14, 2023
Q2 2023
|
Aqr Arbitrage LLC
Greenwich, CT |
BUY
|
- |
54.8K+ 194.52% |
$672K - $728K
|
83K
$1.32M
|
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
50KNew |
$613K - $664K
|
50K
$798K
|
|
|
Aug 09, 2023
Q2 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
42.6KNew |
$522K - $565K
|
42.6K
$679K
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
41.5K+ 59.29% |
$508K - $551K
|
111K
$1.78M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
39.6K+ 0.79% |
$486K - $526K
|
5.03M
$80.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
37.5K+ 8.66% |
$460K - $498K
|
471K
$7.52M
|
|
|
Aug 07, 2023
Q2 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
28.8K+ 16.6% |
$353K - $383K
|
202K
$3.23M
|
|
|
Aug 08, 2023
Q2 2023
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
25.6K+ 0.75% |
$314K - $340K
|
3.43M
$54.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
21.5KNew |
$263K - $285K
|
21.5K
$342K
|
|
|
Jul 14, 2023
Q2 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
19.1K+ 59.5% |
$234K - $254K
|
51.2K
$817K
|
|
|
Aug 11, 2023
Q2 2023
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
15.2K+ 12.92% |
$186K - $202K
|
133K
$2.12M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
14.7KNew |
$180K - $195K
|
14.7K
$234K
|
|
|
Jul 31, 2023
Q2 2023
|
Integrated Capital Management, Inc.
|
BUY
|
- |
13KNew |
$160K - $173K
|
13K
$208K
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
11.3K+ 1.68% |
$139K - $150K
|
684K
$10.9M
|
|
|
Aug 07, 2023
Q2 2023
|
Ieq Capital, LLC
|
BUY
|
- |
10.3KNew |
$126K - $136K
|
10.3K
$164K
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
8.08K+ 33.41% |
$99.1K - $107K
|
32.3K
$515K
|
|
|
Aug 08, 2023
Q2 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
7.43K+ 6.55% |
$91.1K - $98.7K
|
121K
$1.93M
|
|
|
Aug 14, 2023
Q2 2023
|
Bulldog Investors, LLP
Saddle Brook, NJ |
BUY
|
- |
6.41K+ 0.59% |
$78.6K - $85.2K
|
1.1M
$17.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Css LLC
Chicago, IL |
BUY
|
- |
5.51K+ 0.95% |
$67.5K - $73.2K
|
586K
$9.35M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
2.96K+ 18.86% |
$36.3K - $39.3K
|
18.6K
$297K
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.03K+ 3.03% |
$24.9K - $27K
|
69K
$1.1M
|
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
1.63K+ 2.8% |
$20K - $21.6K
|
59.9K
$956K
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.51K+ 6.84% |
$18.5K - $20K
|
23.6K
$376K
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.2KNew |
$14.7K - $15.9K
|
1.2K
$19.2K
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.2K+ 9.0% |
$14.7K - $15.9K
|
14.5K
$231K
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.18K+ 1.98% |
$14.4K - $15.6K
|
60.7K
$969K
|
|
|
Aug 11, 2023
Q2 2023
|
Quantedge Capital Pte LTD
Singapore, U0 |
BUY
|
- |
600+ 0.46% |
$7.36K - $7.97K
|
132K
$2.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
587+ 2.02% |
$7.2K - $7.8K
|
29.6K
$473K
|
|
|
Aug 09, 2023
Q2 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
501+ 1.58% |
$6.14K - $6.65K
|
32.2K
$514K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
383+ 0.52% |
$4.7K - $5.09K
|
74.1K
$1.18M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
350+ 0.55% |
$4.29K - $4.65K
|
63.9K
$1.02M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
259New |
$3.18K - $3.44K
|
259
$4.13K
|
|
|
Aug 15, 2023
Q2 2023
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
120+ 1.01% |
$1.47K - $1.59K
|
12K
$192K
|
|
|
Jul 31, 2023
Q2 2023
|
Horizon Wealth Management, LLC
|
BUY
|
- |
116+ 0.98% |
$1.42K - $1.54K
|
11.9K
$190K
|
|
|
Aug 14, 2023
Q2 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
98+ 0.53% |
$1.2K - $1.3K
|
18.6K
$296K
|
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
8+ 0.91% |
$98.1 - $106
|
889
$14.2K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 26, 2023
Q2 2023
|
Clean Yield Group
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-36- 2.54% |
$441 - $478
|
1.38K
$22.1K
|
|
|
Aug 11, 2023
Q2 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-147- 0.89% |
$1.8K - $1.95K
|
16.3K
$260K
|
|
|
Aug 14, 2023
Q2 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-164- 0.04% |
$2.01K - $2.18K
|
394K
$6.29M
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-223- 2.06% |
$2.73K - $2.96K
|
10.6K
$169K
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-464- 2.17% |
$5.69K - $6.16K
|
20.9K
$333K
|
|
|
Jul 10, 2023
Q2 2023
|
Stolper CO
|
SELL
|
- |
-490- 2.5% |
$6.01K - $6.51K
|
19.1K
$305K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-975- 1.45% |
$12K - $12.9K
|
66.1K
$1.05M
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.18K- 1.32% |
$14.5K - $15.7K
|
87.9K
$1.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.7K- 2.71% |
$20.8K - $22.5K
|
61K
$973K
|