Purchases and Sales Made in Q2 2024 in Boulder Growth & Income Fund (STEW)
This table provides information about the institutional ownership of Boulder Growth & Income Fund (STEW) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2024
Q2 2024
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
3.44MNew |
$48.9M - $51.5M
|
3.44M
$55.9M
|
|
|
Aug 08, 2024
Q2 2024
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
211K+ 48.69% |
$3M - $3.16M
|
644K
$10.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
85.9K+ 112.25% |
$1.22M - $1.29M
|
162K
$2.64M
|
|
|
Aug 14, 2024
Q2 2024
|
Aqr Arbitrage LLC
Greenwich, CT |
BUY
|
- |
80.1K+ 24.85% |
$1.14M - $1.2M
|
402K
$6.54M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
79.7K+ 131.78% |
$1.13M - $1.19M
|
140K
$2.28M
|
|
|
Aug 14, 2024
Q2 2024
|
Css LLC
Chicago, IL |
BUY
|
- |
71.2K+ 11.89% |
$1.01M - $1.07M
|
670K
$10.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
34.7K+ 33.21% |
$493K - $520K
|
139K
$2.26M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
32.6K+ 20.46% |
$463K - $487K
|
192K
$3.11M
|
|
|
Sep 09, 2024
Q2 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
31.7KNew |
$451K - $475K
|
31.7K
$515K
|
|
|
Aug 12, 2024
Q2 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
21.2K+ 22.26% |
$302K - $318K
|
117K
$1.89M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
17.8K+ 66.47% |
$253K - $266K
|
44.5K
$724K
|
|
|
Aug 14, 2024
Q2 2024
|
Quantedge Capital Pte LTD
Singapore, U0 |
BUY
|
- |
17.6K+ 10.99% |
$250K - $263K
|
178K
$2.89M
|
|
|
Aug 09, 2024
Q2 2024
|
Rpo LLC
Stamford, CT |
BUY
|
- |
17.1K+ 15.19% |
$244K - $257K
|
130K
$2.11M
|
|
|
Aug 14, 2024
Q2 2024
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
17.1KNew |
$244K - $257K
|
17.1K
$279K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
13.4K+ 4.07% |
$191K - $201K
|
344K
$5.58M
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
12.8KNew |
$182K - $191K
|
12.8K
$208K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
10.7K+ 26.53% |
$152K - $160K
|
51.1K
$830K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
10.7KNew |
$152K - $160K
|
10.7K
$174K
|
|
|
Aug 14, 2024
Q2 2024
|
Quarry LP
New York, NY |
BUY
|
- |
10.5KNew |
$149K - $157K
|
10.5K
$171K
|
|
|
Aug 13, 2024
Q2 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
10K+ 2.06% |
$142K - $150K
|
496K
$8.06M
|
|
|
Jul 30, 2024
Q2 2024
|
Matisse Capital
|
BUY
|
- |
10K+ 5.88% |
$142K - $150K
|
180K
$2.93M
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
9.02K+ 6.64% |
$128K - $135K
|
145K
$2.35M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
8.46K+ 10.16% |
$120K - $127K
|
91.7K
$1.49M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
4.51K+ 255.44% |
$64K - $67.5K
|
6.27K
$102K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
4.08K+ 5.48% |
$58K - $61.1K
|
78.5K
$1.28M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.82K+ 3.75% |
$54.3K - $57.2K
|
106K
$1.72M
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.74KNew |
$38.9K - $40.9K
|
2.74K
$44.4K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.2KNew |
$31.3K - $32.9K
|
2.2K
$35.8K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.8K+ 2.72% |
$25.5K - $26.9K
|
67.9K
$1.1M
|
|
|
Jul 12, 2024
Q2 2024
|
Integrated Capital Management, Inc.
|
BUY
|
- |
1.69K+ 13.86% |
$24K - $25.3K
|
13.9K
$226K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.34K+ 1.89% |
$19K - $20K
|
72.3K
$1.17M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.23K+ 1.45% |
$17.5K - $18.4K
|
86.2K
$1.4M
|
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.1K+ 2.26% |
$15.6K - $16.5K
|
49.8K
$809K
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1K+ 7.32% |
$14.2K - $15K
|
14.7K
$238K
|
|
|
Aug 06, 2024
Q2 2024
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
849+ 0.45% |
$12.1K - $12.7K
|
191K
$3.1M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
799+ 6.68% |
$11.4K - $12K
|
12.8K
$207K
|
|
|
Aug 14, 2024
Q2 2024
|
Flow State Investments, L.P.
Chicago, IL |
BUY
|
- |
715+ 1.4% |
$10.2K - $10.7K
|
51.7K
$840K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
600+ 19.35% |
$8.53K - $8.98K
|
3.7K
$60.1K
|
|
|
Jul 30, 2024
Q2 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
507+ 5.0% |
$7.2K - $7.59K
|
10.6K
$173K
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
477+ 0.96% |
$6.78K - $7.14K
|
50.4K
$819K
|
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
350+ 0.71% |
$4.97K - $5.24K
|
49.6K
$806K
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
200New |
$2.84K - $2.99K
|
200
$3.25K
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
154+ 9.88% |
$2.19K - $2.31K
|
1.71K
$27.8K
|
|
|
Aug 15, 2024
Q2 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
119+ 0.96% |
$1.69K - $1.78K
|
12.5K
$203K
|
|
|
Jul 19, 2024
Q2 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
117+ 0.95% |
$1.66K - $1.75K
|
12.4K
$201K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
107+ 0.64% |
$1.52K - $1.6K
|
16.9K
$274K
|
|
|
Aug 14, 2024
Q2 2024
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
50+ 0.36% |
$711 - $749
|
14K
$227K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
44+ 0.8% |
$625 - $659
|
5.57K
$90.5K
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
41+ 0.05% |
$583 - $614
|
82K
$1.33M
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
37+ 0.39% |
$526 - $554
|
9.42K
$153K
|