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 08, 2024
Q2 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
29+ 0.06% |
$412 - $434
|
45K
$746K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
18New |
$256 - $269
|
18
$298
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
13+ 0.15% |
$185 - $195
|
8.69K
$144K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
1+ 14.29% |
$14.2 - $15
|
8
$133
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 10, 2024
Q2 2024
|
Clean Yield Group
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-259- 1.37% |
$3.68K - $3.88K
|
18.6K
$308K
|
|
|
Aug 08, 2024
Q2 2024
|
Stolper CO
|
SELL
|
- |
-589- 3.08% |
$8.37K - $8.82K
|
18.5K
$307K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-716- 12.35% |
$10.2K - $10.7K
|
5.08K
$84.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-810- 0.49% |
$11.5K - $12.1K
|
163K
$2.71M
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.17K- 7.44% |
$16.6K - $17.4K
|
14.5K
$240K
|
|
|
Aug 14, 2024
Q2 2024
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-1.28K- 1.95% |
$18.2K - $19.1K
|
64.1K
$1.06M
|
|
|
Jul 22, 2024
Q2 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-1.33K- 10.32% |
$19K - $20K
|
11.6K
$192K
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.38K- 1.57% |
$19.6K - $20.6K
|
86.2K
$1.43M
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.47K- 2.0% |
$20.8K - $21.9K
|
72K
$1.19M
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.5K- 6.33% |
$21.3K - $22.5K
|
22.2K
$368K
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.6K- 20.2% |
$22.7K - $24K
|
6.32K
$105K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.9K- 6.39% |
$27K - $28.4K
|
27.8K
$462K
|
|
|
Aug 09, 2024
Q2 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-2.15K- 9.46% |
$30.6K - $32.2K
|
20.6K
$342K
|
|
|
Aug 14, 2024
Q2 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-2.16K- 6.31% |
$30.6K - $32.3K
|
32K
$531K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.59K- 30.54% |
$36.7K - $38.7K
|
5.88K
$97.5K
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-3.65K- 20.04% |
$51.8K - $54.6K
|
14.6K
$241K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-4.17K- 12.45% |
$59.3K - $62.4K
|
29.3K
$486K
|
|
|
Aug 09, 2024
Q2 2024
|
Bulldog Investors, LLP
Saddle Brook, NJ |
SELL
|
- |
-5.25K- 0.43% |
$74.6K - $78.6K
|
1.22M
$20.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Almitas Capital LLC
Santa Monica, CA |
SELL
|
- |
-7.5K- 3.3% |
$107K - $112K
|
220K
$3.65M
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-10.9K- 49.25% |
$155K - $163K
|
11.2K
$186K
|
|
|
Aug 01, 2024
Q2 2024
|
Wolverine Asset Management LLC
|
SELL
|
- |
-19.7K- 5.98% |
$279K - $294K
|
309K
$5.12M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-32.5K- 53.12% |
$462K - $486K
|
28.7K
$475K
|
|
|
Aug 14, 2024
Q2 2024
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-37.5K- 33.11% |
$533K - $562K
|
75.8K
$1.26M
|
|
|
Aug 02, 2024
Q2 2024
|
Shaker Financial Services, LLC
|
SELL
|
- |
-43.2K- 6.36% |
$614K - $646K
|
636K
$10.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-43.3K- 3.88% |
$616K - $649K
|
1.07M
$17.8M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-88.4K- 42.01% |
$1.26M - $1.32M
|
122K
$2.02M
|
|
|
Aug 13, 2024
Q2 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-115K- 90.28% |
$1.63M - $1.72M
|
12.3K
$204K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-148K- 27.12% |
$2.1M - $2.21M
|
397K
$6.59M
|
|
|
Jul 26, 2024
Q2 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-175K- 17.29% |
$2.48M - $2.62M
|
836K
$13.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-195K- 6.06% |
$2.77M - $2.91M
|
3.02M
$50M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-195K- 6.06% |
$2.77M - $2.91M
|
3.02M
$50M
|