Purchases and Sales Made in Q3 2021 in Boulder Growth & Income Fund (STEW)
This table provides information about the institutional ownership of Boulder Growth & Income Fund (STEW) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.66MNew |
$34.8M - $37.4M
|
2.66M
$43.1M
|
|
|
Nov 02, 2021
Q3 2021
|
Shaker Financial Services, LLC
|
BUY
|
- |
186K+ 41.08% |
$2.44M - $2.62M
|
639K
$10.4M
|
|
|
Nov 12, 2021
Q3 2021
|
Wolverine Asset Management LLC
|
BUY
|
- |
79.3K+ 42.33% |
$1.04M - $1.12M
|
267K
$4.32M
|
|
|
Nov 12, 2021
Q3 2021
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
56.8K+ 12.39% |
$745K - $800K
|
515K
$8.35M
|
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
40.8K+ 70.32% |
$534K - $574K
|
98.7K
$1.6M
|
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
40.3K+ 374.97% |
$528K - $568K
|
51.1K
$828K
|
|
|
Nov 12, 2021
Q3 2021
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
26.9KNew |
$353K - $379K
|
26.9K
$436K
|
|
|
Nov 15, 2021
Q3 2021
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
20.3K+ 8.78% |
$266K - $286K
|
252K
$4.08M
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
15.8KNew |
$207K - $222K
|
15.8K
$256K
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
11.7K+ 44.19% |
$154K - $165K
|
38.3K
$621K
|
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
10.4K+ 2.75% |
$136K - $146K
|
387K
$6.27M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
9.71K+ 88.66% |
$127K - $137K
|
20.7K
$335K
|
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
7.65K+ 9.75% |
$100K - $108K
|
86.2K
$1.4M
|
|
|
Oct 21, 2021
Q3 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
6.09K+ 6.78% |
$79.8K - $85.8K
|
95.9K
$1.55M
|
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
BUY
|
- |
5.62K+ 7.08% |
$73.6K - $79.1K
|
84.9K
$1.38M
|
|
|
Nov 15, 2021
Q3 2021
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
5.29K+ 0.64% |
$69.4K - $74.5K
|
828K
$13.4M
|
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
4.67K+ 6.76% |
$61.2K - $65.8K
|
73.7K
$1.2M
|
|
|
Nov 15, 2021
Q3 2021
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
4.26K+ 6.73% |
$55.9K - $60.1K
|
67.6K
$1.1M
|
|
|
Nov 10, 2021
Q3 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
4.23K+ 4.93% |
$55.5K - $59.6K
|
89.9K
$1.46M
|
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.36K+ 7.96% |
$44K - $47.3K
|
45.5K
$738K
|
|
|
Nov 15, 2021
Q3 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
2.69K+ 2.85% |
$35.3K - $37.9K
|
97.2K
$1.58M
|
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.3K+ 0.96% |
$30.2K - $32.5K
|
243K
$3.94M
|
|
|
Oct 21, 2021
Q3 2021
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
2.06K+ 10.63% |
$27K - $29K
|
21.4K
$348K
|
|
|
Feb 22, 2022
Q3 2021
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
1.8K+ 9.64% |
$23.6K - $25.4K
|
20.5K
$333K
|
|
|
Nov 02, 2021
Q3 2021
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.38K+ 9.46% |
$18.1K - $19.4K
|
15.9K
$259K
|
|
|
Oct 20, 2021
Q3 2021
|
Integrated Capital Management, Inc.
|
BUY
|
- |
1.18K+ 9.02% |
$15.5K - $16.7K
|
14.3K
$232K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
713New |
$9.35K - $10K
|
713
$11.6K
|
|
|
Oct 26, 2021
Q3 2021
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
596+ 0.33% |
$7.81K - $8.4K
|
182K
$2.95M
|
|
|
Oct 15, 2021
Q3 2021
|
Trilogy Capital Inc.
|
BUY
|
- |
94+ 0.61% |
$1.23K - $1.32K
|
15.6K
$253K
|
|
|
Nov 08, 2021
Q3 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
86+ 0.68% |
$1.13K - $1.21K
|
12.7K
$206K
|
|
|
Nov 15, 2021
Q3 2021
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
85+ 0.76% |
$1.11K - $1.2K
|
11.3K
$183K
|
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
74New |
$970 - $1.04K
|
74
$1.2K
|
|
|
Nov 15, 2021
Q3 2021
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
70+ 0.39% |
$918 - $986
|
18.1K
$293K
|
|
|
Oct 20, 2021
Q3 2021
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
64+ 0.11% |
$839 - $902
|
57.7K
$936K
|
|
|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
55+ 0.02% |
$721 - $775
|
293K
$4.76M
|
|
|
Nov 12, 2021
Q3 2021
|
9258 Wealth Management, LLC
|
BUY
|
- |
44+ 0.43% |
$577 - $620
|
10.4K
$168K
|
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
14+ 0.34% |
$184 - $197
|
4.16K
$67.5K
|
|
|
Oct 12, 2021
Q3 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
6+ 0.72% |
$78.7 - $84.5
|
834
$13.5K
|
|
|
Nov 05, 2021
Q3 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
3+ 0.05% |
$39.3 - $42.3
|
6.01K
$97.5K
|
|
|
Nov 04, 2021
Q3 2021
|
Accel Wealth Management
|
BUY
|
- |
1+ 0.49% |
$13.1 - $14.1
|
206
$3.34K
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 27, 2021
Q3 2021
|
Clean Yield Group
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 26, 2021
Q3 2021
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1- -0.0% |
$13.1 - $14.1
|
25.1K
$407K
|
|
|
Nov 10, 2021
Q3 2021
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-73- 0.22% |
$957 - $1.03K
|
32.7K
$530K
|
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-209- 10.26% |
$2.74K - $2.94K
|
1.83K
$29.7K
|
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-251- 1.55% |
$3.29K - $3.54K
|
15.9K
$258K
|
|
|
Oct 13, 2021
Q3 2021
|
Stolper CO
|
SELL
|
- |
-292- 1.1% |
$3.83K - $4.11K
|
26.4K
$428K
|
|
|
Nov 09, 2021
Q3 2021
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-335- 2.66% |
$4.39K - $4.72K
|
12.2K
$199K
|
|
|
Nov 12, 2021
Q3 2021
|
Rb Capital Management, LLC
|
SELL
|
- |
-444- 4.06% |
$5.82K - $6.26K
|
10.5K
$170K
|
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-542- 1.23% |
$7.11K - $7.64K
|
43.7K
$708K
|