Purchases and Sales Made in Q3 2022 in Boulder Growth & Income Fund (STEW)
This table provides information about the institutional ownership of Boulder Growth & Income Fund (STEW) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
221KNew |
$2.4M - $2.91M
|
221K
$3.53M
|
|
|
Nov 09, 2022
Q3 2022
|
Shaker Financial Services, LLC
|
BUY
|
- |
137K+ 60.22% |
$1.49M - $1.8M
|
365K
$5.83M
|
|
|
Nov 10, 2022
Q3 2022
|
Wolverine Asset Management LLC
|
BUY
|
- |
88K+ 1072.39% |
$955K - $1.16M
|
96.2K
$1.53M
|
|
|
Nov 14, 2022
Q3 2022
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
68.7K+ 17.35% |
$747K - $904K
|
465K
$7.42M
|
|
|
Nov 03, 2022
Q3 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
56.7KNew |
$616K - $746K
|
56.7K
$906K
|
|
|
Nov 14, 2022
Q3 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
40.7KNew |
$442K - $536K
|
40.7K
$650K
|
|
|
Nov 14, 2022
Q3 2022
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
25.8KNew |
$280K - $339K
|
25.8K
$412K
|
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
20.7KNew |
$224K - $272K
|
20.7K
$330K
|
|
|
Nov 14, 2022
Q3 2022
|
Bulldog Investors, LLP
Saddle Brook, NJ |
BUY
|
- |
20K+ 2.2% |
$217K - $263K
|
931K
$14.9M
|
|
|
Oct 27, 2022
Q3 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
19.6KNew |
$213K - $258K
|
19.6K
$313K
|
|
|
Nov 08, 2022
Q3 2022
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
18.4K+ 43.21% |
$200K - $242K
|
61.1K
$975K
|
|
|
Nov 14, 2022
Q3 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
18.2K+ 1169.49% |
$198K - $240K
|
19.8K
$316K
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
15.2KNew |
$165K - $200K
|
15.2K
$242K
|
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
13.4KNew |
$146K - $177K
|
13.4K
$214K
|
|
|
Nov 14, 2022
Q3 2022
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
12.6KNew |
$137K - $166K
|
12.6K
$201K
|
|
|
Oct 18, 2022
Q3 2022
|
Wedbush Securities Inc
|
BUY
|
- |
11.4KNew |
$124K - $150K
|
11.4K
$182K
|
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
11KNew |
$119K - $144K
|
11K
$175K
|
|
|
Nov 14, 2022
Q3 2022
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
10.6KNew |
$115K - $139K
|
10.6K
$169K
|
|
|
Nov 10, 2022
Q3 2022
|
Quantedge Capital Pte LTD
Singapore, U0 |
BUY
|
- |
4.9K+ 3.04% |
$53.2K - $64.4K
|
166K
$2.65M
|
|
|
Oct 31, 2022
Q3 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
4.59K+ 13.97% |
$49.8K - $60.4K
|
37.5K
$598K
|
|
|
Nov 08, 2022
Q3 2022
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
3.17K+ 2.94% |
$34.4K - $41.6K
|
111K
$1.77M
|
|
|
Nov 01, 2022
Q3 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
3.12K+ 2.75% |
$33.8K - $41K
|
116K
$1.86M
|
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
3K+ 9.39% |
$32.6K - $39.4K
|
34.9K
$558K
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.61K+ 5.05% |
$28.3K - $34.3K
|
54.3K
$866K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.61K+ 9.84% |
$28.3K - $34.3K
|
29.1K
$464K
|
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.59K+ 3.92% |
$28.1K - $34K
|
68.6K
$1.09M
|
|
|
Nov 14, 2022
Q3 2022
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
2.48K+ 0.62% |
$26.9K - $32.6K
|
401K
$6.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.44K+ 2.72% |
$26.5K - $32K
|
91.9K
$1.47M
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
2.04KNew |
$22.1K - $26.8K
|
2.04K
$32.5K
|
|
|
Oct 11, 2022
Q3 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1.94K+ 3.35% |
$21.1K - $25.5K
|
59.9K
$956K
|
|
|
Oct 31, 2022
Q3 2022
|
Camelot Portfolios, LLC
|
BUY
|
- |
1.49K+ 13.71% |
$16.2K - $19.6K
|
12.3K
$197K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
1.02K+ 1.59% |
$11.1K - $13.5K
|
65.2K
$1.04M
|
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
BUY
|
- |
821New |
$8.92K - $10.8K
|
821
$13.1K
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
793+ 0.73% |
$8.61K - $10.4K
|
109K
$1.75M
|
|
|
Oct 17, 2022
Q3 2022
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
777+ 0.42% |
$8.44K - $10.2K
|
185K
$2.95M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
505+ 0.63% |
$5.48K - $6.64K
|
81K
$1.29M
|
|
|
Nov 02, 2022
Q3 2022
|
Wealth Trust Axiom LLC
|
BUY
|
- |
500+ 1.37% |
$5.43K - $6.58K
|
36.9K
$588K
|
|
|
Nov 01, 2022
Q3 2022
|
Integrated Capital Management, Inc.
|
BUY
|
- |
452+ 2.9% |
$4.91K - $5.94K
|
16K
$256K
|
|
|
Oct 11, 2022
Q3 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
378+ 1.67% |
$4.11K - $4.97K
|
23K
$367K
|
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
335+ 0.37% |
$3.64K - $4.41K
|
89.9K
$1.44M
|
|
|
Nov 10, 2022
Q3 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
249+ 0.78% |
$2.7K - $3.27K
|
32.2K
$514K
|
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
184New |
$2K - $2.42K
|
184
$2.94K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
153+ 0.21% |
$1.66K - $2.01K
|
71.5K
$1.14M
|
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
142New |
$1.54K - $1.87K
|
142
$2.27K
|
|
|
Nov 14, 2022
Q3 2022
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
113+ 0.98% |
$1.23K - $1.49K
|
11.7K
$187K
|
|
|
Nov 18, 2022
Q3 2022
|
Horizon Wealth Management, LLC
|
BUY
|
- |
107+ 0.93% |
$1.16K - $1.41K
|
11.6K
$185K
|
|
|
Nov 14, 2022
Q3 2022
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
92+ 0.51% |
$999 - $1.21K
|
18.3K
$292K
|
|
|
Nov 08, 2022
Q3 2022
|
9258 Wealth Management, LLC
|
BUY
|
- |
37+ 0.35% |
$402 - $487
|
10.5K
$168K
|
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
31New |
$337 - $408
|
31
$495
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
18+ 0.36% |
$195 - $237
|
5.03K
$80.2K
|