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 |
---|---|---|---|---|---|---|---|
Oct 20, 2022
Q3 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
9+ 1.05% |
$97.7 - $118
|
864
$15.4K
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
5+ 0.08% |
$54.3 - $65.8
|
6.03K
$108K
|
|
Oct 12, 2022
Q3 2022
|
Accel Wealth Management
|
BUY
|
- |
2+ 0.95% |
$21.7 - $26.3
|
213
$3.8K
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 31, 2022
Q3 2022
|
Clean Yield Group
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-23- 0.85% |
$250 - $302
|
2.68K
$47.8K
|
|
Nov 14, 2022
Q3 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-85- 0.71% |
$923 - $1.12K
|
11.9K
$212K
|
|
Oct 07, 2022
Q3 2022
|
Stolper CO
|
SELL
|
- |
-86- 0.32% |
$934 - $1.13K
|
26.4K
$471K
|
|
Nov 09, 2022
Q3 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-156- 13.11% |
$1.69K - $2.05K
|
1.03K
$18.4K
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-328- 0.09% |
$3.56K - $4.31K
|
376K
$6.71M
|
|
Nov 14, 2022
Q3 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-500- 2.63% |
$5.43K - $6.58K
|
18.5K
$330K
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-559- 15.99% |
$6.07K - $7.35K
|
2.94K
$52.4K
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
SELL
|
- |
-571- 0.66% |
$6.2K - $7.51K
|
85.8K
$1.53M
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.11K- 5.03% |
$12K - $14.5K
|
20.8K
$372K
|
|
Nov 14, 2022
Q3 2022
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-1.2K- 10.43% |
$13K - $15.8K
|
10.3K
$184K
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.39K- 2.47% |
$15.1K - $18.3K
|
54.8K
$978K
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-5.76K- 3.63% |
$62.5K - $75.7K
|
153K
$2.73M
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-6.43K- 9.55% |
$69.8K - $84.5K
|
60.9K
$1.09M
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-7.67K- 3.22% |
$83.2K - $101K
|
230K
$4.11M
|
|
Oct 13, 2022
Q3 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-8.16K- 3.98% |
$88.6K - $107K
|
197K
$3.51M
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-9.05K- 46.56% |
$98.3K - $119K
|
10.4K
$185K
|
|
Oct 25, 2022
Q3 2022
|
Hightower 6 M Holding, LLC
|
SELL
|
- |
-10.7K- 15.9% |
$117K - $141K
|
56.8K
$1.01M
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-13.6K- 14.49% |
$147K - $178K
|
80K
$1.43M
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-16K- 4.33% |
$174K - $210K
|
353K
$6.31M
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-45.9K- 0.85% |
$498K - $603K
|
5.34M
$95.2M
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-47.7K- 12.25% |
$518K - $627K
|
342K
$6.1M
|
|
Nov 14, 2022
Q3 2022
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-75K- 13.81% |
$814K - $986K
|
468K
$8.35M
|