Purchases and Sales Made in Q3 2023 in Boulder Growth & Income Fund (STEW)
This table provides information about the institutional ownership of Boulder Growth & Income Fund (STEW) during Q3 2023. 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 27, 2023
Q3 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
803KNew |
$10.4M - $11.1M
|
803K
$13M
|
|
Nov 13, 2023
Q3 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
441KNew |
$5.72M - $6.08M
|
441K
$7.15M
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
326KNew |
$4.23M - $4.5M
|
326K
$5.29M
|
|
Nov 13, 2023
Q3 2023
|
Bulldog Investors, LLP
Saddle Brook, NJ |
BUY
|
- |
109K+ 9.95% |
$1.42M - $1.5M
|
1.21M
$19.6M
|
|
Nov 14, 2023
Q3 2023
|
Aqr Arbitrage LLC
Greenwich, CT |
BUY
|
- |
92.1K+ 111.06% |
$1.2M - $1.27M
|
175K
$2.84M
|
|
Nov 13, 2023
Q3 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
35.9K+ 17.72% |
$465K - $494K
|
238K
$3.86M
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
27.4K+ 37.7% |
$356K - $378K
|
100K
$1.63M
|
|
Nov 02, 2023
Q3 2023
|
Shaker Financial Services, LLC
|
BUY
|
- |
18.7K+ 3.15% |
$243K - $258K
|
612K
$9.93M
|
|
Nov 14, 2023
Q3 2023
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
17.8K+ 13.14% |
$231K - $245K
|
153K
$2.49M
|
|
Nov 14, 2023
Q3 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
16.6K+ 952.76% |
$215K - $228K
|
18.3K
$297K
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
13K+ 20.28% |
$168K - $179K
|
76.9K
$1.25M
|
|
Nov 14, 2023
Q3 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
11.5K+ 53.59% |
$149K - $159K
|
32.9K
$534K
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
11.5K+ 55.06% |
$149K - $158K
|
32.4K
$525K
|
|
Nov 14, 2023
Q3 2023
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
10K+ 2.1% |
$130K - $138K
|
486K
$7.89M
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
9.31KNew |
$121K - $128K
|
9.31K
$151K
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
6.63KNew |
$86K - $91.4K
|
6.63K
$107K
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
5.16K+ 1990.73% |
$66.9K - $71.1K
|
5.42K
$87.8K
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4.99K+ 1.48% |
$64.7K - $68.8K
|
341K
$5.53M
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
4.64K+ 24.99% |
$60.2K - $64K
|
23.2K
$376K
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2.58K+ 17.8% |
$33.4K - $35.5K
|
17.1K
$277K
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.34K+ 1.45% |
$30.4K - $32.3K
|
164K
$2.65M
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.67K+ 11.1% |
$21.6K - $23K
|
16.7K
$270K
|
|
Oct 31, 2023
Q3 2023
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
1.61K+ 0.86% |
$20.9K - $22.2K
|
188K
$3.05M
|
|
Nov 14, 2023
Q3 2023
|
Css LLC
Chicago, IL |
BUY
|
- |
1.6K+ 0.27% |
$20.7K - $22K
|
587K
$9.53M
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.58K+ 5087.1% |
$20.5K - $21.7K
|
1.61K
$26.1K
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.52K+ 2.3% |
$19.8K - $21K
|
67.6K
$1.1M
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.5KNew |
$19.5K - $20.7K
|
1.5K
$24.3K
|
|
Nov 13, 2023
Q3 2023
|
Quantedge Capital Pte LTD
Singapore, U0 |
BUY
|
- |
1.5K+ 1.14% |
$19.5K - $20.7K
|
133K
$2.16M
|
|
Nov 14, 2023
Q3 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
1.23KNew |
$16K - $17K
|
1.23K
$20K
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.23K+ 1.78% |
$15.9K - $16.9K
|
70.3K
$1.14M
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
738+ 1.21% |
$9.58K - $10.2K
|
62K
$1M
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
687+ 2.91% |
$8.92K - $9.47K
|
24.3K
$394K
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
548+ 0.91% |
$7.11K - $7.56K
|
60.5K
$981K
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
400New |
$5.19K - $5.52K
|
400
$6.49K
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
353+ 0.48% |
$4.58K - $4.87K
|
74.4K
$1.21M
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
187+ 0.91% |
$2.43K - $2.58K
|
20.8K
$338K
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
132+ 2.09% |
$1.71K - $1.82K
|
6.45K
$105K
|
|
Nov 15, 2023
Q3 2023
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
110+ 0.91% |
$1.43K - $1.52K
|
12.2K
$197K
|
|
Oct 24, 2023
Q3 2023
|
Horizon Wealth Management, LLC
|
BUY
|
- |
108+ 0.91% |
$1.4K - $1.49K
|
12K
$195K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
105+ 0.35% |
$1.36K - $1.45K
|
29.7K
$482K
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
41+ 0.76% |
$532 - $565
|
5.43K
$88.1K
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
BUY
|
- |
20+ 0.19% |
$260 - $276
|
10.6K
$172K
|
|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
9+ 1.01% |
$117 - $124
|
898
$14.6K
|
|
Nov 13, 2023
Q3 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
6+ 0.01% |
$77.9 - $82.7
|
44.9K
$729K
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
1+ 0.01% |
$13 - $13.8
|
18.6K
$302K
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 12, 2023
Q3 2023
|
Clean Yield Group
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-25- 1.81% |
$325 - $345
|
1.36K
$22K
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-218- 0.25% |
$2.83K - $3.01K
|
87.7K
$1.42M
|