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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-400- 0.67% |
$5.19K - $5.52K
|
59.4K
$963K
|
|
|
Oct 10, 2023
Q3 2023
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-419- 3.22% |
$5.44K - $5.78K
|
12.6K
$204K
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-511- 0.32% |
$6.63K - $7.05K
|
162K
$2.62M
|
|
|
Oct 17, 2023
Q3 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-624- 60.23% |
$8.1K - $8.6K
|
412
$6.68K
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-663- 1.09% |
$8.61K - $9.14K
|
60.3K
$978K
|
|
|
Nov 14, 2023
Q3 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-692- 4.25% |
$8.98K - $9.54K
|
15.6K
$253K
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-1.03K- 1.33% |
$13.4K - $14.2K
|
76.6K
$1.24M
|
|
|
Nov 13, 2023
Q3 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-1.07K- 3.31% |
$13.8K - $14.7K
|
31.2K
$505K
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.5K- 9.48% |
$19.5K - $20.7K
|
14.3K
$232K
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-2.1K- 2.78% |
$27.3K - $29K
|
73.4K
$1.19M
|
|
|
Oct 30, 2023
Q3 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-2.43K- 2.01% |
$31.6K - $33.5K
|
118K
$1.92M
|
|
|
Nov 08, 2023
Q3 2023
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-2.84K- 21.24% |
$36.8K - $39.1K
|
10.5K
$171K
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-2.9K- 2.96% |
$37.6K - $39.9K
|
94.8K
$1.54M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.78K- 1.77% |
$49.1K - $52.2K
|
210K
$3.41M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.81K- 4.03% |
$49.4K - $52.5K
|
90.6K
$1.47M
|
|
|
Nov 07, 2023
Q3 2023
|
Atlas Wealth LLC
Cincinnati, OH |
SELL
|
- |
-5.41K- 0.16% |
$70.2K - $74.6K
|
3.43M
$55.6M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-8.53K- 7.66% |
$111K - $118K
|
103K
$1.67M
|
|
|
Oct 26, 2023
Q3 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-14.8K- 3.75% |
$192K - $204K
|
379K
$6.15M
|
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-15.1K- 6.22% |
$196K - $208K
|
228K
$3.69M
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-139K- 20.31% |
$1.8M - $1.92M
|
545K
$8.84M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-189K- 3.75% |
$2.45M - $2.6M
|
4.84M
$78.6M
|