Purchases and Sales Made in Q3 2024 in Boulder Growth & Income Fund (STEW)
This table provides information about the institutional ownership of Boulder Growth & Income Fund (STEW) during Q3 2024. 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, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-652- 2.34% |
$9.34K - $10.4K
|
27.2K
$457K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-800- 1.55% |
$11.5K - $12.8K
|
50.8K
$854K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-831- 16.36% |
$11.9K - $13.3K
|
4.25K
$71.4K
|
|
|
Oct 25, 2024
Q3 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-889- 7.67% |
$12.7K - $14.2K
|
10.7K
$180K
|
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-941- 4.56% |
$13.5K - $15K
|
19.7K
$331K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.14K- 2.24% |
$16.4K - $18.2K
|
49.9K
$839K
|
|
|
Nov 14, 2024
Q3 2024
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-1.24K- 1.94% |
$17.8K - $19.8K
|
62.9K
$1.06M
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-2.01K- 4.47% |
$28.8K - $32.1K
|
43K
$722K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-2.27K- 10.23% |
$32.5K - $36.3K
|
19.9K
$335K
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-2.5K- 17.24% |
$35.8K - $39.9K
|
12K
$202K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.54K- 15.06% |
$36.4K - $40.6K
|
14.3K
$241K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.58K- 1.58% |
$36.9K - $41.1K
|
161K
$2.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Quantedge Capital Pte LTD
Singapore, U0 |
SELL
|
- |
-3.3K- 1.86% |
$47.3K - $52.7K
|
174K
$2.93M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.4K- 3.95% |
$48.8K - $54.4K
|
82.8K
$1.39M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.46K- 3.27% |
$49.5K - $55.2K
|
102K
$1.72M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.51K- 2.87% |
$50.2K - $56K
|
119K
$1.99M
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-4.18K- 37.17% |
$59.9K - $66.7K
|
7.06K
$119K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-5.79K- 6.72% |
$83K - $92.5K
|
80.4K
$1.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Css LLC
Chicago, IL |
SELL
|
- |
-8.76K- 1.31% |
$126K - $140K
|
661K
$11.1M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-19.3K- 4.87% |
$277K - $309K
|
378K
$6.35M
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-21.2K- 2.54% |
$304K - $339K
|
814K
$13.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-23.7K- 53.23% |
$340K - $379K
|
20.8K
$350K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-25.2K- 13.13% |
$360K - $402K
|
166K
$2.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-141K- 28.42% |
$2.02M - $2.25M
|
355K
$5.97M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-188K- 54.86% |
$2.7M - $3.01M
|
155K
$2.61M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-290K- 9.61% |
$4.15M - $4.63M
|
2.73M
$45.8M
|