Purchases and Sales Made in Q4 2021 in Boulder Growth & Income Fund (STEW)
This table provides information about the institutional ownership of Boulder Growth & Income Fund (STEW) during Q4 2021. 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 |
---|---|---|---|---|---|---|---|
Feb 11, 2022
Q4 2021
|
Bulldog Investors, LLP
Saddle Brook, NJ |
BUY
|
- |
818K+ 2746.12% |
$10.6M - $11.7M
|
848K
$13.8M
|
|
Feb 16, 2022
Q4 2021
|
Winning Points Advisors, LLC
Boca Raton, FL |
BUY
|
- |
135K+ 90.64% |
$1.75M - $1.93M
|
284K
$4.61M
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
133K+ 134.59% |
$1.72M - $1.89M
|
232K
$3.76M
|
|
Feb 14, 2022
Q4 2021
|
Clough Capital Partners L P
Boston, MA |
BUY
|
- |
84.3KNew |
$1.09M - $1.2M
|
84.3K
$1.37M
|
|
Feb 14, 2022
Q4 2021
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
45.8K+ 18.21% |
$593K - $653K
|
297K
$4.82M
|
|
Feb 10, 2022
Q4 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
19.1KNew |
$248K - $272K
|
19.1K
$310K
|
|
Feb 15, 2022
Q4 2021
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
17.6K+ 65.35% |
$228K - $250K
|
44.5K
$721K
|
|
Feb 11, 2022
Q4 2021
|
Quantedge Capital Pte LTD
Singapore, U0 |
BUY
|
- |
15.8K+ 6.79% |
$205K - $226K
|
249K
$4.04M
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
12.6K+ 24.7% |
$163K - $180K
|
63.7K
$1.03M
|
|
Feb 14, 2022
Q4 2021
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
12.3KNew |
$159K - $175K
|
12.3K
$199K
|
|
Mar 03, 2022
Q4 2021
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
11.1K+ 16.43% |
$144K - $158K
|
78.7K
$1.28M
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
10.6K+ 12.34% |
$138K - $152K
|
96.8K
$1.57M
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
10.6K+ 11.07% |
$137K - $151K
|
106K
$1.73M
|
|
Feb 14, 2022
Q4 2021
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
9.54K+ 1.85% |
$124K - $136K
|
525K
$8.51M
|
|
Feb 14, 2022
Q4 2021
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
8.77K+ 20.16% |
$114K - $125K
|
52.3K
$848K
|
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
8.35K+ 9.28% |
$108K - $119K
|
98.3K
$1.59M
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
7.79K+ 2.66% |
$101K - $111K
|
301K
$4.88M
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.77K+ 71.71% |
$101K - $111K
|
18.6K
$302K
|
|
Mar 10, 2022
Q4 2021
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
7.33KNew |
$94.9K - $104K
|
7.33K
$119K
|
|
Feb 02, 2022
Q4 2021
|
Wealth Trust Axiom LLC
|
BUY
|
- |
6.8K+ 23.0% |
$88.1K - $96.9K
|
36.4K
$590K
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.02K+ 13.09% |
$65K - $71.5K
|
43.3K
$703K
|
|
Feb 08, 2022
Q4 2021
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
5KNew |
$64.8K - $71.3K
|
5K
$81.1K
|
|
Feb 08, 2022
Q4 2021
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
4.85KNew |
$62.8K - $69.1K
|
4.85K
$78.6K
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.74K+ 8.21% |
$48.4K - $53.2K
|
49.3K
$799K
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.85K+ 4.83% |
$36.9K - $40.6K
|
61.8K
$1M
|
|
Feb 10, 2022
Q4 2021
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2.06K+ 1.03% |
$26.7K - $29.4K
|
202K
$3.27M
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.74K+ 3.99% |
$22.6K - $24.9K
|
45.4K
$736K
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.71K+ 10.78% |
$22.2K - $24.4K
|
17.6K
$286K
|
|
Jan 24, 2022
Q4 2021
|
Atwood & Palmer Inc
|
BUY
|
- |
1.57KNew |
$20.3K - $22.3K
|
1.57K
$25.4K
|
|
Jan 27, 2022
Q4 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.27KNew |
$16.5K - $18.1K
|
1.27K
$20.6K
|
|
Jan 25, 2022
Q4 2021
|
Integrated Capital Management, Inc.
|
BUY
|
- |
1.2K+ 8.41% |
$15.6K - $17.1K
|
15.5K
$251K
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
914+ 1.08% |
$11.8K - $13K
|
85.8K
$1.39M
|
|
Feb 09, 2022
Q4 2021
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
607+ 0.33% |
$7.86K - $8.65K
|
183K
$2.96M
|
|
Feb 09, 2022
Q4 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
506+ 4.13% |
$6.55K - $7.21K
|
12.8K
$207K
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
145New |
$1.88K - $2.07K
|
145
$2.35K
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
BUY
|
- |
100+ 100.0% |
$1.3K - $1.43K
|
200
$3.24K
|
|
Jan 18, 2022
Q4 2021
|
Trilogy Capital Inc.
|
BUY
|
- |
94+ 0.6% |
$1.22K - $1.34K
|
15.7K
$255K
|
|
Feb 14, 2022
Q4 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
87+ 0.69% |
$1.13K - $1.24K
|
12.8K
$207K
|
|
Feb 15, 2022
Q4 2021
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
84+ 0.74% |
$1.09K - $1.2K
|
11.4K
$185K
|
|
Feb 14, 2022
Q4 2021
|
Rb Capital Management, LLC
|
BUY
|
- |
79+ 0.75% |
$1.02K - $1.13K
|
10.6K
$172K
|
|
Feb 14, 2022
Q4 2021
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
69+ 0.38% |
$894 - $983
|
18.1K
$294K
|
|
Jan 20, 2022
Q4 2021
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
64+ 0.11% |
$829 - $912
|
57.8K
$937K
|
|
Jan 18, 2022
Q4 2021
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
61+ 0.28% |
$790 - $869
|
21.5K
$349K
|
|
Feb 11, 2022
Q4 2021
|
9258 Wealth Management, LLC
|
BUY
|
- |
43+ 0.41% |
$557 - $613
|
10.4K
$169K
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
14+ 0.34% |
$181 - $200
|
4.18K
$67.8K
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
9+ 0.03% |
$117 - $128
|
28.9K
$469K
|
|
Jan 31, 2022
Q4 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
7+ 0.84% |
$90.6 - $99.8
|
841
$13.6K
|
|
Jan 18, 2022
Q4 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
4+ 0.07% |
$51.8 - $57
|
6.02K
$97.6K
|
|
Jan 18, 2022
Q4 2021
|
Accel Wealth Management
|
BUY
|
- |
2+ 0.97% |
$25.9 - $28.5
|
208
$3.37K
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|