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 |
---|---|---|---|---|---|---|---|
Jan 24, 2022
Q4 2021
|
Clean Yield Group
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-16- 0.1% |
$207 - $228
|
15.9K
$285K
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
SELL
|
- |
-36- 3.49% |
$466 - $513
|
995
$17.8K
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-49- 2.4% |
$635 - $698
|
1.99K
$35.5K
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
SELL
|
- |
-74Closed |
$958 - $1.05K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-199- 1.41% |
$2.58K - $2.84K
|
14K
$249K
|
|
Feb 14, 2022
Q4 2021
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-498- 2.43% |
$6.45K - $7.1K
|
20K
$357K
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-944Closed |
$12.2K - $13.5K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-1.06KClosed |
$13.7K - $15.1K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.33K- 1.68% |
$17.2K - $19K
|
77.9K
$1.39M
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.49KClosed |
$19.3K - $21.2K
|
0
$0
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2.12K- 8.46% |
$27.5K - $30.2K
|
23K
$410K
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.79K- 6.95% |
$36.1K - $39.7K
|
37.3K
$667K
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.17K- 1.31% |
$41.1K - $45.2K
|
240K
$4.28M
|
|
Jan 10, 2022
Q4 2021
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-5.75KClosed |
$74.5K - $81.9K
|
0
$0
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
SELL
|
- |
-6.33K- 6.51% |
$82K - $90.2K
|
90.9K
$1.62M
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-6.43K- 14.33% |
$83.3K - $91.7K
|
38.5K
$687K
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-7.19K- 1.86% |
$93K - $102K
|
380K
$6.78M
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-7.62K- 0.42% |
$98.7K - $109K
|
1.8M
$32.2M
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-9.06K- 12.3% |
$117K - $129K
|
64.7K
$1.15M
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-9.67K- 46.83% |
$125K - $138K
|
11K
$196K
|
|
Jan 03, 2022
Q4 2021
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-10K- 41.34% |
$130K - $143K
|
14.2K
$253K
|
|
Mar 21, 2022
Q4 2021
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-11.1KClosed |
$144K - $158K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-15.8KClosed |
$204K - $225K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Wolverine Asset Management LLC
|
SELL
|
- |
-38K- 14.26% |
$492K - $542K
|
229K
$4.08M
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
SELL
|
- |
-50.9K- 1.91% |
$659K - $725K
|
2.61M
$46.5M
|
|
Feb 07, 2022
Q4 2021
|
Shaker Financial Services, LLC
|
SELL
|
- |
-302K- 47.29% |
$3.91M - $4.31M
|
337K
$6.02M
|
|
Feb 04, 2022
Q4 2021
|
Matisse Capital
|
SELL
|
- |
-347K- 89.45% |
$4.49M - $4.94M
|
40.9K
$730K
|
|
Feb 15, 2022
Q4 2021
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-453K- 54.71% |
$5.87M - $6.46M
|
375K
$6.7M
|