Purchases and Sales Made in Q4 2022 in Boulder Growth & Income Fund (STEW)
This table provides information about the institutional ownership of Boulder Growth & Income Fund (STEW) during Q4 2022. 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 14, 2023
Q4 2022
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
3.42MNew |
$37M - $45.6M
|
3.42M
$56.6M
|
|
|
Jan 23, 2023
Q4 2022
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
392KNew |
$4.23M - $5.22M
|
392K
$6.48M
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
323K+ 91.43% |
$3.49M - $4.3M
|
677K
$11.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Winning Points Advisors, LLC
Boca Raton, FL |
BUY
|
- |
165KNew |
$1.78M - $2.19M
|
165K
$2.72M
|
|
|
Feb 03, 2023
Q4 2022
|
Shaker Financial Services, LLC
|
BUY
|
- |
72.3K+ 19.81% |
$781K - $963K
|
437K
$7.23M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
63.6KNew |
$687K - $847K
|
63.6K
$1.05M
|
|
|
Jan 23, 2023
Q4 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
30.6KNew |
$330K - $408K
|
30.6K
$506K
|
|
|
Feb 10, 2023
Q4 2022
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
14KNew |
$152K - $187K
|
14K
$232K
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
BUY
|
- |
12.6KNew |
$136K - $167K
|
12.6K
$207K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
12.1KNew |
$131K - $161K
|
12.1K
$200K
|
|
|
Feb 13, 2023
Q4 2022
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
12KNew |
$130K - $160K
|
12K
$198K
|
|
|
Feb 14, 2023
Q4 2022
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
11.2K+ 2.4% |
$121K - $149K
|
476K
$7.87M
|
|
|
Feb 02, 2024
Q4 2022
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
10.4KNew |
$112K - $139K
|
10.4K
$172K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
9.91K+ 16.23% |
$107K - $132K
|
71K
$1.17M
|
|
|
Feb 14, 2023
Q4 2022
|
Bulldog Investors, LLP
Saddle Brook, NJ |
BUY
|
- |
8.05K+ 0.86% |
$86.9K - $107K
|
939K
$15.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
7.37KNew |
$79.6K - $98.1K
|
7.37K
$122K
|
|
|
Feb 09, 2023
Q4 2022
|
Elequin Capital LP
New York, NY |
BUY
|
- |
6.86KNew |
$74K - $91.3K
|
6.86K
$113K
|
|
|
Feb 03, 2023
Q4 2022
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
5.94K+ 5.37% |
$64.1K - $79.1K
|
117K
$1.93M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.15K+ 7.2% |
$55.6K - $68.6K
|
76.6K
$1.27M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.89K+ 4.47% |
$52.8K - $65.1K
|
114K
$1.89M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
4.41K+ 8.12% |
$47.6K - $58.7K
|
58.7K
$970K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
4.36K+ 462.08% |
$47.1K - $58.1K
|
5.31K
$87.7K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.25K+ 5.33% |
$35K - $43.2K
|
64.1K
$1.06M
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.05K+ 3.81% |
$32.9K - $40.6K
|
83.1K
$1.37M
|
|
|
Feb 14, 2023
Q4 2022
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
2.82K+ 0.7% |
$30.4K - $37.5K
|
404K
$6.67M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.69K+ 1.26% |
$29.1K - $35.8K
|
217K
$3.58M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
2.28K+ 2.65% |
$24.6K - $30.3K
|
88K
$1.46M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.09K+ 13.75% |
$22.5K - $27.8K
|
17.3K
$285K
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.01K+ 18.29% |
$21.7K - $26.8K
|
13K
$215K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.31KNew |
$14.2K - $17.5K
|
1.31K
$21.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
1.3K+ 5.04% |
$14K - $17.3K
|
27.1K
$448K
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
1.16K+ 1.0% |
$12.5K - $15.5K
|
118K
$1.94M
|
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
966+ 1.7% |
$10.4K - $12.9K
|
57.7K
$954K
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
927+ 1.35% |
$10K - $12.3K
|
69.5K
$1.15M
|
|
|
Feb 01, 2023
Q4 2022
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
814+ 0.44% |
$8.79K - $10.8K
|
186K
$3.07M
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
485New |
$5.24K - $6.46K
|
485
$8.02K
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
262+ 0.29% |
$2.83K - $3.49K
|
90.2K
$1.49M
|
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
198+ 19.15% |
$2.14K - $2.64K
|
1.23K
$20.4K
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
142+ 0.73% |
$1.53K - $1.89K
|
19.7K
$326K
|
|
|
Feb 14, 2023
Q4 2022
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
116+ 0.99% |
$1.25K - $1.55K
|
11.8K
$195K
|
|
|
Feb 09, 2023
Q4 2022
|
Horizon Wealth Management, LLC
|
BUY
|
- |
113+ 0.98% |
$1.22K - $1.51K
|
11.7K
$193K
|
|
|
Feb 15, 2023
Q4 2022
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
95+ 0.52% |
$1.03K - $1.27K
|
18.4K
$304K
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
62+ 0.3% |
$670 - $826
|
20.9K
$346K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
29+ 0.99% |
$313 - $386
|
2.97K
$49K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
19+ 0.38% |
$205 - $253
|
5.05K
$83.4K
|
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
8+ 0.93% |
$86.4 - $107
|
872
$14.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
7+ 0.02% |
$75.6 - $93.2
|
40.8K
$674K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
5+ 0.08% |
$54 - $66.6
|
6.04K
$99.8K
|
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
BUY
|
- |
2+ 0.94% |
$21.6 - $26.6
|
215
$3.55K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2New |
$21.6 - $26.6
|
2
$33.1
|