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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2023
Q4 2022
|
Clean Yield Group
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 30, 2023
Q4 2022
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-1- -0.0% |
$10.8 - $13.3
|
36.9K
$658K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-11- 0.41% |
$119 - $147
|
2.67K
$47.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-56- 0.19% |
$605 - $746
|
29K
$518K
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-71- 0.34% |
$767 - $946
|
20.6K
$367K
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
SELL
|
- |
-100- 50.0% |
$1.08K - $1.33K
|
100
$1.78K
|
|
|
Feb 14, 2023
Q4 2022
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-136- 1.29% |
$1.47K - $1.81K
|
10.4K
$186K
|
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.35K- 11.37% |
$14.6K - $18K
|
10.5K
$188K
|
|
|
Jan 25, 2023
Q4 2022
|
Camelot Portfolios, LLC
|
SELL
|
- |
-1.49K- 12.06% |
$16.1K - $19.8K
|
10.9K
$194K
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.59K- 2.91% |
$17.2K - $21.2K
|
53.2K
$949K
|
|
|
Jan 17, 2023
Q4 2022
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-1.66K- 10.36% |
$17.9K - $22.1K
|
14.4K
$256K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.37K- 3.63% |
$25.6K - $31.5K
|
62.8K
$1.12M
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-2.45K- 10.64% |
$26.4K - $32.6K
|
20.6K
$367K
|
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-3.32K- 5.54% |
$35.8K - $44.2K
|
56.6K
$1.01M
|
|
|
Feb 07, 2023
Q4 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-3.5K- 18.92% |
$37.8K - $46.6K
|
15K
$268K
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.79K- 2.16% |
$51.7K - $63.8K
|
217K
$3.86M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-6.25K- 2.71% |
$67.5K - $83.3K
|
224K
$4M
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-9.12K- 24.34% |
$98.5K - $121K
|
28.3K
$506K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-11.4K- 14.06% |
$123K - $152K
|
69.6K
$1.24M
|
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-11.6K- 5.92% |
$126K - $155K
|
185K
$3.3M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-18K- 19.54% |
$194K - $239K
|
73.9K
$1.32M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-25K- 6.64% |
$270K - $333K
|
351K
$6.27M
|
|
|
Feb 01, 2023
Q4 2022
|
Wolverine Asset Management LLC
|
SELL
|
- |
-26.9K- 28.0% |
$291K - $359K
|
69.2K
$1.24M
|
|
|
Feb 14, 2023
Q4 2022
|
Quantedge Capital Pte LTD
Singapore, U0 |
SELL
|
- |
-36K- 21.65% |
$389K - $479K
|
130K
$2.32M
|
|
|
Feb 14, 2023
Q4 2022
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-46.5K- 9.93% |
$502K - $619K
|
422K
$7.52M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-82.3K- 53.79% |
$889K - $1.1M
|
70.7K
$1.26M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-141K- 41.24% |
$1.52M - $1.88M
|
201K
$3.58M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-164K- 3.07% |
$1.77M - $2.18M
|
5.17M
$92.3M
|