Purchases and Sales Made in Q4 2023 in Boulder Growth & Income Fund (STEW)
This table provides information about the institutional ownership of Boulder Growth & Income Fund (STEW) during Q4 2023. 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 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 24, 2024
Q4 2023
|
Clean Yield Group
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-75- 5.52% |
$908 - $1.05K
|
1.28K
$21.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-165- 0.22% |
$2K - $2.3K
|
73.3K
$1.23M
|
|
|
Feb 05, 2024
Q4 2023
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-250- 0.68% |
$3.03K - $3.49K
|
36.6K
$614K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-299- 0.14% |
$3.62K - $4.17K
|
210K
$3.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-323- 4.88% |
$3.91K - $4.51K
|
6.3K
$106K
|
|
|
Feb 15, 2024
Q4 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-382- 0.76% |
$4.63K - $5.33K
|
49.6K
$833K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-571- 0.92% |
$6.91K - $7.97K
|
61.4K
$1.03M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-762- 2.56% |
$9.23K - $10.6K
|
29K
$486K
|
|
|
Feb 12, 2024
Q4 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-764- 2.45% |
$9.25K - $10.7K
|
30.4K
$510K
|
|
|
Jan 09, 2024
Q4 2023
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-777- 6.17% |
$9.41K - $10.8K
|
11.8K
$198K
|
|
|
Jan 25, 2024
Q4 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-1.54K- 1.3% |
$18.6K - $21.5K
|
117K
$1.96M
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2K- 8.64% |
$24.2K - $27.9K
|
21.1K
$355K
|
|
|
Jan 24, 2024
Q4 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-2.28K- 9.82% |
$27.6K - $31.8K
|
20.9K
$351K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.38K- 9.8% |
$28.8K - $33.2K
|
21.9K
$367K
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-2.5K- 4.88% |
$30.3K - $34.9K
|
48.7K
$817K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.14K- 3.46% |
$38K - $43.8K
|
87.5K
$1.47M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.84K- 18.45% |
$46.6K - $53.7K
|
17K
$285K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-4.67K- 5.32% |
$56.6K - $65.2K
|
83K
$1.39M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-5.31K- 5.6% |
$64.2K - $74.1K
|
89.5K
$1.5M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.71K- 6.52% |
$81.2K - $93.6K
|
96.2K
$1.61M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-6.78K- 36.36% |
$82.1K - $94.6K
|
11.9K
$199K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-7.37K- 2.16% |
$89.2K - $103K
|
334K
$5.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-8.3K- 13.97% |
$101K - $116K
|
51.1K
$857K
|
|
|
Feb 14, 2024
Q4 2023
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-10.1K- 55.04% |
$122K - $141K
|
8.23K
$138K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-12.6K- 7.71% |
$153K - $176K
|
151K
$2.53M
|
|
|
Feb 01, 2024
Q4 2023
|
Wolverine Asset Management LLC
|
SELL
|
- |
-16.3K- 6.82% |
$197K - $227K
|
222K
$3.73M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-16.9K- 25.0% |
$205K - $236K
|
50.7K
$851K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-21.5K- 37.93% |
$261K - $300K
|
35.2K
$591K
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-27.1K- 11.9% |
$328K - $378K
|
200K
$3.36M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-35.4K- 35.33% |
$429K - $494K
|
64.8K
$1.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-44.5K- 10.09% |
$538K - $621K
|
396K
$6.65M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-49.2K- 66.11% |
$596K - $687K
|
25.2K
$423K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-58.2K- 96.5% |
$705K - $813K
|
2.11K
$35.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.1M- 22.8% |
$13.4M - $15.4M
|
3.74M
$62.7M
|