Purchases and Sales Made in Q4 2024 in Boulder Growth & Income Fund (STEW)
This table provides information about the institutional ownership of Boulder Growth & Income Fund (STEW) during Q4 2024. 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, 2025
Q4 2024
|
Jp Wealth Management, Inc.
Mt. Pleasant, SC |
BUY
|
- |
926KNew |
$14.2M - $15.5M
|
926K
$16.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
242K+ 119.29% |
$3.7M - $4.04M
|
444K
$7.93M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
229KNew |
$3.51M - $3.83M
|
229K
$4.08M
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
142KNew |
$2.18M - $2.38M
|
142K
$2.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
110KNew |
$1.68M - $1.83M
|
110K
$1.96M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
91.3KNew |
$1.4M - $1.53M
|
91.3K
$1.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
81.2K+ 36.79% |
$1.25M - $1.36M
|
302K
$5.39M
|
|
|
Feb 13, 2025
Q4 2024
|
Shaker Financial Services, LLC
|
BUY
|
- |
71.5K+ 10.92% |
$1.1M - $1.2M
|
727K
$13M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
51.3KNew |
$787K - $858K
|
51.3K
$915K
|
|
|
Feb 12, 2025
Q4 2024
|
Rpo LLC
Stamford, CT |
BUY
|
- |
39.2K+ 30.18% |
$602K - $657K
|
169K
$3.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
39.2K+ 228.86% |
$602K - $657K
|
56.4K
$1.01M
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
31.3K+ 13.87% |
$480K - $524K
|
257K
$4.59M
|
|
|
Feb 14, 2025
Q4 2024
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
28KNew |
$430K - $469K
|
28K
$500K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
24K+ 6.35% |
$368K - $402K
|
402K
$7.17M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
22K+ 13.7% |
$338K - $369K
|
183K
$3.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
21.3KNew |
$327K - $356K
|
21.3K
$380K
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
21KNew |
$323K - $352K
|
21K
$375K
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Arbitrage LLC
Greenwich, CT |
BUY
|
- |
19.5K+ 4.51% |
$299K - $327K
|
452K
$8.07M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
19.2KNew |
$295K - $322K
|
19.2K
$343K
|
|
|
Feb 14, 2025
Q4 2024
|
Quantedge Capital Pte LTD
Singapore, U0 |
BUY
|
- |
18.8K+ 10.78% |
$288K - $315K
|
193K
$3.45M
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Advisors LLC
|
BUY
|
- |
17KNew |
$261K - $284K
|
17K
$303K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
15KNew |
$230K - $252K
|
15K
$268K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
13.1K+ 14.9% |
$201K - $220K
|
101K
$1.81M
|
|
|
Jan 24, 2025
Q4 2024
|
Absolute Investment Advisers LLC
|
BUY
|
- |
12.3KNew |
$189K - $206K
|
12.3K
$219K
|
|
|
Jan 22, 2025
Q4 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
10.7KNew |
$164K - $179K
|
10.7K
$191K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
9.61K+ 6.32% |
$147K - $161K
|
162K
$2.88M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
8.81K+ 10.87% |
$135K - $147K
|
89.8K
$1.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
7.69K+ 207.89% |
$118K - $129K
|
11.4K
$203K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
7.07K+ 110.22% |
$108K - $118K
|
13.5K
$240K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7K+ 6.88% |
$107K - $117K
|
109K
$1.94M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
6.85K+ 13.82% |
$105K - $115K
|
56.4K
$1.01M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.09K+ 3.29% |
$93.4K - $102K
|
191K
$3.41M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.55K+ 7.96% |
$85.1K - $92.9K
|
75.3K
$1.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Css LLC
Chicago, IL |
BUY
|
- |
4.84K+ 0.73% |
$74.2K - $81K
|
666K
$11.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.56K+ 5.51% |
$70K - $76.3K
|
87.3K
$1.56M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
2.81K+ 15.45% |
$43K - $46.9K
|
21K
$374K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
2.3K+ 2.86% |
$35.2K - $38.4K
|
82.7K
$1.48M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.98K+ 33.74% |
$30.4K - $33.2K
|
7.86K
$140K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.7K+ 1.66% |
$26.1K - $28.5K
|
104K
$1.86M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.21K+ 1.67% |
$18.6K - $20.3K
|
73.8K
$1.32M
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
854+ 4.84% |
$13.1K - $14.3K
|
18.5K
$330K
|
|
|
Feb 13, 2025
Q4 2024
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
812+ 0.1% |
$12.4K - $13.6K
|
789K
$14.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
796+ 0.42% |
$12.2K - $13.3K
|
192K
$3.43M
|
|
|
May 15, 2025
Q4 2024
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
503New |
$7.71K - $8.42K
|
503
$8.97K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
447+ 0.88% |
$6.85K - $7.48K
|
51.3K
$915K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
306+ 17.53% |
$4.69K - $5.12K
|
2.05K
$36.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
243+ 2.71% |
$3.73K - $4.07K
|
9.23K
$165K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
206+ 0.12% |
$3.16K - $3.45K
|
165K
$2.94M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
153+ 0.73% |
$2.35K - $2.56K
|
21K
$374K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
152+ 0.53% |
$2.33K - $2.54K
|
28.7K
$512K
|