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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
111+ 0.88% |
$1.7K - $1.86K
|
12.7K
$227K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
76+ 0.53% |
$1.17K - $1.27K
|
14.4K
$257K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
41+ 0.73% |
$629 - $686
|
5.65K
$101K
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
32+ 0.89% |
$491 - $535
|
3.64K
$65K
|
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
12+ 0.06% |
$184 - $201
|
19.7K
$351K
|
|
|
Feb 12, 2025
Q4 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
3+ 0.02% |
$46 - $50.2
|
12.3K
$220K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 13, 2025
Q4 2024
|
Clean Yield Group
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3- 0.01% |
$46 - $50.2
|
30.7K
$548K
|
|
|
Jan 13, 2025
Q4 2024
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-5- 0.04% |
$76.7 - $83.7
|
14.1K
$251K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-51- 1.2% |
$782 - $853
|
4.2K
$74.9K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-66- 0.03% |
$1.01K - $1.1K
|
202K
$3.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-119- 1.69% |
$1.82K - $1.99K
|
6.94K
$124K
|
|
|
Feb 05, 2025
Q4 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-250- 0.79% |
$3.83K - $4.18K
|
31.5K
$561K
|
|
|
Jan 14, 2025
Q4 2024
|
Stolper CO
|
SELL
|
- |
-353- 1.92% |
$5.41K - $5.91K
|
18.1K
$322K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-419- 78.76% |
$6.42K - $7.01K
|
113
$2.02K
|
|
|
Feb 13, 2025
Q4 2024
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-500- 1.37% |
$7.67K - $8.37K
|
36.1K
$644K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-600- 1.18% |
$9.2K - $10K
|
50.2K
$896K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.01K- 2.93% |
$15.4K - $16.8K
|
33.3K
$594K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.1K- 2.21% |
$16.9K - $18.4K
|
48.7K
$869K
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-1.11K- 0.09% |
$17K - $18.5K
|
1.2M
$21.3M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.12K- 2.56% |
$32.5K - $35.4K
|
80.5K
$1.44M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-5.04K- 18.53% |
$77.2K - $84.3K
|
22.1K
$395K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.92K- 4.99% |
$90.8K - $99K
|
113K
$2.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-7.54K- 4.53% |
$116K - $126K
|
159K
$2.84M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-9.45K- 99.9% |
$145K - $158K
|
9
$161
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-15.3K- 24.37% |
$235K - $256K
|
47.6K
$848K
|
|
|
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
SELL
|
- |
-24K- 7.67% |
$368K - $402K
|
289K
$5.15M
|
|
|
Feb 12, 2025
Q4 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-35.3K- 27.77% |
$541K - $590K
|
91.7K
$1.64M
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-36.6K- 85.23% |
$562K - $613K
|
6.35K
$113K
|
|
|
Feb 13, 2025
Q4 2024
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-153K- 43.08% |
$2.35M - $2.56M
|
202K
$3.61M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-161K- 5.91% |
$2.47M - $2.7M
|
2.57M
$45.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-280K- 34.4% |
$4.29M - $4.69M
|
534K
$9.53M
|