Latest Institutional Transactions on Boulder Growth & Income Fund (STEW)
This table provides information on the latest institutional transactions involving Boulder Growth & Income Fund (STEW) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
5.4K+ 22.93% |
$94K - $100K
|
29K
$520K
|
|
|
Nov 14, 2025
Q3 2025
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-86.7K- 23.28% |
$1.51M - $1.61M
|
286K
$5.13M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-71.9K- 2.96% |
$1.25M - $1.34M
|
2.36M
$42.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
13.6K+ 4.84% |
$237K - $253K
|
295K
$5.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.86K+ 18.89% |
$49.7K - $53K
|
18K
$323K
|
|
|
Nov 14, 2025
Q3 2025
|
Quantedge Capital Pte LTD
Singapore, U0 |
BUY
|
- |
20.3K+ 10.13% |
$353K - $377K
|
221K
$3.96M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-11.4K- 13.59% |
$198K - $212K
|
72.5K
$1.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.28K+ 9.03% |
$57.1K - $60.9K
|
39.6K
$711K
|
|
|
Nov 14, 2025
Q3 2025
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
62K+ 37.77% |
$1.08M - $1.15M
|
226K
$4.06M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-92- 0.31% |
$1.6K - $1.71K
|
29.2K
$525K
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.15K- 9.08% |
$19.9K - $21.3K
|
11.5K
$206K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
616+ 0.89% |
$10.7K - $11.4K
|
69.7K
$1.25M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-47.5K- 19.73% |
$827K - $883K
|
193K
$3.47M
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
38+ 0.4% |
$661 - $706
|
9.61K
$173K
|
|
|
Nov 14, 2025
Q3 2025
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
122+ 0.94% |
$2.12K - $2.27K
|
13.1K
$236K
|
|
|
Nov 14, 2025
Q3 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.1K- 5.62% |
$19.1K - $20.4K
|
18.5K
$332K
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Arbitrage LLC
Greenwich, CT |
SELL
|
- |
-89.1K- 28.16% |
$1.55M - $1.65M
|
227K
$4.08M
|
|
|
Nov 14, 2025
Q3 2025
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
27.3K+ 3.53% |
$475K - $507K
|
801K
$14.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
2.5KNew |
$43.5K - $46.4K
|
2.5K
$44.9K
|
|
|
Nov 13, 2025
Q3 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
21.6KNew |
$375K - $400K
|
21.6K
$387K
|
|
|
Nov 13, 2025
Q3 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
35+ 0.94% |
$609 - $650
|
3.75K
$67.3K
|
|
|
Nov 13, 2025
Q3 2025
|
Basepoint Wealth LLC
Cedar Rapids, IA |
BUY
|
- |
114+ 0.88% |
$1.98K - $2.12K
|
13.1K
$235K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.49K- 1.67% |
$60.7K - $64.8K
|
206K
$3.69M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-18.8K- 13.6% |
$327K - $349K
|
120K
$2.15M
|
|
|
Nov 13, 2025
Q3 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-16.8K- 1.73% |
$292K - $312K
|
953K
$17.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
20+ 0.11% |
$348 - $371
|
17.5K
$315K
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
SELL
|
- |
-25- 0.61% |
$435 - $464
|
4.1K
$73.6K
|
|
|
Nov 12, 2025
Q3 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-267- 1.23% |
$4.65K - $4.96K
|
21.4K
$385K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
31.3K+ 33.31% |
$544K - $581K
|
125K
$2.25M
|
|
|
Nov 12, 2025
Q3 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
60+ 0.85% |
$1.04K - $1.11K
|
7.12K
$128K
|
|
|
Nov 12, 2025
Q3 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-122K- 75.86% |
$2.13M - $2.27M
|
39K
$700K
|
|
|
Nov 12, 2025
Q3 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.93K+ 9.67% |
$33.6K - $35.8K
|
21.9K
$393K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
36.9K+ 15.62% |
$643K - $686K
|
273K
$4.91M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
874+ 2.14% |
$15.2K - $16.2K
|
41.8K
$751K
|
|
|
Nov 12, 2025
Q3 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-1.46K- 0.71% |
$25.4K - $27.1K
|
204K
$3.66M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
4.62K+ 13.91% |
$80.4K - $85.8K
|
37.8K
$679K
|
|
|
Nov 12, 2025
Q3 2025
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
49.7K+ 15.27% |
$865K - $923K
|
375K
$6.74M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
14.9K+ 13.91% |
$260K - $277K
|
122K
$2.19M
|
|
|
Nov 10, 2025
Q3 2025
|
Dakota Wealth Management
|
SELL
|
- |
-310- 1.78% |
$5.39K - $5.76K
|
17.1K
$308K
|
|
|
Nov 10, 2025
Q3 2025
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
14.1KNew |
$246K - $262K
|
14.1K
$254K
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.2K- 2.51% |
$20.9K - $22.3K
|
46.6K
$837K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-651- 9.4% |
$11.3K - $12.1K
|
6.27K
$113K
|
|
|
Nov 07, 2025
Q3 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
14.6K+ 24.66% |
$254K - $271K
|
73.7K
$1.32M
|
|
|
Nov 07, 2025
Q3 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
2.69K+ 10.86% |
$46.8K - $49.9K
|
27.5K
$493K
|
|
|
Nov 06, 2025
Q3 2025
|
Uhlmann Price Securities, LLC
Skokie, IL |
BUY
|
- |
640+ 0.93% |
$11.1K - $11.9K
|
69.3K
$1.24M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.16K- 3.43% |
$72.3K - $77.2K
|
117K
$2.1M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.58K+ 17.7% |
$44.9K - $48K
|
17.2K
$308K
|
|
|
Nov 06, 2025
Q3 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
263+ 2.91% |
$4.58K - $4.88K
|
9.31K
$167K
|
|
|
Nov 05, 2025
Q3 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
12.9KNew |
$225K - $240K
|
12.9K
$232K
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-8.79K- 9.25% |
$153K - $163K
|
86.3K
$1.55M
|
|