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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.16K- 2.81% |
$49.8K - $54.7K
|
109K
$1.97M
|
|
|
May 08, 2025
Q1 2025
|
Dcf Advisers, LLC
Greenwich, CT |
SELL
|
- |
-9K- 15.25% |
$142K - $156K
|
50K
$898K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
50+ 0.87% |
$788 - $865
|
5.77K
$104K
|
|
|
Apr 22, 2025
Q1 2025
|
Hudson Value Partners, LLC
|
BUY
|
- |
12.2KNew |
$192K - $211K
|
12.2K
$219K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
22K+ 38.9% |
$346K - $380K
|
78.4K
$1.41M
|
|
|
Apr 08, 2025
Q1 2025
|
Stolper CO
|
SELL
|
- |
-152- 0.84% |
$2.4K - $2.63K
|
17.9K
$322K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1K- 66.67% |
$15.8K - $17.3K
|
500
$8.98K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
81.2K+ 36.79% |
$1.25M - $1.36M
|
302K
$5.42M
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
306+ 17.53% |
$4.69K - $5.12K
|
2.05K
$36.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-500- 1.37% |
$7.67K - $8.37K
|
36.1K
$649K
|
|
|
Feb 12, 2025
Q4 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-35.3K- 27.77% |
$541K - $590K
|
91.7K
$1.65M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
91.3KNew |
$1.4M - $1.53M
|
91.3K
$1.64M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
51.3KNew |
$787K - $858K
|
51.3K
$921K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
206+ 0.12% |
$3.16K - $3.45K
|
165K
$2.96M
|
|
|
Jan 22, 2025
Q4 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
10.7KNew |
$164K - $179K
|
10.7K
$192K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-36.6K- 85.23% |
$562K - $613K
|
6.35K
$114K
|
|
| Q3 2024 | |||||||
|
Aug 07, 2025
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1.67KNew |
$23.9K - $26.6K
|
1.67K
$29.9K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
62.5KNew |
$896K - $998K
|
62.5K
$1.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
12.8KNew |
$183K - $204K
|
12.8K
$230K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-2.27K- 10.23% |
$32.5K - $36.3K
|
19.9K
$358K
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-2.5K- 17.24% |
$35.8K - $39.9K
|
12K
$216K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
4.52KNew |
$64.7K - $72.1K
|
4.52K
$81.1K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.14K- 2.24% |
$16.4K - $18.2K
|
49.9K
$897K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-188K- 54.86% |
$2.7M - $3.01M
|
155K
$2.79M
|
|
|
Oct 16, 2024
Q3 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
110+ 0.89% |
$1.58K - $1.76K
|
12.5K
$225K
|
|
| Q2 2024 | |||||||
|
Dec 02, 2025
Q2 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-8.04K- 3.83% |
$114K - $120K
|
202K
$3.63M
|
|
|
Jan 31, 2025
Q2 2024
|
Absolute Investment Advisers LLC
|
BUY
|
- |
11.2K+ 91.06% |
$159K - $168K
|
23.5K
$422K
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1K+ 7.32% |
$14.2K - $15K
|
14.7K
$263K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
799+ 6.68% |
$11.4K - $12K
|
12.8K
$229K
|
|
|
Aug 14, 2024
Q2 2024
|
Quarry LP
New York, NY |
BUY
|
- |
10.5KNew |
$149K - $157K
|
10.5K
$189K
|
|
|
Aug 14, 2024
Q2 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-2.16K- 6.31% |
$30.6K - $32.3K
|
32K
$575K
|
|
|
Aug 14, 2024
Q2 2024
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
50+ 0.36% |
$711 - $749
|
14K
$251K
|
|
|
Aug 14, 2024
Q2 2024
|
Flow State Investments, L.P.
Chicago, IL |
BUY
|
- |
715+ 1.4% |
$10.2K - $10.7K
|
51.7K
$929K
|
|
|
Aug 14, 2024
Q2 2024
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-37.5K- 33.11% |
$533K - $562K
|
75.8K
$1.36M
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.2KNew |
$31.3K - $32.9K
|
2.2K
$39.5K
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
12.8KNew |
$182K - $191K
|
12.8K
$229K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
18New |
$256 - $269
|
18
$323
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
200New |
$2.84K - $2.99K
|
200
$3.59K
|
|
|
Jul 31, 2024
Q2 2024
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
3.44MNew |
$48.9M - $51.5M
|
3.44M
$61.8M
|
|
|
Jul 30, 2024
Q2 2024
|
Matisse Capital
|
BUY
|
- |
10K+ 5.88% |
$142K - $150K
|
180K
$3.23M
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
1+ 14.29% |
$14.2 - $15
|
8
$144
|
|
| Q1 2024 | |||||||
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.6K+ 25.32% |
$21.8K - $24.1K
|
7.92K
$142K
|
|
|
May 20, 2024
Q1 2024
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
64+ 0.31% |
$873 - $964
|
21K
$377K
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
582+ 5.48% |
$7.94K - $8.76K
|
11.2K
$201K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
167New |
$2.28K - $2.52K
|
167
$3K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1KNew |
$13.6K - $15.1K
|
1K
$18K
|
|
| Q4 2023 | |||||||
|
Feb 15, 2024
Q4 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-382- 0.76% |
$4.63K - $5.33K
|
49.6K
$891K
|
|
|
Feb 14, 2024
Q4 2023
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
25.8KNew |
$312K - $360K
|
25.8K
$463K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
36.9KNew |
$447K - $516K
|
36.9K
$664K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.2KNew |
$14.5K - $16.8K
|
1.2K
$21.6K
|
|